The Crude Report: Pipeline capacity goes from famine to feast
What began as a frenzy to build crude oil pipelines connecting US oil fields like the Permian basin to ports for export has resulted in more pipeline capacity than the crude to fill it. In this episo...
1 Dec 202120min
Metal Movers: The rise of lithium and cobalt
This latest episode in the Metal Movers series visits the world of battery metals, examining the global supply/demand landscape for lithium and cobalt. Tune in as Anuradha Ramanathan, Deputy Editor – ...
26 Nov 202116min
Falando de Mercado: A reorganização do mercado de diesel nacionalizado
Desde outubro, vemos um maior interesse comprador de diesel importado nos portos do Sul e do Sudeste, mesmo com os valores bem acima do produto comercializado nas refinarias da Petrobras. Junte-se a C...
25 Nov 20215min
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
