OPIS Talks

OPIS TALKS COAL, METALS & MINING:In this edition of Tariff Talk, James Stevenson and Charles Dayton examine the market implications of a stronger yen and a potential unwinding of the carry trade, including what changing Japanese currency dynamics could mean for commodity demand. They also assess the US government-backed oil deal in Venezuela, question the scale and recoverability of the country’s stated reserves, and consider whether Venezuela could eventually add thermal coal and high-grade iron ore supply to global markets. The conversation then turns to record diesel prices, the challenge of passing higher transport costs through to consumers, and the risks building across European gas and winter energy markets. Tune in for a focused outlook on the financial, geopolitical and operational forces shaping commodities in the months ahead.Have questions or feedback? Please drop us a line at [email protected]. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS CHEMICALS:Geopolitical instability and structural changes are driving greater volatility in the global PET market, while limited new virgin capacity and the contraction of legacy operations in North America are increasing supply chain risk. In this episode, Roberto Ribeiro, Vice President, Ethylene Oxide and Derivatives & PET, breaks down what these changes mean for regional buyers and global PET trade flows.Learn how trade barriers and anti-dumping duties are forcing exporters to reroute supply, why companies are reassessing procurement and de-risking strategies, and how recycled materials are becoming increasingly important. You’ll also find out how emerging regulations could affect global competitiveness and what producers and buyers should expect as supply risks persist.Don't miss the opportunity to continue the conversation in person. Roberto Ribeiro will be presenting at the Global Plastic Summit in Houston, November 2–4. Register at chemicalmarketanalytics.com/gps and use promo code TPOD15 for an additional 15% discount.Have questions or feedback? Please drop us a line at [email protected]. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS REFINED FUELS:Europe entered the summer facing fears of a jet fuel shortage, as the closure of the Strait of Hormuz threatened a major source of supply just as air travel demand was reaching its seasonal peak. But the market found a way to close the gap: European refiners increased jet fuel yields, while additional volumes from the US and Nigeria helped offset disrupted Middle East flows. The latest episode of OPIS Talks examines what this response reveals about the resilience—and continuing tightness—of Europe’s refined products market.Reagan Pritchard, OPIS lead editor for the U.S. Gulf Coast Distillates Market, speaks with Jaime Llinares, managing editor for Europe Refined Products and editor of the Europe Jet, Diesel & Gasoil Report. They discuss the outlook for imports as the market moves into the lower-demand winter season, how European airlines’ fuel hedging strategies have limited the impact on fares and capacity, and why rising sustainable aviation fuel mandates will become increasingly important despite SAF’s current cost premium. Tune in for an expert view of the supply, pricing, airline and policy dynamics shaping European jet fuel.Have questions or feedback? Please drop us a line at [email protected]. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS CHEMICALS:In this episode of OPIS Talks, Anton Schweitzer, Co-Founder and Business Developer at bse Methanol, joins Mariana Santos Moreira, Thought Leadership Director at Chemical Market Analytics, to discuss the technologies reshaping the methanol industry.From the impact of geopolitical instability in the Middle East and shifting industrial policies to the critical role of the energy transition, they explore the key market dynamics influencing producers, consumers, and traders around the world. The conversation examines bse Methanol’s "Flex Methanol" technology—modular 10MW and 20MW units designed to utilize renewable energy and waste heat—and how these decentralized solutions offer a pathway to decarbonization for refineries and emerging markets in regions like Nigeria and Angola.They also discuss the future of Power-to-X, the synergetic potential of combining green and gray production methods, and whether modular, flexible technology can bridge the gap between volatile renewable energy supplies and consistent industrial demand.Continue the conversation at the World Methanol Conference, taking place 29 September–1 October 2026 in Rotterdam, Netherlands. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/wmc to register.Have questions or feedback? Please drop us a line at [email protected]. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS RENEWABLES:Renewable Identification Number (RIN) credits under the Renewable Fuel Standard have hit record-highs for much of 2026, on the back of ambitious blending targets finalized by the Environmental Protection Agency in March. Bloomberg Intelligence Equity Research Analyst Brett Gibbs and OPIS Biofuels Director Jordan Godwin discuss the current state of play in U.S. biofuels policy and how the markets have responded.Find out more about the 18th annual OPIS RFS, RINs, and Biofuels Forum in Chicago on October 13th: https://www.opis.com/rfs-rins-biofuels-forumHave questions or feedback? Please drop us a line at [email protected]. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.