The Crude Report: Asia’s call for delivered barrels
As crudes from every region compete for market share in Asia-Pacific, refiners are gaining influence over the pricing mechanisms they prefer. Price discovery increasingly takes place at the delivery p...
24 Nov 202111min
Metal Movers: China flattens its full-year steel output
China’s October steel output fell to its lowest level ever since December 2017. This episode of Metal Movers focuses on China’s next steps to reach its output and emissions targets. Join Chris Newman,...
19 Nov 202112min
From the Economist‘s Chair: Drag still battling thrust in the US shale space
Some observers have been surprised by the stubbornly slow response of US shale production to WTI’s ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show f...
18 Nov 20217min
The Crude Report: US export conditions volatile
After falling to below 2.7mn b/d in September, US crude oil exports are poised to rebound to the typical volume of more than 3mn b/d temporarily before potentially falling back to depressed levels by ...
17 Nov 202111min
Falando de Mercado: PLD, um problema que o setor elétrico precisa enfrentar
Vimos o Brasil novamente submetido ao risco de racionamento. E, como resultado, os altos custos da geração termelétrica emergencial. Possivelmente, parte dos problemas do setor elétrico brasileiro pod...
16 Nov 202111min
Driving Discussions: The final stretch for 2021; winter pressure and holiday stress
As we near the end of 2021 and look back at the year we’ve seen a relatively strong Covid-19 recovery, supply chain shortages and impending winter energy constraints. Join Jason Metko and Stephen Jon...
16 Nov 202115min
Metal Movers: Powering the automotive revolution with the Advanced Propulsion Centre
Our latest episode of Metal Movers invites a special guest to talk about the role of technology in driving the automotive industry to a greener future. Join Caroline Messecar, Senior Reporter, Rare E...
15 Nov 202119min
Market Talks: Brazilian fertilizer dependency to continue
Brazil has launched discussions to boost the output of fertilizer and inputs for the domestic agriculture sector, but progress remains slow with dependency on imports strong. Difficulties in negotiati...
11 Nov 20216min
