OPIS Talks

OPIS, A Dow Jones Company
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OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

  1. 1 day ago

    From Hormuz Disruption to SAF: The Outlook for European Jet Fuel

    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 energy-marketing@opisnet.com. 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.

    From Hormuz Disruption to SAF: The Outlook for European Jet Fuel

  2. 25 Aug

    Scaling Modular Methanol Production for the Global Energy Transition

    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 energy-marketing@opisnet.com. 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.

    Scaling Modular Methanol Production for the Global Energy Transition

  3. 20 Aug

    Biofuels RINs at the Intersection of Policy & Price

    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-forum Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    Biofuels RINs at the Intersection of Policy & Price

  4. 18 Aug

    GLP en Conexión: Mercados, geopolítica y el futuro del GLP en América Latina

    OPIS TALKS LPG: El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro están redefiniendo cómo la región compra, transporta y consume GLP. Pero ¿qué factores realmente están moviendo el mercado y cuáles son simplemente ruido? En este episodio de GLP en Conexión, Adrian Calcaneo, Vicepresidente de Energía y Materias Primas en OPIS, conversa con Fabricio Duarte, Director Ejecutivo de la AIGLP, para analizar las fuerzas que están transformando el mercado regional y, sobre todo, qué significan para las empresas que deben tomar decisiones de suministro, inversión y gestión de riesgo. En este episodio analizamos: Geopolítica vs. fundamentos: ¿por qué Mont Belvieu se mantuvo relativamente estable incluso ante las tensiones en el estrecho de Ormuz? ¿Qué nos dice esto sobre los verdaderos fundamentos del mercado? Spot vs. contratos de largo plazo: el costo —y el riesgo— de depender del mercado spot y las lecciones que dejan mercados como Colombia y Perú. Un nuevo mapa de suministro: cómo Vaca Muerta y Guyana podrían cambiar los flujos regionales, diversificar el abastecimiento y reducir la dependencia del Golfo de Estados Unidos. Infraestructura y seguridad energética: el creciente papel del GLP en la generación eléctrica, la industria y las estrategias de seguridad energética de América Latina. Lo que viene: las señales que compradores, distribuidores, productores e inversionistas deberían observar durante los próximos meses. Más que explicar lo que ya ocurrió, este episodio busca entender qué viene después. Escuche GLP en Conexión para obtener una perspectiva estratégica sobre los cambios que están redefiniendo el mercado latinoamericano de GLP y las oportunidades y riesgos que podrían marcar el próximo trimestre. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    GLP en Conexión: Mercados, geopolítica y el futuro del GLP en América Latina

  5. 12 Aug

    Europe’s Carbon Market Reset: Decarbonization, Investment and the Politics of EU ETS Reform

    OPIS TALKS CARBON: The latest OPIS Talks episode examines the European Commission’s proposed overhaul of the EU Emissions Trading System and what it could mean for carbon pricing, industrial decarbonization and competitiveness across Europe’s energy-intensive sectors. The discussion breaks down the most consequential elements of the proposal, including a slower post-2030 cap decline, new industrial support mechanisms, conditional free allocation and the possible return of international carbon credits, all against a backdrop of geopolitical strain, market volatility and the EU’s 2040 climate target. Host Humberto J. Rocha speaks with OPIS carbon reporter Nia Simeonova about how the market has reacted so far, what the proposed changes could mean for European industry and why the negotiations ahead may reshape the balance between climate ambition and industrial policy. Tune in for a clear, timely look at the policy proposals, market signals and political fault lines that will help determine where the EU carbon market heads next. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    Europe’s Carbon Market Reset: Decarbonization, Investment and the Politics of EU ETS Reform

  6. 10 Aug

    Tariff Talk: Yen Intervention, Diesel Risk and Pressure on Global Oil Flows

    OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss how U.S. support for the Japanese yen, persistent disruption to crude flows through Hormuz and Bab el-Mandeb, and tightening diesel availability are reshaping energy and commodity markets right now. The conversation connects currency intervention, shipping chokepoints, refinery constraints and China's import behavior to the risks facing mining companies and other fuel-intensive industries. James and Charles unpack what these developments could mean for diesel costs, supply security and the policy moves that may shape markets heading into the U.S. midterms. Tune in for a clear look at the trade flows, market signals and downside risks you should be watching next. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    Tariff Talk: Yen Intervention, Diesel Risk and Pressure on Global Oil Flows

  7. 6 Aug

    Middle East Conflict Impact On Polyolefin Demand

    OPIS TALKS CHEMICALS: The Middle East conflict triggered extreme price volatility and shifted global trade flows, but the most lasting impact is a fundamental change in Chinese production. In this episode, Joel Morales, Vice President, Polyolefins Americas, breaks down why China’s temporary pivot from importer to net exporter has permanently altered the supply landscape. Learn about current demand loss, whether it might recover and what producers should expect as oversupply challenges persist through 2030. You’ll also find out how China leveraged inventory to fill supply gaps, the harsh reality of "lost consumption" in 2026 versus the expected bounce-back, and how the natural gas-to-oil spread is currently sustaining US production. Continue the discussion at the Global Plastics Summit in Houston, Texas, on November 2-4, 2026. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    Middle East Conflict Impact On Polyolefin Demand

  8. 28 Jul

    PVC Market Forecast: Oversupply Meets Supply Disruption

    OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Ana Lopez, Executive Director, Inorganics North America, Chemical Market Analytics by OPIS, joins Mariana Santos Moreira, Thought Leadership Director, to discuss the forces shaping today's global PVC market. From the impact of the Middle East conflict on regional producers and trade flows to mainland China's growing advantage in carbide-based PVC production, they explore the market dynamics influencing supply, pricing and competitiveness. The conversation also examines the industry's long-term oversupply outlook, the implications for margins and operating rates, and how mainland China's renewed focus on coal-to-chemicals could shape future investment and production. Continue the conversation at the Global Plastics Summit, taking place November 2-4, 2026 in Houston, TX. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. 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.

    PVC Market Forecast: Oversupply Meets Supply Disruption
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About

OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

Information

  • Creator
    OPIS, A Dow Jones Company
  • Years Active
    2024 - 2026
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © 2026 Oil Price Information Service, LLC. All rights reserved.
  • Show Website
    OPIS Talks

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