Join Eramet's Tokyo-based market research analyst Antoine DE VEYRAC, and Argus’ Senior reporter, Yusuke Maekawa as they talk about recent development in Eramet's lithium productions and their views on the Japanese battery industry.
Key topics covered in the podcast:
Eramet's latest development in lithium production
Japan's lithium-ion battery industry updat ... Show More
Jul 17
SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze
Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets. Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competiti ... Show More
15m 9s
Apr 8
Hablando de Mercado: Petróleo de esquisto en Argentina
Argentina ha dejado atrás un modelo basado en el crudo convencional para convertirse en un productor claramente dominado por el petróleo de esquisto de Vaca Muerta. Acompaña a Camila Fontana, jefa adjunta de la oficina de Argus en São Paulo, y a Nazareno Ferrero, gerente de desar ... Show More
18m 59s
Jul 17
Falando de Mercado: químicos de pinus e petróleo
Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil. Saiba mais acompanh ... Show More
8m 40s
Apr 2025
Current Market Conditions and the Impact of EV Demand and Geopolitics on Lithium Outlook
Send us Fan MailJoe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations wh ... Show More
23m 9s
Apr 2024
SK Hynix Earnings, Yen Weakness
<p>Featuring:</p> <p>Youkyung Lee, Bloomberg Asia Stocks Reporter, joins us from Seoul to discuss market attitudes around SK Hynix earnings.</p> <p>Fan Cheuk Wan, Asia CIO of HSBC Global Private Banking and Wealth, sits down with us in Hong Kong to discuss her markets perspective ... Show More
21m 40s
Sep 2021
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ... Show More
15m 42s
Apr 2024
Japan Rates, APAC Markets
<p>Featuring:</p> <p>George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets.<br><br>Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. <br><br>Garf ... Show More
25m 23s
Sep 2022
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More
15m 47s
Apr 2024
Nippon Steel Latest, Asia Markets
<p>Featuring:</p> <p>Joe Deaux, Bloomberg Metals & Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel.<br>Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. <br>Prashant Bhayani, Asia C ... Show More
24 m
Jan 2025
Examining the FX Space, Fed Policy Outlook
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https:/ ... Show More
21m 24s
Aug 2023
Divergent Economic Outcomes: Japan, China, Europe and the US
A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe
37m 52s