July 22, 2025 • 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 fut ... Show More
Aug 5
What's Ahead for the EU Carbon Markets
<p>OPIS TALKS ENVIRONMENTAL COMMODITIES: </p><p>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 ... Show More
32m 23s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
<p>Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, ... Show More
17m 52s
Feb 2025
Trump Plans to Impose 25% Tariffs on Steel, Aluminum Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More
43m 49s
Jun 2025
US, Mexico Near Deal to Cut Steel Duties and Cap Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. The US and Mexico are closing in on a deal that would remove President Donald Trump’s 50% tariffs on steel imports up to a certain volume, according to people familiar with the matter, a revamp of a similar dea ... Show More
39m 51s
Mar 2025
Tariffs remain top of mind
<p>Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ... Show More
12m 27s
Jul 2025
Trade tensions ease as US and EU strike a deal
The European Union and the United States have reached a significant trade agreement, substantially reducing the likelihood of an all-out trade war. While some details remain unclear, the markets have responded favourably to the announcement. In a related development, Chinese and ... Show More
10m 50s
Feb 2025
US companies endure tariff whiplash
<p>Alphabet’s cloud services missed growth expectations last quarter, American companies are scrambling to protect their supply chains in the face of all the back and forth on tariffs, and China is hitting back at the US for imposing new levies. Plus, India is set for a blockbust ... Show More
10m 38s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Aug 18
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s