HeyJaredOPIS Talks
OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.
- Indexed episodes, last 90 days
- 15
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Engineering Resins: Geopolitics, Supply Chains, and AI Demand (opens the original)
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September 22, 2026 • OPIS TALKS CHEMICALS: Geopolitical instability and supply chain disruptions are accelerating structural changes in global engineering plastics, while mainland China’s aggressive coal-to-plastics push and shifting trade routes are altering resin flows worldwide. In this episode, Paula Sans Quiros, Executive Director of Engineering and Specialty Plastics, breaks down what these market dynamics mean for regional producers, trade flows, and global competitiveness. Learn how Chin
Tariff Talk: Venezuela’s Oil Deal and How Yen Carry-Trade Unwinding Could Reshape Commodity Demand (opens the original)
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September 15, 2026 • 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 unwinding of the carry trade, including what changing Japanese currency dynamics could mean for commodity demand. They also assess the US government-backed oil deal in Venezuela, question the scale and recoverability of the country’s stated reserves, and consider whether Venezuela could eventually add thermal c
The Global PET Outlook: Geopolitical Risks and Structural Shifts (opens the original)
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September 10, 2026 • OPIS TALKS CHEMICALS: Geopolitical instability and structural changes are driving greater volatility in the global PET market, while limited new virgin capacity and the contraction of legacy operations in North America are increasing supply chain risk. In this episode, Roberto Ribeiro, Vice President, Ethylene Oxide and Derivatives & PET, breaks down what these changes mean for regional buyers and global PET trade flows. Learn how trade barriers and anti-dumping duties are f
From Hormuz Disruption to SAF: The Outlook for European Jet Fuel (opens the original)
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September 1, 2026 • 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 as air travel demand was reaching its seasonal peak. But the market found a way to close the gap: European refiners increased jet fuel yields, while additional volumes from the US and Nigeria helped offset disrupted Middle East flows. The latest episode of OPIS Talks examines what this response reveals about t
Scaling Modular Methanol Production for the Global Energy Transition (opens the original)
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August 25, 2026 • OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Anton Schweitzer, Co-Founder and Business Developer at bse Methanol, joins Mariana Santos Moreira, Thought Leadership Director at Chemical Market Analytics, to discuss the technologies reshaping the methanol industry. From the impact of geopolitical instability in the Middle East and shifting industrial policies to the critical role of the energy transition, they explore the key market dynamics influencing producers, consumer
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