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Artwork for OPIS Talks
Iran
Carbon Border Adjustment Mechanism
Carbon Pricing
Chemical Industry
Electricity Costs
European Union
China
Oil
Biofuels
South Africa
Indonesia
United States
Energy
Colombia
Brazil
Chrome Ore
Coal
Ferrochrome Industry
Electric Vehicles
Decarbonization

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

PublishesTwice weeklyEpisodes53Founded2 years ago
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Business NewsNews

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Artwork for OPIS Talks

Latest Episodes

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... more

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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 dies... more

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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 A... more

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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 ... more

YouTube

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Recent Guests

Joel Morales
Vice President, North America Polyolefins
Chemical Market Analytics under Dow Jones Energy
Episode: Middle East Conflict Impact On Polyolefin Demand
Ana Lopez
Executive Director Americas Chloralkali and Vinyls
Dow Jones Energy / Chemical Market Analytics
Episode: PVC Market Forecast: Oversupply Meets Supply Disruption
Maia Dolan
Director of Americas Methanol
Chemical Market Analytics (Dow Jones Energy)
Episode: Global Methanol Markets: Sanctions, MTO Economics and Low-Carbon Fuels
Denton Cinquegrana
Chief Oil Analyst at OPIS
OPIS
Episode: Venezuelan Crude and U.S.-Mexico Fuel Dynamics
Karla Omaña
Mexican Editor for Mexico at OPIS
OPIS
Episode: Venezuelan Crude and U.S.-Mexico Fuel Dynamics
Tom Sosnowski
Associate Director of Global Marine Fuels for OPIS
OPIS/Dow Jones
Episode: Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Henry Kronk
Senior reporter covering the VCM and author on Corsia
OPIS; Wall Street Journal Sustainable Business Pro
Episode: Up in the Air: Charting CORSIA's Complicated Carbon Path
Svenja Telle
CEO of Denominator
Denominator
Episode: Denominator: Building the Infrastructure Layer for Carbon Intelligence
Guadalupe Ruiz
Principal Carbon Markets Analyst
Camero (OPIS partner)
Episode: The Shifting Dynamics of European Carbon Markets

Hosts

James Stevenson
Host of Tariff Talk and OPIS Talks episode host; introduces topics and guides discussions
Charles Dayton
Lead Tariff Talk analyst; co-host and Tariff Talk contributor
Humberto J. Rocha
Host of OPIS Talks

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

VIDEO VERSION: Venezuelan Crude and U.S.-Mexico Fuel Dynamics
Q: How is Pemex positioned to influence Mexico's fuel balance in light of Venezuelan crude and offshore developments?
Pemex remains the main refining and production driver, with government policy pushing greater domestic refining and selective partnerships to leverage private capital and technology.
VIDEO VERSION: Venezuelan Crude and U.S.-Mexico Fuel Dynamics
Q: What are the three critical factors for Venezuela to become a meaningful global oil player again?
Safety for personnel, clarity on leadership, and a stable financial regime that can reliably pay for operations and infrastructure upgrades.
Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Q: What timeline do you see for the Strait of Hormuz to reopen and for global freight to normalize?
Industry estimates suggest 18 to 22 weeks as a realistic target for a full recovery, assuming a ceasefire or peace and effective restoration of refining and shipping infrastructure; however, safety, insurance, and ongoing regional tensions could extend this.
Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Q: Could you explain how the rerouting around the Cape of Good Hope is affecting costs for bunkers and overall shipping?
Rerouting around the Cape adds 10 to 15 days of voyage time, increasing fuel, crew, and handling costs; it also raises demand for bunker fuel in the African region and tightens terminal capacity, collectively pushing freight and final product prices higher.
The Shifting Dynamics of European Carbon Markets
Q: What are you seeing ahead this year for EU carbon prices, and what does the EU ETS review mean?
The outlook remains structurally bullish in the medium term but with higher volatility. The review aims to tighten supply or adjust mechanisms (e.g., LRF, free allocations, expanding scope), potentially altering supply-demand balance; key decisions are expected in Q3 2026 and will influence price trajectories into 2026–2027.

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Frequently Asked Questions About OPIS Talks

What is OPIS Talks about and what kind of topics does it cover?

This series concentrates on energy markets, policy, and technology intersecting oil, gas, renewables, and commodities. Across episodes, listeners encounter in-depth market analysis, geopolitics-driven supply/demand dynamics, and policy/regulatory shifts shaping prices, trade routes, and decarbonization efforts. The conversations frequently feature technicians, traders, and researchers who translate complex data into actionable insights for refiners, traders, and policy stakeholders. A standout trait is the consistent pairing of market expertise with real-world implications—such as how geopolitical events, tariffs, and carbon regulations affect margins, capacity, and investment decisions. The show often weaves practical takeaways, event prom... more

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Which podcasts are similar to OPIS Talks?

These podcasts share a similar audience with OPIS Talks:

1. The Daily
2. Pod Save America
3. Argus Media
4. Fareed Zakaria GPS
5. The Headlines

How many episodes of OPIS Talks are there?

OPIS Talks launched 2 years ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on OPIS Talks?

Recent guests on OPIS Talks include:

1. Joel Morales
2. Ana Lopez
3. Maia Dolan
4. Denton Cinquegrana
5. Karla Omaña
6. Tom Sosnowski
7. Henry Kronk
8. Svenja Telle

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