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PODCAST

OPIS Talks

OPIS, A Dow Jones Company

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

news business news

All Episodes

36:49

Brazil’s Carbon Market Explained: From Policy to...

OPIS Talks ·

2025/10/28

OPIS TALKS ENVIRONMENTAL COMMODITIES: Learn about Brazil’s newly established carbon market and how the country plans to integrate carbon credits under Article 6 of the Paris Agreement. Aloisio Melo, Brazil’s National Secretary for Climate Change, chats with OPIS Senior Editor Humberto J. Rocha about Brazil’s path toward decarbonization, its unique renewable energy profile, and the nation’s role as host of COP30 in Belém — the first UN climate summit held in the Amazon. You’ll want to tune in if

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26:17

Export Tax and the Future of South Africa’s Ore...

OPIS Talks ·

2025/10/22

OPIS TALKS METALS: South Africa’s chrome and manganese ore sectors are at a historic inflection point.With President Cyril Ramaphosa announcing plans for export tariffs on both minerals, questions are mounting across the mining and global ferro alloys industry, which is dependent on South Africa for its ores.Will the proposed duty help rebuild domestic smelting capacity or risk undermining one of South Africa’s most valuable export streams?In this exclusive OPIS Talks podcast with McCloskey, Bongani

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32:23

What's Ahead for the EU Carbon Markets

OPIS Talks ·

2025/08/05

OPIS TALKS ENVIRONMENTAL COMMODITIES: In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).They explore:Why EU Allowance prices may be on the cusp of a bullish breakoutHow the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape

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26:14

Water Credits & Nature Markets: How a Water Voluntary...

OPIS Talks ·

2025/07/22

OPIS TALKS ENVIRONMENTAL COMMODITIES: Learn about the emerging world of water credits and their role in the broader nature-based solutions markets of water, soil, carbon, and biodiversity. Daniel Sanchez, market maker at Nat5, talks to Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, about how Nat5 is helping shape a future for voluntary water markets, corporate water stewardship, and ecosystem restoration – from infiltration projects in drought-stricken Chihuahua, Mexico, to

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39:03

Beyond the Bin: Boosting Plastic Recycling Success

OPIS Talks ·

2025/07/15

OPIS TALKS PETROCHEMICALS: In this episode of OPIS Talks, plastics recycling expert John Jungjohann joins Xavier Cronin, senior editor of the OPIS Global Recycled Plastics Report, to dig into the key challenges around plastic recycling. They explore common misconceptions among consumers, especially the complications caused by contamination and mixed plastic types. The conversation touches on the U.S.’s slower progress compared to Europe and highlights the need for more public education. John also

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33:42

Latin American Steel Industry Amid US Tariffs and...

OPIS Talks ·

2025/07/01

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 intensifying geopolitical tensions and wars in the Middle East impact Latin American steel? What is the economic outlook for Latin American steel? Are there efforts by regional steelmakers to reduce carbon emissions? In this episode of OPIS Talks, you’ll hear an interview with Ezequiel Tavernelli, executive director of Alacero, an organization

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25:01

The Chemical Downcycle: From Investment to...

OPIS Talks ·

2025/05/22

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 hunting for merger partners? In this episode of OPIS Talks, you’ll hear from Cornelia Schirber, VP, Consulting, for Chemical Market Analytics; Chuck Carr, VP, Consulting, for Chemical Market Analytics; and Tzyy Lok, Executive Director, Consulting, for Chemical Market Analytics. They explain the chemical downcycle, what makes the chemical

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34:50

Fuel, Food, and Expansion: A Deep Dive with Casey's

OPIS Talks ·

2025/04/16

OPIS TALKS DOWNSTREAM FUELING: How are convenience stores adapting to evolving consumer behavior and the changing landscape of transportation fuels? How do broader economic conditions and consumer spending habits impact the performance of the energy retail sector? How has a convenience store giant achieved impressive same-store sales growth despite overall gasoline demand headwinds?In this episode of OPIS Talks, you’ll hear from Nathaniel Doddridge, senior vice president of fuel operations at

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29:02

Biofuels Without Borders? Trade, Policy & Energy...

OPIS Talks ·

2025/04/10

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 Reduction Act reshaping the North American renewable fuels market? What happens when Canadian biodiesel and renewable diesel producers can’t compete with U.S. imports? Why are Canadian provinces starting to require "made in Canada" biofuels—and what does that mean for cross-border trade?In this episode of OPIS Talks, you’ll learn about these issues

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39:04

From Mines to Markets: The Future of Colombian Coal...

OPIS Talks ·

2025/04/07

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 shifting trade dynamics? How are logistics and freight challenges shaping the future of this essential industry?In this episode of OPIS Talks, Carlos Andres Cante Puentes, Executive President of FenalCarbon, tackles these questions and the evolving landscape of coal and coke markets, with a spotlight on Colombia’s reserves, production

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25:31

Decoding CBAM: Understanding the EU's Carbon Border...

OPIS Talks ·

2025/03/25

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 CBAM since it first came online in late 2023? What challenges will businesses face as potentially increasing carbon costs are imposed on imports? In this episode of OPIS Talks, Dan Maleski, CBAM lead at Redshaw Advisors, explains the purpose of CBAM, how it works, and what industries will be most affected. You’ll also learn about compliance

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19:26

Behind the Wheel: Tips for Attracting and Keeping the...

OPIS Talks ·

2025/03/12

OPIS TALKS DOWNSTREAM: How is the transportation industry handling an aging workforce and the growing challenge of attracting young drivers? Is breaking outdated trucking stereotypes and embracing new technology the key? In this episode of OPIS Talks, Pete Phoebus, VP of Transportation at Cato Oil Company, describes how the industry is evolving and what Cato has done to bring in the next generation of fuel truck drivers. You’ll learn how flexible scheduling, safety incentives, and a strong company

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29:05

When is a Recyclable Not a Recyclable?

OPIS Talks ·

2025/02/24

• 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. In this episode of OPIS Talks, Michael Lipton, president of Arizona Pacific Plastics, talks to Xavier Cronin, senior editor of Recycled Plastics Weekly about those complexities. They explore the distinction between post-industrial and post-consumer plastics, the economic challenges of recycling, and why so much plastic waste still ends up in

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41:10

Optimizing the Fuel Supply Chain: Axxis’ Approach to...

OPIS Talks ·

2025/02/03

• 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. The discussion explores Axxis’ role in fuel supply chain management, detailing how their software solutions help clients optimize fuel purchasing, selling, and logistics. The guests highlight advancements in automation, data integration, and artificial intelligence, along with upcoming innovations aimed at improving operational efficiency in

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31:56

Fueling Success: capSpire's Expertise in Solving...

OPIS Talks ·

2024/12/16

• OPIS TALKS DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Brent Eubanks, principal consultant, and Mike Strickland, managing director from capSpire, who discuss the company's consulting approach, especially in solving challenges in the energy sector. They explain how capSpire differentiates itself by leveraging subject matter experts who deeply understand the nuances of industries like convenience store fuel retailing. They also discuss the potential impacts of recent

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15:54

LCFS Trends and the Energy Transition: A Deep Dive...

OPIS Talks ·

2024/12/09

• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Megan Boutwell, president of Stillwater Associates, an energy consulting firm focused on the energy transition. Boutwell shares insights into what we might expect from the biofuels and LCFS markets in the coming months.

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26:13

Middle East Polyolefins Outlook in 2024 and Beyond

OPIS Talks ·

2024/11/13

• OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Kaushik Mitra, Executive Director, Polyolefins, EMEA, and Anton Shenouda, Head of Middle East & Africa at Chemical Market Analytics by OPIS, discuss polyolefins market across the Middle East, including trends driving demand, sustainability and volatility challenges, and where the market might be headed.

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32:55

Shedding Light on the Emerging U.S. Solar Supply Chain

OPIS Talks ·

2024/10/28

October 28, 2024 • 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 Manufacturers for America Coalition (SEMA). They delve into the US solar supply chain's growth and challenges, examining the impact of the Inflation Reduction Act, trade policies, and Chinese competition. Listen and learn more about the market dynamics that are shaping the US solar industry’s trajectory.

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22:37

Acrylonitrile: Future of an Industry in Flux

OPIS Talks ·

2024/10/22

• OPIS TALKS: PETROCHEMICALS • Acrylonitrile, a key petrochemical, has seen downturns before; however, currently, the market is in a never-seen-before state. Margins remain depressed for all regions, leading producers to cut production rates to manage inventory. Even with a slow demand recovery, global capacity continues to rise—especially with China adding new plants. This caused capacity rationalization, restructuring, and shifts in global consumption and trade patterns.In this episode of OPIS

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33:23

Europe’s Evolving Market: The Shifts in Met Coal and...

OPIS Talks ·

2024/10/10

• 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 by OPIS, and Ranjana von Wendland, associate director, global business development, steel raw materials. They explain the changing market dynamics of met coal and met coke supplies in Europe.

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