Shows / OPIS Talks
OPIS Talks
OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.
Episodes
OPIS TalksManaging the Global Butadiene Surplus Amid Market Upheaval
OPIS TALKS CHEMICALS: Driven by prolonged durable goods weakness, inflexible cracker economics, and shifting interregional trade flows, the global butadiene…
OPIS TalksLaurel Pipeline Bidirectional Expansion Opens a New Midwest-to-East Coast Fuel Route
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…
OPIS TalksGLP en Conexión: El salto exportador de Argentina y el nuevo paradigma regional del GLP
OPIS TALKS LPG: El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro…
OPIS TalksTariff Talk: From Methanol to Diesel in a Prolonged Middle East Crisis
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…
OPIS TalksAcrylonitrile at a Crossroads: Navigating Regional Market Shifts
OPIS TALKS CHEMICALS: Driven by geopolitical shifts, persistent energy volatility, and massive capacity additions, global acrylonitrile (ACN) markets are…
OPIS TalksEngineering Resins: Geopolitics, Supply Chains, and AI Demand
OPIS TALKS CHEMICALS: Geopolitical instability and supply chain disruptions are accelerating structural changes in global engineering plastics, while mainland…
OPIS TalksTariff Talk: Venezuela’s Oil Deal and How Yen Carry-Trade Unwinding Could Reshape Commodity Demand
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…
OPIS TalksThe Global PET Outlook: Geopolitical Risks and Structural Shifts
OPIS TALKS CHEMICALS: Geopolitical instability and structural changes are driving greater volatility in the global PET market, while limited new virgin…
OPIS TalksFrom 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…
OPIS TalksScaling 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…
OPIS TalksBiofuels 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…
OPIS TalksGLP 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…
OPIS TalksEurope’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…
OPIS TalksTariff 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…
OPIS TalksMiddle 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…
OPIS TalksPVC 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…
OPIS TalksGlobal Methanol Markets: Sanctions, MTO Economics and Low-Carbon Fuels
OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Director of Methanol – Americas, Chemical Market Analytics by OPIS, Maia Dolan, joins Mariana Santos…
OPIS TalksVIDEO VERSION: Venezuelan Crude and U.S.-Mexico Fuel Dynamics
OPIS TALKS REFINED FUELS: In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton…
OPIS TalksVenezuelan Crude and U.S.-Mexico Fuel Dynamics
OPIS TALKS REFINED FUELS: In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton…
OPIS TalksTariff Talk: Hormuz, the Red Sea and the Energy Market Disconnect
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…
OPIS TalksTariff Talk: Why a Strait Reopening Won’t Be a Quick Fix
OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of…
OPIS TalksStrait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
OPIS TALKS REFINED FUEL: The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran…
OPIS TalksTariff Talk: Talking Iran, Diesel, Risk, and Indonesia
OPIS TALKS COAL, METALS & MINING: In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why…
OPIS TalksTariff Talk: Talking Iran, LNG, Coal, and the Petrodollar
OPIS TALKS COAL, METALS & MINING: Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its…
OPIS TalksUp in the Air: Charting CORSIA's Complicated Carbon Path
OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with senior markets editor Henry Kronk to unpack CORSIA — the UN-backed scheme pushing…
OPIS TalksDenominator: Building the Infrastructure Layer for Carbon Intelligence
OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with Svenja Telle, CEO of Denominator, to explore the work involved in building the…
OPIS TalksThe Shifting Dynamics of European Carbon Markets
OPIS TALKS ENVIRONMENTAL COMMODITIES: In this episode of OPIS Talks, host Humberto J. Rocha sits down with Guadalupe Ruiz, Principal Carbon Markets Analyst at…
OPIS TalksNavigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape
OPIS TALKS RENEWABLES: Jordan Godwin, Director of Renewable Fuels Pricing and News at OPIS, chat with Fred Ghatala, President of Advanced Biofuels Canada, to…
OPIS TalksTariff Talk: Talking the Supreme Court Ruling, Inflation, Jobs and Iran with James Stevenson & Charles Dayton
OPIS TALKS COAL, METALS & MINING: James Stevenson and Charles Dayton discuss the recent Supreme Court ruling that struck down Trump's tariffs under IEEPA…
OPIS TalksMeasuring Nature: Inside Ramboll’s New European Biodiversity Metric
OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha interviews Vikki Patton and Dan Rockefeller from Ramboll. Ramboll recently released its European…
OPIS TalksIs the EV Boom Stalling — or Just Shifting Gears?
OPIS TALKS CHEMICALS: Joe McCabe, President & CEO of Autoforecast Solutions LLC, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical…
OPIS TalksThe Next Energy Powerhouse: Canada’s Industrial Bet
OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Mark Plamondon, Executive Director of Alberta’s Industrial Heartland Association, talks to Mariana Santos…
OPIS TalksColombian Coal & Coke Sector - Evolution or Stagnation?
OPIS TALKS COAL, METALS & MINING: James Stevenson and Ranjana von Wendland explore a rapidly shifting global landscape for the coal and coke markets. With the…
OPIS TalksYear of the CBAM
OPIS TALKS ENVIRONMENTAL COMMODITIES: As the EU’s Carbon Border Adjustment Mechanism (CBAM) enters its definitive phase in 2026, market participants face a new…
OPIS TalksPersonalized Offers vs. Dynamic Pricing: Winning the Digital Battlefield
OPIS TALKS DOWNSTREAM: Is the era of the "street sign discount" over? As fuel volumes dip and consumer budgets tighten, the strategy for winning market share…
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The Berhang Buzz: Catching up with SIGMA CEO, Scott Berhang
OPIS TALKS DOWNSTREAM FUELING: Anyone who has worked beside Scott Berhang, had him speak at an event, listened to his fuel buying training, or has had a good…
OPIS TalksBrazil’s Carbon Market Explained: From Policy to Implementation
OPIS TALKS ENVIRONMENTAL COMMODITIES: Learn about Brazil’s newly established carbon market and how the country plans to integrate carbon credits under Article…
OPIS TalksExport Tax and the Future of South Africa’s Ore Economy: Chrome and Manganese in the Spotlight
OPIS TALKS METALS: South Africa’s chrome and manganese ore sectors are at a historic inflection point. With President Cyril Ramaphosa announcing plans for…
OPIS TalksWhat's Ahead for the EU Carbon Markets
OPIS TALKS ENVIRONMENTAL COMMODITIES: In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of…
OPIS TalksWater Credits & Nature Markets: How a Water Voluntary Market Can Help Businesses
OPIS TALKS ENVIRONMENTAL COMMODITIES: Learn about the emerging world of water credits and their role in the broader nature-based solutions markets of water…
OPIS TalksBeyond the Bin: Boosting Plastic Recycling Success
OPIS TALKS PETROCHEMICALS: In this episode of OPIS Talks, plastics recycling expert John Jungjohann joins Xavier Cronin, senior editor of the OPIS Global…
OPIS TalksLatin American Steel Industry Amid US Tariffs and Strong Imports
OPIS TALKS STEEL: How are pressure from U.S. tariffs and a surge in Chinese imports causing a shift in the Latin American steel industry's landscape? Could…
OPIS TalksThe Chemical Downcycle: From Investment to Rationalization and M&As
OPIS TALKS CHEMICALS: Why has an industry that poured over a trillion dollars into new capacity over the past 25 years now shutting plants, slashing capex, and…
OPIS TalksFuel, Food, and Expansion: A Deep Dive with Casey's
OPIS TALKS DOWNSTREAM FUELING: How are convenience stores adapting to evolving consumer behavior and the changing landscape of transportation fuels? How do…
OPIS TalksBiofuels Without Borders? Trade, Policy & Energy Security in Canada and the U.S.
OPIS TALKS RENEWABLES: Could Canada’s Clean Fuel Regulations be a model—or a warning—for U.S. policymakers? How are U.S. tax credits like the Inflation…
OPIS TalksFrom Mines to Markets: The Future of Colombian Coal Exports
OPIS TALKS COAL, METALS & MINING: What’s driving the global demand for metallurgical coal and coke? Can Colombia position itself as a reliable supplier amid…
OPIS TalksDecoding CBAM: Understanding the EU's Carbon Border Adjustment Mechanism and its Recent Changes
OPIS TALKS RENEWABLE ENERGY: How will the EU’s Carbon Border Adjustment Mechanism (CBAM) reshape global trade? How has the EU Commission proposed to change the…
OPIS TalksBehind the Wheel: Tips for Attracting and Keeping the Best Fuel Truck Drivers
OPIS TALKS DOWNSTREAM: How is the transportation industry handling an aging workforce and the growing challenge of attracting young drivers? Is breaking…
OPIS TalksWhen is a Recyclable Not a Recyclable?
OPIS TALKS PETROCHEMICALS: Why does so much plastic waste end up in landfills? Plastic recycling is a complex matter and there’s no one-size-fits-all answer…
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Optimizing the Fuel Supply Chain: Axxis’ Approach to Innovation and Automation
• OPIS TALKS DOWNSTREAM FUELING: In this episode of OPIS Talks, you'll hear from Rich Lisauskas, Art King, and Paul Cobb from Axxis, a sister company of OPIS…
OPIS TalksFueling Success: capSpire's Expertise in Solving Industry Challenges
• OPIS TALKS DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Brent Eubanks, principal consultant, and Mike Strickland, managing director…
OPIS TalksLCFS Trends and the Energy Transition: A Deep Dive with Megan Boutwell
OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Megan Boutwell, president of Stillwater Associates, an energy consulting firm…
OPIS TalksMiddle East Polyolefins Outlook in 2024 and Beyond
• OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Kaushik Mitra, Executive Director, Polyolefins, EMEA, and Anton Shenouda, Head of Middle East & Africa…
OPIS TalksShedding Light on the Emerging U.S. Solar Supply Chain
• OPIS TALKS: SOLAR • In this episode of OPIS Talks, OPIS Sr. Editor for US Solar Colt Shaw interviews Mike Carr, Executive Director of Solar Energy…
OPIS TalksAcrylonitrile: Future of an Industry in Flux
• OPIS TALKS: PETROCHEMICALS • Acrylonitrile, a key petrochemical, has seen downturns before; however, currently, the market is in a never-seen-before state…
OPIS TalksEurope’s Evolving Market: The Shifts in Met Coal and Met Coke Supply Dynamics
• OPIS TALKS: COAL, METALS & MINING • In this episode of OPIS Talks, you’ll hear from Dr. James Stevenson, executive director and research lead for McCloskey…
OPIS TalksHedging for Heating Oil Season
• OPIS TALKS: OIL & GAS • In this episode of OPIS Talks, you'll hear from Elaine Levin, president of Powerhouse TL. With winter coming, distributors and…
OPIS TalksC-Store Apps Go Beyond Just Customer Loyalty
• OPIS TALKS: DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Tyler Cameron, head of strategy and analytics at Rovertown. Cameron shares…
OPIS TalksHydrogen Horizons: Navigating Europe's Green Energy Ambitions
• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, join us as we dive into the European Union's ambitious green hydrogen targets with industry…
OPIS TalksAndy Lipow: RINs & Realities
• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Andy Lipow, President of Lipow Oil Associates, and Jordan Godwin, Director of…