OPIS Talks

James Stevenson and Charles Dayton discuss the recent Supreme Court ruling that struck down Trump's tariffs under IEEPA, exploring alternative tariff mechanisms like Section 122 and Section 301. They examine concerning trends in US economic data, including substantial downward revisions to job creation numbers and questionable inflation calculations that may not reflect consumers' actual experience with rising prices. The conversation also covers potential geopolitical risks, particularly around Iran and the Strait of Hormuz, which could disrupt global oil and LNG flows. Throughout the discussion, they emphasize how these factors could influence Federal Reserve policy and global commodity markets, drawing from their research publication 'Tariff Talk' that covers macroeconomic issues affecting energy and commodity markets.

OPIS TALKS CHEMICALS:
In this episode of OPIS Talks, Joe McCabe, President & CEO of Autoforecast Solutions LLC, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical Market Analytics by OPIS, about the mixed signals emerging in global EV adoption. They explore whether recent policy shifts point to a genuine slowdown or a temporary pause, the growing role of plug-in hybrids in future forecasts, and how China has become the world’s EV powerhouse. The conversation also looks at the feasibility of fully electrifying the global passenger car fleet within the foreseeable future.
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OPIS TALKS CHEMICALS:
In this episode of OPIS Talks, Mark Plamondon, Executive Director of Alberta’s Industrial Heartland Association, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical Market Analytics by OPIS about Canada’s emerging role in the next phase of the global energy and chemicals industry. They discuss the investment pull of large-scale CCUS, how companies can navigate volatile feedstock markets, and how Alberta’s Industrial Heartland plans to connect Alberta’s resources to global markets in a world of shifting supply chains.
Have questions or feedback? Please drop us a line at [email protected].
Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

In the latest episode of OPIS Talks, James Stevenson and Ranjana von Wendland explore a rapidly shifting global landscape for the coal and coke markets. With the Indian government replacing quantitative restrictions on coke imports with anti-dumping duties, and political developments in Venezuela creating ripple effects across Latin America, the Colombian industry is facing a period of significant change and uncertainty. The discussion will cover the repercussions of the Venezuelan political situation on Colombia’s coal sector and the wider Latin American market, the impact of India’s introduction of anti-dumping duties in place of quotas on the global coke market, Colombia’s export diversification strategies, Rising cost pressures and shrinking margins for Colombian producers, and The upcoming Colombian elections and their potential implications for the industry.