OPIS Talks

Tariff 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 potential un

The 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 capacity and the

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

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 Leadershi

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 b

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 rede

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 carbo

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

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

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 Mor

Global 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 Moreira, Though

VIDEO 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 Cinquegrana

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 Cinquegrana

Tariff 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 real geopol

Tariff 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 understanding an

Strait 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 completely sc

Tariff 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 a deal is

Tariff 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 duration, and wha

Up 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 airlines to lim

Denominator: 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 infrastructure beh