OPIS Talks
by OPIS, A Dow Jones Company
Latest episode
Managing the Global Butadiene Surplus Amid Market Upheaval
Managing the Global Butadiene Surplus Amid Market Upheaval
About this podcast
OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.
Episodes
The newest 20 of 65 episodes
- Managing the Global Butadiene Surplus Amid Market Upheaval · 17 min · Episode 64October 29, 2026 • OPIS TALKS CHEMICALS: Driven by prolonged durable goods weakness, inflexible cracker economics, and shifting interregional trade flows, the global butadiene…
- Laurel Pipeline Bidirectional Expansion Opens a New Midwest-to-East Coast Fuel Route · 13 min · Episode 63October 23, 2026 • OPIS TALKS REFINED FUELS: Buckeye Partners’ Laurel Pipeline Bidirectional Expansion is enabling refined products to move east from the U.S. Midwest to New York…
- GLP en Conexión: El salto exportador de Argentina y el nuevo paradigma regional del GLP · 31 min · Episode 62October 22, 2026 • OPIS TALKS LPG: El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro…
- Tariff Talk: From Methanol to Diesel in a Prolonged Middle East Crisis · 28 min · Episode 61October 7, 2026 • OPIS TALKS COAL, METALS & MINING: The latest Tariff Talk episode of OPIS Talks examines how prolonged disruption in the Middle East is reaching far beyond crude…
- Acrylonitrile at a Crossroads: Navigating Regional Market Shifts · 24 min · Episode 60October 1, 2026 • OPIS TALKS CHEMICALS: Driven by geopolitical shifts, persistent energy volatility, and massive capacity additions, global acrylonitrile (ACN) markets are…
- Engineering Resins: Geopolitics, Supply Chains, and AI Demand · 10 min · Episode 59September 22, 2026 • OPIS TALKS CHEMICALS: Geopolitical instability and supply chain disruptions are accelerating structural changes in global engineering plastics, while…
- Tariff Talk: Venezuela’s Oil Deal and How Yen Carry-Trade Unwinding Could Reshape Commodity Demand · 26 min · Episode 58September 15, 2026 • 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…
- The Global PET Outlook: Geopolitical Risks and Structural Shifts · 15 min · Episode 57September 10, 2026 • OPIS TALKS CHEMICALS: Geopolitical instability and structural changes are driving greater volatility in the global PET market, while limited new virgin…
- From Hormuz Disruption to SAF: The Outlook for European Jet Fuel · 13 min · Episode 56September 1, 2026 • 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…
- Scaling Modular Methanol Production for the Global Energy Transition · 17 min · Episode 55August 25, 2026 • OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Anton Schweitzer, Co-Founder and Business Developer at bse Methanol, joins Mariana Santos Moreira, Thought…
- Biofuels RINs at the Intersection of Policy & Price · 24 min · Episode 54August 20, 2026 • 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…
- GLP en Conexión: Mercados, geopolítica y el futuro del GLP en América Latina · 26 min · Episode 53August 18, 2026 • OPIS TALKS LPG: El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro…
- Europe’s Carbon Market Reset: Decarbonization, Investment and the Politics of EU ETS Reform · 29 min · Episode 52August 12, 2026 • 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…
- Tariff Talk: Yen Intervention, Diesel Risk and Pressure on Global Oil Flows · 25 min · Episode 51August 10, 2026 • 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…
- Middle East Conflict Impact On Polyolefin Demand · 18 min · Episode 50August 6, 2026 • OPIS TALKS CHEMICALS: The Middle East conflict triggered extreme price volatility and shifted global trade flows, but the most lasting impact is a fundamental…
- PVC Market Forecast: Oversupply Meets Supply Disruption · 11 min · Episode 49July 28, 2026 • OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Ana Lopez, Executive Director, Inorganics North America, Chemical Market Analytics by OPIS, joins Mariana…
- Global Methanol Markets: Sanctions, MTO Economics and Low-Carbon Fuels · 16 min · Episode 48July 21, 2026 • OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Director of Methanol – Americas, Chemical Market Analytics by OPIS, Maia Dolan, joins Mariana Santos Moreira…
- VIDEO VERSION: Venezuelan Crude and U.S.-Mexico Fuel Dynamics · 22 min · Episode 47July 15, 2026 • OPIS TALKS REFINED FUEL: In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton…
- Venezuelan Crude and U.S.-Mexico Fuel Dynamics · 22 min · Episode 47July 15, 2026 • OPIS TALKS REFINED FUEL: In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton…
- Tariff Talk: Hormuz, the Red Sea and the Energy Market Disconnect · 29 min · Episode 46July 9, 2026 • OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss why crude markets may be understating real…
