Argus Media: Recent Episodes

Argus Media

Argus Media podcast

Podcast summary:

This podcast explores how escalating Middle East tensions disrupted crude and clean tanker markets in June-July, driving volatility in freight rates, trade flows and shipping risks.

The discussion focuses also on the growing role of AWRPs in the Middle East and alternative loading routes, including Argus' new clean tanker freight assessments from the Gulf of Oman and India's west coast.

Key Topics Discussed

Escalating security risks in the Strait of Hormuz, Gulf of Oman, Red Sea and Bab el-Mandeb.
The impact of the conflict on crude tanker freight rates and vessel availability.
Volatility in CPP tanker markets across the LR2, LR1 and MR segments.
Rising AWRPs and their influence on freight costs.
Alternative loading routes and the launch of Argus' new clean freight assessments from the Gulf of Oman and India's west coast.

Asia’s olefins market is highly integrated, with most ethylene consumed internally and only limited volumes available for trade.

In this episode of the Chemical Conversations series, Argus' Sarah Rae, VP for Ethylene and Derivatives, speaks with Toong Shien Lee, Head of Olefins Editorial, about how ethylene and propylene markets in Asia are structured and priced — and what sets them apart from other regions.

Tune in for insights on:

Asia’s olefins market structure and trade flows
Why oversupply is driving buyers toward spot deals
How contract prices are settled and formulas applied
How PDH economics are shaping Asian propylene prices

This episode is part of the 'Olefins Market Structure & Pricing' podcast series, where Argus experts share insights into the pricing mechanisms and market dynamics shaping ethylene and propylene markets across Asia, Europe and the US. Bringing together perspectives from each region, the Argus team highlight why pricing practices differ across global olefins markets and the market fundamentals that influence commercial pricing decisions.

Listen to the other episodes in the series for a global view of olefins markets, and check back soon for upcoming releases.

Learn more about Argus' Polymers Analytics service covering supply-demand fundamentals, capacities and detailed expert insight for the polyethylene and polypropylene markets: https://view.argusmedia.com/polymers-analytics.html

As renewable fuel mandates tighten and advanced feedstocks become increasingly important, the HVO market is entering a new phase of growth. In this episode, Argus experts explore the policy, pricing and demand trends shaping renewable diesel markets across Europe, with a particular focus on Germany and the launch of the new Argus Class V HVO assessment.

Key topics:

Germany's rapidly expanding HVO market
The impact of evolving EU renewable fuel policy
Growing demand for advanced biofuels
The launch of the Argus Class V HVO benchmark
HVO commoditisation and pricing

Global tackifier markets are navigating a period of uncertainty as changing trade flows and shifting feedstock economics continue to influence supply chains.

In this podcast, Leonardo Siqueira, Editor, Pine Chemicals, and Steve Williams, VP, C5 and Hydrocarbon Resins, discuss the outlook for hydrocarbon resins and rosin ester tackifiers. Recent disruptions have highlighted the close relationship between natural and petroleum-derived feedstocks, creating new challenges for buyers navigating an increasingly interconnected market.

Listen to the podcast to:

Understand the factors influencing global tackifier supply and demand
Explore the relationship between hydrocarbon resin and rosin ester markets
Hear how geopolitics and feedstock availability has impacted pricing
Identify key trends shaping market developments in the months ahead

This podcast draws on insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins.

Argus will be attending the World Adhesives Conference (WAC) in London, 16-18 September. Visit our stand to speak to our market specialists about the latest developments in tackifiers, pine chemicals and hydrocarbon resins. Click here to register.

Global supply disruptions, shifting refinery economics and evolving trade flows are reshaping the Americas asphalt market in 2026. In this podcast, Oliver Thompson (Global Lead for Asphalt Quarterly Analytics), James Fernandes (Lead Analyst for North America) and Swasti Dharmadhikari (Lead Analyst for Latin America) examine the impact of higher oil and diesel prices on asphalt market fundamentals, explore regional supply and demand dynamics across North and Latin America, and discuss the outlook for refinery operations, trade flows, infrastructure-led demand and key supply risks through 2030.

Key topics covered:

Impact of global supply disruptions on asphalt markets
North and Latin American supply-demand outlooks
Venezuela's recovery and regional supply uncertainty
Brazil's infrastructure-driven demand outlook
The role of imports and regional trade flows
Refinery economics and key market risks through 2030

A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.

In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.

Key topics include:

The scale of CPC Blend export halt and its impact on crude prices
How critical the grade is for Europe
What alternatives European refiners have turned to

Listen now to understand how European buyers are responding and what comes next.

Strait talk: Conflation in the Gulf

Oil prices have retreated from recent highs, but uncertainty continues to hang over one of the world's most important energy chokepoints. In this edition of Strait Talk, Argus experts examine the latest developments in the Strait of Hormuz, including shifting shipping routes, regional diplomacy, and the implications for global crude markets.

Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial as they unpack what the latest geopolitical developments could mean for energy flows, market sentiment, and the outlook for traders and industry participants.

Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets.

In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels.

From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead.

Topics covered include:

The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand
How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption
The growing role of LNG and biofuels in the energy transition
Key market trends to watch across marine fuels and power generation demand

In this episode, David looks at the ongoing blockage of the Strait of Hormuz, new threats to shipping in the Red Sea, a new Omani proposal for joint Gulf State oversight of Hormuz transit and the supply crisis facing the diesel market.

O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB). Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

Os tópicos discutidos neste episódio incluem:

Resoluções de ANP e regras de emissão
Preocupações de produtores, comercializadores e potenciais compradores
Equilíbrio entre oferta e demanda e formação de preços
Fungibilidade e reconhecimento de outros certificados ambientais
Uso do CGOB em estratégias de descarbonização
Possibilidades de evolução do mercado no médio prazo

Fertilizer Matters EP56: Brazil’s Phosphate Market:
Hear Argus’ essential analysis of what’s driving Brazil’s phosphate market as global price swings,
shifting demand and policy changes reshape buying behaviour. In this episode, we explore which
crops and seasons drive demand, the impact of high international prices on domestic trade, and the
challenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, the
effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in
buying as global fundamentals continue to evolve
Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, Market Reporter – Fertilizers as
they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What are the key crops. products and seasons impacting the Brazilian phosphate market

How have global high prices and demand destruction impacted Brazil’s domestic market?

How is the upcoming soybean planting season in September being impacted?

How are Brazilian buyers responding to Mosaic cutting production in Brazil?

Has US suspending countervailing duties on Moroccan phosphate imports worried the
Brazilian market?

Should we expect last-minute surge of buying from Brazil

How are global phosphate market fundamentals developing?

Related links
Argus Phosphate price reporting service | More info | Request trial
More information: Phosphate short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives to discuss:

A recap of geopolitical tensions since March
Current dynamic within the Middle East and Strait of Hormuz
Methanol outlook for China going forward into Q4

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.

Os tópicos discutidos neste episódio incluem:

Evolução de preços dos fertilizantes fosfatados
Disponibilidade de produto importado em meio a tensões geopolíticas
Produção doméstica de fosfatados
Suspensão de tarifa dos EUA a Marrocos
Volumes remanescentes e potencial redução da aplicação de adubos

Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows.

In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.

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 competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding.

They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.

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 acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.

Os tópicos discutidos neste episódio incluem:

Demanda chinesa e oferta a partir de Ormuz
Menor disponibilidade de insumos para produção de resinas
Produção de ésteres de breu no Brasil e China
Aplicações dos derivados de breu e concorrência com insumos fósseis
Brasil como produtor e exportador de breu
Mudança estrutural da demanda e flexibilidade operacional dos compradores
Formação global dos preços e diversificação

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/TC 238 meeting in Berlin and what they mean for the future of biomass, biocarbon and biochar markets.

Tune in to hear:

· Why biocarbon and biochar are becoming major focus areas for international standardisation, beyond traditional biomass fuels.

· The most important new ISO work items launched in Berlin, including testing standards for pyrogenic biocarbons.

· The remaining gaps in biochar and biocarbon standards, and why issues such as sampling, analysis and surface area testing still need work.

· The single biggest takeaway from the Berlin meeting: the launch of 11 new work items that signal growing momentum and industry engagement in developing global standards.

Argus offers biomass prices, news, analysis, and consulting.

Get more information and request a free trial.

Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets.

Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What’s the mood on the ground?
What were the key conference themes?
Sulphur: What were the biggest talking points, and how confident is the market about trade flows through the Strait of Hormuz?
Phosphates: What’s the market view on India’s phosphoric acid settlement and the US suspension of duties on Moroccan phosphates?
NPKs: How is the market reacting to stronger buying in India, higher EU tariffs on Russian imports, and falling prices in Brazil?
How could sulphur, phosphates and NPK markets develop in the second half of the year?
What is the biggest risk facing sulphur, phosphates and NPKs over the next six months?

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East.

This episode of Global LPG Conversations, was recorded on 8 July as initial hopes of a return to normality on the US-Iran memorandum of understanding were beginning to fade in the wake of renewed air strikes exchanged in the region. And it sees Peter Wilton (Editor, Argus International LPG) speak with Waldemar Jaszczyk (Deputy Editor, European Pricing) and Jack Greenwood (Head of LPG Consulting) in an attempt to explain how markets and prices have fared in recent weeks and understand what a path back from months of strait of disruption to global supply would look like if peace can return once more.

They examine how Asia absorbed the initial shock, why northwest Europe proved more resilient than expected, and what a slower recovery through Hormuz could mean for supply, freight and pricing into the heating season.

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloco se movem em direção a fertilizantes de baixo carbono, inclusive aqueles produzidos com hidrogênio renovável. Saiba mais acompanhando a conversa entre Bruno Castro, responsável por precificação de fertilizantes na Argus em São Paulo, e Pamela Machado, responsável pela cobertura de hidrogênio de baixo carbono e derivados na Argus em Paris.

Os tópicos discutidos neste episódio incluem:

Consumo de fertilizantes pelo Brasil e dependência do produto importado
Dinâmica de preços dos fertilizantes atrelada a combustíveis fósseis
Vantagens e tecnologias de produção de fertilizantes sustentáveis
Avanço de projetos no Paraguai e Brasil
Desafios de infraestrutura e regulamentação

Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑carbon fertilizers, including those produced using renewable hydrogen. Learn more by following the conversation between Bruno Castro, responsible for fertilizer pricing at Argus in São Paulo, and Pamela Machado, who covers low‑carbon hydrogen and derivatives at Argus in Paris.

Topics discussed in this episode include:

Fertilizer consumption in Brazil and the country’s dependence on imports
Fertilizer price dynamics linked to fossil fuels
Advantages and technologies for producing sustainable fertilizers
Progress of projects in Paraguay and Brazil
Infrastructure and regulatory challenges

This week on Strait Talk, we’re taking a closer look at the intersection of geopolitics and oil flows. We’ll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Iran deal, and why that matters for the broader region. We’ll also break down the latest on crude exports from the Middle East Gulf — how much is moving, where it’s going, and what it signals for the global market.

Join Tom Reed, Head of Oil market Analysis,, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior News Reporter and John Ollett, Editor - EMEA Freight on this Strait Talk episode.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market

How is the Turkish market doing our last update in March
How the lowering prices affected the market dynamics
How demand has been for the past 3 months
What is the current situation in the market

Is Iran losing control of the strait of Hormuz, or is it simply moving towards a softer, gentler approach to running it?

In this episode, we're examining the evolving relationship between the United States and Iran following the recently signed memorandum of understanding, and what it could mean for energy flows, regional stability and crude markets across the Middle East. Recent reporting indicates that the agreement aims to halt military escalation and support the reopening of key maritime routes, including the Strait of Hormuz, while creating a framework for further negotiations.

Join Tom Reed, VP – China, Crude & Oil Products, alongside John Ollett, Editor - EMEA Freight and Dubai-based expert Nader Itayim, Middle East Editor on this Strait Talk episode.

O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

Os temas discutidos neste episódio incluem:

Abordagem regulatória distinta no Brasil
Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba
Arcabouços globais e regionais de redução de emissões
México como mercado estratégico para o desenvolvimento do SAF na região
Matérias-primas no México: cana-de-açúcar e resíduos

Brazil is establishing itself as a potential global leader in sustainable aviation fuel production, leveraging state-backed refineries, abundant feedstock resources, and a distinct blending mandate. In Mexico, infrastructure investments are planned to position the country as a regional SAF marketer. Learn more about the SAF landscape in Latin America by listening to this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, Josh Vence, VP of Operations in charge of biofuels for Hispanic America, and Lucas Boacnin, Business Development Manager focused on energy transition matters.

Topics discussed in this episode include:

Distinct regulatory approach in Brazil
Feedstocks in Brazil: soybean oil, coprocessing, cover crops and macauba
Global and regional emission reduction frameworks
Mexico as a critical market for SAF development in the region
Feedstocks in Mexico: sugarcane and waste-based

Brasil se está consolidando como un posible líder mundial en la producción de combustible sostenible de aviación, aprovechando refinerías respaldadas por el gobierno, abundantes recursos de materias primas y un mandato de mezcla diferenciado. En México, se están planificando inversiones en infraestructura para posicionar al país como un comercializador regional de SAF. Conozca más sobre el panorama del SAF en América Latina escuchando esta conversación entre Camila Fontana, subjefa de la oficina de Argus en São Paulo; Josh Vence, vicepresidente de operaciones a cargo de biocombustibles para Hispanoamérica; y Lucas Boacnin, gerente de desarrollo de negocios enfocado en la transición energética.

Los temas tratados en este episodio incluyen:

Enfoque regulatorio diferenciado en Brasil
Materias primas en Brasil: aceite de soja, coprocesamiento, cultivos de cobertura y macaúba
Marcos globales y regionales de reducción de emisiones
México como un mercado clave para el desarrollo del SAF en la región
Materias primas en México: caña de azúcar y residuos

In this episode of the Biomass Beat podcast, Argus’ senior reporter Hannah Adler speaks with Michael Wild, president of the International Biomass Torrefaction and Carbonisation Council (IBTC) to unpack what’s really shaping the next phase of torrefied biomass and take a developer-focused look at where the industry stands, and where it’s heading next.

Listeners can expect to hear:

How the torrefied pellets sector is mirroring and diverging from the early wood pellet industry learning curve
Why feedstock security and logistics, rather than the technology itself, is the biggest concern for developing plants.
How shifting demand in Europe could mean for pellet producers and potential retrofits into torrefaction
What still needs to happen on policy, offtake agreements, and standards for the industry to scale.

Argus offers biomass prices, news, analysis, and consulting.

Get more information and request a free trial.

As importações de gasolina por portos das regiões Sul e Sudeste aumentou nos últimos meses, mudando dinâmicas de abastecimento e arbitragem. O movimento ampliou a liquidez à vista em Santos e Paranaguá e a necessidade de indicadores de preços nas transações do combustível nacionalizado nesses portos. Saiba mais acompanhando a conversa entre Maria Carolina Albuquerque, colaboradora da publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.

Os tópicos discutidos neste episódio incluem:

Dinâmicas regionais de abastecimento, importação e arbitragem
Aumento da liquidez e da participação do Centro-Sul nas importações
Novos indicadores de gasolina FCA em Santos e Paranaguá
Leilões da Petrobras
Efeitos da guerra no Oriente Médio

Europe’s electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.

In this episode of Power Dispatch, Argus European Electricity Senior Reporter Daniel Craig speaks with UK specialist Tim Santonastaso and market reporters John Horstmann and Jessamy Guest to discuss how these physical constraints are influencing investment strategies, policy developments, and consumption decisions across Europe.

Tune in to hear:

Where grid constraints are most severe
Which innovative policies are making a difference
How conditions look for Europe’s energy islands

This podcast was created using data and insights from the Argus European Electricity service.

Request trial access or more information >>

A fragile peace, a reopening of the world’s most critical oil artery, and a 60-day window that could reshape global energy dynamics.

In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctions and Iran’s nuclear programme.

Is this a turning point for markets — or just a temporary pause in tensions?

Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor and Bachar Halabi, Senior Correspondent on this Strait Talk episode.

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:

Nickel market tightening and its impact on prices
Policy uncertainty in Indonesia
Power competition between nickel and aluminium
Geopolitical tension pose risks to feedstock supply

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country’s main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets.

Topics discussed in this episode include:

How the pattern affects Brazil’s main agricultural regions
Crop volumes and yields during El Niño cycles
Outlook for soybean and corn crops in the central-west
Outlook for crops in the south region

Agricultores se preparam para a chegada do El Niño nos próximos meses. O fenômeno climático afeta as principais regiões produtoras do País de formas diferentes, mas traz ameaças à produção e ao rendimento das lavouras. Saiba mais acompanhando a conversa entre Renata Cardarelli, editora do Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora desta publicação e do relatório global Argus AgriMarkets.

Os tópicos discutidos neste episódio incluem:

Como fenômeno se manifesta nas principais regiões agrícolas no Brasil
Produção e produtividade das safras em ciclos de El Nino
Perspectivas para as safras de soja e milho no Centro-Oeste
Perspectivas para a região Sul

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:

Impact of the Iran–US peace agreement on the methanol industry
Potential for softer pricing in Asia and slower declines in the Atlantic basin
A longer-term outlook for the global methanol market

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more informationand request a free trial.

In this episode, Michael Ball, editor of Air Daily speaks with carbon reporter Ida Balakrishna as she examines the recent surge in RGGI allowance prices and the market forces driving unprecedented volatility. The discussion explores how Virginia’s earlier-than-expected return is raising supply concerns, alongside rising emissions, growing data center-driven power demand, and shifting compliance strategies. They also unpack recent auction surprises, seasonal demand factors, and potential regulatory responses shaping the outlook for the RGGI market.

Key Takeaways:

Market volatility and price surges driven by Virginia's re-entry into RGGI in July
Rising energy demand which is shaping emissions outlook and allowance demand
Compliance deadlines and evolving regulatory expectations influencing trading behavior
External drivers including seasonal demand patterns and auction outcomes

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners’ decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain.

Key themes:

Diesel cracks: $46/bbl in June, more than double seasonal norms
Refiners prioritise middle distillates over base oils despite uplift
Group 3 imports collapse after Gulf supply halts, pushing prices to records
Summer demand risk: strong diesel runs vs tightening base oil availability

Podcast description:

The biomass industry is increasingly partaking in conversations around carbonised biomass, but confusion still arises over which term is the correct one, and what each term means.

In this episode of the Biomass Beat, host Hannah Adler speaks with Chris Wiberg of Biomass Energy Lab (BEL) to unpack the complexities behind biocoal, biocarbon, biochar and charcoal, exploring how these materials are defined, produced, and used across industries ranging from energy to agriculture.

In this episode, you'll discover:

A clear breakdown of terminology in the biocarbon sector- and why so many products sound similar but can differ
How product specifications and feedstocks vary, from high-grade wood to waste-based
An exploration of end uses, including energy generation, soil health, industrial inputs, and carbon removal
Insights into market development and standardisation, and why clearer definitions can unlock further investment

Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

La guerra en Medio Oriente fragmentó el mercado global de gasolina y creó dinámicas regionales de precios distintas. Los compradores de combustible en América Latina y en otras regiones se ven obligados a gestionar mejor sus riesgos con herramientas de arbitraje geográfico y de calidad, como los escaladores de RVP y octanaje. Escuche las discusiones sobre estas tendencias entre Nazareno Ferrero, gerente sénior de desarrollo de negocios de Argus en Buenos Aires, y Camila Fontana, sub jefa de la redacción en São Paulo.

Los temas discutidos en este episodio incluyen:

Flujos de gasolina y patrones de precios antes y después de la guerra
Referencias globales de precios
Asia pasa de equilibrada a deficitaria en gasolina
Europa y la Costa del Golfo ganan importancia como proveedores globales
Uso de escaladores de RVP y octanaje en las decisiones de negociación

The war in the Middle East fragmented the global gasoline market and created distinct regional pricing dynamics. Fuel buyers in Latin America and beyond are forced to better manage their risks with geographic and quality arbitrage tools, like RVP and octane scalers. To learn more, listen to this conversation between Nazareno Ferrero, Argus Senior Business Development Manager based in Buenos Aires, and Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo.

Topics discussed on this the episode include:

Gasoline flows and price patterns before and after the war
Global price benchmarks
Asia shifts from balanced to short in gasoline
Europe and the Gulf Coast gains importance as a global suppliers
Using RVP and octane scalers in trading decisions

A guerra no Oriente Médio fragmentou o mercado global de gasolina e criou dinâmicas regionais de precificação distintas. Compradores de combustível na América Latina e em outras regiões são forçados a gerenciar melhor seus riscos com ferramentas de arbitragem geográfica e de qualidade, como os escaladores de RVP e octanagem. Ouça as discussões sobre essas tendências entre Nazareno Ferrero, gerente sênior de desenvolvimento de negócios da Argus em Buenos Aires, e Camila Fontana, chefe adjunta da redação em São Paulo.

Os tópicos discutidos neste episódio incluem:

Fluxos de gasolina e padrões de preços antes e depois da guerra
Referências globais de preços
Ásia passa de equilibrada para deficitária em gasolina
Europa e Costa do Golfo ganham importância como fornecedores globais
Uso de escaladores de RVP e octanagem nas decisões de negociação

This podcast explores how the ongoing conflict in the Middle East has disrupted global tanker markets, with a focus on both crude and clean petroleum product (CPP) shipping.

The discussion focuses on the impact of the US–Iran war on freight rates, trade flows, vessel movements, supply chains, and the outlook for tanker markets in Asia and globally.

On this week’s Strait Talk, we dive into the geopolitical headwinds facing a US–Iran deal, with Israel and Lebanon at the centre of the challenge.

Hear Argus’ essential analysis fertilizer demand destruction, as the impact the Middle East conflict continues to shake global markets. This episode focuses on what demand destruction is, why it’shappening and how the ripple effects could hit North America, South America and Europe.

We also explore whether farmers are delaying application, if crop margins are collapsing, food inflation – and how governments are responding.

Join Mike Nash, Senior Editor – Fertilizers, Claudia Wlk, Editor – Argus European Fertilizer, Taylor Zavala, Deputy Editor – Argus North American Fertilizer and Renata Carderelli Gabrielli, Editor – Argus Brazil Grains and Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

In episode one of “Oil in Focus” David notes a weakening oil complex since mid-May, despite scant progress in re-opening the Hormuz Strait. He suggests that Iran may struggle for widespread acceptance of proposed transit fees, leaving commodity flows minimal. But there’s evidence that demand restraint and stock draws for now are capping price rises.

Hear Argus’ essential analysis of the what’s driving Australia’s phosphate market, focusing on the impact of the Middle East conflict, current market dynamics, Australian’s phosphate projects, import trends, how Argus’ weekly MAP 10-50 fca Geelong price assessment has reacted and Australian market sentiment on next season.

Join Tom Hampson, Global Editor – Phosphates and Susy Cornford, Market Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

How are the fundamentals of the Australian phosphate market developing?
What changes have there been around Phosphate Hill?
What are the latest updates on Australian phosphate projects including PRL's Ardmore site, Avenira, Ammaroo, and Northwest Phosphate?
Australia is also a significant importer of phosphates - how are imports looking so far this year?
How significant is the impact of the US-Iran war?
Has Argus’ weekly MAP 10-50 fca Geelong price assessment reflected the global price trend?
What is Australian sentiment on next season?

Related links

Argus Phosphate price reporting service | More info | Request trial
More information: Phosphate short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) is joined by Atishya Nayak (Senior Gasoline Reporter - European Products Report) and Jide Tijani (Naphtha Reporter — European Products Report) to examine how the US driving season and the US–Iran conflict are influencing gasoline and naphtha markets in Europe — from exports and arbitrage shifts to blending economics and supply disruptions.

Key themes

Price swings: Gasoline–naphtha spread jumped to $270/t in May, a three‑year high
European exports to US hit an 11‑month peak as freight costs collapsed
Drivers of volatility: US–Iran conflict, summer‑grade transition and rebound in ARA blending

Outlook risk: Tighter VGO supply, weak West African pull and narrowing US arb

In this episode of Driving Discussions, Argus editors Jared Ainsworth, US gasoline editor, and Stephanie Crawford, associate editor and US Atlantic coast gasoline reporter, analyze how the US–Iran conflict has rapidly reshaped gasoline fundamentals ahead of the summer driving season. What began as a well-supplied market has tightened significantly, with exports rising, imports lagging, and regional imbalances emerging across key hubs. The discussion unpacks the evolving impact on pricing, flows, and blending behavior across US gasoline markets.

Key Takeaways

Tightening supply:S. gasoline inventories fell more than 16% since late February, signaling a sharper-than-normal seasonal draw.
Global pull on barrels: Strong export demand—up ~32% vs. the five-year average—has redirected Gulf Coast supply into international markets.
Shifting regional balances: Early Atlantic Coast tightness gave way to late-spring oversupply as imports and pipeline flows rebounded while demand lagged.
Policy impacts: Jones Act and EPA waivers reshaped flows and blending dynamics, with limited Northeast relief but increased Gulf Coast-to-West Coast shipments.
Atypical pricing signals: RBOB spreads widened despite regulatory flexibility, reflecting stricter blending behavior and altered summer demand patterns.

Stay ahead of evolving gasoline market dynamics with Argus’ expert analysis on pricing, flows, and regulatory impacts shaping the summer 2026 outlook.

Hear Argus’ essential analysis of China’s potash market, focusing on China’s 2026 MOP contract, developments in China’s domestic market, importer and trader pricing, China’s domestic dual pricing system, impact of the Middle East War and expectations for China’s 2027 MOP contract.

Join Huijun Yao, Editor – Asia Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash and NPKs, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What impact has China’s 2026 MOP contract had?
What are the latest developments in China’s domestic potash market?
Why are major importers keeping their prices steady, despite traders’ prices softening slightly?
What influence does China’s domestic dual pricing system have?
How is the Middle East war and its impact affecting Chinese importers’ views on this yea’rs MOP supply?
What are the expectations for China’s 2027 MOP contract?

Related links

Argus Potash price reporting service | More info | Request trial
Argus NPKs price reporting service | More info | Request trial
More information: Potash short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this special podcast episode, our experts take a closer look at how the Hormuz situation is unfolding — from the implications of Iran’s evolving stance on transit and tolls, to the impact of US enforcement measures — and what it all means for oil flows, regional trade dynamics, and global market sentiment in the weeks ahead.

Türkiye’s emissions trading system (ETS) pilot phase has been delayed by a year and is now expected to start from early 2027.

In this episode, Erisa Senerdem speaks with Oğuz Tosun, CEO of Climate Balanced, on the system’s setup, challenges, and timelines. They also discuss whether Türkiye’s role as host of COP31 could accelerate the launch of the pilot phase, and what prices might look like once the market starts operating.

Tune in for expert insights on:

Türkiye ETS compliance set up, challenges
Offsetting: national, other carbon credit standards
How Cop-31 may accelerate Türkiye’s ETS launch
What could Türkiye ETS prices look like?

Learn more about the Argus Carbon service

A América Latina avança como potência global em biocombustíveis em um momento de forte crescimento na demanda. O Brasil lidera o movimento, com políticas públicas e investimentos que posicionam a região como decisiva na transição para a energia limpa. Acompanhe a conversa entre Maria Lígia Barros, responsável por precificação de etanol na Argus, Natalia Dalle Cort, responsável por precificação de biodiesel, e Lucas Boacnin, gerente de desenvolvimento de negócios. Os três adiantam alguns dos temas que serão discutidos durante a conferência que a Argus promove em São Paulo entre 15 e 17 de junho.

Alguns dos tópicos deste episódio:

Novos mandatos globais aumentam demanda por biocombustíveis
Maior demanda por biocombustíveis na Ásia
Brasil como fornecedor internacional de insumos
Descarbonização do transporte marítimo
Produção e demanda doméstica de etanol
Alta das exportações brasileiras de biodiesel

Experts assess risk management, spot buying trends, and pulses demand dynamics amid volatility and geopolitical pressures in Southeast Asia.

In this episode of Chemical Conversations, Argus’ James Elliott speaks with global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments and what they could mean for the market in the months ahead.

Ahead of Europur’s annual conference on 9 - 11 June 2026, the team discuss:

What is the latest in terms of the European isocyanate supply and demand balance?
How are the new MDI and TDI trade flows between Europe and the US driving market change?
What is the global isocyanates outlook for the second half of 2026?

Laura Tovey-Fall will be presenting on 'The Flexible PU Foam Market Outlook: Upstream & Downstream' at Europur's conference on Wednesday 10th June 2026. Click here (chemicals@argusmedia.com) to request a meeting or find out more about Argus Isocyanates.

Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans.

The war in Iran and the Strait of Hormuz blockade have shaken LPG trade flows, sending delivered butane prices in Asia to multi-year highs and leaving buyers racing to secure alternative supply. US producers and exporters are stepping in fast—but can export capacity and logistics keep up with this unprecedented demand?

Host Anu Agarwal (Vice President, Business Development, Argus Oil in Asia) is joined by Amy Strahan (Editor, LPG North America) to examine how Gulf Coast terminals and Mont Belvieu storage are operating at full capacity to keep cargoes moving, and why looming bottlenecks could reshape prices and trade flows in the months ahead.

In this special edition episode, we discuss the impact of the US–Iran conflict and the closure of the Strait of Hormuz on the global base oil markets. Even as trade flows evolve, Group III supply remains limited, driving price spikes in the US and Europe. Market participants look towards Asia as supply is showing signs of a recovery and China’s growing output is reducing its reliance on imports. We examine shifting arbitrage, demand erosion from high prices, and the near-term supply outlook amid persistent geopolitical uncertainty.

Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/officials reaction to market conditions and the potential impact of removing CVDs.

Join Calder Jett, Editor – North American Fertilizer and Taylor Zavala, Deputy Editor – North American Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

How has the Middle East war impacted the North American fertilizer market?
Why have US traders decided they’d rather export phosphates than sell domestically?
Are we seeing similar dynamics play out in the urea market?
How have Indian urea buy tenders impacted Nola urea prices?
How are US politicians and government officials reacting to market conditions faced by farmers?
Could removing countervailing duties (CVDs) have a big impact on the phosphate market – and potentially lower the cost of fertilizer in the US?

Related links

Argus North American Fertilizer price reporting service | More info | Request trial
Argus Nitrogen price reporting service | More info | Request trial
Argus Phosphates price reporting service | More info | Request trial
More information: Phosphate short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Here is the podcast description to post on podbean:

In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with Deputy Editor Apostolos Tsarikas to learn more about how intermittent renewables are transforming the European power system, sparking a rush for grid flexibility through energy storage, whether battery or otherwise. They are joined by market reporters James Doran and Ilenia Reale to discover the lessons and pitfalls from the storage race so far, and to consider hydropower’s role in a flexible, green grid.

Listen to discover key insights on:

· Storage success stories

· Where is deployment struggling, and why?

· The role for hydropower: Should it be more of a policy focus?

This podcast was created using data and insights from the Argus European Electricity service.

Request trial access or more information >>

Hear Argus’ essential analysis of what’s driving changing trade flows in Southeast Asia’s phosphate market, focusing on the impact of the Middle East war, China’s export constraints, buyers diversifying supply chains, rising DAP price and affordability pressures, weak crop prices and potential El Niño implications.

Join Huijun Yao, Editor – Asia Fertilizers and Hui Xuan Lek, Market Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Editor Peter Wilton is joined by LPG World editor Matt Scotland and reporter Yasmin Zaman to unpack the latest findings from the Global LPG Storage Survey. They explore how clean cooking policies are driving modest capacity growth, a surge in project pipelines particularly in sub-Saharan Africa and what rising geopolitical tensions and shifting trade flows mean for future infrastructure investment.

The Global LPG Storage Survey is now quarterly, providing an expanded view into each region. It is published as part of Argus LPG World, a renowned source of valuable insights to keep you up-to-date on the LPG markets.

Chinese flat steel prices rose sharply in early May, supported by stronger domestic sentiment, tighter export conditions and heightened geopolitical risks. Annie Wang, senior analyst at Argus Media, discusses how these factors, along with firming semi-finished steel prices, are shaping market dynamics in China and influencing global ferrous trade.

Key topics covered in the podcast:

• Drivers behind the early May increase in Chinese flat steel prices and how market conditions evolved through the quarter

• Impact of export license constraints on Chinese flat steel offers and buyer behavior

• Role of geopolitical risks in supporting prices through freight, insurance and broader supply concerns

• Effect of higher slab and semi-finished steel prices on hot-rolled coil pricing, substrate costs and mill margins

• Market expectations for Chinese flat steel prices, export volumes and domestic demand in the coming months

In this episode, Argus examines the intensifying supply squeeze in global aluminum markets following the outbreak of the US-Iran war and the closure of the Strait of Hormuz. With inventories at historically low levels and competition for units increasing across regions, supply security has become the dominant concern for consumers. Our experts explore how trade flows, premiums and secondary markets are responding, and why tightness may persist through the remainder of 2026.

Covered in this episode

• Why security of supply has overtaken sustainability and policy as the top priority for aluminum buyers

• The impact of Middle East disruption on global availability, inventories and LME market structure

• How European and US premiums are moving — and why further upside remains likely

• The role of tariffs, trade flows and regional competition in shaping the US aluminium market

• Why demand destruction has so far been limited despite historically high prices

• The outlook for supply if the Strait of Hormuz reopens in the immediate future — including the release of stockpiled metal

• How scrap and secondary aluminum markets are responding, particularly in Europe and the US

Discussões climáticas estão em um momento de transição, com alguns países querendo cada vez mais foco em combustíveis fósseis e menos em emissões, enquanto outros seguem resistentes a essa mudança. Acompanhe a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin.

Alguns dos tópicos deste episódio:

Foco anterior no papel das emissões de carbono no aquecimento global
Acordos das COP e gargalos de implementação
União de países pela transição para longe dos combustíveis fósseis
Combate a aspectos econômicos que dificultam a transição
Fluxos comerciais e exportação de emissões
Incentivos aos biocombustíveis

Las discusiones climáticas atraviesan un momento de transición, con algunos países que buscan cada vez más centrarse en los combustibles fósiles y menos en las emisiones, mientras que otros se mantienen resistentes a este cambio. Siga la conversación entre Camila Fontana, subdirectora de la redacción de Argus en Brasil, y el editor Lucas Parolin.

Algunos de los temas de este episodio:

Enfoque previo en el papel de las emisiones de carbono en el calentamiento global
Acuerdos de las COP y cuellos de botella en su implementación
Unión de países para la transición alejándose de los combustibles fósiles
Afrontar los desafíos económicos que dificultan la transición
Flujos comerciales y la exportación de emisiones
Incentivos para los biocombustibles

Climate discussions are at a moment of transition, with some countries increasingly calling for greater focus on fossil fuels and less emphasis on emissions, while others remain resistant to this shift. Follow the conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin.

Some of the topics in this episode:

Previous focus on the role of carbon emissions in global warming
COP agreements and implementation bottlenecks
Coalition of countries pushing for a transition away from fossil fuels
Addressing economic challenges that hinder the transition
Trade flows and the export of emissions
Incentives for biofuels

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:

· Continued impacts from the war in Iran

· Global market update on prices, trade flows and supply and demand

· Update on low-carbon methanol projects and post-IMO spring meeting reflection

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Argus and CME Group discuss the price signals, trading activity and risk tools emerging around higher-GHG ethanol.

In this episode, Anna Prokhorova (Senior reporter - waste feedstocks, Biofuels, Argus Media) is joined by Arezki Djelouadji (partner, Greenea) to explore the reasons behind the disconnect — from UCO’s structural pricing link to Ucome, to the role of blend walls, growing demand from HVO and SAF, and the rise of feedstock flexibility.

They also look at shifting global trade flows and what changing US policy means for European markets, and why short-term signals differ from the longer-term outlook.

Asian LPG markets are settling into a new reality as the Strait of Hormuz closure enters its third month. Deputy Editor Waldemar Jaszczyk and Singapore-based LPG Editor Frances Goh examine how the biggest buyers of Middle East cargoes — India and China — are coping with prolonged supply disruption through pivot to US barrels and sharp demand reduction. They also assess whether the recent trade-flow re‑routing will last and what it could mean for regional pricing benchmarks.

This episode was recorded on 1 May 2026

Global energy markets are at a turning point—and the Middle East is right at the center. Supply remains constrained by regional tensions, while demand continues to hold strong, especially across Asia. The United Arab Emirates is redefining its role within OPEC, signaling a shift toward greater production independence and long-term strategy over collective control.

Join Tom Reed, VP – China, Crude and Oil Products and Dubai‑based experts Nader Itayim, Middle East Editor and Sarah Raffoul, Manager-Analytics and Consulting in this exclusive video insight.

Hear Argus’ essential analysis of how the Middle East conflict is impacting the potash market and discover why potash stands out as an anomaly – with demand rising despite the war, defying historical trends. This episode focuses on production, logistics, prices, the lack of demand destruction, future risks, key takeaways and what to watch out for next.

Join Mike Nash, Senior Editor – Fertilizers and Julia Campbell, Global Editor - Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

How has the Middle East war directly or indirectly affected the MOP and SOP markets?
How have MOP and SOP prices developed since the war started?
Why hasn’t there been demand destruction in the potash market?
What’s driving global potash demand?
What risks do the MOP and SOP markets face if the war continues?
What roles do production and freight costs play in the MOP and SOP markets?
How much of an impact is the rising cost of sulphur having on the SOP market?
What are the key takeaways and what should we watch out for next?

Related links

Argus Potash price reporting service | More info | Request trial
More information: Potash short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights

Strait of Hormuz disruption is putting bitumen markets under pressure across Europe and Africa, tightening supply, driving up prices and forcing buyers to rethink purchasing and project plans.

Host Irina Vinogradova (Senior Manager, Analytics & Consulting) is joined by Argus experts Keyvan Hedvat (Europe & Africa Editor, Argus Bitumen Reports) and Oliver Thompson (Analyst, Europe Consulting Team) to break down where the pressure is building most, how the market is responding and what it means for the months ahead.

Key themes:

Price shock: $382/t in February, above $607/t in March, with further upside risk
Europe refinery strain, lower bitumen yields and tighter regional supply
South Africa’s growing reliance on imports and increased vulnerability to disrupted Middle East flows
2026 outlook shaped by tighter balances, with Africa’s bitumen imports forecast at 2.7mn t

Please note, this podcast was recorded recently during ongoing market volatility. For the latest insights and data, explore Argus bitumen and asphalt coverage

With tensions in the Middle East continuing to escalate, this episode breaks down the outcome of Project Freedom, Iran’s creation of the Persian Gulf Strait Authority, and the implications for global shipping and negotiations. It also explores evolving ceasefire proposals and the impact on Gulf economic stability.

Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, senior correspondent, for this exclusive discussion.

A closer look at how shifting trade routes and constrained transit are changing propane market dynamics in Europe and beyond.

The European propane market has begun to decouple from global price movements, lagging further behind Asia‑Pacific gains with each passing week. With around 30% of global seaborne supply removed from the market following the effective closure of the Strait of Hormuz, tightening conditions might have been expected to affect all buyers. Yet, Europe has so far remained relatively insulated.

One of the key reasons for this asymmetry lies along the most important artery for eastbound flows of US product, the Panama Canal. Persistent congestion and limited transit availability continue to reshape trade routes and alter regional market balances.

Argus International LPG editor Peter Wilton is joined by associate editor Efcharis Sgourou to unpack the fundamentals driving this divergence in European propane markets and to assess what it could mean for the fuel’s outlook in the months ahead.

A disponibilidade de embarcações para escoamento de petróleo em alto-mar é um gargalo para a expansão da produção do pré-sal. Participantes de mercado temem que a frota de navios DP seja insuficiente para atender ao crescimento da produção nos próximos anos. Acompanhe a conversa entre Conrado Mazzoni, gerente de desenvolvimento de negócios da Argus, e João Scheller, responsável pela precificação de petróleos na América Latina.

Alguns dos temas discutidos neste episódio:

Frota de navios DP no Brasil e no resto do mundo
Expansão da infraestrutura logística e portuária
Aumento da produção petrolífera e das exportações

The availability of vessels for offshore oil transportation is a bottleneck for the expansion of crude production in Brazil. Market participants fear that the fleet of Dynamic Positioning ships will be insufficient to meet output growth in the coming years. Listen to this conversation between Conrado Mazzoni, business development manager based in Sao Paulo, and João Scheller, who handles crude oil pricing in Latin America.

Some of the topics discussed in this episode:

DP ship fleet in Brazil and worldwide
Expansion of logistics and port infrastructure
Increase in oil production and exports

Nuclear power remains a central topic in today's headlines and policy papers, as policymakers and market participants look for dispatchable low‑carbon generation. Strategies under consideration range from life‑extensions to new builds and emerging technologies.

In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with French market specialist Rhys Talbot and market reporter Jessamy Guest. Together they explore how existing and planned nuclear capacity is interacting with greater renewable penetration and examine the pace of development across Europe.

Listen to discover key insights on:

New capacity plans across different regions
Phase outs, life extensions, capture rates and small modular reactors.
Lessons from France: what might a nuclear-renewables grid look like?

This podcast was created using data and insights from the Argus European Electricity service.

Request trial access or more information >>

In this episode of The Biomass Beat, Argus experts revisit key messages from the Argus Biomass Conference, held in London on 21–23 April.

Host Hannah Adler, Senior Reporter for Argus Biomass Markets, is joined by Marta Imarisio, Senior Market Reporter, and Jeff Kuntz, Editor, to discuss industry sentiment and dominant themes—both on stage and behind the scenes.

Drawing on discussions with producers, utilities, traders and technology providers, the team shares their perspectives on what these insights mean for the market outlook.

Listen to the episode to explore:

How market sentiment has shifted, with greater optimism than many expected.
Why multi‑year highs in European pellet prices were a key focus.
Differences in perspective among producers, buyers and technology firms
The implications of looming subsidy expiries for biomass-fired plants
How lower stocks after recent heating seasons are influencing market behaviour

Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

Deputy editor of Argus European Oil Products Report George Maher-Bonnett shares key takeaways from one of Africa’s leading downstream conferences - the African Refiners and Distributors Association (ARDA) - with editor Benedict George. They touch on the US-Iran conflict's impacts on Africa, while also delving into the continent's refining landscape and fuel markets.

In this episode, Shribalaji Shenbagaraj, Senior Carbon Reporter of Argus, speaks with Kavin Kandaswamy, CEO of ProClime, to examine whether biochar can transition from a project‑by‑project removal solution into a credible, investable carbon market.

Listen to discover key insights on:

Where biochar sits in the current carbon removal hierarchy
Emerging markets driving supply and what limits supply growth today
Where is demand coming from and how can it be boosted
Price formation and risk allocation

Learn more about the Argus Carbon service

El shale oil de Vaca Muerta forzó una transformación del sistema de refinación de Argentina, que originalmente había sido diseñado para crudos pesados. Este cambio tuvo un impacto correspondiente en la canasta de productos refinados disponibles tanto para el mercado argentino como para la región. Para saber más, escuche esta conversación entre el gerente de desarrollo de negocios de Argus, Nazareno Ferrero, en Buenos Aires, y Camila Fontana, subjefa de la oficina de Argus en São Paulo.

Estos son algunos de los temas abordados en este episodio:

Refinerías inversionan para procesar crudos más livianos
Exportaciones de GLP desde Argentina
Creciente sobreoferta de naftas de bajo octanaje
Oportunidades en combustible de aviación

The shale oil surge from Vaca Muerta forced a transformation of Argentina’s refining system, which had originally been designed for heavy crudes. This shift had a corresponding impact on the slate of refined products available to the Argentine market and to the region. To learn more, listend to this conversation between Argus business development manager Nazareno Ferrero, based in Buenos Aires, and Camila Fontana, deputy bureau chief of the Argus office in São Paulo.

Here are some of the topics discussed in this episode:

Refiners invest to process lighter crudes
LPG exports from Argentina
Growing oversupply of low‑octane naphthas
Opportunities in jet fuel

O petróleo de xisto de Vaca Muerta transformou o sistema de refino da Argentina, que havia sido projetado para processar óleos mais pesados. Essa mudança impactou o conjunto de produtos refinados disponíveis tanto para o mercado argentino quanto para a região. Para saber mais, ouça esta conversa entre o gerente de desenvolvimento de negócios da Argus em Buenos Aires, Nazareno Ferrero, e Camila Fontana, chefa adjunta da redação da Argus em São Paulo.

Alguns dos temas discutidos neste episódio:

Refinarias investem para processar óleos mais leves
Exportações de GLP a partir da Argentina
Crescente sobreoferta de nafta de baixa octanagem
Oportunidades com combustível de aviação

In this episode, Alexandra Luca talks with Chris Slater, CEO of Oka - a leading carbon insurance provider supporting credits in the initial phase of the Carbon Offsetting and Reduction Scheme for International Aviation (Corsia). They discuss Oka's current insurance-based credits pipeline, recent challenges for insurers, and future developments in the Corsia market.

Tune in for expert insights on:

Obstacles to expanding insurance-based Corsia supply: the impact of the EU draft proposal on insurers
Insurance capacity beyond BTR deadlines in 2026
Key regions and methodologies for supplying Corsia
How the war in Iran is impacting Corsia demand and supply

Learn more about the Argus Carbon service

Unpack the latest price movements, supply scenarios, and compliance dynamics affecting jet and sustainable aviation fuel (SAF).

The conflict in the Middle East, a key jet fuel supply region, has hit global aviation fuels markets hard. In this episode of SAF Insights, the team discuss how European jet fuel prices have surged and volatility has increased, while SAF markets have been contending with their own fundamentals and the HEFA-SAF premium to fossil jet has narrowed.

This podcast will address key questions

How has jet fuel price volatility impacted liquidity and market confidence?
What market forces explain the HEFA SAF/jet spread movements?
Can Europe offset Middle Eastern jet supply shortfalls, and what are the fallback options?
Can higher jet fuel prices drive the market toward higher SAF blending rates?
Do SAF price patterns mirror those seen in other biofuels markets?

Hear Argus’ essential analysis of what’s driving the feed phosphate market, the impact of the Middle East conflict – and we also introduce the new Argus MDCP and DCP weekly feed phosphate price assessments.

Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter – Phosphates and Hui Xuan Lek, Market Reporter - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What are feed phosphates, what are their significance and what are the different grades?
What role does China play in the feed phosphates market?
What has been driving prices of feed phosphates?
How have feed phosphate suppliers and buyers responded to the war in the Middle East and to the closure of the strait of Hormuz?
How has the war impacted Chinese feed phosphate prices?
What impact have we seen in Europe and Brazil?
Could Chinese feed phosphates come under any trade regulations – and what’s the market sentiment among Chinese producers?
Are feed phosphate prices now peaking, or could they rise further?
Why did Argus launch the MDCP fob south China, MDCP bagged ex-works south China and DCP fob south China price assessments – and how do they enhance price transparency?

Related links

Argus Phosphate price reporting service | More info | Request trial
More information: Phosphate short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights

South Korea’s petrochemical rationalisation programme marks one of the most significant structural shifts in Asia’s BTX (benzene, toluene, xylene) markets.

In discussion with Argus' Senior Aromatics Reporter Joonlei Lee, Santosh Navada examines the potential implications of South Korea’s rationalisation programme for global BTX trade flows.

What key factors are driving South Korea’s decision to implement a rationalisation programme.
How the rationalisation will affect South Korea’s petrochemical sector and the broader domestic economy.
What long-term strategic objectives the programme is designed to achieve.
How the Middle East conflict is influencing the timing, scope and urgency of the rationalisation programme.

Further details and additional insights are available from Argus Aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives (https://www.argusmedia.com/en/solutions/products/argus-toluene-xylenes-and-derivatives) | Argus Toluene and Xylenes Outlook (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-outlook) | Argus Toluene and Xylenes Analytics (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-analytics) | Argus Consulting

The International Maritime Organization’s MEPC 84 meeting will set the course for how fast and how far global shipping decarbonizes. From contested carbon pricing to redefining fuel standards, these negotiations will influence billions in investment and the future energy mix.

Join Argus experts Siew Hua Seah and Gabriel Tassi as they break down:

Why the Net-Zero Framework is dominating the agenda
How competing proposals from key nations could reshape targets

What the uncertainty means for fuels, compliance, and market participants

As the Hormuz conflict enters week nine, Argus experts provide on‑the‑ground Middle East insight into unfolding geopolitical developments and their impact on global energy markets.

With the ceasefire extended yet the US naval blockade of the Strait of Hormuz remaining in place, uncertainty continues to shape oil flows, prices and market sentiment. In this latest video update, Argus analysts examine the current situation, assess risks to supply, and outline possible recovery scenarios amid ongoing Iran‑US hostilities.

Tom Reed, VP – China, Crude and Oil Products, is joined by Dubai‑based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior Correspondent, to unpack the crisis disrupting global oil markets — and what it could mean in the weeks ahead.

In this episode, our experts, Oliver Thompson (Jet Fuel Analyst), Amaar Khan (Jet Fuel Reporter) and Yawen Lu (Associate Editor) discuss the most severe shock the jet fuel market has ever faced.

Triggered by escalating US–Iran tensions and disruption through the strait of Hormuz, the crisis has left the market grappling with acute supply shortages and rising price volatility. We explore the Middle East’s pivotal role in supply and the mounting pressure on Europe and Asia. We also examine how refinery run cuts, export halts, and volatility between physical and paper markets are intensifying uncertainty.

Listen for a deep dive into what’s happening, why it matters, and how this unprecedented situation could redefine the jet fuel market in the months ahead.

El aumento vertiginoso de los precios de los combustibles debido a la guerra en Medio Oriente se convirtió en un factor clave en las discusiones sobre la transición energética. Con las economías globales sacudidas por interrupciones en el suministro, las autoridades reunidas en Colombia esperan demostrar que el mundo tiene alternativas viables a los combustibles fósiles. Para conocer más sobre este tema, escucha esta conversación entre el editor Lucas Parolin, y Camila Fontana, subjefa de la oficina de Argus en São Paulo.

Aquí algunos de los temas tratados en este episodio:

Ampliación de los esfuerzos de los acuerdos climáticos anteriores
Prioridades en la reducción de dependencias y subsidios
Vulnerabilidad económica frente a aumentos de precios e interrupciones de suministro
Intereses de los países productores de petróleo
Disposición de los países a cooperar

Soaring fuel prices due to the war in the Middle East became a key factor in energy transition discussions. With global economies rattled by supply disruptions, authorities gathering in Colombia hope to show that the world has viable alternatives to fossil fuels. To learn more about this topic, listen to this conversation between Argus editor Lucas Parolin and Camila Fontana, deputy bureau chief of the Argus office in Sao Paulo.

Here are some of the topics discussed in this episode:

Expansion of efforts from previous climate agreements
Priorities in reducing dependencies and subsidies
Economic vulnerability to price increases and supply disruptions
Interests of oil-producing countries
Willingness of countries to cooperate

A disparada dos preços dos combustíveis devido à guerra no Oriente Médio se tornou um fator essencial nas discussões sobre transição energética. Com as economias globais abaladas por interrupções no fornecimento, autoridades reunidas na Colômbia esperam mostrar que o mundo tem alternativas viáveis aos combustíveis fósseis. Para saber mais sobre este tema, ouça esta conversa entre o editor da Argus, Lucas Parolin, e Camila Fontana, chefe adjunta da redação em São Paulo.

Aqui estão alguns dos tópicos discutidos neste episódio:

Ampliação de esforços dos acordos climáticos anteriores
Prioridades na redução de dependências e subsídios
Vulnerabilidade econômica a altas de preços e interrupções de oferta
Interesses dos países produtores de petróleo
Disposição dos países à cooperação

Stay ahead with Argus’ latest Black Sea crop insights. Our experts review March virtual crop tour findings for Ukraine and Romania’s wheat and rapeseed outlooks.

Updated Ukraine wheat forecast: 23.5mn t for 2026-27
Romania wheat production revised upward to 12.7mn t
Key risks for rapeseed crops after difficult planting conditions
Farmers plan to replant with corn, sunflower or soybeans

In this episode, Waldemar Jaszczyk speaks to George Webb, Chief Executive of Liquid Gas UK, to unpack the sector’s support for a 10% Renewable Heat Obligation by 2030. Webb lays out why the industry sees the RHO as key to securing LPG’s future in the off‑grid energy mix and scaling up renewable liquid gases — and why the plan only adds up if government delivers targeted policy support.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives discuss:

Impacts from the war in Iran
Changing trade flows due to demand destruction
How will global and regional prices respond

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more informationand request a free trial.

Hear Argus’ essential analysis of the impact the Middle East conflict on urea and phosphates markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next.

Join Mike Nash, Senior Editor – Fertilizers, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

Why is the Middle East so important for global urea and phosphates supply?
Which urea and phosphates production facilities have been affected?
How has this conflict constrained supply of urea and phosphates?
How have the markets responded with regard to sentiment, and in particular prices?
How have the markets reacted to the ceasefire?
How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen?
How long could it be before the markets start to settle into some sort of normality?
Could this conflict lead to permanent changes to supply and trade flows?
What are the key takeaways and what should we watch out for next?

In this episode, Argus explores why copper — long viewed as a stable macro barometer — has entered one of its most turbulent periods in years. From tariff‑driven arbitrage to supply disruptions in Africa and China’s increasingly strained smelter margins, our experts break down the forces shaping the market’s sharp swings and the risks looming over the remainder of 2026.

Covered in this episode:

How tariff fears, financial inflows and mine outages pushed copper briefly above $14,000/t
Why the Iran conflict introduces both macro headwinds and sulphur‑related supply risks
How sulphur disruption affects SX‑EW production in the DRC and Zambia
Why China’s smelters continue to operate despite record‑negative TCRCs
The outlook for Chinese copper demand in 2026 amid weaker new‑energy sectors

Description:

Resurgent fuel volatility has reignited the case for the UK to reintegrate with the EU’s internal market for electricity and reverse a decoupling sparked by Brexit.

In this episode, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with UK market specialist Tim Santonastaso, alongside power market reporters Bea Leverett and Jessamy Guest, to examine the lessons and pitfalls of market integration efforts elsewhere across Europe.

Listen to discover key insights on:

Where market integration stands today
The key barriers to further integration across Europe
The factors shaping the divide between market ambitions and political delivery

This podcast was created using data and insights from the Argus European Electricity service.

Request trial access or more information >>

In this podcast special, Tom Reed (VP – China, Crude and Oil Products) sits down with Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) to unpack the crisis disrupting global energy markets and its wider implications.

Two week ceasefire and what is agreed
Crude production and export capacity across ME
Iran’s demand and their implications

With Southern Africa sourcing over 90pc of its sulphur from the region, the Copperbelt’s copper and cobalt producers are facing halted shipments, refinery shutdowns, and rapidly rising costs.

In this episode, noble alloys reporter Roxana Lazar is joined by sulphur and sulphuric acid reporter Fenella Rhodes; senior copper reporter Raghav Jain; and battery materials reporter Chris Welch.

The panel explore how these supply-chain shocks are shaping production in the DRC and Zambia, and how far the consequences could spread across global metals markets.

Topics covered:

The collapse in Middle East sulphur deliveries and its impact on leaching
Tightened global sulphur supply including the stalled gulf cargoes
The impact on cobalt exports, slowed by quota delays and shipping disruption
Whether the conflict is a temporary bottleneck or a structural vulnerability for the Copperbelt

lobal LPG Conversations, Peter Wilton, Jack Greenwood and David Appleton answer listener questions form our recent Webinar, Iran-US War one month on, and offer some initial thoughts on how the market has reacted to the ceasefire and what next should it hold.

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 desarrollo de negocios de Argus en Buenos Aires, mientras conversan sobre la evolución reciente y las perspectivas de la industria energética en el país sudamericano.

Temas tratados:

Evolución estructural de la industria de refinación y del petróleo en Argentina
Enfoque doméstico de los refinadores y su impacto en la dinámica de exportación
Cambio en la matriz exportadora de Escalante a Medanito
Nuevo precio del Medanito para Puerto Rosales

Argentina has moved away from a model based on conventional crude to become a producer clearly dominated by Vaca Muerta shale oil. Join Camila Fontana, deputy bureau chief of the Argus office in São Paulo, and Nazareno Ferrero, business development manager at Argus in Buenos Aires, as they talk about the recent evolution and outlook for the energy industry in the South American country.

Topics discussed:

Structural evolution of the refining and oil industry in Argentina
Refiners’ domestic focus and impact on export dynamics
Shift in the export matrix from Escalante to Medanito
New Medanito price for Puerto Rosales

A Argentina deixou para trás um modelo fundamentado no petróleo convencional e se tornou um produtor claramente dominado pelo petróleo de xisto de Vaca Muerta. Acompanhe a conversa entre Camila Fontana, chefe-adjunta da redação da Argus em São Paulo, e Nazareno Ferrero, gerente de desenvolvimento de negócios da Argus em Buenos Aires, sobre a evolução recente e as perspectivas da indústria de energia no país sul-americano.

Tópicos discutidos:

Evolução estrutural da indústria de refino e petróleo na Argentina
Foco doméstico dos refinadores e impacto na dinâmica de exportação
Mudança na matriz de exportação de Escalante para Medanito
Novo preço do Medanito para Puerto Rosales

Listen to a detailed breakdown of the new US biofuel blend mandates and what they mean for farm and fuel markets. Our Renewable Fuel Standard experts – Cole Martin, associate editor and Matthew Cope, senior reporter – dig into how the record-high quotas are already influencing demand for crops, production margins at biofuel plants and ultimately the price drivers pay at the pump.

Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows.

They discuss:

How the conflict has reshaped cost dynamics across the BTX value chain
The impact of tightening naphtha supplies, driven by crude volatility and disrupted shipping lanes, on Asian economies
Perspectives on mounting feedstock disruptions
Coping strategies adopted by producers across different regions
The effect of Middle East conflict on downstream industry dynamics

Further details and additional insight are available from Argus aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives | Argus Toluene and Xylenes Outlook | Argus Toluene and Xylenes Analytics | Argus Consulting

In this episode, Argus analysts examine the implications of Iran‑related geopolitical tensions for ferrous metals markets. The discussion focuses on how regional developments could influence steel production, raw material flows and trade dynamics, with attention to semi-finished prices, which have risen sharply.

The podcast places Iran within the wider Middle East and global steel ecosystem, helping market participants understand where exposure may emerge and which parts of the ferrous value chain are most sensitive to disruption.

Key points covered

Iran’s role in regional and global ferrous metals and steel supply chains
Potential impacts of strikes on Iran plants on production and exports
Risks to raw material availability, logistics, trade flows and energy prices
Implications for regional and international steel pricing
What steel producers, traders and consumers should monitor going forward

O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidade de Foz do Iguaçu recebe, de 14 a 16 de abril, o 8º Fórum Sul Brasileiro de Biogás e Biometano, com o tema “Biometano: bem feito, suficiente, bem distribuído”. Acompanhe a conversa entre Rebecca Gompertz, especialista em biometano da Argus, e Felipe Souza Marques, coordenador‑geral do Fórum e diretor‑presidente do CIBiogás.

Alguns dos tópicos discutidos:

Geração de negócios a partir de certificados e digestato
Mandato, CGOB e LRCAP
Ritmo de conexão da rede
Integração com cooperativas do agronegócio
Perspectiva para investimentos

Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia
markets, focusing on production, logistical constraints, price surges across both daily and weekly
price assessments, trade flow developments, the potential for permanent changes to supply and
trade dynamics, key takeaways and what to watch out for next.

Join Mike Nash, Senior Editor – Fertilizers, Ruth Sharpe, Global Editor - Ammonia and Maria
Mosquera, Global Editor – Sulphur Products as they discuss these topics in the latest episode of
Argus' Fertilizer Matters podcast series.

Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of CBAM and the Middle East war on Chinese ammonia prices. We also introduce the new Argus Ammonia fob China weekly price assessment.

Join Ruth Sharpe, Global Editor - Ammonia and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

Could China become a net exporter of ammonia in 2026?
Why did Chinese ammonia exports surge in Q4 2025 — and where did they go?
Why is Chinese ammonia typically more expensive than ammonia sourced from Southeast Asia and the Middle East?
What’s driving China’s growth in ammonia production, and where is this new supply coming from?
What are the most likely destinations for Chinese ammonia exports?
How have CBAM and the Middle East war impacted Chinese ammonia prices?
Why did Argus launch the Ammonia fob China weekly price assessment, and how does it enhance price transparency?

At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update, our Middle East team breaks down the latest developments and what they mean for exports, prices and regional stability.

Tom Reed (VP - China, Crude and Oil Products) joins our Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) for a focused briefing on the crisis shaping global energy.

Listen to discover:

What the latest military movements signal.
Oil market impact: Where production has been lost — and why it matters.
Damage assessment: How long it may take for fields and refineries to recover.
Logistics disruption: The challenges of restarting flows through Hormuz.
And much more

The Strait of Hormuz is the world’s most critical oil corridor. With flows severely constrained and repairs expected to take months - if not years - this episode delivers the essential insight market participants need now.

Please note this, podcast was recorded on 30 March - Keep up-to-date with the latest market developments here

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/

In this Crude Report episode, Argus VP of Business Development Jeff Kralowetz talks with waterborne crude reporter, John Cordner, about how demand for Canadian "dilbit" crude has soared in Asia and at the US Gulf coast in the wake of shipping disruptions at the Strait of Hormuz. They also look at the emergence of Western Canadian Select (WCS) at Houston as a strong regional reference price and benchmark Key Topics covered:

How pooling of WCS and Cold Lake trades at Houston has created an exceptionally liquid and transparent price index
How Asian demand for distillate-rich crude is likely to increase the region's buying of Canadian dilbit, both from Vancouver and Houston
How strong crack spreads at the US Gulf coast have strengthened WCS Houston vs the light benchmark WTI Houston
Who is continuing to buy Canadian dilbit at the US Gulf coast

They also share details on the upcoming Argus Canada Biofuels and Crude Forums on April 22 at the Calgary Petroleum Club where attendees will have a chance to meet Argus crude, freight, and consulting teams for live market discussion and networking. Register here: https://view.argusmedia.com/canada-forum-2026

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, participou de uma visita a lavouras do estado organizada por tradings, corretoras e produtoras de grãos. Ela falou dessa experiência e das condições da safra nessa conversa com a editora Renata Cardarelli.

Alguns dos tópicos discutidos:

Resultados das amostras coletadas nas plantações
Impacto das chuvas em cronograma e qualidade das plantas
Planos para safra de milho
Projeções para outros estados

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports, took part in a visit to farms in the state organized by trading companies, brokers, and grain producers. She spoke about this experience and the crop conditions in a conversation with editor Renata Cardarelli.

Some of the topics discussed:

Results of collected samples
Impact of rainfall on schedule and plant quality
Plans for the corn crop
Projections for other states

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the conflict, refiners across Europe are feeling the pinch.

Argus deputy crude editor, Lina Bulyk, and Mediterranean crude reporter Ellanee Kruck discuss how the war is reshaping European crude flows so far, and possible challenges in the weeks ahead.

Topics covered:

• How wide a supply gap the conflict could open in northwest Europe and the Mediterranean

• The alternative feedstock options refiners may turn to

• The broader implications for European market structure and regional refining margins

Join LPG editor Peter Wilton as he quizzes Argus Consulting's Jack Greenwood on what we could see next for LPG prices and fundamentals.

How has the war and the closure of the strait of Hormuz affected fundamentals so far?
Base case scenarios of the strait of Hormuz being closed for 2 months vs. it opening again this week
Why stock draw down is not a long term option
The importance of differentiating between propane and butane to understand supply challenges

These key insights come from Argus LPG Outlook, a service providing critical global analysis and forecasts for prices and market fundamentals.

Turkish imports of Russian hot rolled coil and slab rose sharply through 2025 as suppliers shifted material away from Europe. Elif Eyuboglu, senior reporter at Argus Media, spoke to Tolga Yigit Cekicler, direct procurement manager at Tatmetal, about how these changes, along with upcoming EU quota reductions, expected UK controls on Turkish HDG and new Turkish antidumping margins, could influence Turkeys flat steel market in 2026.

Key topics covered in the podcast

• Growth in Russian HRC and slab shipments into Turkey and whether mills may look for alternative sourcing as EU origin checks increase

• Impact of the EU’s plan to introduce post-safeguard regime in 2026

• Expected UK decision to place Turkish HDG under quota control and the possible shift in Turkish shipment strategies

• Turkey’s new antidumping margins on CR HDG and PPGI from South Korea and China and which further measures could have the strongest effect

• Potential changes in trade flows if access through the Strait of Hormuz is restricted and whether Chinese volumes could be redirected to Turkey

• Exposure of Turkish mills to another increase in electricity and natural gas prices if regional tensions tighten energy markets

Recent geopolitical disruption centred in the Middle East is redirecting product movements creating new pressures in the near‑term ethylene outlook.

Argus petrochemical consultants Alan Williamson in London and Toon Shien Lee in Singapore provide their initial assessment on how the conflict is impacting the ethylene market balances, particularly on feedstocks and product trade flows, ahead of the Argus Chemicals Forum on 26 March in Houston and AFPM on 29 - 31 March in San Antonio, Texas.

Listen to the latest episode to hear:

What is the immediate and likely short‑term impact on the forecast for ethylene balances and regional outlooks across Europe, Asia and the US
The key dynamics shaping the coming months, including feedstock and product availability, pricing dynamics and underlying demand signals
How varying regional exposure and adaptability may influence near‑term market conditions

Argus Dry Freight has launched its latest podcast with Richard Stephenson, a Portfolio Manager and Trader at Pendle Commodity Investment Management Limited, a London based hedge fund specializing in commodity derivatives, with a particular strength in freight derivatives.

This episode of Argus Way to Freight explores why Capesize freight rates surged in early 2026 and how Guinea’s bauxite-driven supply dynamics continue to dominate the Atlantic market. Portfolio manager Richard Stephenson breaks down the impact of Guinea’s political volatility, bunker price spikes linked to the Middle East crisis, and the fragile economics of FOB bauxite supply. The discussion also examines the first cargoes from the Simandou project and what rising Atlantic iron ore flows mean for tonne‑miles and the forward freight curve.

Main topics:

Why Q1 2026 Capesize rates spiked:unexpected restart of SD Mining’s licence, large bauxite volumes from Guinea, and short-covering in a weak market.
Netback pressure on Guinea’s exporters:bunker-driven freight inflation pushing delivered costs above $30/t and squeezing FOB margins to breakeven levels.
Political and regulatory risks in Guinea:licence revocations, potential supply caps, and how markets misprice the probability of disruptions across the freight curve.
Simandou’s early shipments:slow initial loadings, expected ramp-up, limited near-term freight impact due to internalised logistics, but rising long-haul iron ore flows supporting tonne‑miles.
Market outlook for 2026:near-term downside risks from Guinea disruptions and elevated bunkers, with possible Q3-Q4 support from Vale volumes and probable normalisation in the Middle East.

Listen to our experts (Toong Shien Lee - Deputy Editor, Erol Musov - Analyst and Jide Tijani - Reporter) analyse how the sudden escalation in US–Iran tensions and the effective closure of the Strait of Hormuz have upended the global naphtha market.

With tanker movements collapsing, export hubs damaged and loadings slowing sharply, Asia has absorbed the brunt of the shock, as nearly two‑thirds of its naphtha imports transit the strait. Meanwhile, Europe and the US Gulf Coast remain comparatively stable thanks to more diverse supply chains and stronger domestic production.

The podcast also explores how petrochemical producers across Asia are responding and how the tightness may cascade through ethylene, propylene and polymer markets. Medium‑term fundamentals are discussed: weak petrochemical margins, the impact of new cracking capacity in China and South Korea, and the growing role of gasoline blending in managing naphtha balances.

Find out what these shifts mean for naphtha balances in the months ahead, how long Asia’s supply shock could last, and the key market signals to watch as the industry navigates one of its most volatile periods in years.

Um novo marco legal incentivou a competitividade e atraiu o interesse de grandes consumidores para o mercado regulado de gás natural. No entanto, ineficiências, gargalos de infraestrutura e indexação a preços internacionais limitam o aproveitamento do gás produzido no Brasil. Marcos Mortari, responsável pelo relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus, discutem neste episódio:

Cenário de oferta e demanda de gás natural no Brasil
Principais impedimentos ao desenvolvimento do mercado
Precificação atrelada a índices internacionais
Novo preço Argus para o mercado doméstico

A new regulatory framework has boosted competitiveness and attracted major consumers to the regulated natural gas market in Brazil. However, inefficiencies, infrastructure bottlenecks, and indexation to international fuel prices limit the use of gas produced domestically. Join Marcos Mortari, editor of the Argus Brazil Gas Markets report, and Lucas Boacnin, Business Development Manager at Argus, as they discuss the latest developments in this market:

Supply and demand outlook for natural gas in Brazil
Key barriers to market development
Pricing linked to international benchmarks
Argus’s new domestic market price
LNG imports

A retirada de sanções ao petróleo e derivados da Venezuela aumentou a disponibilidade de asfalto do país no mercado internacional. O interesse pelo asfalto venezuelano nos EUA impacta outros produtores como Colômbia e Canadá e tem repercussões no Brasil. Saiba mais nesta conversa entre Amance Boutin, gerente de desenvolvimento de negócios na Argus, e Julio Viana, responsável por precificação de asfalto e óleos básicos na América Latina.

Alguns dos tópicos deste episódio:

Aumento de oferta nos EUA
Competição entre produtores das Américas e do Mediterrâneo
Demanda no Brasil em ano eleitoral

Hear Argus’ essential analysis of the sustainable and specialty fertilizers sector, covering why this product group is growing in importance for producers, the impact on pricing of volatile trade flows, growing liquidity and CBAM, analysis of Chinese tMAP, NOP, water-soluble NOP, inhibited urea and key factors impacting prices to watch for in 2026. We also introduce a new suite of price assessments from Argus covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea.

Join Mike Nash, Senior Editor – Fertilizers and Upasruti Biswas, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

Why are sustainable and specialty fertilizers growing in importance for producers and how are these products categorized?
How have volatile trade flows, market uncertainty and regulations like CBAM affected prices?
How has the growth of this market segment and rising liquidity increased the need for price transparency?
What can be learnt from the case of Chinese tMAP, through its growing importance for industrial applications such as the EV battery market?
How is CBAM impacting prices, for example NOP – and is it driving buyers substituting to European water-soluble SOP?
What are the complexities involved in pricing inhibited urea?
What factors could drive price volatility in sustainable and specialty fertilizers in 2026?
How do Argus’ new price assessments covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea improve price transparency?

Hear Argus’ essential analysis of what’s driving China’s ammonium chloride production expansion, the Chinese projects leading this growth, key export destinations, why demand is growing in Southeast Asia, product substitution from ammonium sulphate and the export outlook. We also introduce the new Argus Ammonium Chloride CFR Southeast Asia weekly price assessment.

Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What’s driving China’s growth in ammonium chloride production?
Which major Chinese projects will lead this production growth?
Will China’s expanding ammonium chloride capacity support more exports?
Why is Southeast Asia’s demand growing, and how is this influencing trade flows?
What impact is the ammonium chloride vs ammonium sulphate price gap having on buyers?
Will Chinese ammonium chloride exports continue to grow?
The need for a price benchmark and why CFR Southeast Asia Assessment
Why did Argus launch the Ammonium Chloride CFR Southeast Asia weekly price assessment, and how does it enhance price transparency?

In this episode, Benedict George (Editor, Argus European Products) and Sarah Raffoul (Manager, Analytics & Consulting) join reporter Isabella Reimi to unpack the rise of mega‑refineries in Asia and the Middle East, the pressures facing Europe’s aging plants, and the shifting trade flows reshaping global fuel markets. Gain clear insights, analysis, and a look at what’s ahead for the industry.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:

How is the Turkish market doing at the beginning the end of the year
How the lowering prices affected the market dynamics
How demand has been for the past 3 months
What is the current situation in the market

Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.

The conflict in the Middle East has had immediate impacts on the LPG market, with some of the biggest single prices increase ever seen With around 30% of global seaborne LPG exports coming from the Mideast Gulf, what does this mean for the global markets and who will be affected the most? In this special episode, our team examine what it means for LPG flows, prices and global availability.

In this episode, Argus explores the forces behind the dramatic surge in global tungsten prices. What began with Chinese export controls has deepened into a structural supply squeeze, leaving both domestic and international consumers struggling with tight availability. Our experts discuss how mining constraints, shifting demand dynamics and limited substitution options are shaping one of the most volatile critical mineral markets of 2026.

Covered in this episode:

How ageing mines, limited upstream investment and reduced output have created a structural shortage in Chinese tungsten supply
The impact of China’s export controls on global availability — and why its domestic market is now feeling the squeeze as intensely as overseas buyers
Whether substitution with molybdenum, niobium, titanium or ceramics can meaningfully reduce demand for tungsten carbide and mill products
The limits of recycling in Europe and North America — and the scope for China and Japan to expand recycling to ease supply constraints
When global tungsten prices might peak, how long historically high levels may persist, and how new mine capacity from South Korea, Kazakhstan and Europe could reshape the market from 2027 onward

A focused discussion on India’s stainless steel sector covering industry challenges, government policies, raw‑material dependence, trade agreements, CBAM implications, U.S. tariff barriers, and ISSDA’s priorities for 2026–27.

Key topics covered in the podcast:

Structural challenges in India’s stainless steel
Impact of 2026-27 union budget on stainless steel
Raw‑material security & import dependence
Trade pressures: EU FTA, CBAM & U.S. Tariffs

As exportações brasileiras de sebo bovino para os EUA despencaram com alterações em políticas de incentivos. No entanto, novos mandatos na Europa e no Brasil prometem realocar volumes e mexer com os preços desse insumo, que é usado na produção de combustíveis, ração animal e itens de higiene e limpeza. Saiba mais acompanhando essa conversa entre Lucas Boacnin, gerente de desenvolvimento de negócios em transição energética da Argus, e João Marinho, responsável por precificação de óleos e gorduras e um dos colaboradores do relatório Argus Brasil Combustíveis.

Alguns dos tópicos debatidos neste episódio:

Dados sobre a oferta de sebo bovino no Brasil
Fatores redutores da demanda pelos EUA
Potencial de crescimento da demanda pela Europa
Demanda doméstica pela indústria de biodiesel

In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026.

Listen to the latest episode to:

Understand how regional supply length and shifting trade flows are shaping near‑term market balance.
Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics.
Hear how Europe’s cost structure, ETS exposure and rationalisation activity are influencing competitiveness.
Explore how rising global capacity additions are affecting North America’s export position and derivative margins.

If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:chemicals@argusmedia.com

Additionally you can find out more about Argus’ Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.

Argus launched RED-certified sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) fob Strait of Malacca prices in January 2026, to capture growing production capacity and liquidity in the region. Join Alfonso Berrocal (VP, Business Development, Oil Products and SAF) and Sarah Giam (Associate Editor, Biofuels & Net-Zero) as they:

Unpack the rationale behind the price launches
Share more details on the prices, and how they are assessed
Speak about the latest developments on SAF policy, and how regional SAF and HVO markets might pan out in future

You can find the detailed methodology for these prices and others in the Argus Biofuels report here.

The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman’s Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails.

Key points include, but are not limited to:

Purchasing VLCC vessels and outlook on the VLCC tanker market
Evolving role of refineries in the Middle East and how a shipowner views market trends
Alternative fuels, shipping technologies and fleet renewal
Charter agreements, long-term vs spot
How shipping responds to geopolitics

Canadian LPG firms are increasingly vying for more space in the crowded global LPG market, actively pushing to diversify their exports away from the US. At the same time, Canadian NGL production continues to rise. Calgary’s LPG reporter Dennis Kovtun shares with us the western Canadian NGL pricing outlook.

A conferência Fertilizer Latino Americano (FLA) foi realizada em Miami no final de janeiro, trazendo discussões sobre abastecimento e mudanças nos fluxos comerciais globais. Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes, conversa com a especialista Gisele Augusto sobre as movimentações desse mercado no Brasil e no Cone Sul desde o evento.

Alguns dos tópicos debatidos neste episódio:

· Ritmo de compra de nitrogenados para a safrinha de milho

· Descasamento entre ofertas de compra e venda

· Disponibilidade de produto importado no Brasil

· Preferências dos agricultores

· Produção de caprolactama pela China

· Negociações e tendências de preços de diferentes nutrientes

· Acesso a crédito pelos agricultores

The Fertilizer Latino Americano (FLA) conference was held in Miami in late January, with discussions about supply and changes in global trade flows. Renata Cardarelli and Gisele Augusto, who both contribute to the Argus Brazil Grains and Fertilizers report, talk about market developments in Brazil and the Southern Cone since the event.

Some of the topics discussed in this episode:

· Pace of nitrogen purchases for the second corn crop

· Mismatch between offers and bids

· Availability of imported product in Brazil

· Farmers’ preferences

· China’s caprolactam production

· Negotiations and price trends of different nutrients

· Farmers’ access to credit

As Renewables Obligation support begins to fall away in 2027, the UK’s waste‑wood biomass sector faces a pivotal moment. In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Richard Coulson, Biomass Lead at the Wood Recyclers Association, to unpack what this shift means for recyclers, biomass plants and the wider waste‑wood market and what’s needed to secure the sector’s future.

Hear expert insights on:

Why RO closure threatens both waste‑wood capacity and the UK’s emissions reduction strategy.
The causes of the current waste‑wood oversupply and whether relief measures are enough.
The immediate and long‑term policy actions needed to stabilise the market.

Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

South Korean thermal coal prices dipped slightly amid quiet trading, while major utilities issued large tenders and received guidance to limit Russian coal to about 10% of imports. Weather‑related delays tightened inventories. Wood pellet prices weakened on soft demand. Korea advanced its energy transition with major renewable expansion plans, a new clean‑energy pact with Sweden, and a 25‑billion‑won decarbonisation auction. Electricity prices were frozen despite high winter demand. Refiners prepared for significant spring maintenance that may tighten fuel supply. Base‑oil exports were stable year on year.

Argentina está entrando en una nueva era energética. La reciente liberalización del mercado de GLP—después de décadas de control estatal— esta impulsando crecimiento. Con nuevos proyectos en marcha que van ayudar a levantar la capacidad para procesar y exportar más GLP, Argentina no solo está batiendo récords de exportación: está redefiniendo el mapa energético del Cono Sur y mas alla.

US ethane output has surged since the country became an exporter. As potential recovery upsides shrink, could that trend slow down? Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs reporter Joseph Barbour in this podcast to discuss historical and future trends in ethane recovery in the US.

In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Sarah Crow, CEO of New March Strategies, to discuss how the US biomass sector is responding to newly revised SBP risk ratings. They explore what these changes mean for forest owners, biomass producers, and the supply chains that link them.

Tune in to hear insights on:

What the new SBP risk rating revisions mean for US forest owners and biomass producers— including how the EU’s land-use change and forestry (LULUCF) sector shapes US forestry perspectives.
How sustainability standards interact across the Atlantic, and the biggest misconceptions Europeans hold about US forestry practices.
What producers need do to adapt, from sourcing strategies and supply‑chain due diligence to the rising role of AI, remote sensing, and contractual safeguards.

Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives discuss:

Methanol market headlines during the first 2 months of 2026.
China MTO production and outlook
Methanol derivative demand and challenges.
Iranian methanol production
Global MTBE market analysis

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Os combustíveis sintéticos se destacam como uma rota promissora para alcançar zero emissões líquidas de gases de efeito estufa no transporte marítimo até 2050. Natália Coelho, colaboradora do relatório Argus Marine Fuels, e Pâmela Machado, que cobre hidrogênio e derivados, discutem as oportunidades e desafios em torno desses combustíveis limpos, incluindo o recente adiamento da votação sobre precificação de carbono na Organização Marítima Internacional.

Synthetic fuels stand out as a promising pathway toward achieving net-zero greenhouse gas emissions in maritime transport by 2050. Natalia Coelho, a contributor to the Argus Marine Fuels report, and Pamela Machado, who covers hydrogen and derivatives, discuss the opportunities and challenges surrounding these clean fuels, including the recent postponement of the International Maritime Organization’s vote on carbon pricing.

Los combustibles sintéticos se destacan como una vía prometedora para alcanzar emisiones netas cero de gases de efecto invernadero en el transporte marítimo para 2050. Natalia Coelho, colaboradora del informe Argus Marine Fuels, y Pamela Machado, quien cubre el hidrógeno y derivados, analizan las oportunidades y desafíos en torno a estos combustibles limpios, incluida la reciente postergación de la votación sobre la tarificación del carbono en la Organización Marítima Internacional.

As part of our 5-part series looking into the outlook for refined products in 2026, this episode takes a deep dive into the global gasoline market.

The global gasoline market saw unseasonable strength in the final quarter of 2025, and this episode breaks down what’s behind it. We also discuss how EV adoption, policy shifts, and blending mandates are reshaping demand across key regions, assess the impact of new mega‑refineries on traditional trade flows, and highlight the critical drivers to watch as we move into 2026.

Gasoline cracks surprised to the upside in late 2025, peaking in November across Europe and Asia as widespread refinery maintenance in Asia and the Middle East tightened supply. But moving further into 2026, gasoline cracks are expected to come under pressure from more consistent gasoline supply and lengthening balances, particularly in the Atlantic Basin.

Listen to our market experts, Emma Pike - Gasoline Analyst, George Maher-Bonnett – Deputy Editor and Asill Bardh – Senior Reporter, as they discuss the latest developments shaping the global gasoline market, reflect on how it evolved through 2025, and outline the critical drivers to watch as we move into 2026.

In this episode, our market experts examine how shifting trade flows, growing shipping uncertainty and evolving supply dynamics are reshaping the global bitumen landscape in 2026. Importers across Asia are navigating longer voyage times, tighter vessel availability and escalating freight costs, all of which are creating greater unpredictability in securing prompt cargoes. The discussion also delves into Asia‑Pacific’s rapidly changing supply picture, driven in part by a sharp rise in Chinese exports. Competitive pricing from China is increasingly redefining traditional trade relationships across Vietnam, Malaysia and Thailand.

The episode further explores how infrastructure spending trends are diverging across major regional markets. China faces slowing growth, while India, Southeast Asia and Australia continue to benefit from stronger project pipelines. These contrasting demand trajectories highlight how broader economic conditions, government investment and market maturity are influencing consumption patterns. Collectively, these factors illustrate a bitumen market in transition, shaped by new trade routes, shifting competitiveness and evolving regional demand.

Hear Argus’ essential analysis of what’s driving China’s green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM.

Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What’s driving China’s surge in green ammonia production in 2026?
Which major Chinese projects will lead this production growth?
What renewable energy sources will power these projects?
Will China export green ammonia, and which sectors are the likely buyers?
How might China’s production, port capacity and storage expand by 2027?
How could Chinese green ammonia be priced relative to conventional ammonia?
How could green ammonia premiums and CBAM influence global demand?

Related links

Argus Ammonia price reporting service | More info | Request trial
More information: Urea short and mid to long-term outlook services
Free newsletter sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this episode, Vulcan Energy CEO Cris Moreno joins Argus reporters Chris Welch and Avinash Govind to discuss the company’s latest progress at its Lionheart project in southwest Germany, following the start of new geothermal drilling activity to support Phase One development in Landau.

Key topics include:

Scaling from pilots to full scale DLE and electrolysis
Drilling outcomes at LSC 1A and 1B, and potential partnerships with oil majors
Vulcan’s exposure to German and EU policy
Phase Two and Three growth plans across the Upper Rhine Valley
Updated offtake timelines and qualification pathways

Huge US propane inventories and the outlook for Chinese LPG demand were top of mind at Argus’ LPG forum in February.

Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs editor Amy Strahan in this podcast to discuss trends and the global outlook discussed in this week’s LPG presentations in Houston.

Ongoing tensions in the Red Sea are diverting tanker vessels away from the Suez Canal. Erika Tsirikou and Josh Michalowski break down the latest developments and what they mean for clean tanker and diesel markets.

Key Points

Prospect of a return to Suez Canal in 2026
Effect on clean LR1 and LR2 rates
Impact on European middle distillate markets of return to Suez

In this episode, Emmanuel Proença, chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch, reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks.

The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices.

Key topics include:

Savannah’s plans for domestic lithium conversion
How Barroso aims to compete on cost
Progress toward the summer feasibility study
Evolving offtake options in Europe
What rising lithium prices mean for project timing

Part of a 5-part podcast series looking at the outlook of the refined products market in 2026

Hear Argus’ essential analysis of the ammonium sulphate (AS) market with a focus on China as the world’s largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment.

Join Harry Minihan, Global Editor – Nitrogen, Dinise Chng, Senior Reporter – Fertilizers, and Dana Hjeij, Associate Editor - Nitrogen as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

· How have increasing demand and growing domestic capacity helped establish China as the world’s largest exporter of ammonium sulphate
· How have Chinese caprolactum producers addressed low margins?
· Which Southeast Asian countries import standard Chinese AS, and how could this demand evolve?
· Why are some South East Asian importers substituting AS for ammonium chloride?
· How is the European market’s domestic production developing?
· Which AS grades does Europe prefer and how much do they import from China?
· What impact is CBAM implementation having on the market?
· How are AS prices, demand and premiums evolving globally and in key markets like China and Europe?
· Why did Argus launch the Ammonium Sulphate fob China (caprolactum grade) daily price assessment, and how does it enhance price transparency?

Related links

· Argus Nitrogen price reporting service | More info | Request trial

· More information: Urea short and mid to long-term outlook services

· Free newsletter sign up: Argus Fertilizer Market Highlights

· Fertilizer Matters podcast series

A captura de Nicolás Maduro pelos EUA mudou a dinâmica do mercado de petróleo venezuelano, inserindo barris antes sancionados no mercado global e pressionando preços de óleos pesados na América Latina. Conrado Mazzoni, gerente de desenvolvimento de negócios da Argus, conversa com João Scheller, especialista em petróleo da Argus, sobre como esses fluxos podem afetar Colômbia, Equador, Brasil e o Golfo americano nos próximos mesesarg

South Korea’s LNG market in December 2025 was shaped by fluctuating demand signals, short-lived weather-driven buying, strategic LNG cargo diversions, and strong momentum in the LNG shipbuilding sector. Market participants continued to weigh inventory levels, fuel-switching economics, and rising import costs amid geopolitical and currency pressures.

Welcome to Argus Korea Commodities Insights, your go-to source for the latest developments shaping South Korea’s energy, industrial, and trade sectors. Today we’re diving into the key stories since January 1, 2026. Let’s get started.

Hear Argus’ essential analysis of the ammonium sulphate (AS) market in Brazil, covering why demand is growing, how AS and urea fit in Brazilian crop nutrition, why AS imports overtook urea in 2025 and key price and demand trends globally and in Brazil. We also introduce the new Argus compacted Ammonium Sulphate cfr Brazil daily price assessment.

Join Harry Minihan, Global Editor – Nitrogen, Upasruti Biswas, Senior Reporter – Fertilizers, and Bruno Castro, Reporter – Grains and Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

· What is ammonium sulphate, why is it important and why has demand for it grown?

· Which Brazilian crops are best suited to AS/urea – and when is AS substituted for urea?

· What role does AS play in Brazil, and how significant is Brazil in the global AS market?

· Why did AS imports into Brazil overtake urea in 2025, and could this trend continue?

· How are AS prices and demand evolving globally and in key markets like Brazil and India?

· Why did Argus launch the compacted Ammonium Sulphate cfr Brazil daily price assessment, and how does it improve price transparency?

Os fluxos de diesel russo para o mercado brasileiro voltaram com força total neste início de 2026. Mas será que esse protagonismo veio para ficar? Acompanhe a conversa entre Marcos Mortari, um dos responsáveis pela publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.

Russian diesel has made a comeback in Brazil at the start of 2026. But is this renewed dominance here to stay? Listen to this conversation between Marcos Mortari, who works for the Argus Brazil Motor Fuels publication, and Argus Business Development Manager Amance Boutin.

Faraday Institution CEO, Professor Martin Freer, speaks with Chris Welch, reporter for Argus Battery Materials, about the evidence behind the UK Gigafactory Commission’s new report, entitled ‘Britain’s Battery Future’. Freer notes that while the Commission does not favour one chemistry over another, Europe’s lack of LFP manufacturing represents a genuine opportunity for local investment if LFP is to play a role in EVs and grid storage. In the interview, Freer also addresses UK energy costs, the need for an automotive OEM to anchor cell production, and the principles behind “conditional collaboration” with China.

Key topics:

• UK policy shift from “open for business” to active deal making

• Energy cost competitiveness and site readiness

• Conditional collaboration with China

• Linking cathode manufacturing to EV and gigafactory investment

Hear Argus’ essential analysis of China’s phosphate export market, focusing on DAP and MAP quotas, NP and NPS exports, the decline in phosphate exports, changing regional trade flows, when exports could be resumed, impact of the sulphur price rally and China’s phosphate production capacity outlook.

Join Huijun Yao, Editor – Asia Fertilizers and Johann Jing, Market Analyst, Phosphate, Potash and NPK as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

How has China’s phosphate export market evolved?
How are DAP and MAP export quotas implemented?
What is China’s expected approach to NP and NPS exports?
Why have China’s phosphate exports declined over the past year, and how has this reshaped regional trade flows?
When might China resume DAP and MAP exports, and how is the sulphur price rally influencing this?
What is the outlook for China’s phosphate production capacity?

Related links

Argus Phosphates price reporting service | More info | Request trial
More information: Phosphate short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this episode, Hannah Adler, Senior Reporter on the biomass desk, explores developments in carbon capture and storage (CCS) and how it can be implemented in the biomass sphere. She’s joined by Jon Cartlidge, Commercial Director at Battelle, to discuss:

Why Battelle moved into carbon storage after decades as a nonprofit research leader.
Which sectors—like ethanol, biofuels, and heavy industry—are leading the charge in adopting CCS and why.
Battelle’s vision for scaling CCS by 2030, including technical challenges and innovations.

Argus offers biomass prices, news, analysis, and consulting. Request a free trial or more information.

O Brasil é o terceiro maior produtor mundial e o segundo maior exportador de farelo de soja. A Argus está lançando um indicador de diferenciais portuários para o farelo em Paranaguá, auxiliando a tomada de decisão por esmagadoras e outros participantes dos mercados de grãos e proteínas dentro e fora do país. Saiba mais acompanhando essa conversa entre Renata Cardarelli, responsável pela publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora do mesmo relatório e da publicação Argus AgriMarkets.

Brazil is the third-largest producer and the second-largest exporter of soybean meal. Argus is launching a port differentials indicator for soybean meal in Paranagua, supporting decision-making for crushers and other participants in the grain and protein markets in Brazil and abroad. Learn more by following this conversation between Renata Cardarelli, who is in charge of the Argus Brazil Grains and Fertilizers publication, and Nathalia Giannetti, contributor to the same report and to Argus AgriMarkets.

From the hiccups of the US–China tariff war and sanctions to refinery and petrochemical closures, the northwest European LPG market faced unprecedented upheaval in 2025. Peter Wilton, editor of International LPG, is joined by the LPG London team to discuss the major trends that shaped the past year, as well as the emerging patterns that could influence prices and flows in the year ahead.

Hear Argus’ essential analysis of the EU’s proposal to suspend CBAM for fertilizers. This episode clarifies the importance of Article 27A, outlines the potential suspension process and timeline, reveals the political influences of France, Italy and the EU Mercosur trade agreement, assesses the current impact on importers and EU farmers, and reviews the EU’s proposed suspension of tariffs on urea and ammonia.

Join Mike Nash, Senior Editor – Fertilizers, Dafydd ab Iago, EU Correspondent and Aidan Hall, Market Reporter – Fertilizers as they discuss and analyse this key development in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

· What is the Article 27 A proposal and why is it important in relation to a potential suspension of CBAM for fertilizers?

· What ‘serious and ‘unforeseen’ circumstances could influence an EU Commission decision on suspension?

· What political factors are shaping this issue, including the positions of France and Italy and the status of the EU–Mercosur trade agreement?

· If the EU chose to suspend CBAM for fertilizers, what steps would the process involve, and how long would implementation take?

· How is this uncertainty currently affecting fertilizer importers and European farmers?

· What’s the latest on the EU’s proposed suspension of tariffs on urea and ammonia?

Related links

· Request Access: Argus Fertilizer CBAM Cost Calculator*

· Learn more on Argus fertilizer price reporting services

· Watch our CBAM webinar series

· Free newsletter sign up: Argus Fertilizer Market Highlights

· Fertilizer Matters podcast series

The calculator is provided as part of Argus fertilizer price reporting services. Request a trial to our services to access the calculator*

A conferência Fertilizer Latinoamericano (FLA) acontece em Miami entre 26 e 28 de janeiro. Gisele Augusto e Bruno Castro, colaboradores da publicação Argus Brasil Grãos e Fertilizantes, antecipam os principais assuntos que serão discutidos nesse evento que reúne cerca de 400 empresas e representantes de mais de 50 países.

The Fertilizer Latinoamericano (FLA) conference will take place in Miami from January 26 to 28. Gisele Augusto and Bruno Castro, contributors to the Argus Brazil Grains and Fertilizers report, preview the main topics that will be discussed at the event, which brings together around 400 companies and representatives from more than 50 countries.

Argentina produjo una gran cosecha de trigo, con alta productividad pero bajo contenido de proteína. Jeffrey Lewis, especialista del servicio Argus AgriMarkets, viajó al país por invitación de la Bolsa de Cereales y Productos de Bahía Blanca y compartió sus impresiones del viaje con Renata Cardarelli, responsable del informe Argus Brasil Granos y Fertilizantes.

A Argentina produziu uma grande safra de trigo, com elevada produtividade mas baixo teor de proteína. Jeffrey Lewis, especialista do serviço Argus AgriMarkets, viajou ao país a convite da Bolsa de Cereais e Produtos de Bahia Blanca e compartilhou suas impressões da viagem com Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes.

Argentina produced a large wheat crop, with high yields but low protein content. Jeffrey Lewis, an Argus AgriMarkets specialist, traveled to the country at the invitation of the Bahia Blanca Grain and Products Exchange and shared his impressions of the trip with Renata Cardarelli, who is responsible for the Argus Brazil Grains and Fertilizers report.

Our Global Lead for Base Oils, Guo Harn Hong, drives the conversation with Argus market experts Li Li Chng, Tara Tang, Victor Hu and Chu Ren Tan on how the Asia-Pacific base oils market performed in 2025 and what to look out for in 2026.

Listen now to discover:

Market performance in 2025 and what market participants should expect this year
New plant start-ups in India and expected repercussions on regional trade flows
Rising production in Saudi Arabia and the impact on the Middle Eastern market
Expected supply disruptions and grades likely to be impacted
Trends to look out for in 2026

Welcome to Argus Weekly Korea Commodities Insights, the go-to source for what’s shaping South Korea’s energy and commodities markets. This week’s edition covers three major stories that could change the game for power generation, coal imports, and industrial investment.

Argentina se prepara para dejar de ser importadora neta de combustibles para automotores y acelerar la exportación de diésel y gasolina. Camila Fontana, subjefa de redacción de Argus en São Paulo, y Flavia Alemi, especialista en combustibles en América del Sur, analizan qué hay detrás de este cambio.

Argentina is making headlines as the country moves from being a net importer of transportation fuels to potentially becoming an exporter. Camila Fontana, Deputy Bureau Chief of Argus in Brazil, and Flavia Alemi, who covers motor fuels in South America, discuss what is behind the transition.

A Argentina se prepara para deixar a posição de importadora líquida de combustíveis automotivos e acelerar a exportação de diesel e gasolina. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flávia Alemi, que cobre combustíveis na América do Sul, conversam sobre o que está atrás dessa virada.

Argus' Santosh Navada discussed with Ashish Kulkarni, Argus' lead aromatics consultant, the key drivers behind aromatics demand in 2025 and assess the critical factors likely to influence paraxylene–naphtha spreads in the coming months. They discuss:

Outlook on the Northeast Asia aromatics market
Perspective on China’s anti-involution initiative and South Korea petrochemical rationalization
Reason behind the recent PX price surge in Asia observed in December
Implications of the US tariffs on the aromatics market
Key bullish and bearish factors that could influence aromatics market

Further details and additional insights are available from Argus Aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives
Argus Toluene and Xylenes Outlook
Argus Toluene and Xylenes Analytics
Argus Consulting

In this episode, Alexandra Luca speaks with Oliver Chornous, CFO of Ch4mber Technologies, a leading project developer of orphan oil well plugging projects in North America. They discuss the rise of these projects, recent challenges, and what these developments mean for carbon credit buyers and project developers.

Tune in for expert insights on:

The scale and impact of orphan wells
Key methodology and integrity standards
Pricing trends and market dynamics
Corporate demand and compliance market prospects

In this episode, Hannah Adler, Senior Biomass Reporter, explores how changes in the UK’s renewable policy and certificate markets are shaping the outlook for the biomass market. She’s joined by Giulio Bajona, Deputy Editor for Global Energy Certificates, to discuss:

What CfD reforms, sustainability consultations, and EU regulatory delays mean for the REGO market, and ultimately biomass generators.
If policy changes, such as UK sustainability rules and the EUDR, will act as price drivers in 2026, or if they are still too far out to matter?
What factors have contributed to the current bearish trend in certificate prices?

Argus offers biomass prices, news, analysis, and consulting.

Request a free trial or more information

Louise Burke speaks with Damien McLoughlin, CCO of FlyORO, about solving SAF supply chain challenges. FlyORO, a Singapore-based tech firm, offers patented modular blending units deployable from production sites to airports, enabling flexible, distributed SAF delivery.

In the podcast they highlight issues downstream of production and the need for localized solutions to avoid “haves and have-nots” among airports. They also address growing demand for SAF certificates and Scope 3 flexibility, stressing robust traceability, and finally book-and-claim as vital for scaling SAF demand, complementing physical deployment with credibility.

Hear Argus’ essential analysis of phosphate market in India and Pakistan, focusing on how DAP prices are developing, the status of contract negotiations, DAP exports from China, TSP exports from Morrocco and the market outlook for 1Q 2026.

Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter –
Phosphates and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest
episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What were the key market sentiments from the Fertilizer Association of India conference
How have DAP prices developed in December?
Chinese exports to India to be delayed in 2026?
How are 1Q phosphoric acid contract negotiations developing?
How has Pakistan fared with this year’s high season compared with previous years?
Why has the differential between DAP cfr Pakistan and DAP cfr India fluctuated?
How could domestic DAP Pakistan prices and demand develop in 1Q 2026?
How have India and Pakistan reacted to Morocco’s push to move more TSP into South Asia

In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026.

Watch this video podcast to discover:

The biggest risk-management lessons of 2025
Which market players are most exposed and vulnerable to risk in the current environment
A dive into whether building risk models is getting more complex
Actions market participants should take to prepare for potential market volatility in 2026
Emerging risk to look out for in 2026 and stress scenarios being run

Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours.

Angelika Melikian, Senior Editorial Analyst

Alexey Yeromin, Senior Analyst

In the latest episode of the Crude Report: Argus Americas Crude associate editor Andrea Agee talks with US waterborne crude reporter Nicole Linares about how sanctions on Russian oil are reshaping global trade flows and creating new opportunities for US barrels in Europe and Asia.

Structural shifts in European crude slates as countries move away from Russian crude and increase imports of US medium sours and light sweets.
Asia’s diversification strategy, including Pakistan’s first US crude cargo and South Korea’s record imports of US crude.
India’s growing demand and its balancing act between Russian and US crude supplies.
Key factors driving buyer decisions such as sanctions risk and supply reliability to freight costs and refinery needs.
What to expect for US crude flows in 2026 and how a potential easing of sanctions could impact global trade patterns.

As 2026 approaches, recycled polymer markets face pivotal changes driven by virgin price movements, sustainability mandates, and evolving legislation.

Listen now to find out:

How virgin PET and polyolefin price trends are shaping recycled markets
How recycled premiums and discounts to virgin are changing and what this means for cost-saving vs sustainability applications
How seasonality in PET and PP bale prices influences forecasting
The impact of Europe’s plastic waste export ban under the Waste Shipment Regulation on flexible polyolefins and global trade flows
What evolving legislation and chemical recycling developments could mean for the outlook

Click here to join for our upcoming Waste Shipment Regulation (WSR) webinar for a deep dive into the expected impact on Europe and Asia chemical market dynamics.

Plus, register your interest for the launch of the Argus Recycled Polymers Outlook, delivering monthly 24-month forecasts for recycled PET and polyolefins across key regions, alongside chemical recycling capacity and legislative updates.

Our Biochemicals podcast mini-series continues, exploring how leading companies are shaping the biochemicals and bioplastics market. Across all episodes, we cover technology choices, feedstocks, investment trends, and the role of sustainable solutions in global supply chains.

In this second podcast, Roy Yang, Department Manager, Sustainable Material Solutions at CHIMEI, shares the company’s approach to sustainability and bio-attributed products.

Listen to the latest episode to find out:

How CHIMEI’s Ecologue portfolio supports circular and bio-based solutions
Why second-generation feedstocks like used cooking oil are gaining traction
What sectors and regions show the strongest appetite for bio-attributed plastics

Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.

O aumento da mescla obrigatória de biodiesel no diesel limita a exportação de óleo de soja, principal insumo do biocombustível, e exige maior capacidade de processamento da oleaginosa. Natalia Dalle Cort e João Marinho, especialistas do relatório Argus Brasil Combustíveis, conversam sobre a cadeia de biodiesel e as tendências de precificação desses produtos.

The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand.

Main topics:

OPEC+ production increases and their effect on the Middle East sour crude oversupply
Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana
Pricing strategies and market share defense by Middle East producers in response to global competition

Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026.

Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

Why did India’s urea tenders increase in comparison to last year?
How did India get itself into this position and when could the next tender come?
Where is India with its domestic push for increased self-reliance?
Will China be exporting more urea in early 2026?
Has there been a ramp up of urea imports into Europe ahead of CBAM?
What’s the overall urea market direction as we head into 2026?

Key topics covered in the podcast:

· Is scrap demand in South Asia shifting toward DRI and other feedstocks?

· Why have Turkish mills booked strong tonnage for January loading?

· What’s next for North African scrap demand heading into early 2025?

· Could CBAM reshape global scrap flows in the longer term?

COP30 pushed the clean cooking crisis in Africa higher up the global agenda. US-based non-profit the Clean Cooking Alliance (CCA) has played a central role lifting the issue from international fringes and helping to tackle the financing and policy barriers faced in shifting to cleaner fuels, particularly LPG.

In this episode, Argus' Waldemar Jaszczyk spoke with CCA chief of staff and chief external affairs officer Jillene Belopolsky about what the event delivered and what still needs to happen.

In November 2025 market participants gathered at the annual Argus Road Fuels Europe Conference in Munich (Germany). Listen to this podcast to discover some of the top takeaways:

Impact of geopolitics on supply into Europe over last couple of years.
Product supply kept tight by unplanned refinery outages, planned maintenance works and permanent closures.
Cracks across all refined products much more volatile over the last few months and multi-year highs for road fuels in second half of 2025
18-month highs in November in regards to Nigeriam imports of European gasoline after previous declines, despite west Africa's increased gasoline self-sufficiency.
The EUs reconsideration of it's 2035 combustion engine vehicle phase out, making space for low carbon or more "carbon neutral" fuels to play a part alongside electrification.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives, talk about:

· Methanol market headlines at the end of 2025

· The Argus Fall 2025 Methanol and Derivatives update

· Methanol price outlook

· MTBE price volatility and trade flows

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial

O agronegócio brasileiro passou por mudanças significativas no mercado de fertilizantes ao longo do ano, como o aumento das importações de produtos de menor concentração de nutrientes e desafios de crédito. Maior disponibilidade de produto com menor solubilidade, restrição de fertilizante chinês e estratégias para reduzir custos podem mexer com o mercado nos próximos meses. Entenda essas dinâmicas acompanhando a conversa entre Bruno Castro, especialista da publicação Argus Brasil Grãos e Fertilizantes, e Aluísio Teixeira, diretor-presidente do Sindicato da Indústria de Adubos e Corretivos Agrícolas no Paraná (Sindiadubos).

The winter season usually sees a winding down in bitumen activity in terms of construction and road building, but not in 2025. Our experts delve into what has been a surprisingly unseasonal end to 2025.

Listen to our market experts – Jonathan Weston (Europe and Asia Lead, and Editor of Argus Bitumen) and Keyvan Hedvat (Europe and Africa Bitumen Editor), give detailed insights into their news snapshots including;

Mediterranean bitumen supply much tighter than usual going into winter low demand season
Med cargo diffs to fuel oil now broadly - and very unusually - in parity with fob Rott diffs
Ongoing positive demand into north African and Black Sea markets
Regional refinery bitumen production restricted - including SRI Augusta and US sanctions affected Bulgarian and Serbian refineries
Arbitrage to the US from Med stays firmly shut after brief opening in Aug/Sept
West Africa, now in dry/bitumen demand season, set to draw more European bitumen.

Hear Argus’ essential analysis of the latest trends driving unprecedented global increases in sulphur and sulphuric acid prices. This episode explores key market drivers including supply dynamics, demand shifts across key regions – and we review key takeaways from recent industry events

Colonial Pipeline’s rule changes are reshaping the conventional gasoline market, and Argus is leading the way with updated pricing methodology.

In this episode, Jared Ainsworth, US Products Gasoline Editor at Argus, Paul Dahlgren, Business Development Manager at Argus, and Maria Eugenia Garcia, Managing Editor of Refined Fuels at DTN, break down what these changes mean for traders, refiners, and marketers. From segregated vs. fungible batches to shifting export flows and margin compression, hear how the market is evolving and what’s next for Argus assessments.

Tune in for expert insights on:

Overview of Colonial Pipeline’s new shipping rules and their impact on trade
Why segregated vs. fungible batches matter for pricing and risk
Global implications of declining domestic demand and rising exports
Argus’ methodology update for conventional gasoline assessments
Insights into price trends, margin compression, and refinery profitability

A COP30 terminou sem a definição de um roteiro para superar a dependência global dos combustíveis fósseis. O que travou o avanço das discussões? Saiba sobre os bastidores da conferência climática nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin, que participou do evento em Belém. 

La COP30 terminó sin definir una hoja de ruta para superar la dependencia global de los combustibles fósiles. ¿Qué frenó el avance de las discusiones? Conozca los bastidores de la conferencia climática en esta conversación entre Camila Fontana, subjefa de la redacción de Argus en Brasil, y el editor Lucas Parolin, quien participó en el evento en Belém.

Cop 30 ended without defining a roadmap to overcome the global dependence on fossil fuels. What stalled the progress of the discussions? Learn about the behind-the-scenes of the climate conference in this conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin, who attended the event in Belem.

Discover how Citroniq is transforming ethanol into bio-polypropylene through its E₂O process, driving sustainable plastics innovation.

In this first episode, Kelly Knopp, CEO and Co-founder of Citroniq, shares how the company is transforming ethanol into bio-polypropylene through its innovative E₂O process.

Listen to learn:

Citroniq’s approach to bio-based polypropylene
How scale and technology choices influence commercial viability
Why bio-polypropylene stands out among plastics for sustainability impact

Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.

What was the impact of IMO 2025 legislation in supply and demand of the fuel oil market?

Which bunker market regulations will come into effect or become more impactful in 2026?

What challenges will the bunker market face to comply with new changes?

Isabella Reimi, Oil product reporter, Hussein Al-Khalisy, Biofuels associate editor and Bob Wigin, Oil products senior reporter share answers to these questions and more in this episode.

In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Roby Crean, Business Development Manager at South Pole, discuss the evolving CORSIA market and its implications for airlines and carbon project developers.

Tune in for expert insights on:

Supply challenges from strict eligibility criteria
Measures to unlock eligible credits, including insurance and regional progress
Demand uncertainty and regional differences in compliance readiness
Pricing trends across spot, forward, and futures contracts
Key developments shaping market maturity and liquidity

Learn more about the Argus Carbon service: Argus Carbon

Goiás despontou como importante fornecedor de etanol para outras regiões do Brasil — e uma parcela cada vez maior dessa produção vem do milho. Do lado da demanda, o consumo dentro do estado e a paridade de preços apresentam maior volatilidade do que no resto do país. Entenda a dinâmica do mercado goiano acompanhando a conversa entre Gabrielle Moreira, responsável pelo relatório Argus Brasil Combustíveis, e as especialistas do setor sucroalcooleiro Maria Lígia Barros e Maria Carolina Albuquerque.

Mideast Gulf VLCC rates have surged and fallen throughout the second half of the year. This podcast goes over recent changes to the market, including India's recent shift away from Russian crude oil toward a Mideast Gulf supply and the resulting rally of tanker demand.

Key Points:

Opec production target increases
India's shift away from Russian crude
Market outlook for the next quarter

Hear Argus’ essential analysis of how CBAM’s implementation in Jan 2026 is set to impact Europe – the world’s biggest ammonia import hub. In this episode, we recap what CBAM is, how we’re incorporating CBAM and the Argus Carbon Intensity Index into our ammonia price assessments, the ammonia industry’s readiness for CBAM and the additional costs importers could face.

Join Ruth Sharpe, Editor – Ammonia and Mike Nash, Senior Editor - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Related links

More information: Argus Ammonia price reporting service
Request a sample report/trial: Argus Ammonia
More information: Ammonia short and mid to long-term outlook services
Webinar: Clean and conventional ammonia outlook
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

A tabela de frete mínimo da Agência Nacional de Transportes Terrestres colocou em prática um novo sistema de fiscalização, trazendo incertezas para o setor de transportes e impactado os fretes rodoviários. As taxas dispararam nas rotas de fertilizantes partindo dos portos de Santos e Paranaguá em direção a Mato Grosso, Minas Gerais e Goiás. Neste episódio, Camila Fontana, chefe adjunta da redação da Argus Brasil, conversa com João Petrini, um dos responsáveis pelo relatório Argus Brasil Grãos e Fertilizantes, e especialista em logística.

In this episode, host Waldemar Jaszczyk is joined by Peter Wilton and Efcharis Sgourou to discuss the record breaking influx of US LPG into northwest Europe, what has driven the surge, and what to expect for the rest of the winter season.

Join Blake Hurtik, Editorial Manager for Metals at Argus, and Marialuisa Rincon, Deputy Editor of Argus Scrap Markets, as they discuss Argus’ new finished steel price assessments in Mexico.

Gain insight into the evolving dynamics of the Mexican steel market, including the impact of US tariffs, shifting trade flows, and domestic sourcing trends. Learn how Argus is bringing transparency to a market diverging from its northern neighbor, and how local pricing in pesos and dollars reflects real business practices.

Key topics covered in the podcast:

Why Mexico’s steel market is diverging from the US'
The role of tariffs and protectionist policies in shaping demand
Argus’ new hot-rolled coil assessments in northeast Mexico
How scrap pricing connects to finished steel production
Mexico’s position in the global steel landscape

Acompaña a Sergio Meana, gerente de desarrollo de negocios de América Latina, en una conversación con Marialuisa Rincón, editora adjunta subeditora de Argus Scrap Markets, sobre el lanzamiento de las evaluaciones de precios de acero terminado en México.

Conoce la evolución del mercado mexicano del acero, incluyendo el impacto de los aranceles estadounidenses, los cambios en los flujos comerciales y las tendencias de abastecimiento nacional. Descubre cómo Argus aporta transparencia a un mercado que se está desvinculando de su vecino del norte, y cómo los precios en pesos y dólares reflejan las prácticas reales del negocio.

Temas clave abordados en el podcast:
• Por qué el mercado mexicano del acero se está desvinculando del de EE. UU.
• El papel de los aranceles y las políticas proteccionistas en la demanda
• Nuevas evaluaciones de acero laminado en caliente en el noreste de México
• Cómo los precios de la chatarra se relacionan con la producción de acero terminado
• La posición de México en el panorama global del acero

Para más episodios y cobertura del mercado de metales, visita https://www.argusmedia.com/es/solutions/products/argus-global-steel

Key topics covered in the podcast:

What are market participants expecting for iron ore demand in the fourth quarter and early 2026, particularly from China and other major steel-producing regions?
How are steelmakers adjusting procurement strategies in response to diverging trends between iron ore and coking coal?
What is the role of the 61pc Fe index, and how does it compare to the established 62pc benchmark?

O mundo está acelerando a utilização de combustível sustentável de aviação e desenvolvendo projetos para atender a essa demanda crescente. Companhias aéreas trabalham para reduzir emissões enquanto autoridades, inclusive na América Latina, reavaliam seus marcos regulatórios e mandatos de biocombustíveis. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, recebe Josh Vence, vice-presidente de Operações e Desenvolvimento de Negócios com foco em SAF e biocombustíveis, e Lucas Boacnin, gerente de Desenvolvimento de Negócios com foco em transição energética, para discutir o mercado global de SAF, os avanços regionais e as referências dos preços Argus para o produto.

El mundo está acelerando el uso de combustible sostenible para la aviación y desarrollando proyectos para atender esta creciente demanda. Las aerolíneas trabajan para reducir las emisiones mientras las autoridades, incluso en América Latina, reevalúan sus marcos regulatorios y los mandatos de biocombustibles. Camila Fontana, subjefa de la oficina de Argus en Sao Paulo, recibe Josh Vence, vicepresidente de operaciones y desarrollo de negocios enfocado en SAF y biocombustibles, y Julio Faldín, vicepresidente senior de desarrollo de negocios en Latinoamérica, para explorar el mercado global de SAF, el progreso de América Latina y cómo Argus apoya la transparencia y la formación de precios en ese espacio.

The world is accelerating the use of sustainable aviation fuel and developing projects to meet this growing demand. Airlines are working to reduce emissions while authorities, including those in Latin America, are reassessing their regulatory frameworks and biofuel mandates. Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, hosts Josh Vance, VP of Operations and Business Development focused on SAF and biofuels, and Lucas Boacnin, Business Development Manager focused on energy transition, for a conversation about the global SAF market, Latin America's progress and how Argus supports transparency and pricing in this evolving space.

La industria siderúrgica mexicana se ubica como la segunda más grande en América Latina y continúa creciendo. Los nuevos precios de la chatarra ferrosa de Monterrey/Saltillo de Argus están ya disponibles para ofrecer oportunidades alternativas de indexación a los fabricantes de acero y recicladores cuando buscan comprar o vender chatarra.

Escuche a Sergio Meana, gerente de desarrollo de negocios de América Latina, y a Marialuisa Rincón, subeditora de metales de Estados Unidos, conversar sobre el mercado mexicano y los fundamentos que respaldan el lanzamiento.

Servicios Relacionadas: Argus Scrap Markets

The shipment of Argentinian oil to China highlights Asia’s interest in the production from the Vaca Muerta fields. Argentinian producers are planning to expand the export flow of Medanito crude to other markets. Learn more by following the conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, who covers the South American oil market for the Argus Crude report.

El envío de petróleo argentino a China demuestra el interés de Asia en la producción de los campos de Vaca Muerta. Los productores argentinos planean expandir el flujo de exportación del crudo tipo Medanito hacia otros mercados. Conoce más siguiendo la conversación entre Camila Fontana, subjefa de la oficina de Argos en Brasil, y João Scheller, responsable por la cobertura del mercado petrolero en América del Sur, para el informe Argus Crude.

A ida de petróleo argentino para a China demonstra o interesse da Ásia na produção dos campos de Vaca Muerta. Produtores argentinos planejam expandir o fluxo de exportação de óleo do tipo Medanito para outros mercados. Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta de redação da Argus no Brasil, e João Scheller, responsável pela cobertura do mercado de petróleo na América do Sul para o relatório Argus Crude.

Farmers in Argentina have increased their use of fertilizers this year, driven by favorable prospects for corn and wheat crops. Across the Southern Cone, producers have been replacing fertilizers with high concentrations of nitrogen and phosphorus with lower-concentration products, responding to prices and fluctuations in global fertilizer availability. Learn more by listening the conversation between fertilizer expert Renata Cardarelli, agriculture expert Jeffrey Lewis, and Camila Fontana, Deputy Bureau Chief at Argus in Brazil.

Los agricultores de Argentina han aumentado el uso de fertilizantes este año, ante perspectivas favorables para las cosechas de maíz y trigo. En todo el Cono Sur, los productores han estado reemplazando los fertilizantes con alta concentración de nitrógeno y fósforo por productos de menor concentración, en respuesta a los precios y a las fluctuaciones en la disponibilidad global de fertilizantes. Conozca más siguiendo la conversación entre la especialista en fertilizantes Renata Cardarelli, el especialista en agricultura Jeffrey Lewis y Camila Fontana, jefa adjunta de la oficina de Argus en Brasil.

Agricultores da Argentina ampliaram a utilização de fertilizantes este ano, diante de perspectivas favoráveis para as safras de milho e trigo. Em todo o Cone Sul, fazendeiros têm substituído os adubos de alta concentração de nitrogênio e fósforo por produtos de concentração mais baixa, reagindo aos preços e a oscilações na disponibilidade global de fertilizantes. Saiba mais acompanhando a conversa entre a especialista em adubos Renata Cardarelli, o especialista em agricultura Jeffrey Lewis, e Camila Fontana, chefe adjunta da redação da Argus no Brasil.

Carbon pricing is becoming a more visible factor in the cost structure of European petrochemicals. Following on from our recent insight paper 'The true cost of EU ETS and CBAM on the European Petrochemical industry', Argus experts Alan Williamson, Victoria Hatherick and Anna Fittock unpack the implications of EU ETS Phase 4 and CBAM for the region’s steam cracker fleet, including:

How carbon costs are calculated for EU crackers, and why they vary depending on emissions performance and benchmarking
The evolution of ETS pricing and its impact on competitiveness
How CBAM is designed to level the playing field and why its limited scope may accelerate downstream import substitution
Why indirect costs from ETS, such as higher energy prices, remain a concern for EU producers

To find out more about Argus' Light Olefins services, please click here.

Metal Movers: Battery Materials Outlook

The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts.

Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector.

Key topics covered:

Expectations for lithium prices
Export controls from the DRC and China
The growth of the ESS market
Europe’s EV sales recovery

Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:

How is the Turkish market doing towards the end of the year
How the lowering prices affected the market dynamics
How demand has been for the past 3 months
What is the current situation in the market

Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.

Con la expansión del presal y los avances en la infraestructura offshore, Brasil se acerca a la marca de 4 millones de barriles de petróleo producidos por día. Acompañando este crecimiento, Argus lanzó precios FOB para los crudos Tupi, Mero y Buzios, lo que facilita la comparación con materias primas de otras regiones y la comprensión de los costos para las refinerías. Conozca más en esta conversación entre Camila Fontana, subjefa de la oficina de Argus en Brasil, y João Scheller, especialista del informe Argus Crude.

With the expansion of the pre-salt fields and advances in offshore infrastructure, Brazil is approaching the milestone of producing 4 million barrels of crude per day. Attentive to this growth, Argus has launched FOB prices for the Tupi, Mero, and Buzios grades, facilitating comparisons with feedstock from other regions and supporting the understanding of refinery costs. Learn more in this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, specialist for the Argus Crude report.

Com a expansão do pré-sal e avanços na infraestrutura offshore, o Brasil se aproxima da marca de 4 milhões de barris de petróleo produzidos por dia. Acompanhando esse crescimento, a Argus lançou preços FOB para os óleos de Tupi, Mero e Búzios, facilitando a comparação com matéria-prima de outras localidades e o entendimento dos custos para as refinarias. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta de redação no Brasil, e João Scheller, especialista do relatório Argus Crude.

Join Sigma Lithium CEO for a discussion around the market, price volatility and more.

Canadian miner Sigma Lithium has grown its Brazilian project into one of the world's largest hard-rock lithium operations in record time. CEO Ana Cabral joins Argus reporters Chris Welch and Pedro Consoli to discuss shipment strategies during volatile prices, how the firm keeps all-in costs below $600/t.

Why Sigma paused shipments during price lows
How it maintains second-lowest costs globally
Downstream ambitions and waste upcycling
Policy, green premiums, and permitting risks

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers and Dave McCaskill, VP of Methanol & Derivatives, discuss:

Update on IMO vote – implications for low-carbon methanol and marine fuel decarbonization efforts
Developments in the Asian methanol market
Atlantic Basin market response

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Ahead of the OTL Africa Downstream Energy Week in Nigeria, we’re digging into the evolving West African gasoline market.

Join James Gooder and George Maher-Bonnett as they discuss key market changes, refinery developments, regional hub pricing, the uptake of Argus Ebob and Argus' transparency initiative.

· How has the West African oil market changed after deregulation?

· What is the impact of Dangote and other upcoming refining projects?

· Is West Africa becoming a pricing hub for refined products?

· How is Argus answering the need for all-day price transparency?

Meet the Argus team at Booth S9 at the OTL 2025 Expo.

Brazil's record-breaking corn crop met with a shift in demand. Driven by ethanol plants and the animal feed sector, domestic consumption has taken space from exports. Listen to the episode featuring Camila Fontana, Deputy Bureau Chief at Argus in Brazil, and Nathalia Giannetti, a specialist contributing to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports.

A safra de milho no Brasil teve produção recorde e virada no perfil da demanda. Impulsionado por usinas de etanol e pelo setor de ração animal, o consumo interno tomou espaço das exportações. Confira ouça o episódio com Camila Fontana, chefe adjunta da redação da Argus no Brasil, e Nathalia Giannetti, especialista que contribui para os relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes.

This episode covers the return of flows of Iraqi medium sour Kirkuk crude after two-and-half-years

How the Kirkuk grade traded before its halt in March 2023 and why it’s been absent
Now the grade is back online, how much is available and how will it trade with the marketing rights belonging to Iraq’s Somo, including the return of the spot market and how that works
Will Kirkuk create a place for itself in the Mediterranean crude slate again?

Kuganiga Kuganeswaran, Deputy Editor, Crude Oil

Lina Bulyk, Associate Editor, Crude Oil

Listen to Cobin Eggers, Deputy Editor of the Argus Americas Asphalt report, and Julio Viana, our Brazil-based Senior Reporter, cover the following:

Evolution of asphalt demand in Brazil, including drivers of the record demand seen in 2024
What factors made the US a major supply source for Brazil
How political, budgetary and seasonal factors influence the market
Projections for the end of 2025 and beginning of 2026
Introduction of a price assessment for waterborne cargo delivered to Brazil

Com mais de 70 projetos em diferentes estágios de desenvolvimento, o Brasil desponta como um dos principais mercados para o hidrogênio verde. A produção nacional, que inclui rotas inovadoras como a conversão de etanol e biometano, busca atender tanto à demanda interna — especialmente na indústria de fertilizantes — quanto ao mercado externo. Apesar do avanço, gargalos na rede elétrica e desafios regulatórios ainda limitam o crescimento do setor e exigem investimentos para garantir competitividade. Para entender mais sobre hidrogênio verde, ouça a conversa entre Maria Albuquerque, especialista da publicação Argus Brasil Combustíveis, e Victor Uchoa, líder da área de consultoria da Argus para a América Latina.

This episode unpacks how South Korea’s aggressive condensate buying and Russian export disruptions have reshaped Asia’s light ends market. We explore the ripple effects on pricing, trade flows, and regional supply, as well as the impact of Middle East refinery turnarounds. With premiums surging and availability tightening, we look ahead to Q4 and what it means for buyers navigating a volatile condensate and naphtha landscape.

Topics Covered:

• South Korea’s aggressive condensate buying spree

Driven by fears of naphtha shortages, South Korean refiners are snapping up regional condensate and ultra-light crude grades, pushing out traditional buyers like Indonesia’s TPPI.

• Russian export disruptions following the Ust-Luga terminal attack

The late-August drone strike on Novatek’s facility has halted condensate splitter operations, slashing naphtha exports to Asia and tightening regional supply.

• Middle East refinery turnarounds tightening naphtha supply

Planned maintenance at Kuwait’s Mina Abdullah and Saudi Arabia’s Satorp refineries in Q4 is expected to reduce naphtha output, compounding the supply crunch.

• Surging spot premiums across condensate and naphtha markets

Premiums for grades like Ichthys, Cossack, and Kutubu Light have hit multi-year highs, while naphtha cracks and spot premiums have climbed amid tighter availability and shifting trade flows.

In the latest episode of the Crude Report: TMX Series, Argus Americas Crude west coast reporter John Cordner talks with deputy editor Amanda Smith about Canadian crude exports via the Trans Mountain pipeline. Increased production and more favorable arbitrage economics are expected to boost waterborne exports from the Vancouver area.

Topics discussed:

Although most Canadian crude exports head to the US, last year’s Trans Mountain Pipeline Expansion (TMX) has provided the conduit to export an average of 440,000 b/d to the US west coast and Asia this year.
Canadian and condensate production is projected to reach a record 5.05mn b/d in the fourth quarter, increasing the need for export capacity.
December TMX export volumes may match March’s record levels of 530,000 b/d, with indications suggesting the heavy Canadian waterborne fob Vancouver premium to inland prices in Alberta will be high enough to make pipeline flows more lucrative.

In this episode of the Biofuels Report, marine fuel reporters Luis Gronda and Natália Coelho explore the International Maritime Organization’s proposed carbon levy for shipping, global reactions to the plan, and what it could mean for the future of marine fuels and emissions targets.

Como anfitrión de la COP30, Brasil se posiciona como líder en la agenda climática, mientras avanza con ambiciones crecientes en la exploración petrolera. Conozca los temas en juego en la convención de la ONU contra el calentamiento global en esta conversación entre Camila Fontana, sub-jefa de la oficina de Argus en São Paulo, y Lucas Parolin, editor de noticias que cubrirá la COP30 en Belém, en noviembre.

Ahead of COP30, Brazil is positioning itself as a leader of the climate agenda, while moving ahead with increasing ambitions in oil exploration. Can the host of the UN’s convention against global warming strike a balance? Join the talk between Camila Fontana, deputy bureau chief of the Argus office in Sao Paulo, and Brazil news editor Lucas Parolin, who will be covering the COP30 in Belem in November.

Anfitrião da COP30, o Brasil se posiciona como líder na agenda climática, ao mesmo tempo em que avança com ambições crescentes na exploração de petróleo. Entenda as pautas em jogo na convenção da ONU contra o aquecimento global nessa conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Lucas Parolin, editor de notícias que fará a cobertura da COP30 em Belém, em novembro.

In this episode, James Elliott, VP of Business Development, is joined by Dila Odluyurt, Senior Reporter for Polymers, about the shifting landscape in Turkey’s polyethylene and polypropylene markets. From stockpiling triggered by Middle East tensions to cautious buying amid currency volatility, find out what’s driving sentiment, and what might come next.

Key topics discussed:

Why Turkish polymer demand remains weak despite price fluctuations
How Middle East tensions and new capacity influenced stockpiling
On-the-ground insights from Gaziantep end users and contract pricing trends
Expectations for further PP price declines and cautious buying behaviour

Listen to Argus' analysis of the long steel market, with a particular focus on China.

This episode covers:

What caused the recent fluctuations in Chinese rebar export prices?
How did trade measures affect export sentiment and pricing?
What are the market expectations for Chinese rebar and billet exports in the coming months?
How did domestic demand trends in August impact export volumes and producer strategies?
What is the outlook for China’s steel capacity exit and the role of electric arc furnaces?

In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Harshad Kolpyakwar, Head of Product Management and Energy Solutions at FIS Global, explore how technology is transforming carbon markets and helping address key challenges.

Harshad leads the vision and product strategy for Aligne, the FIS Energy Trading Risk and Logistics platform. Aligne is a cloud-native, multi-commodity ETRM that streamlines trading, risk, logistics, and reporting across power, gas, LNG, refined products, and emissions. With ~20 years in energy market data and analytics, Harshad focuses on simplifying energy market complexity, integrating emissions management, and enabling clients to scale confidently.

Tune in for expert insights on:

Current challenges in carbon markets, including transparency and pricing issues
VCM facing issues with lack of standardisation, project integrity, and demanding due diligence
How ETRM systems address market and operational challenges
The future growth potential for carbon markets

As condições climáticas desfavoráveis, com chuvas fora de época e ondas de calor, além das dificuldades na recuperação do solo após queimadas no ano anterior, estão afetando a produtividade da cana-de-açúcar na safra 2025-26 e levando a revisões nas estimativas de moagem, produção de açúcar e etanol. Ouça as especialistas Maria Lígia Barros e Maria Carolina Albuquerque, do relatório Argus Brasil Combustíveis, para saber os ajustes nas projeções e as reações do mercado em meio a sinais de alerta nos contratos de etanol e mudanças no mix.

Listen to our market experts as they address the following:

Assumptions on Venezuela as addressed in the Americas issue of Argus Asphalt Quarterly Analytics report
Demand outlook in Latin America and the potential impact the 2026 Brazilian election could have on asphalt consumption
Impact of Chevron's reinstated waiver, including what that means for asphalt exports to the US
A roundup of the US Gulf Coast and the general US market - key supply and capacity updates
Impact of the tariffs, US trade policies and scrutiny of government budgets
A brief look into Canadian asphalt production
And much more

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers speaks with Alex Dӧll, the newly appointed CEO of the Methanol Institute, to discuss:

Alex Dӧll’s background and strategic vision for the Methanol Institute and its global initiatives
Key takeaways from the Argus Methanol Forum
Updates and trends in the gray methanol market
Methanol's advancement in marine fuels, plastics, and SAF striving toward sustainability and decarbonization

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

In this episode, James Elliott, VP of Business Development, is joined by Sam Hashmi, Global Editor Polymers, for an in-depth discussion on the evolving US–Europe polyolefins trade relationship and the impact of tariffs on the European market.

Key topics discussed:

What the latest import duty proposals could mean for market confidence and pricing.
Why European producers are watching US polyethylene imports, and what’s next for polypropylene.
Outlook for demand as the industry heads into K-Show and beyond.

The podcast discusses the launch and market reception of the new Norwegian crude grade, Johan Castberg highlighting its unique production setup, high-quality characteristics, and pricing dynamics. Despite logistical challenges and premium pricing, the grade is gaining traction among Northwest European refiners due to its favorable refining properties.

Three main topics:

Introduction and significance of Johan Castberg crude: A rare standalone field in the Barents Sea, marking a notable expansion in Norway’s oil production.
Crude quality and market reception: Castberg is slightly heavier but low in sulphur, with high yields of valuable distillates, making it attractive to European refiners.
Trading logistics and pricing: The grade trades at a premium and is limited to local markets due to shuttle tanker constraints and higher transport costs.

In this episode, Argus’ Waldemar Jaszczyk discusses the future of clean cooking access in Africa with Daniel Wetzel, the head of the Tracking Sustainable Transitions Unit at the International Energy Agency. Daniel joins to take stock of the progress achieved since last year's summit on the issue, during which $2.2bn in public and private funding was pledged until 2030. Building on recent success, Daniel outlines the IEA’s newly released roadmap for all African countries to reach universal access to clean cooking by 2040, describing LPG as the “workhorse” of the move away from harmful traditional cooking fuels such as wood, charcoal, and kerosene.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

This week, we turn to Southeast Asia’s polymer markets, with Yee Ying Ang, Senior Reporter for Polymers, and Timo Tumuscheit, VP Business Development for Chemicals in Asia, joining James Elliott to unpack the region’s pricing dynamics and Argus’ methodology.

Key topics discussed:

How seasonal shifts and trade policy are influencing polymer demand across Southeast Asia’s key markets.
How Argus assesses polyethylene (PE) and polypropylene (PP) prices in Southeast Asia, including how spot market activity and market sentiment are captured.
The role of transparency and multi-source verification in building market confidence.

Gus Vasquez, Editorial manager, is joined on the podcast by, Giovann Rosales, Associate editor for LPG, to break down how China’s tariffs reshaped global LPG flows and reshuffled cargoes across Asia. She also explores Argentina’s growing role as a regional supplier, driven by rising output from Vaca Muerta and new infrastructure. And lastly, they touch on how pricing strategies are evolving as traders benchmark against global netbacks to stay competitive.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

In this episode, James Elliott, VP of Business Development, is joined by George Barsted, Chemicals Market Reporter, for a deep dive into the latest developments in the European PVC market.

Key topics discussed:

Market challenges and margin pressures European PVC producers are facing.
Recent PVC plant closures across Europe.
Key demand drivers for PVC in the European market.
Rise in Asian imports following trade shifts.

El mercado global de gas licuado de petróleo se está reorganizando ante las tensiones comerciales que han impactado los flujos de GLP exportado desde Estados Unidos hacia los principales centros de consumo en Asia. En América Latina, varios países están desarrollando proyectos de infraestructura, y Argentina podría convertirse en un proveedor importante de gas gracias al yacimiento de Vaca Muerta. Conozca más escuchando Gustavo Vásquez, gerente editorial de Crudo y GLP para las Américas en Argus, y Giovann Rosales, editora asociada de GLP de las Américas en Argus.

O mercado global de gás liquefeito de petróleo vem se reorganizando diante das tensões comerciais que impactaram os fluxos do GLP exportado dos Estados Unidos para os grandes centros consumidores da Ásia. Na América Latina, vários países desenvolvem projetos de infraestrutura e a Argentina pode se tornar uma fornecedora importante de gás a partir do campo de Vaca Muerta. Saiba mais ouvindo a entrevista de Vanessa Viola, vice-presidente executiva da Argus para a América Latina e head global de GLP, a Camila Fontana, chefe adjunta de redação da Argus no Brasil.

Listen to gain insight into how the critical mineral has been impacted by recent export controls

Join Ellie Saklatvala, global metals editorial lead, as she delves into the antimony market with fellow antimony experts, Cristina Belda, associate editor, and Zach Schumacher, US metals editor, to gain insight into how the critical mineral has been impacted by recent export controls coming from China.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

In our second episode, we turn our attention to the Polyethylene Transaction Index (PTI), with Terry Glass, Vice President for Polymers, joining James Elliott, VP Business Development, to explain how the index works and why it matters.

Key topics discussed

What the PTI is, how it’s calculated, and why it was developed in response to rising US polyethylene exports.
How the index supports resin producers, converters, brand owners and investors with early-month pricing clarity and resin-type granularity.
Why PTI offers a neutral, transparent view of domestic prices.

Click here to receive the PTI on the first working day of every month.

Want to speak to our experts at K? Click here to book a meeting.

Latest Driving Discussion episode featuring Benedict George - Editor, Argus European Products, Atishya Nayak - Gasoline Reporter and Jide Tijani - Naphtha Reporter

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

In our first episode, we explore recycled polymers and plastics, with Will Collins, Global Editor for Recycled Polymers, and Chloe Kinner, Editor for Recycled Polymers, joining James Elliott, VP Business Development, to discuss the latest developments in the market.

Key topics discussed:

Market developments over the summer and forward-looking insights for autumn.
Sustainability commitments shaping demand in recycled polyolefins and PET.
Impact of recent plant closures on the recycling industry.

Want to speak to our experts at K? Click here to book a meeting.

Most attention on the global gasoline landscape has traditionally been focused on Europe, the US and Singapore, but the Mideast Gulf has been making huge strides in recent years. 2024 saw refining capacity in the Mideast Gulf and Indian Ocean region increase to over 10.5mn b/d from 7.8mn b/d in 2017. And in the same time period, gasoline production grew from 1.7mn b/d to nearly 2.4mn b/d and exports from 270,000 b/d to 654,000 b/d.

Listen to this podcast as our experts provide an update on developments and how Argus has created the first assessment to properly reflect the transformation:

• Summary of the major trading regions and the pricing benchmarks in each

• Delve into the evolving dynamics and fundamentals of the Mideast Gulf

• Why the Mideast Gulf region needs an independent price assessment

• Introduction to Argus fob Mideast Gulf Gasoline (MEBOB)

• And much more

Explore the role LPG plays in petrochemicals with Argus VP Sarah Rae and LPG VP, David Appleton. From China’s shifting propylene demand and ethane cracking trends to Europe’s cracker closures and the future of bio-feedstocks, this episode dives into market dynamics, sustainability challenges, and long-term outlooks shaping the global olefins landscape.

In this episode, Hannah Adler, Argus Senior Reporter for biomass, is joined by Audun Sommerli Time, Chief Marketing Officer at NextFuel, to explores how torrefaction technology is creating coal-replacing fuel from alternative feedstocks.

Key topics of the podcast include:

The commissioning of a new torrefaction factory in Finland, built with Taaleri
How NextFuel’s technology turns alternative feedstocks into coal-replacing fuel
Key industries that could adopt torrefied briquettes
Future projects and regional expansion plans for NextFuel

Argus offers biomass prices, news, analysis, and consulting.

Get more information and request a free trial.

In this episode

How did Turkish HRC, CRC and HDG exports develop in the first half?
What are the expectations for 4Q shipments and pricing?
How could Turkey offset a potential drop in EU exports with CBAM on the horizon?

Learn more about Argus Global Steel here: https://www-preview.web.argusmedia.tech/en/solutions/products/argus-global-steel?utm_source=marketo&utm_medium=organic&utm_campaign=glo-gmtc-met-2025-06-25-metal-movers-podcast-series&utm_content=productinformation-podcast-ad

A Rússia forneceu 60% do diesel importado pelo Brasil no primeiro semestre, mas movimentações geopolíticas e comerciais podem impactar esse fluxo. Saiba mais sobre a competitividade do produto russo no mercado brasileiro acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Marcos Mortari, um dos especialistas responsáveis pela publicação Argus Brasil Combustíveis.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Argus Global Methanol Consultant Dave McCaskill and Senior Analyst Cassidy Staggers deliver insights into the:

Key trends shaping the methanol market this summer
Impact of regional dynamics on pricing direction
Perspectives on the upcoming IMO decision in October

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial.

For more information on attending the Methanol Forum in Houston on Sept 8–10 and connecting with the Argus methanol team, please contact Cassidy Staggers at cassidy.staggers@argusmedia.com.

Argus’s global petrochemical consultants (Sarah Rae from London, Craig Barry from Houston, and Toon Shien Lee from Singapore), gathered to discuss the latest trends and key issues in the global ethylene market, as well as their market prospects for major economies in the coming years, ahead of the Argus Chemicals Forum on 22 September and EPCA on 23–25 October. Key topics in the podcast are:

• Examining the reasons for the continued strength of ethylene prices in the US and its impact on exports. Will US ethane exports continue to rise?

• Will the capacity rationalisations tighten the market balance and, in that case, will margins improve?

• How are regional cracker expansions and trade dynamics influencing ethane demand, and what does this mean for the global industry?

Paraguayan authorities are working with Argentina to find a solution to ensure the supply of fuel that arrives through the neighboring country. Without a coastline and lacking refineries, Paraguay relies on the Paraná Guazú River to import the fuel it consumes. In this episode, Flávia Alemi, a diesel and gasoline expert at Argus, and Camila Fontana, deputy bureau chief of the Argus office in Brazil, discuss the logistical supply challenges in the region.

Las autoridades paraguayas buscan junto a Argentina una solución para garantizar el suministro de combustibles que llegan a través del país vecino. Sin salida al mar y sin refinerías, Paraguay depende del río Paraná Guazú para importar el combustible que consume. En este episodio, Flávia Alemi, especialista en diésel y gasolina de Argus, y Camila Fontana, jefa adjunta del editorial en Brasil, hablan sobre los desafíos logísticos para abastecer a la región.

Autoridades paraguaias buscam junto à Argentina uma solução para assegurar o abastecimento de combustíveis que chegam pelo país vizinho. Sem costa marítima e sem refinarias, o Paraguai depende do Rio Paraná Guazú para importar o combustível que consome. Neste episódio, Flávia Alemi, especialista em diesel e gasolina da Argus, e Camila Fontana, chefe adjunta da redação no Brasil, falam sobre os desafios logísticos ao suprimento na região.

Since coming online, the Dangote refinery has gone on to become one of the largest refineries in the world. In this discussion as our market experts give a detailed update on the refinery's operations so far and future expectations.

From a start marred by multiple delays to run rates now reaching over half it's nameplate capacity of 650,000 barrels per day - the Dangote refinery continues to defy expectations.

The refinery has been focussing on increasing it's dominance within Nigeria and the wider region. Find out how this is being achieved plus what this means for European gasoline - has Europe lost the Nigerian market?

Os biocombustíveis são o pilar da transição energética a curto e a longo prazo, mas o mundo enfrenta gargalos na oferta de insumos para produzi-los. Estabilidade regulatória, diversificação de matérias-primas e aprimoramento das tecnologias de produção são fundamentais para atender ao salto da demanda por biocombustíveis no futuro próximo. Saiba mais nessa entrevista de Victor Uchoa, líder da área de consultoria da Argus para América Latina, a Camila Fontana, chefe adjunta da redação da Argus no Brasil.

Hear Argus’ analysis of Asia potash market, including market sentiments from the World Potash Conference in Golmud, China. The webinar focuses on recent potash price trends and exports in China, as well as potash project developments in Laos. Join Huijun Yao, Editor, Asia Fertilizers and Yohanna Jing, Analyst, Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key topics covered in the podcast:

Market sentiments following World Potash Conference in Golmud, China
China's recent price trend developments in the domestic MOP market
China's exports of fertilizers in small bags to halt from late July
Potash project developments in Laos

Related links

More information: Argus Potash price reporting service
Request a sample report/trial: Argus Potash
More information: Potash short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

O mercado brasileiro de combustíveis passa por um período de ajustes desde a aprovação do aumento
da mescla de etanol na gasolina de 27% para 30%, o chamado E30. Uma potencial consequência desse
novo mandato é a necessidade de o Brasil importar etanol, sobretudo para abastecer o Nordeste. Saiba
mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e
Maria Lígia Barros, especialista em etanol da publicação Argus Brasil Combustíveis.

In this episode, Menzo Reinders, Director of Energy Sector Coverage at ING Bank, joins Alfonso Berrocal, VP of Middle Distillates & SAF at Argus Media, to discuss the challenges SAF projects face in reaching Final Investment Decision (FID). They explore the role of financial institutions, the unique hurdles of e-SAF projects, and much more.

Guyana se convirtió en uno de los productores de crudo de más rápido crecimiento en el mundo tras el descubrimiento de una gigantesca reserva de petróleo en 2015. Se espera que el país duplique su producción para 2030 a medida que se inauguren nuevos proyectos. Escuche la conversación entre Camila Fontana, subjefa de la oficina de Argus en Brasil, y João Scheller, experto en mercados de crudo de Sudamérica en Argus, para comprender mejor el rápido desarrollo del mercado petrolero en Guyana.

A produção de petróleo na Guiana disparou desde a descoberta de uma enorme reserva em 2015. A expectativa é que a produção do país dobre até 2030. Saiba mais sobre esse player cada vez mais importante no setor petrolífero global acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e João Scheller, especialista da Argus para mercados de petróleo na América do Sul.

Guyana became one of the fastest growing producers of crude in the world after a giant discovery in 2015. The country is forecast to double its oil output by 2030 as new projects come online. Listen to the chat between Camila Fontana, deputy bureau chief at Argus in Brazil, and João Scheller, the Argus expert in South American crude, to better understand how Guyana is becoming a major player in oil markets.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, Argus Global Methanol Consultant Dave McCaskill and Senior Analyst Cassidy Staggers deliver insight into:

• Recent contract and spot price dynamics

• Methanex’s acquisition of OCI is complete – what happens next?

• How the latest economic tariffs impact the methanol market

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial.

In this Turkish-language episode, Argus’ senior reporter Dila Odluyurt evaluates the global PE, PP and PVC markets. Tune in to hear:

How the latest news around the globe have been affecting the polymer markets
How the market has been in the Turkish market since May
How the market dynamics for demand and supply have been for the past two months

Polyethylene #Polypropylene #PVC #Polymers #MarketInsights #Podcast #Data #Trends #TurkeyChemicals #ChemicalMarkets

In this podcast, our market experts discuss the recent developments in the US biofuels industry and the impact it's having on the specialised tanker market.

A look back at the previous core flows, cargoes and vessels that were involved in US imports of biofuels and renewable feedstocks
With the US blenders tax credit being replaced with the 45Z tax credit scheme, get insights into what the scheme is and what impact it has on freight markets
Following the tax policy change that followed President Trump's Big Beautiful Bill, find out what to expect in the specialised tanker market
Other key U.S. policy changes to be aware of

Brazil is the fourth largest fertilizer consumer in the world, but it imports over 80% of all its needs. Policies to boost domestic production seek to reduce the country’s reliance on imports while also curbing carbon emissions. Listen to the conversation between Camila Fontana, deputy bureau chief at the Argus office in Brazil, and Bruno Castro, one of the experts behind the Argus Grains and Fertilizers report, to better understand the Brazilian sustainable fertilizer market.

O Brasil é o quarto maior consumidor mundial de fertilizantes, mas importa mais de 80% de suas necessidades. Políticas de estímulo à produção doméstica de fertilizantes sustentáveis almejam aliviar essa dependência e diminuir a pegada de carbono do agronegócio. Ouça a conversa entre Camila Fontana, chefe adjunta da redação da Argos no Brasil, e Bruno Castro, especialista da publicação Argus Brasil Grãos e Fertilizantes, para saber mais sobre o mercado de nutrientes sustentáveis no Brasil.

Argus’ Erisa Senedem is joined by James Kench and Eilis O'Keefe from Kita to discuss the growing role of insurance in supporting carbon markets.

Tune in for expert insights on:

Risk types for carbon emission markets
Carbon insurance and how it can help mitigate carbon market risks
How novel insurance products can help solve “pain points” for the carbon market as it scales
Ways insurance can boost liquidity in the international and voluntary carbon markets

A polêmica em torno da inadimplência de distribuidoras de combustíveis dentro do programa RenovaBio ganhou força quando a ANP voltou atrás na decisão de publicar a lista com os nomes das devedoras de Cbios. A conciliação entre as dinâmicas de mercado e o descumprimento das metas descarbonizadoras é o tema da conversa entre Camila Fontana, chefe adjunta da redação da Argus Brasil, e Rebecca Gompertz, especialista em biometano e Cbios do relatório Argus Brazil Gas Markets.

The transformation of copper trade flows is one of the biggest stories in metals this year. Long known as Dr. Copper for its role as a barometer of global economic health, copper has typically been a stable market—thanks to its diverse supply base and broad industrial demand. But that stability was disrupted by the re-election of Donald Trump and the launch of a Section 232 investigation into US copper imports, triggering a surge in shipments to the US and record-breaking price arbitrage between global exchanges.

As copper flooded into the US, stockpiles at COMEX ballooned while buyers in China, the rest of Asia and Europe were left scrambling. Regional premiums spiked, and refined copper became scarce outside the US. Suddenly, copper began behaving more like its volatile base metal peers—unpredictable and reactive to geopolitical shifts.

In this episode, Ronan Murphy, editor of Argus Non-Ferrous Markets, speaks with copper experts from the US, China, and Europe to unpack the global ripple effects. What will the US do with all this copper? How are other regions adapting? And what does the rest of the year hold for the global copper market?

In This Episode:

Why copper is flooding into the US—and what happens next
How China is adapting to a new copper reality
How European buyers are dealing with tight supply
What the future holds for copper prices and trade flows

Pine chemicals editor Leonardo Siqueira talks with Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about how tariffs are shaping the C5 hydrocarbon (HCR) and pine chemicals markets, including:

Impacts on pricing, supply and demand balances, and current trade flows.
Outlook on what the hydrocarbon resins and pine chemicals markets should expect.

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins services.

Request a free trial or more information for Argus Pine Chemicals service.

Request a free trial or more information for Argus C5 and Hydrocarbon Resins service.

O aumento da mescla de etanol na gasolina de 27% para 30%, conhecido como E30, deve ampliar a demanda por etanol anidro e diminuir a disponibilidade de matéria-prima para produção do etanol hidratado vendido nos postos. A mudança vem em um contexto de atraso na safra de cana-de-açúcar e clima desfavorável freando a moagem. Ouça a conversa entre as especialistas Maria Lígia Barros e Maria Albuquerque, do relatório Argus Brasil Combustíveis, para entender o impacto do E30 no mercado de combustíveis.

Our base oils experts in Sao Paulo, Houston and London discuss the most pressing market developments.

Listen to Argus experts for the latest developments in US tariffs, postings and Latin America base oil dynamics.

Gabriella Twining (Global Editor - Base Oils ), John Dietrich (Deputy Global Editor - Base Oils) and Julio Viana (Reporter) give some detailed insights:

With the pause in tariff announcements and a clearer picture of what they look like, get a view of the key implications on the base oils and finished lubricants markets
Recent developments that have impacted spot prices
Key trends and developments of note in the Brazil market
Biggest challenges the market is currently facing in Latin America
Interesting takeaways from our inaugural Latin America focussed base oils conference that took place in Miami in May
And much more.

This episode examines how the Israel-Iran conflict and concerns over the Strait of
Hormuz sent shockwaves through oil markets, driving up prices and altering
trade flows. We also explore the ceasefire’s impact, the potential return of
Iranian crude, and its implications ahead of the July 6 OPEC+ meeting.

Topics Covered:
• Israel-Iran Conflict Escalation: How missile strikes and retaliations rattled
oil markets and spiked prices.
• Strait of Hormuz Fears: The chokepoint’s strategic importance and its
impact on Mideast Gulf crude premiums.
• Winners and Losers: How Murban and Oman crude gained a temporary
edge due to bypass routes.
• Atlantic Basin Crude Surge: Why Brent-linked grades and regional sweet
crudes saw a demand boost.
• Ceasefire Impact: Market cooldown, but lingering caution and elevated
premiums.
• Iranian Oil Speculation: Confusion over potential sanction relief and what it
could mean for Asian refiners.
• Geopolitical Risk vs. Fundamentals: The market’s balancing act ahead of
the July 6 OPEC+ meeting.

As exportações de açúcar pelas usinas brasileiras na safra 2025-26 devem se acelerar no segundo semestre, em um contexto de excedente de oferta global.

Ouça a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e Maria Carolina Albuquerque, especialista do relatório Argus Brasil Combustíveis, para saber mais sobre as tendências para o complexo sucroalcooleiro.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Black Lion jumps into Citgo auction with $8bn bid
US refinery capacity down in 2024
Phillips 66 to produce CARB for Calif. in Washington

Tune in every Monday for your weekly recap of the stories shaping the road fuels market

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

Middle East conflict has far-reaching implication on oil & LNG markets. In this podcast Xiaoyi Deng, Deputy Editor Nat Gas/LNG and Bob Wigin Senior Reporter Oil Products, unpack implications of this conflict on access to power generation fuels for Egypt and beyond

Related products:

LNG Daily: https://www.argusmedia.com/en/solutions/products/argus-lng-daily

European Natural Gas: https://www.argusmedia.com/en/solutions/products/argus-european-natural-gas

European Products: https://www.argusmedia.com/en/solutions/products/argus-european-products

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Texas City refinery
Amber Energy weighs jumping back into Citgo auction
Iowa approves grants to expand E15 at the pump

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

O conflito entre Israel e Irã já provoca impactos no mercado global de fertilizantes, com ataques a estruturas de produção de gás abalando a cadeia de suprimentos. No Brasil, as compras de nutrientes para a safra 2025-2026 de soja e de milho estão avançando, mas a disponibilidade de produto e o impacto das políticas chinesas nos fosfatados também afetam a dinâmica do mercado. Ouça a conversa entre Camila Fontana, chefe adjunta da Argus Media no Brasil, e Gisele Augusto, especialista do relatório Argus Brasil Grãos e Fertilizantes, para saber mais sobre geopolítica e produção agrícola.  

The conflict between Israel and Iran is already having an impact on the global fertilizer market, with attacks on gas production facilities disrupting the supply chain. In Brazil, nutrient purchases for the 2025-2026 soybean and corn crops are moving forward, but product availability and the impact of Chinese policies on phosphates are also affecting market dynamics. Listen to the conversation between Camila Fontana, deputy bureau chief of the Argus office in Brazil, and Gisele Augusto one of the experts behind the the Argus Brazil Grains and Fertilizers report, to learn more about geopolitics and agricultural production.  

Central Asia's vast yet mostly untapped mineral wealth is garnering global
attention at a moment of rising competition for critical minerals. The
European Union and the United States are increasingly focusing on the
raw materials of a region that has often been overlooked.

Ellie Saklatvala, Senior Editor of Argus Non-Ferrous Markets, recently
discussed the current state of mineral production in Central Asia with
Cristina Belda, Argus' Associate Editor, and reporter Maeve Flaherty. They
examined what the region needs to realise its full potential in the coming
years and explored how these developments could alter the landscape of
critical minerals.

Covered this episode:

• The mineral resources of Central Asian countries
• Tajikistan's role as a supplier of antimony
• Kazakhstan and the shifting trade flows of chrome metal
• Challenges related to infrastructure, logistics, and geological data
• The geopolitical dynamics of the region

Speakers:
• Ellie Saklatvala, Editorial Lead for non-ferrous metals at Argus
• Cristina Belda, Associate Editor for metals at Argus
• Maeve Flaherty, Reporter for metals at Argus

US-China trade tensions sent shockwaves through the LPG freight markets this spring, triggering route diversions, new trade flows and a surge in freight rates. Uncertainty continues to cloud the market even after a temporary tariff reprieve.

Listen to Yohanna Pinheiro, LPG Freight Reporter at Argus, and Freight Editor John Ollett as they unpack how shifting trade dynamics, cautious Chinese buyers, and longer voyages via the Cape of Good Hope are reshaping the global LPG freight.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with
the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:
• Casey's quarterly fuel margins rise
• Chevron to boost air monitoring at Calif refinery
• Valero reaches settlement on alleged safety violations

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

O mercado de óleos básicos e lubrificantes da América Latina se adapta à indecisão da política comercial dos Estados Unidos enquanto as importações avançam na região. Julio Viana, especialista em óleos básicos da Argus para a América Latina e integrante da equipe responsável pelo relatório Argus Base
Oils, compartilha os destaques da Argus Base Oils Latin America Conference em Miami, incluindo óleos básicos renováveis, biolubrificantes e veículos elétricos. Acompanhe a conversa de Julio com Camila Fontana, chefe adjunta de redação da Argus no Brasil. #óleosbásicos #lubrificantes #ArgusMedia

In this edition, London-based LPG Editor Peter Wilton and Singapore-based LPG Editor Frances Goh discuss current market dynamics in China and the wider Asia-Pacific region during the 90-day reduction in Chinese LPG tariffs on US LPG from 145pc to 10pc.

Hear Argus’ analysis of China’s purified phosphoric acid (PPA) market, focusing on demand, production processes and grades, influence of the electric vehicle market – as well as an introduction to Argus' new China PPA price assessments. Join Thomas Hampson, Editor, Phosphates and Yohanna Jing, Analyst, Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Complimentary Market insight paper – Download here:

China’s PPA Market – growing non-fertilizer demand, forecast & new price assessments

Key topics covered in the podcast:

What is Purified Phosphoric Acid (PPA)?
Analysing PPA production processes - 'thermal' vs 'wet'
The different uses of PPA, across industrial, food, and electronic grades
What are the key influences on PPA prices, from a production standpoint?
What’s driving PPA's growth in China, and how influential is the Electric Vehicle market?
Analysing PPA exports from China
Argus’ new China PPA price assessments

Related links

Complimentary paper: China’s PPA Market – growing non-fertilizer demand, forecast & new price assessments
More information: Argus Phosphates price reporting service
Request a sample report/trial: Argus Phosphates
More information: Phosphate short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

El crecimiento y los desafíos en la producción de petróleo en Vaca Muerta, el aumento de la producción en Brasil y la subasta de petróleo del presal por la PPSA fueron algunos de los temas más populares de la Conferencia Argus Rio Crude en mayo. João Scheller, responsable de la cobertura de los mercados petroleros en Argentina, Colombia, Ecuador y Guyana, presenta los aspectos más destacados del evento en esta conversación con Camila Fontana, subjefa de la oficina de Argus en Brasil.  

Oil production growth and challenges in Vaca Muerta, rising production in Brazil, and the pre-salt oil auction by PPSA were some of the hottest topics at the Argus Rio Crude Conference in May. João Scheller, responsible for covering oil markets in Argentina, Colombia, Ecuador, and Guyana, presents the highlights of the event in this conversation with Camila Fontana, deputy bureau chief of the Argus office in Brazil.   

O crescimento e os desafios na produção de petróleo em Vaca Muerta, o aumento da produção no Brasil e o leilão de óleo do pré-sal pela PPSA foram alguns dos temas mais quentes da Argus Rio Crude Conference, realizada em maio. João Scheller, responsável pela cobertura dos mercados de petróleo na Argentina, Colômbia, Ecuador e Guiana traz os destaques da conferência nesta conversa com Camila Fontana, chefe adjunta de redação da Argus no Brasil. Acompanhe!  

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

US gasoline output pressured by low demand, prices
Pemex Deer Park May exports to Mexico rise
California Assembly advances E15

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, Argus Senior Analyst Cassidy Staggers is joined by Argus lead methanol consultant in Asia Becky Zhang to discuss the following:

China’s biomethanol market – including capacity updates.
New Argus China Biomethanol Price Assessments – methodology, delivery terms, and more.
Hurdles to new expansion in Asia – technology, cost, feedstock availability.

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial.

Spotlight content: Please include the other existing Methanol Market Puts-and-Takes episodes:

Methanol Market Insights: Prices, Tariffs, and Forecasts | Argus Media
Methanol Market Podcast | Chemical Conversations | Argus Media
Chemical Conversations: Methanol Market Puts-and-Takes | Argus Media

In this podcast, Argus Air Daily editor Michael Ball and US West Coast carbon reporter Denise Cathey discuss the latest updates around California’s cap-and-trade program. This program is at a critical juncture as state legislators eye a potential extension of the program from 2030 out to 2045 this session while market participants remain in limbo waiting for details on the California Air Resources Board long-delayed rulemaking to increase stringency.

Key topics covered in the podcast:

Why the delay in California’s plan for a more ambitious cap-and-trade program?
Legislature vs. Governor Gavin Newsom, whose reauthorization plan will win?
What delays in California mean for carbon markets in Quebec and Washington

Related products:

Argus Air Daily
Argus Low Carbon Hydrogen Strategy Report
Argus Americas Biofuels
Argus Power Forward Curves

Criado para estimular a transição energética, o Programa Nacional de Biocombustíveis (RenovaBio) enfrenta um aumento de inadimplência que tem impactos diretos no mercado de etanol, com grandes usinas evitando vender a distribuidoras inadimplentes. Saiba mais sobre essa dinâmica acompanhando a conversa entre Marcos Mortari, editor associado do relatório Argus Brasil Combustíveis, e Maria Lígia Barros, especialista em etanol da publicação.   

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with
the knowledge to navigate the market complexities with confidence.
This week in review’s episode features:• USAC RBOB diffs near one-month low
• US retail motor fuel prices fall
• Chevron loses Venezuela oil export license
Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

In this episode of The Crude Report – APAC Series, Adam McCarthy and Fabian Ng
explore the impact of recent sanctions on Russian crude exports from the Far
East. They unpack how trade flows, pricing, and buyer behaviour have evolved in
response to geopolitical pressures.
Key Topics Discussed:
The initial disruption and quick recovery of ESPO and Sokol crude exports
despite US sanctions
Creative workarounds like ship-to-ship transfers and vessel substitutions to
maintain export volumes
Shifts in buyer behaviour, especially among Chinese and Indian refiners, in
response to sanctions and freight costs
The broader market impact, including price movements and the influence
of Iranian crude sanctions on demand for Russian grades

In today’s episode of the Argus Biomass Podcast, Argus’ Hannah Adler discusses innovations in shipping with Di Gilpin, founder and CEO of Smart Green Shipping. Gilpin joins to discuss the launch of their sea trials report and the innovative FastRig wing sail technology — a retrofittable, automated sail system designed to slash emissions and fuel use in global shipping.

We will explore:

How FastRig technology works, and why it is particularly promising for biomass carriers.
How international regulations and market incentives are aligning to support wind-assisted propulsion.
Technical challenges and commercial opportunities for FastRig.

Argus offers biomass prices, news, analysis, and consulting.

Get more information and request a free trial.

Chemical Conversations: Turkish Polymers Market Update

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

House passes budget bill
EPA to set biofuels mandate soon
Phillips 66 shareholders split board vote

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

In the most recent edition of “The Crude Report: TMX sellers taking to the water” Argus reporters Kyle Tsang and David Haydon talk with Argus VP Jeff Kralowetz about onshore and offshore developments that could push Canadian producers to charter ships and sell some of their TMX barrels on a delivered basis.

Key topics covered in the podcast:

How surprisingly low Aframax rates have made the direct voyage from Vancouver to China both faster and cheaper than going by larger VLCCs.
Why a larger percentage of TMX cargoes are headed to China in May.
How the narrower discounts of Alberta heavy grades such as Cold Lake and AWB – along with new tolls on the TMX pipeline – have made the move of crude to Vancouver more challenging.

O mercado de diesel no Brasil repercute os cortes de preços pela Petrobras e a maior entrada de combustível importado da Rússia. Entenda o que move esse mercado acompanhando a conversa entre Marcos Mortari, especialista em diesel e editor associado do relatório Argus Brasil Combustíveis, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

Hear Argus’ analysis of the impact of freshly announced EU duties on Russian fertilizer imports into the EU, due to take effect on 1 July 2025. The podcast covers what additional tariffs have been proposed, which products they cover, the significance of Russian fertilizers to the EU, the potential impact on prices and possible alternative supplies for the EU.

Join Mike Nash, Senior Editor - Fertilizers, and Claudia Wlk, Editor – Argus Fertilizer Europe, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key topics covered in the podcast:

What additional tariffs on Russian fertilizers is the EU proposing?
What products are covered?
How significant is Russian fertilizer supply to the EU?
What is potential impact on prices?
Could the EU source alternative supplies – and from where?

Related links

Request a sample report/trial: Argus Fertilizer Europe (price reporting service)
More information: Argus Fertilizer Europe service
More information: Argus fertilizer market intelligence services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Forecasts of large soybean and corn crops in the 2024-25 cycle strengthen Brazil’s position in the export market, especially for countries like China, amid the twists and turns of the United States’ tariff policy.

However, domestic demand is also expected to increase, intensifying logistical challenges. Learn more about the supply and demand outlook for the South American country’s agricultural commodities in this conversation between Nathalia Giannetti, member of the team in charge of the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports, and Camila Fontana, Argus’ Deputy Bureau Chief in Sao Paulo.

As projeções de enormes safras de soja e milho na temporada 2024-25 fortalecem a posição do Brasil no mercado de exportação, principalmente para países como a China, em meio às reviravoltas da política tarifária dos Estados Unidos. Mas a demanda doméstica também deve aumentar e intensificar os entraves logísticos.

Saiba mais sobre as perspectivas de oferta e procura por commodities agrícolas nessa conversa entre Nathalia Giannetti, especialista em agricultura e uma das responsáveis pelos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, e Camila Fontana, chefe adjunta de redação da Argus em São Paulo.  

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

US weekly ULSD stocks hit 10 year low
Marathon seeks to upgrade Louisiana refinery
Phillips 66 to sell stake in Europe retail stores

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

In this podcast, experts from Argus Media and Zema Global explore the
importance of data curation, the advantages and disadvantages of vertical
and horizontal AI systems, and the future implications of agentic AI. They
also discuss the critical importance to businesses like Argus Media and
Zema Global of maintaining trust in information in a world of rapidly
exploding data volumes and variability of data quality: both numeric and
textual.

Key topics covered in the podcast:
• Why quality, curated data is critical for using AI effectively
• How vertical vs. horizontal AI systems compare in real-world use
• The potential future implications of “agentic AI”
• The role of data and information providers regarding AI

This podcast explores the vital connection between the freight and commodities markets. It focuses on the Asia biofuels freight market, where rates have been tumbled in 2025 and hit the lowest levels not seen in years.

As well as touching on what's covered in our new Argus Specialised Freight report, topics and questions addressed include:

Breakdown of the precise types of vessels and products in the specialised freight market, especially as "specialised freight" has become an umbrella term
In regards to long haul voyages, where are products (including palm oil, biofuels, feedstock and chemicals) heading to?
Across the product spectrum, which products move in the largest volumes?
With what's been happening in the current affairs space, what impact has this had on the specialised tanker market?
A look ahead at the most important issues to note for specialised freight

When the interconnectivity between commodities can sometimes be forgotten, this discussion delves into the relationship between oil products at the refinery level.

Gabriella Twining (Global Editor, Argus Oil Products) leads this podcast with our reporters covering key oil markets; Christian Hotten (base oils), Josh Michalowski (diesel) and Isabella Reimi (vacuum gas oil - VGO).

Listen now:

Discover how interconnected some commodities actually are
How supply/demand dynamics affect availability and production output
Discuss some key factors that have affected the VGO, diesel and base oil markets and supply
Explore the knock-on effect on Argus-assessed spot prices and their influence on refinery output

The European clean tanker market landscape has been facing a structural change as Europe’s export outlets have waned. Listen to Argus’ Market Reporter Rhys van Dinther and Reporter Erika Tsirikou discuss the current outlook of the European clean tanker market and the challenges it will face moving forward.

Transatlantic Medium Range (MR) route facing prolonged slowdown
UK Continent to west Africa route declines
Long Range (LR) tanker rates firm on increased demand

La demanda y los precios del crudo colombiano se dispararon mientras se esperaba que el país capturara participación de mercado de México y Canadá debido a las tarifas de importación de Estados Unidos. Únase a João Scheller, experto en los mercados petroleros de Colombia, Argentina, Guyana y Ecuador, y
Camila Fontana, Jefa Adjunta de la Oficina de Argus en Brasil, mientras exploran las dinámicas de las exportaciones de petróleo de América Latina en medio de las incertidumbres sobre la política comercial del presidente Donald Trump.

Demand and prices for Colombian crude oil soared while the country was expected to capture market share from Mexico and Canada due to US import tariffs. Join João Scheller, the Argus expert on crude markets in Colombia, Argentina, Ecuador and Guyana, and Camila Fontana, Deputy Bureau Chief of Argus Brazil, as they delve into the dynamics of Latin American oil exports amidst uncertainties surrounding US trade policy.

A demanda e os preços do petróleo colombiano subiram em meio a expectativas de que o país tiraria fatia de mercado do México e do Canadá devido às tarifas de importação dos Estados Unidos.

Junte-se a João Scheller, especialista da Argus focado nos mercados de petróleo da Colômbia, Equador, Argentina e Guiana, e Camila Fontana, chefe adjunta de redação da Argus no Brasil, para saber mais sobre a recente dinâmica de exportação de petróleo na América Latina em meio às incertezas sobre a política comercial do presidente Donald Trump.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

PBF selling Pennsylvania
Tennessee fuel terminals
HF Sinclair advancing CARB gasoline project
EPA issues nationwide summer 15 waivers

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

In this episode, Coal Daily editor Courtney Schlisserman and senior reporter Elena
Vasilyeva discuss President Donald Trump's actions early in his second term and the
effects they are having on the US thermal coal industry.

Specific topics include:

• Utility and coal producers' initial reactions to administration actions
• What's different between President Trump's first and second terms?
• US coal in the international markets
• And much more

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, Argus Global Methanol Consultant Dave McCaskill and Senior Analyst Cassidy Staggers discuss the following:

Market outlook and pricing trends for Q2
Tariffs – how do they effect methanol and derivatives
Reflection on IMO’s new proposed framework

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial.

Listen to our three-part podcast series looking into the outlook of the European
diesel market in 2025.

In this part two, our market experts - Benedict George (Deputy Editor - European
Products) and George Maher-Bonnett (Market Reporter – European Products)
- discuss what the landscape for diesel import supply in Europe is likely to look
like:

• A rundown of the impact Russian sanctions have had on shifting diesel
trade flows across the globe
• With the inflow of excess US diesel, following US' lose of it's Brazilian
export market to Russia, how much pressure will that put on European
diesel prices?
• The role the Dangote refinery could play in transforming the European
diesel market
• And much more

Hear Argus’ analysis of how freshly announced tariffs on Chinese-built ships could affect US fertilizer imports, how generalized import tariffs have already affected the US fertilizer market and what could possibly be coming in the next few weeks. Join Taylor Zavala, Deputy Editor - Phosphates, Potash and Calder Jett, Editor - North American Fertilizer, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key topics covered in the podcast:

New Chinese ship tariffs - implications on US fertilizer imports
Review of the changes in import tariff policies
Effect of tariffs on US potash and phosphate markets
US Urea, UAN and ammonium sulphate tariff implications
Tariffs threatening summer/fall imports and resupply
Impact of tariffs on US urea imports for April, May

Related links

Request a sample report/trial: Argus North American Fertilizer (price reporting service)
More information: Argus North American Fertilizer service
More information: Argus fertilizer market intelligence services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this edition, London-based LPG Editor Peter Wilton and Houston-based LPG Editor Amy Strahan discuss the impact on US markets of the recent escalation in the trade war between the US and China. This is the third of a three-part Argus podcast series on the trade war. It was preceded by a look at the impacts on the northwest European and wider Asia-Pacific region.

O Programa de Aceleração da Transição Energética (Paten) foi aprovado em janeiro e deve representar
uma oportunidade de avanços dos investimentos em áreas de sustentabilidade no país. Junte-se a
Rebecca Gompertz, especialista de biometano da publicação Argus Brazil Gas Markets e Maria Fernanda
Soares, sócia na Machado Meyer e líder da prática de gás natural e gases renováveis, para saber mais
sobre o Programa e suas principais consequências para os mercados de gás e biometano

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

US retail diesel prices hit 16-week low
Kinder Morgan pays California terminal fines
Valero in talks to close Benicia refinery

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

The UK government has this month taken emergency control of British Steel to prevent the closure of its blast furnaces. Elif Eyuboglu, steel market reporter at Argus Media, spoke to Colin Richardson, steel lead at Argus Media, about these developments and their potential impact on the steel industry, as well as updates on safeguard quotas.

What are the immediate and long-term implications of the UK government's decision to take control of British Steel? How might this move affect the broader steel industry in the UK?
What is the status of import quotas in the UK, and what are their implications for the steel market?
The European Commission has made several amendments to the steel safeguard quotas this quarter, including new caps for cold-rolled coil and hot-dipped galvanized products. The new quotas entered into effect 1 April: how have they affected the market so far?

Listen to this episode as our Crude Oil Reporter, Rhys van Dinther, puts forward some important questions to Delia He, Freight Analyst at Vortexa, following developments in the Suez Canal. Specifically, in relation to the re-opening of the canal and re-transiting of vessels through the Bab-el-Mandeb strait;

If the full use of the Suez Canal returns, what does the timeframe look like for ship owners?
If a return is expected in the near term, which vessel sizes are expected to be affected the most?
What impact could the reopening of the Red Sea have on freight rates in the long term?
And much more

The last few months have seen a massive pile-up of gasoline supply accumulating in Northwest Europe. Listen to our oil market experts, Atishya Nayak (Report) and Benedict George (Editor), as they discuss why this has occurred and what might happen to all this gasoline currently sitting in tanks in the Amsterdam-Rotterdam-Antwerp (ARA) region.

Listen now for insights on:

Impact the Dangote refinery has had on the European gasoline market's surplus supply
Extent to which the loss of the West African market as an offloading destination for gasoline has had
Implications of the higher sulphur product discouraging blenders and refiners from reprocessing the product
Outlook for transatlantic oil trade due to tariffs uncertainty for Canadian and Mexican oil
Other destinations where European gasoline supplies could head to
And much more

Craig Barry, Lead Ethylene and Derivatives Consultant and Amanda Richardson, Global Olefins Analytics Manager for Argus Media will discuss the current trends of US ethylene and ethylene based derivative exports

Unlike ethylene which requires special ships and storage, ethylene derivatives can be shipped to many destinations throughout the world at a significantly lower cost.
In 2023, the US exported ethylene derivatives to over 100 countries, compared to only a handful of countries importing ethylene from the US.
New large gas carriers will reduce the freight cost to export ethylene, but the capital cost for export and import infrastructure will remain high.
Argus is forecasting the US will add 2 million ton of new ethylene derivative capacity by 2028.

This podcast is the final episode of a three-part series addressing key market dynamics, the challenges faced by the petrochemical industry, and the future of sustainable practices and investments in the sector.  

You can listen to episode one ‘Strengths and weaknesses of Europe’s ARG ethylene pipeline’ and episode two ‘Energy and commodity podcasts Infrastructure & Shipping Dynamics of Supplying Ethylene from US to Europe’.

Further details and additional insights are available from Argus' Light Olefins services including:

Argus Propylene
Argus Olefins Margins
Argus Propylene Analytics

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

EIA lowers summer gasoline price forecast
Phillips 66 calls for resistance to activist fund
Delta Airlines pulls full-year forecast

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel,

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

Join us as our asphalt/bitumen market experts - Keyvan Hedvat (Europe & Africa Editor), Oliver Thompson (Analyst - Consulting) and Irina Vinogradova (Senior Manager - Consulting) - give a valuable overview of the European and African bitumen markets, including:

View of recent key market developments, including the start of the season, sanctions, maintenance, etc
Impact the termination of waivers on Venezuelan crude will have on bitumen producing refineries
Mid-term forecast with expected developments over the next few years
Outlook for Africa up to the rest of the year

In this episode of Global LPG Conversations Argus’ David Appleton talks to Ewa Abramiuk – Lété, General Manager of Liquid Gas Europe about a landmark report the association has published on the potential growth and availability of renewable LPG and rDME in Europe as well as the upcoming European Congress in Katowice, Poland.

A demanda global por lubrificantes para veículos e maquinário está prestes a aumentar com a temporada de férias de verão no Hemisfério Norte, ao mesmo tempo em que a oferta se retraiu com a manutenção de refinarias no exterior e um incêndio no Brasil. Entenda o que move esse mercado acompanhando a conversa entre Camila Fontana, chefe adjunta de redação da Argus no Brasil, e Julio Viana, especialista em óleos básicos da Argus para a América Latina e integrante da equipe responsável pelo relatório Argus Base Oils.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, methanol experts Dave McCaskill and Cassidy Staggers discuss:

Methanol market insights gathered at AFPM
Forecasted demand for Q2 and the rest of 2025
Contract versus spot prices, regionally and globally

Argus offers methanol prices, news, analysis, forecasts, and consulting.

Get more information and request a free trial.

O setor aéreo global aposta no combustível sustentável de aviação (SAF) para reduzir suas emissões de carbono. No Brasil, programas governamentais incentivam a produção a partir de fontes renováveis, como o óleo de macaúba.

Saiba mais sobre o tema nessa conversa entre João Curi, integrante da equipe responsável pelo relatório Argus Motor Fuels Brazil, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

Argus' Santosh Navada discussed with Joonlei Lee, Argus' petrochemicals reporter specializing in benzene and styrene, the elements that shaped benzene demand in 2024 and the primary factors that might affect benzene-naphtha spreads in the upcoming months. They discuss:

Benzene’s outperformance in 2024
Impact of China's stimulus package on benzene
Reinstatement of voluntary cuts by OPEC+ in March 2025
Benzene & styrene arbitrage economics

Further details and additional insights are available from Argus Aromatics experts and Argus publications, including:

Argus Benzene Daily | Argus Benzene and Derivatives | Argus Benzene Analytics | Argus Consulting

For more information, visit www.argusmedia.com/aromatics

In this podcast episode, Argus Senior Reporter Hannah Adler talks with Gordon Murray, Executive Director at the Wood Pellet Association of Canada, about:

A wrap up of Canadian pellet production in 2024.
Recent changes in policies and their implications for Canadian feedstock supply.
Challenges faced by suppliers and producers in the region.
New developments within the Canadian biomass industry.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Vitol submits bid to buy Citgo
Trump extends Chevron Venezuelan import permissions
US court reinstates ANWR oil leases

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

The Indian government has announced new safeguards for its steel industry, raising significant interest and speculation. While the measures are still being finalized, they might bring substantial changes to the market.

Elif Eyuboglu, market reporter at Argus, spoke to Amruta Khandekar, steel reporter at Argus Media Mumbai, about what these new safeguards entail and their potential impact on the Indian steel market.

Key topics covered in the podcast:

What are the new measures, and when will they be finalized?

What's the latest on the safeguard duty proposal on steel imports?

How has the market reacted to these announcements?

What changes can we expect once these duties are imposed?

Why did local steel prices drop in 2024?

How has the outlook shifted on India exports due to Europe’s anti-dumping measures?

Recorded live from AFPM in San Antonio, welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Argus Senior Analyst Cassidy Staggers sits down with Kasper Baekkegaard Christiansen of Dan-Bunkering to discuss:

Priorities of the shipping and infrastructure sector
How different policies and regions are responding to the need to decarbonize
What role does methanol play in low-carbon fuels?

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

In this episode, Argus speaks with Jonathan Haskell, Professor of
Economics at Imperial College London and a former member of the Bank of England’s Monetary Policy Committee, about how US tariff policy and reciprocal actions by its trading partners will affect the global economy in 2025, and what that may mean for commodity prices.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Canadian crude imports to US hit two-year lows
Phillips 66 seeks Lake Charles refinery tax incentives
Couche-Tard continues to pursue Seven and i acquisition

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel,
RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to
operate confidently in the dynamic market.
Discover our services and see how we can help your business thrive in the ever-changing market
landscape: Explore our services

In this episode, Argus speaks with Mickaël Daudin from the International Tin Supply Chain Initiative (ITSCI) about the challenges and risks associated with 3T conflict mineral supply chains in conflict affected and high-risk areas including the Democratic Republic of Congo (DRC) and Rwanda. Mickaël explains how conflict in eastern DRC is affecting ITSCI’s due diligence work, and ITSCI’s response to the UN Group of Experts report on mineral fraud and the conflict in DRC.

Covered this episode:

What is ITSCI and what is its role the due diligence landscape?
How ITSCI is responding to a deteriorating security situation in DRC
The UN Group of Experts report on how conflict minerals are entering the supply chain via Rwanda.

Speakers:

Sian Morris, Senior Reporter for coltan and minor metals at Argus Media
Mickaël Daudin, Programme manager at ITSCI

A new logistics route connecting Brazil, Paraguay, Argentina and Chile should reduce the average time it takes to transport products from the region to Asian ports. Learn more about the project’s plans and challenges by listening to the conversation between Bruno Castro, a reporter for the Argus Brazil Grains and Fertilizers publication, and Camila Fontana, the deputy bureau chief in Brazil.

Uma nova rota logística que conectará Brasil, Paraguai, Argentina e Chile deve reduzir o tempo médio de transporte de produtos da região para portos asiáticos. Entenda os planos e desafios do projeto ouvindo a conversa entre Bruno Castro, repórter da publicação Argus Brasl Grãos e Fertilizantes, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

In this edition, LPG Editor Peter Wilton and Deputy Editor Waldemar Jaszczyk discuss the recent sharp declines in the ARA barge and coaster butane markets. With a lack of gasoline blending buyers driving this trend, they are joined by Atishya Nayak, Argus editorial’s gasoline expert, for her insights into this market.

Listen to Argus experts discuss two new emerging marine markets and how they can be priced. Hussein Al Khalisy, Associate Editor, speaks about the developing FuelEU Maritime compliance market, how Argus is pricing it, and how it can be traded. Natasha Fielding, Managing Editor, discusses the advantages of LNG and bio LNG for compliance purposes, including how Argus is pricing the bio-LNG market in NW Europe.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:
• Premium for new southern US micro gasoline spec widens
• Trump sets goal to refill US SPR
• Major US Airlines revise first-quarter earnings

In this episode, Argus senior reporter Hannah Adler talks with Giulio Bajona, senior reporter for Power at Argus about:

What REGOs are and what role they have in the biomass industry
Which different types of biomass are included in REGOs
Typical trading practices for biomass REGOs, in comparison to their activities in 2025.

The US is set to implement 25pc import tariffs on steel on
12 March. The market saw this movie once before in 2018 when
President Donald Trump enforced Section 232 tariffs on steel. Will
the sequel be a replay or should we expect plot twists?

Join editorial manager Blake Hurtik, metals vice president Michael
Fitzgerald and associate editor Brad MacAulay as they discuss the impacts
of tariffs on the US steel and ferrous scrap markets.

Key topics covered:
o Look back at impact of Section 232 import tariffs on steel and
scrap prices
o Analysis of new tariff scheme and market impacts
o Potential resulting changes to domestic steel industry

The European Commission has announced the highly-anticipated outcome of its steel import safeguards review. Although the amendments are less stringent than market participants had anticipated, there are still a number of major changes.

Elif Eyuboglu, market reporter at Argus spoke to Lora Stoyanova, editor for Argus Global Steel about what the changes are and what impact they will have on the European steel market.

Key topics covered in this podcast:

What are the main changes to the EU steel safeguards?
What is the expected impact on imports?
What steel products will be the most affected?
How will the market manage the changes?
What are the initial market reactions?

O presidente Donald Trump anunciou no início de fevereiro uma tarifa de 25pc sobre o aço importado pelos EUA. Qual é o impacto dessa decisão sobre o setor siderúrgico no Brasil? Saiba mais ouvindo a conversa entre Isabel Filgueiras, repórter da publicação Argus Metals Markets, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

Hear Argus’ essential analysis of proposed amendments to the European Union’s carbon border adjustment mechanism (CBAM) and what they mean for the fertilizer industry in Europe and abroad.

Join Mike Nash, Senior Editor - Fertilizers and Lizzy Lancaster, Senior Market Reporter – Ammonia as they discuss this vital subject in the latest episode of the Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

Assessing changes to the minimum threshold from which CBAM applies
Delays to the start of CBAM certificate sales from 1 Jan 2026 to February 2027
Administrative burdens – have they been simplified?
Review of changes to how default values are calculated
The 80% rule becomes the 50% rule
Key concerns from the fertilizer industry

Related links

Related podcast: CBAM in brief – what is it, how will it work and why is it important?
Argus Fertilizer market intelligence: Ammonia | Nitrogen | Phosphates | NPKs
Sustainable/Specialty Fertilizers | Sulphur and Sulphuric Acid
Request more information
Free sign up: Argus Fertilizer Market Highlights Newsletter
Fertilizer Matters podcast series

Hear Argus’ analysis of current developments in the ammonium thiosulphate market (a nitrogen fertilizer), covering competition in this market, demand over the last five years, spring expectations and the importance of Argus’ new ammonium thiosulfate price assessment. Join London Nitrogen reporter Upasruti Biwas and North American Fertilizer reporter Meghan Yoyotte, as they discuss these topics the latest episode of Argus' Fertilizer Matters podcast series.

Key topics covered in the podcast:

Understanding what ammonium thiosulphate is
What the market looks like in the US
Competition and headwinds for this product
Why demand has increased over the past five years
Spring expectations for this market
Argus’ new ammonium thiosulfate price assessment

Related links

Request a sample report/trial: Argus North American Fertilizer (price reporting service)
Request a sample report/trial: Argus Nitrogen (price reporting service)
More information: Argus North American Fertilizer price reporting service
More information: Argus Nitrogen price reporting service
Nitrogen price reporting, short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Are you looking to create your unique path and thrive in the dynamic world of commodity markets? Join the first female member of the Argus Media board, Maria Hooper, as she unpacks everything you need for a successful career.

Hear Argus experts discuss the landscape for sustainable aviation fuel (SAF) demand in the US, with a patchwork of initiatives supporting the market. While the US lacks the federal mandate seen in other regions, various clean fuel credits and programs are incentivizing growth. Tune in to understand the latest trends and future outlook.

Argus’ lead consultant for Ethylene and Derivatives in Europe, Alan Williamson is joined by VP for Olefins and Derivatives, Sara Rae. Together, they give an overview of the current ethylene shipping fleet and the import and export terminals available to move Ethylene from North America to Europe. They also look at the current infrastructures limitations and future investment challenges faced by terminal and ship owners.

In episode two, our experts discuss:

The availability and capacity of terminals in North America to load Ethylene for export to Europe.
The availability and cost of suitable shipping to transport the Ethylene to Europe and the investment challenges faced by ship owners.
The ability of Europe to import material and transfer it for example into the ARG.

This podcast is the second of a three-part series that explores the logistics of supplying ethylene to Europe and the export options from the US and follows on from the first podcast in the series that looked at the existing European ethylene pipelines and ability of the ARG to move imported ethylene from ARA to consumers further south.

You can listen to episode one ‘Strengths and weaknesses of Europe’s ARG ethylene pipeline’ now.

Further details and additional insights are available from Argus' Light Olefins services including:

Argus Ethylene https://www.argusmedia.com/en/solutions/products/argus-ethylene-and-derivatives
Argus Olefins Margins https://www.argusmedia.com/en/solutions/products/argus-olefins-margins
Argus Ethylene Analytics https://www.argusmedia.com/en/solutions/products/argus-ethylene-analytics

As usinas de açúcar e etanol devem responder por 30% da capacidade de produção de biometano no Brasil em 2027, de acordo com um levantamento da Argus. Entenda o que está por trás dessa expansão acompanhando a conversa entre Rebecca Gompertz, especialista de biometano da publicação Argus
Brazil Gas Markets, e Maria Lígia Barros, especialista de etanol da publicação Argus Brasil Combustíveis. Ouça aqui: https://www.argusmedia.com/en/solutions/products/argus-brazil-gas-markets

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

AFPM urges Trump to resolve Mexico & Canada Tariffs
Line 1 gasoline values hit over eight-year low
PBF Martinez refinery to partially restart in 2Q

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

With the uncertainty around President Trump's tariffs on Canada and Mexico - when they will actually come into affect and in what form - our market experts give insights on what those tariffs would mean for the European oil market.

Looking at the conditions with a view that the tariffs, once imposed, would stay in place - listen to this podcast as Benedict George (Editor, Oil Products) and George Maher-Bonnett (Senior Reporter, Oil Products) give their expert forecast on what the tariffs would mean for European oil markets and trade flows.

Whether you're just starting out or looking to make a big leap, we’ve got the insights you need. Join the Argus Women’s Initiative Network podcast, where we dive deep into strategies, tips, and real-life experiences that can help you thrive in your career.

Hear Argus’ analysis of current developments in the ammonia market, covering European production and costs, shipments through the Red Sea, Russian exports and global price sentiment. Join Ruth Sharpe, Editor - Ammonia and Lizzy Lancaster, Senior Market Reporter – Ammonia as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

European production update – impact of Yara mothballing UK plant
Status of ammonia shipments through the Red Sea
The ramp up of Russian exports
How high European ammonia costs are impacting import trends
Direction of global price sentiment

Related links

Request a sample report/trial: Argus Ammonia (price reporting service)
More information: Argus Ammonia price reporting service
Ammonia price reporting, short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

In this podcast, Argus senior reporter Hannah Adler talks with Chris Wiberg, Vice President of Biomass Energy Lab, about:

How the term “pyrogenic biocarbon” was chosen, and why the ISO Technical Committee 238 was selected to take it on
The timeline for creating biocarbon standards
What we can expect from the North American standard, and why it is being created
How the market can get involved in the development process

Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

Accelerating your career isn’t limited to a linear path, from understanding the industry landscape to adapting creative ways to deliver value as your authentic self. Find out how embracing changes can have a positive influence on your career.

In this episode of Argus podcasts, Argus’ Calgary-based reporters Brett Holmes and Yulia Golub discuss US tariffs that could be imposed on Canadian energy sector in March and how it might impact trade flows.

For the latest Global LPG news: https://www.argusmedia.com/en/commodities/lpg

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Atlantic coast gasoline stocks hit multi-year high
Trump North American tariffs start March 4
EPA upholds Midcon E15 expansion

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Methanol Market Puts-and-Takes Episode 8

In this episode, Argus global methanol consultant Dave McCaskill and senior analyst Cassidy Staggers discuss the following:

Are Atlantic Basin prices starting to soften after a year of monthly increases?
New capacity outlook – possible Iran additions and MTO units
Will market dynamics change after Methanex acquires OCI’s methanol assets?

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Argus’ VP for Olefins and Derivatives Sara Raeis joined by Lead consultant for Ethylene and derivatives, Europe, Alan Williamson to present the first of a three-part Podcast series exploring the logistics of supplying ethylene to Europe and the export options from the US. In this first episode, our experts focus on the current landscape of the major West European ethylene pipelines, as well as the strengths and weaknesses of the European ARG ethylene pipeline system and its potential to import significant quantities of ethylene.

This week, they discuss:

An overview of the major ethylene pipelines across Western Europe
How the ARG is currently structured including its strengths and potential weaknesses
The ability of the ARG to transport/distribute substantial amounts of imported ethylene from ARA to inland consumers.

Further details and additional insights are available from Argus' Light Olefins services including:

Argus Ethylene https://www.argusmedia.com/en/solutions/products/argus-ethylene-and-derivatives
Argus Olefins Margins https://www.argusmedia.com/en/solutions/products/argus-olefins-margins
Argus Ethylene Analytics https://www.argusmedia.com/en/solutions/products/argus-ethylene-analytics

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 updates
Demand and Supply prospect for battery materials (li, Ni, Mn) in Japan

Speakers:

Antoine DE VEYRAC, Market research analyst, Eramet
Yusuke Maekawa, Senior Reporter, Argus

Related product: Argus Battery Materials

The content of this podcast came from the Argus Battery Materials service. Learn more about Argus Battery Materials here: https://www.argusmedia.com/en/solutions/products/argus-battery-materials

In this episode, Senior Reporter Tom Woodlock speaks with Jess Bloomfield, the Executive Officer of the Australian Renderers Association.

Tom and Jess discuss what tallow is, what it’s used for and what makes Australian tallow a good biofuels feedstock. They also discuss how the Australian tallow market trades, where Australian tallow is being exported to for biofuels production, the chances of an Australian government announcing a biofuels mandate this year and why Argus has started pricing Australian tallow in its biofuels report.

Argus services cover biofuels and feedstocks news from around the world using transparent and market-appropriate methodologies. Find out more.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

US retail fuel prices rise
Chicago ULSK prices highest in four months
HF Sinclair to benefit from tight western US supply

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:
Explore our services

European diesel demand in general has been weak. Adding to the poor market performance, multiple incidents and shutdowns are only amplifying the deterioration of the refinery landscape. However, the weakness of diesel demand is not uniform.

Listen to this podcast as our market experts - Alfonso Berrocal (VP of Middle Distillates and Sustainable Aviation Fuels), Johannes Guhlke (Senior Market Report) and Ivan Kudinov (Head of Desk, Ukrainian Oil Products) - discuss the different factors pulling demand apart between Western and Eastern Europe;

Current trends of diesel consumption and the factors driving them
A look into the supply side of the markets
Statistics evidencing the growth of EVs and biofuels
The impact the Russian invasion has had on the Ukrainian market
Whether the trend to move away from fossil fuels and diesel will change after the German federal election
And much more.

The aerospace industry is contending with various supply chain headwinds progressing into 2025, as
manufacturers are not producing parts and aircraft at a commensurate rate to demand. Further
upstream, the titanium market is grappling with this choppy recovery in demand from OEMs, while
weighing its own uncertain supply situation.

Ronan Murphy, Editor of Argus Non-Ferrous Markets, spoke to Argus’ titanium experts Samuel Wood
and Alex Nicoll to explore the challenges for aerospace OEMs, when they may be resolved, and how
this will translate back to demand for titanium metal. Argus’ associate editor Cristina Belda also
provides a view on complications in high-temperature alloy supply chains, and how dual-use items
are getting caught up in escalating global trade tensions.

Key topics covered in the podcast:
What challenges have limited a ramp-up in aircraft production?
How has this affected demand for titanium raw materials, and generation of titanium scrap?
Where does China’s burgeoning titanium market fit into western aerospace supply chains?
How are China's recently imposed enhanced export controls on dual use items affecting
supply chains?

In the lead-up to the EU ban on LPG imports from the east on 20 December a sombre mood dominated the Polish LPG industry, as it was grappling with the ramifications of losing its largest supplier. But contrary to pessimistic expectations of product shortages, the EU’s largest autogas market entered the new year long on supply and shallow on demand. In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and LPG Deputy Editor, Waldemar Jaszczyk, discuss the key reasons behind the market’s current weakness and whether the industry is truly out of the woods.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC speaks about:

How 2025 started for PE, PP and PVC markets globally
How the latest news around the globe have been affecting the polymer markets
How the prices have been in the Turkish market since the new years
How the market dynamics for demand and supply are before Ramadan starts

In this episode of SAF Insights, VP for biofuels business development in northeast Asia Alvin Chew and Senior biofuels reporter Deborah Sun discuss SAF demand and supply in the region in 2025, touching on the impact of upcoming mandates and capacity in Asia, as well as implications for Argus pricing.

John Argo, Vice President at Williston Basin of Continental Resources sits down with US Products Associate Editor Jason Metko on the sidelines of the 2025 Argus Crude Summit to chat about the Bakken Formation;

A brief history of the Bakken Formation and how it evolved
The effect of US politics in the region
How the area will fare in the future

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

• Retail fuel prices mostly steady
• Refiners talk Trump tariffs
• Marathon's 4Q refinery margins decline

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Na safra de milho inverno 2024-25, o Brasil deve produzir 94,6 milhões de t do grão e exportar 34 milhões de t, ou seja, cerca de 36pc. Os portos do Arco Norte são estratégicos, devido à proximidade de importantes regiões agrícolas, além de serem uma importante via de exportação para mercados da Europa e da África. Os portos de Itaqui e Barcarena respondem juntos por mais da metade dos embarques de milho do Arco Norte.

Junte-se à editora do relatório Argus Brasil Grãos e Fertilizantes Renata Cardarelli e à repórter Nathalia Giannetti, que conversam sobre o diferencial portuário de milho dos portos de Barcarena, Itaqui, Santos e Tubarão.

Brazil is expected to produce 94.6mn metric tonnes (t) of corn in the 2024-25 second crop and export 34mn t, or around 36pc of the production. Northern Arc ports are strategic because of their proximity to important agricultural hubs and are important export route to markets in Europe and Africa. Itaqui and Barcarena ports account for more than half of Northern Arc's corn shipments.

Join Argus global agriculture editor Jade Delafraye and reporter Nathalia Giannetti as they discuss corn port differentials in the Barcarena, Itaqui, Santos and Tubarao ports.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Retail fuel prices come down from multi-month highs
LyondellBassell Houston refinery begins shutdown
US begins rollback of fuel-economy standard

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

In this episode, Argus Global Methanol Consultant Dave McCaskill and Senior Analyst Cassidy Staggers discuss the following:

Themes and surprises of the methanol market in 2024
What to expect in 2025 for global supply and demand
How will fundamentals influence methanol prices in the first quarter

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Main market participants in the fertilizer sector gather at Fertilizer Latino Americano, the major event of the sector. Understand the dynamics of the Brazilian market amid the postponement of nitrogen purchases for the 2024-25 second corn crop and the intensification of SSP and NPS deals for the 2025-26 soybean season.

Join Argus Brazil Grains and Fertilizer editor Renata Cardarelli and senior reporter Gisele Augusto as they discuss the context of the Brazilian fertilizer market.

Os principais participantes do mercado de fertilizantes se reúnem no maior evento do setor, Fertilizer Latino Americano. Entenda as dinâmicas do mercado brasileiro, em meio à postergação das compras de nitrogenados para a safra de milho inverno 2024-25 e à intensificação dos negócios de SSP e NPS para a safra de soja 2025-26.

Junte-se à editora do relatório Argus Brasil Grãos e Fertilizantes Renata Cardarelli e à repórter sênior Gisele Augusto, que conversam sobre o cenário do mercado brasileiro de fertilizantes.

It's been a little more than half a year since Mexico swore in their new president. In this edition of Driving Discussions, senior methanol and MTBE reporter Steven McGinn talks with US Products Associate Editor Jason Metko about the events that have transpired since, and what can be expected in 2025 with a new American administration.

The latest metal movers episode focuses on the impact of President Donald Trump’s second term on the battery metals and EV sectors. What will his policies mean for critical minerals and the future of electric vehicles?

Join Thomas Kavanagh, Editor, Argus Battery Materials and Chris Welch, Reporter, Argus Battery Materials as they address this questions and more.

Key topics covered in the podcast:

Trump’s first executive orders
The impact of removing the EV mandate
Battery metals in the second Trump era

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week of 20 Jan
Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Trump urges EPA to consider year-round E15
Vertex exits from bankruptcy as private company

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Argus senior analyst Cassidy Staggers talks with Greg Dolan, CEO of the Methanol Institute about:

Global sustainability and decarbonization efforts and how methanol can play a pivotal role.
What we can expect with pending IMO regulations and other policy measures.
Whether Methanol will be eligible for IRA incentives and what is to come from the new Trump Administration.

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

In this part two, our market experts - Benedict George (Deputy Editor - European Products) and George Maher-Bonnett (Market Reporter – European Products) - discuss what the landscape for diesel import supply in Europe is likely to look like:

A rundown of the impact Russian sanctions have had on shifting diesel trade flows across the globe
With the inflow of excess US diesel, following US' lose of it's Brazilian export market to Russia, how much pressure will that put on European diesel prices?
The role the Dangote refinery could play in transforming the European diesel market
And much more

In this third and final part, our market experts - Benedict George (Deputy Editor - European Products) and George Maher-Bonnett (Market Reporter – European Products) - round up the discussion and give their thoughts on domestic European diesel production:

Impact on the market of the permanent closure of some European refinery units expected this year- which collectively account for 400,000 barrels p/day of crude distillation production
Challenges refineries are facing in Europe with disproportionally higher overheads, and stricter regulations, as compared to other regions
Concerns of the wider refined products market of where diesel supply will come from following closures and temporary shutdowns due to numerous refinery fires
Despite the unpredictability, things that could tighten the market in 2025
And much more.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Colonial scheduled to resume Line 1 operations
USDA grants $60mn for biofuels
US Supreme Court rejects land, climate cases

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

A perspectiva sobre a modalidade de recolhimento de tributos do gás natural e do biometano está mobilizando participantes do mercado, em meio à pauta da reforma tributária.

Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, Sylvie D`Apotte, diretora executiva de gás natural do Instituto Brasileiro de Petróleo e Gás (IBP), e Rodrigo Novo, coordenador do grupo de trabalho de Tax Gas do IBP, para saber mais sobre a monofasia no setor de gás e biometano.

This podcast episode features an interview with Germany’s state-backed, Power-to-X Development Fund, which has €270mn to award to renewable hydrogen and derivatives projects. Argus Hydrogen and Future Fuels deputy editor Aidan Lea interviews the Fund’s managing director, Thomas Engelmann. Insights include:

Lessons companies should take into round two
The status of the wider PtX industry
What the Fund is hoping for in round two

Argus Hydrogen and Future Fuels provides 800+ mass-balanced production costs, capacity databases, high-quality analysis and news on policy, technology & industry. Request a free trial or more information.

Get more information on the Power-to-X Fund via its website and social media channels. This includes details of its upcoming webinars for each of the seven eligible countries, taking place on 22-23 January.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

• US retail diesel prices hit 10-week high
• PBF plans ’25 Turnaround Season
• Tentative deal for US East and Gulf Coast port workers

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail diesel reaches 4-week low
Valero’s Mexico Waterborne deliveries down in ‘24
Potential USAC, USGC port labor strike

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail fuel prices rebound
Trump: “Unleash American Energy”
Marathon Detroit Refinery strike ends

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

The final part of the three-part series looking at the current changes in biofuels and biofuels freight and how this might affect 2025.

Listen to Argus’ Louise Burke, Alfonso Berrocal and Giulia Squadrin as they look back at the development of the global SAF market in 2024 and highlight key trends to watch in 2025.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, the Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss

· 2024 – A year in review for the grey methanol market – production, demand, capacity, etc.

· Small glimpses of what we can expect for early 2025

· Argus updates in the low-carbon methanol sector and look-ahead to new collaborations

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Welcome to another episode of Back from the Fields where we give you our sentiment on the Black Sea wheat crops.

Here we will focus on Romania and assess the crop conditions for wheat, but also corn and rapeseed thanks to our local network of farmers.

Access our regular crop tour reports throughout the year thanks to the Argus AgriMarkets Outlook service: get your free trial today!

The second part of the three-part series looking at the current changes in biofuels and biofuels freight and how this might affect 2025.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US airline passenger traffic breaks September record
US Renewable Diesel forecast rises
ExxonMobil Baytown air pollution fine upheld

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Beginning December 15, 2024, a new risk management contract for US Gulf Coast UCO based on the Argus price assessment will be available. This contract provides market participants with a reliable tool to manage their feedstock exposure effectively.

Listen in as Louise Burke, N. America VP Renewable Fuels, and Elizabeth Hui, Director of Research and Product Development at CME, break down all the details on the new listing.

Links:

To learn more about the Argus USGC UCO price assessment, download the new FAQ.

To listen to more episodes in The Biofuels Report podcast series.

The first part of a three-part series looking at the current changes in biofuels and biofuels freight and how this might affect 2025.

The opening of the TMX pipeline expansion to Canada’s Pacific coast has given China access to a new, short-haul source of cheap crude — Chinese firms are taking advantage of the new supply route to boost exports, with implications for global crude pricing

Key topics covered in the podcast:

Trump’s threat to tax Canadian crude imports to the US, and implications for shipments to Asia Pacific
Factors driving Chinese demand for TMX exports
Impact on sour crude pricing, from China’s access to TMX and ESPO Blend crude

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail gasoline prices lowest in more than three years
US midcontinent diesel prices hit multi-year lows
Industry wary of Trump tariffs on Canada, Mexico

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Hear from Argus’ Chemicals experts Bea O’Kelly (Commerical Product Manager), Chloe Kinner (Global Editor of PET), Liana Minhan (Deputy Editor of MEG) and Qamreen Parker (Chemicals Editor) as they break down the current market landscape and emerging trends shaping the production and consumption of MEG, PTA and PET in Europe. They discuss:

The current state of the European markets
Challenges of global supply chains and rising sustainability demands
Increasing focus on recycled and bio-based materials
Expected trends for 2025

To find out more, you can e-mail us about our upcoming PET Polyester product launch, and get a free trial of our EO & Derivatives service, a new global report featuring weekly news, analysis and price assessments for EO, MEG, DEG, TEG, MEA, DEA and TEA.

In this edition, Argus' David Appleton and Jack Greenwood sit down with World Liquid Gas Association Director David Tyler at WLGA's LPG Week in Cape Town, South Africa to discuss some of their perspectives and takeaways from this key industry event.

Listen to ABSL's Andy Cornell and Argus' Giulia Squadrin as they talk about SAF production via gasification, feedstocks' availability, and global market developments.

Methanol Market Puts-and-Takes Episode 4

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, the Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss

November pricing and production outages
Insight into grey methanol fundamental data
Introduction to the new Argus low-carbon methanol project tracker and data analytics

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Join Marialuisa Rincon, Deputy Editor, Argus Scrap Markets and Carolina Pulice, Metals Reporter as they explore the fundamentals of the Brazilian and wider Latin American steel markets and the need for the new Brazilian steel price assessments.

In the wake of the elections in the US, RINS Reporter Matthew Cope and US Products Associate Editor Jason Metko play a game of "hit the brakes or hit the gas" to discuss some of the potential effects on the biofuels industry - particularly important to the Renewable Fuel Standard (RFS) and road fuels - under a second Donald Trump administration.

Listen to find out if it's "hit the brakes" or "hit the gas" as we address issues including:

Should we expect Small Refinery Exemptions (SREs) to return under the new Trump administration?
Trump's pick to lead the Environmental Protection Agency (EPA), Lee Zeldin, previously backed a bill to eliminate the RFS. Would he do that now?
Trump has expressed the desire to get rid of electric vehicle (EV) subsidies. However, with Elon Musk operating an EV company, will he push Trump for more incentives?
Biden took a less favourable approach towards E15. Will it be different with Trump's return?

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail fuel prices remain near three-year lows
Refining margins to widen in 2025: EIA
Phillips 66 Los Angels Refinery indicted over Clean Water Act

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

What do the election results mean for ongoing and future biofuels policies in the US and what does this mean for fuels like renewable diesel and SAF?

Listen in as Andreas Scharwz, editor or Argus Americas Biofuels, and Cole Martin, senior reporter, deep dive into major changes in US biofuels policy.

Stay up to date in the biofuels market with the complimentary Argus Biofuels Newsletter

Listen to more episodes in the Biofuels Report podcast series, plus check out our other series

The rise in availability of TMX volumes in Asia, specifically in China, has affected the US Gulf coast but not in the ways that had been expected. Canadian crude prices and flows into the US have not changed all that much, but the US Gulf coast medium sour markets are certainly now feeling the pinch. Mars exports to China are at an all-time low, weighing on their prices and impacting medium sours that either price against it or compete as an alternative supply into regional refineries.

Key topics covered in the podcast:

Volumes of Canadian crudes coming into the US and impacts on Cushing
Canadian heavy prices at Houston
How medium sours are feeling the pinch from increased Chinese buying of TMX volumes

The increase of domestic demand for corn, boosted by the corn ethanol sector, may rise the production and exports of DDG, a rich-protein product that may benefit animal feed sector.

Join Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizer publication, and Maria Albuquerque, a member of the Argus Brazil Grains and Fertilizer publication, in a talk about this market expansion and forecasts for output and exports for the coming years.

O aumento da procura interna por milho, impulsionado pelo setor de etanol de milho, deve elevar a produção e a exportação de DDG, um produto rico em proteína que pode beneficiar o setor de ração animal.

Junte-se a Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes, e Maria Albuquerque, que atua na publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre esse mercado em expansão no Brasil, as perspectivas de produção e exportação para os próximos anos.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key
highlights from the US refined products marketplace. Each week, our experts break down the most
significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with
the knowledge to navigate the market complexities with confidence.
This week’s episode features:

US retail fuel prices reach 3-year lows
US Atlantic Coast gasoline stocks hit 19-month low
Citgo 3Q results

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Welcome to our podcast series focusing on the forces affecting North America's road fuels market.

In this episode Argus' US Products Associate Editor Jason Metko is joined by Midcontinent Gasoline Reporter Zach Appel for a recap on what has been quite an interesting summer for premium CBOB gasoline in the region.

Listen to this podcast for valuable insights including:

A run through of what Chicago premium looks like under normal circumstances
The unseasonably high prices that continued into the end of the summer driving season
Where premium and regular gasoline prices typically move in relation to one another, find out why the unusual split occurred
What led to a huge spike in cash prices for premium and the large draw on regional stockpiles

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail fuel prices move lower
Pemex Deer Park halts Mexico fuel exports post-accident
Marathon Petroleum 3Q earnings

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Hear Argus’ analysis of Asian fertilizer market sentiment, following our attendance at a key industry event. The podcast covers Asia fertilizer market sentiment focusing on urea, ammonia, sulphur and sulphuric acid markets. Join Deon Ngee, Senior Reporter, Sulphur and Sulphuric Acid, and Dinise Chng, Senior Reporter, Nitrogen and Ammonia as they discuss these topics and key conference takeaways in the latest episode of the Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

Indian urea tender and short-term demand to the end of the year
Asian importers’ sentiment on recent higher urea prices
Ammonia market sentiment among industrial and fertilizer buyers
Reasons for rising ammonia prices in the east
Sulphur: Changing Asian trade flows and Indonesian contract volumes for 2025
Sulphuric acid: Spot availability and price sentiment

Related links

Nitrogen and urea price reporting, short and mid to long-term outlook services
Ammonia price reporting, short and mid to long-term outlook services
Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

This 18-minute podcast covers the 4 top takeaways from the Marine Focus Day at the Argus Biofuels Conference that was held in London on the 15th of October.

Argus Alternative Marine Fuels Reporter, Hussein Al Khalisy highlights:

Potential conflict between EU ETS, Fuel EU compliance and claiming Dutch HBE-Gs for Advanced Fame 0
IMO’s MEPC 82 update and implications for CII
Novel feedstocks and competition with the aviation sector
Where shipowners can find the most cost competitive marine biodiesel blends globally

A descarbonização do aço é um tema cada vez mais em voga no mercado. Mas restam ainda muitos desafios, desde o uso de matéria-prima até a demanda final.

Para falar sobre este tema, a repórter de metais da Argus, Carolina Pulice, conversou com Rodrigo Damasceno, diretor comercial da siderúrgica Aperam, que tem se destacado nos mercados brasileiro e mundial pelos seus esforços para atingir a descarbonização de seus produtos. Confira!

Get up to speed with the US refined oil products export market with a look at medium range (MR) tanker rates from the US Gulf coast and the west coast. Listen to US Products Associate Editor Jason Metko and Americas Freight Deputy Editor Ross Griffith as they discuss topics including:

Panama Canal transit update
Fourth quarter MR tanker demand outlook
Shifting trade flows for west coast Americas
US east coast imported gasoline demand

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

LyondellBasell Houston refinery closure update
ExxonMobil’s downstream quarterly profits down
Chevron to ramp up refinery maintenance

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Demand for low-carbon aluminium has grown in recent years, and Argus has launched a new assessment for a low-carbon upcharge in Europe to track this still-nascent market. But significant challenges remain for the market to generate sustained liquidity and it may require the introduction of more regulation before it can evolve further.

Ronan Murphy, Editor of Argus Non-Ferrous Markets, spoke to Argus’ Associate Editor and senior aluminium expert Jethro Wookey to explore where the low-carbon aluminium market is now, where it may go, and how primary aluminium producers are also seeking to increase sustainability of their product through increased use of scrap metal.

Key topics covered in the podcast:

Growth in demand for low-carbon aluminium and the barriers in place to more rapid uptake
Wil the Carbon Border Adjustment Mechanism (CBAM) drive greater liquidity in the European low-carbon aluminium market from 2026?
Is the market increasing scrap consumption and can processing capacity keep up with demand?

LPG VP David Appleton is joined by the Head of LPG Asia, Esther Phua, and editor Frances Goh to discuss the latest from Asia-Pacific markets.

Our team covers:

How is demand in China and India?
Is supply looking long or short?
What next for the Chinese petrochemicals sector?
Is another trade war on the horizon?

and other LPG market topics.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

WTI holds steady
Motor fuel prices trend lower
Valero completes SAF project in Port Arthur
Federal regulators investigating deadly Pemex Deer Park chemical release

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Stream this standalone Argus podcast now where we discuss how the 5 November elections in the US could affect global energy markets, LNG exports, tariff policy, environmental regulation, electric vehicles and the transition to low-carbon energy resources.

Topics addressed:

How would control of the White House affect upstream oil and gas production, infrastructure development, federal oil and gas leasing, the “pause” of LNG licenses, energy markets and the prospects of permitting reform?
Which tax credits and clean energy spending from the Inflation Reduction Act and the bipartisan infrastructure law are likely to be retained if Republicans sweep to power in the election, and which provisions might be targeted?
How could the federal regulatory environment change based on the 2024 elections, and could the elections pose any risks to investments in clean energy and electric vehicle manufacturing?
How would US foreign policy in Ukraine and the Middle East change under either presidential candidate?

Os principais produtores de aço brasileiros têm relatado no último ano uma pressão significativa das importações em seus mercados. Com isso, o governo tem monitorado de perto este aumento, tomando medidas para proteger o mercado da concorrência desleal. No entanto, as importações não param de crescer. Junte-se a Camila Dias, chefe do editorial da Argus para América Latina, e Carolina Pulice, repórter de metais da Argus. Elas conversam sobre os desafios do mercado para o próximo ano.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, the Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss

October pricing and market trends
Legislation updates by the European Commission on low-carbon fuels
Information on the conclusion of IMO’s MEPC 82nd session

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Phillips 66 to shut Los Angeles refinery
California mandates minimum gasoline inventories
Frontier Airlines pilots authorize strike
United 3Q report

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Midcontinent distillate reporter Hunter Fite sits down with Associate Editor of US Products Jason Metko to chat about the region's harvest season, and how inventories, refinery maintenance and prices are factoring into this year's harvest.

Related products:

Argus US Products - US fuel prices, news and market analysis | Argus Media

Argus Spot Ticker - Live prices - Spot ticker - US diesel & gasoline | Argus Media

David Appleton seats with LPG editor, Amy Strahan, to discuss recent multi-year highs in the spot cargo market out of the US Gulf coast and what it means for the winter outlook.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Deadly leak at Pemex Deer Park Refinery | Read more
Port Tampa Bay ops escape worst of Hurricane Milton | Read more
Delta Airlines displays “strong” Q3 results | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

O Brasil possui uma frota de mais de 2 milhões de caminhões, além de outros veículos que utilizam diesel como combustível. Diante das atuais necessidades globais de redução de emissões de gases de efeito estufa, o uso do Arla 32 está em linha com as metas ambientais. No entanto, esse mercado enfrenta diversos problemas ligados à informalidade, permitindo que exista produção irregular de Arla 32.

O editor assistente da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, conversa com Eduardo Gabardo, CEO e fundador da Arla Fácil, sobre o novo teste da companhia, que permite a medição da qualidade do Arla 32, além dos desafios para consolidação do mercado no Brasil.

Hear Argus’ analysis of the Australian sustainable fertilizer market, following our attendance at a key industry event. The podcast covers key Australian fertilizer sustainability trends, challenges and insights – and an introduction to Argus’ price reporting service – Argus Sustainable and Specialty Fertilizers. Join Andrea Valentini, VP Business Development, Fertilizers, and Huijun Yao, Editor, Argus Asia Fertilizer as they discuss these topics and key conference takeaways in the latest episode of the Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

Enhanced efficiency fertilizers – the industry’s appetite for new government policies/subsidies
Australian fertilizer market – sustainability challenges, production and application developments
Water-soluble fertilizer and stabilized urea insights
Key future trends – urea inhibitors
Argus Sustainable and Specialty Fertilizers – new price reporting service

Related links

Argus Sustainable and Specialty Fertilizers service: Request free trial | More information
Podcast: Global sustainable and specialty fertilizers market – listen here
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Hear Argus’ analysis of the global sustainable and specialty fertilizers sector, as the pressure to decarbonise and improve nutrient use efficiency drives interest and growth in these markets. Join Mike Nash, Senior Editor, Fertilizers, Oliver Hatfield, VP, Fertilizers and Beatrice O’Kelly, Commercial Product Manager, as they analyse the markets for key product groups including water-soluble fertilizers, secondary and micronutrients, low-carbon fertilizers, organics and organo-minerals.

You’ll also hear an exclusive introduction to Argus’ new price reporting service – Argus Sustainable and Specialty Fertilizers, and our nutrient calculator.

Key topics covered in the podcast:

The key market drivers behind the growth of this sector – focusing on production, application and regulation
Weekly water-soluble fertilizer price assessments
Calculating prices for low-carbon fertilizers, secondary and micronutrients, organics, organo-minerals and enhanced efficiency fertilizers
Combining carbon intensity calculations and regulation inputs (e.g. ETS price of the day) to formulate a cost
The Argus Nutrient Calculator – enabling calculation of the price of specialty or complex multi-nutrient fertilizers, based on their nutrient components and unique characteristics
Argus Sustainable and Specialty Fertilizers – new price reporting service

Related links

Argus Sustainable and Specialty Fertilizers service: Request free trial | More information
Interested in consulting support/market discussion? Contact us here
Podcast: Sustainable fertilizers – Australia | Listen here
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Hear Argus’ analysis of Chile’s annual contract negotiations and their impact on the global sulphuric acid market, supply/demand dynamics, trade flows, and freight. Join Liliana Minton, Editor, Argus Sulphuric Acid, and Nykole King, Market Reporter, Potash and NPKs as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

TFI conference – why is it important for Chile’s annual contract negotiations?
Short term view of global sulphuric acid supply and demand
Trade flows - is a change to key supplying countries expected, or will there be a return to traditional patterns?
Annual settlements – what are the implications?
Freight sentiment

Related links

Request a sample report/more information
Sulphuric acid price reporting, short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode includes:

WTI reached nearly one-year high
minimum gasoline reserve bill advances
Delek completes retail asset sale to Femsa

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

In this podcast we get an update on the asphalt/bitumen markets in Asia and the Middle East.

Irina Vinogradova, Senior Manager – Analytics & Consulting at Argus, is joined by our market experts: Elliot Chan, Consultant - Analytics & Consulting, and K. Sathya Narayanan, Senior Reporter – Oil Products.

As well as overviews of the general market movements in the regions, listen to the discussion to get an understanding of:

How the market has changed in China with the country’s economy still looking weak
The impact on the market outlook after China’s central bank announced its most aggressive stimulus since the pandemic
What the re-election of Prime Minister Modi means for bitumen consumption in India
With the Middle East known for exporting packed bitumen to many countries, an analysis of why container freight rate has increased
A look at the reasons behind why export prices are so low in the Middle East right now

O mercado de fertilizantes segue gerando dúvidas e preocupações por toda a cadeia de distribuição de insumos. Buscando entender melhor os próximos passos, além de validar percepções de fundamentos, participantes do mercado brasileiro de adubos se reúnem para discutir oportunidades, novas fronteiras e tecnologias.

A repórter de fertilizantes da publicação Argus Brasil Grãos e Fertilizantes, Gisele Augusto, conversa com Ricardo Tortorella, diretor executivo da Associação Nacional para Difusão de Adubos, a Anda, sobre os tópicos discutidos no 11º Congresso, além de perspectivas e o sobre o Plano Nacional de Fertilizantes (PNF).

Hear from Argus’s global petrochemical consultants, Sarah Rae, Craig Barry and Becky Zhang, as they discuss the latest trends and key issues in the global ethylene market, as well as market prospects for major economies in the coming years.

Ahead of the Argus Chemicals Forum on 7 October and EPCA on 8-10 October, the team delivers insights on:

Factors contributing to the sustained high prices of ethylene in the US and their impact on exports.
Market updates in Europe, focusing on how the market is handling tight import availability.
Whether the extensive cracker expansion in Asia is still underway and what this means for the global industry.

If you would like to meet with Argus’ experts at EPCA, email us at chemicals@argusmedia.com.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

November Nymex WTI nears 2 week low
US Central Atlantic coast gasoline inventories reach six-month high
Vertex Energy files for Chapter 11 Bankruptcy
Hurricane Helene hits the Southeast

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Associate Editor of US Products Craig Ross sits down with Jason Metko, and they a look at:

the US fuel oil markets in 2024
how Nigeria's Dangote refinery is impacting US supply
a forward view, including the Argus Miami Energy Forum in Miami in October

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, Argus methanol expert Dave McCaskill delivers insight into the:

Pricing trends through the end of the year
Dynamics of a tightening supply market
Alternative pricing scenarios for methanol as a marine fuel

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 

Listen to Argus’ Freight reporter Leonard Fisher-Matthews, Ammonia editor Ruth Sharpe and LPG & Ammonia Freight reporter Yohanna Pinheiro discuss the new ammonia flows in the gas carrier market as Argus launches 12 new ammonia freight assessments, including routes for midsize carriers (MGCs) and large gas carriers (LGCs).

Key topics covered in the podcast:

Details of Argus new ammonia freight assessments
Main disruptions in seaborne ammonia flows
Gas carrier fleet development outlook
Impact of clean ammonia production

Join Neste’s VP of Renewable Aviation, Alexander Kueper and Argus’ Biofuels associated editor, Giulia Squadrin as they talk about recent trends and evolving dynamics in the global SAF market, including:

Current state of the market
Short- and long-term supply and demand outlook
Development and scalability of SAF production pathways

Hear Argus’ analysis of the surprising decision by the Ethiopian Agricultural Businesses Corporation
(EABC) to issue a tender for DAP instead of NPS this year. The podcast focuses on what the impetus
was for this change, and what it means for the tender and the market. Join David Maher, Editor,
Argus NPKs and Nykole King, Reporter – NPKs and Potash as they discuss this development in the
latest episode of Argus’ Fertilizer Matters podcast series.

Lower cotton production costs encouraged produces to invest in the fiber in 2023-24, boosting its exports to record levels this season.

Join Renata Cardarelli, editor of the Argus Brazil Grains e Fertilizers publication, and Nathalia Giannetti, reporter of the Argus Brazil Grains e Fertilizers publication, in a talk on what factors were important to cotton’s higher profitability, where most of production is located and where these volumes are headed to.

Custos de produção de algodão mais baixos incentivaram produtores a investir na fibra safra 2023-24, elevando as exportações do país também para uma alta histórica.

Junte-se a Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre quais fatores influenciaram a maior rentabilidade do algodão no país, onde está localizada a maior parte de produção e quais são seus principais destinos.

Diesel refinery margins in Europe have weakened significantly and been at their lowest rates since a year ago. Listen to this episode of our podcast - Driving Discussions: Diesel Draught Turns into Floods - as our market experts Alfonso Berrocal (VP - Middle Distillates and Sustainable Aviation Fuels) and Benedict George (European Associate Editor - Oil Products) discuss the drivers of these low margins and the impact on refineries.

The fall in prices for spodumene and lithium carbonate since the start of 2023 has weighed on both established and emerging projects the world over, with many producers cutting or delaying production targets until prices rebound. For emerging spodumene producers in southern Africa, often operating on low grades, many lithium projects are struggling to get off the ground.

As Argus launches spot spodumene lithium prices fob southern Africa, Tom Kavanagh, Editor of Argus Battery Materials, is joined by Clive Murray, founder and CEO of Small Artisanal Mining Services (SAMS), to look further into African lithium in the context of the global market.

Key topics covered in the podcast:

The state of African lithium in the global market
How SAMS is supporting early-stage spodumene producers in southern Africa

Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss:

The latest developments for MDI, TDI and polyols in the US market.
Market updates in Europe, Latin America and China.
What to look out for in the polyurethanes industry for the coming weeks.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

US retail motor fuels prices extend declines
US court asked for third Citgo auction extension
Court rebuffs requests to rethink SRE rulings

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss:

The latest developments for MDI, TDI and polyols in the US market.
Market updates in Europe, Latin America and China.
What to look out for in the polyurethanes industry for the coming weeks.

Ammonia freight is stepping up from traditional smaller gas carriers with a rush of high-tech, very large ammonia carriers (VLACs). Listen to Lisa Assmann, Senior Shipbroker at the Sales & Purchase/Project department at Norwegian shipbroking company Steem1960, which focuses on ammonia projects, Mathias Kyllingstad, Gas Analyst at Steem1960, and Yohanna Pinheiro, Argus Gas Freight Reporter, discuss how the gas carrier markets will evolve in the wake of clean ammonia momentum.

Key topics covered in the podcast:

Overview of the current seaborne ammonia market trade
Details of the LPG/ammonia fleet and order book
Current geopolitical effects on ammonia routes and tonne-mile demand
Potential freight demand supported by blue and green ammonia projects
Intersections of the LPG and ammonia freight markets
Infrastructure challenges for Very Large Ammonia Carriers
Challenges and opportunities in investing in ammonia freight

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

Hurricane Francine brings a pause to Louisiana’s oil infrastructure | Read more
US Summer Driving Season gasoline demand declines | Read more
Ethanol group asks court to rethink SRE rulings | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, the Argus global methanol team (Dave McCaskill, Cassidy Staggers, Roel Salazar, Victoria Baghdjian, Becky Zhang) recap events and discussions from this year’s Argus Methanol Forum, including:

News of Methanex’s acquisition of OCI’s methanol business
Insights from speaker presentations and panels
Implications on international supply/demand fundamentals and pricing direction

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

The rapid evolution of the TMX market is starting to impact the supply profile along the US west coast, with Latin American producers beginning to feel the pressure from increased competition. Asia-Pacific producers may soon also feel the pinch with an active delivered market in Shandong opening the door for Canadian volumes to enter the region. As the reach of the TMX barrels continues to expand, prices in Vancouver and Shandong appear to be increasing, reflecting global market fundamentals. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing recent developments and price behaviour.

Key topics covered in the podcast:

LatAm crudes being displaced from the US west coast
Recent price movements at Vancouver
How logistics continue to play a prominent role in where the volumes go

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

WTI, Gasoline and Diesel continue declines | Read more
Edgewater to purchase Shell assets near Houston Ship Channel | Read more
Marathon Detroit Refinery Workers strike | Read more
Seven & i Holdings rejects Couche-Tard takeover bid | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

The spread between automotive grade urea (AGU) — a feedstock to produce Arla 32 — and the nitrogen fertilizer continues to increase, reducing demand for AGU in a market with low international availability.

Join Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizer publication, and reporter Gisele Augusto as they discuss the context of the Brazilian market for AGU amid logistical challenges and its usage as a feedstock.

O prêmio entre a ureia grau automotivo e o nitrogenado grau fertilizante segue aumentando, reduzindo a busca pelo grau correto para a produção de Arla 32, em um mercado marcado pela baixa disponibilidade internacional.

Junte-se a repórter do relatório Argus Brasil Grãos e Fertilizantes, Gisele Augusto e a editora do relatório Argus Brasil Grãos e Fertilizantes, Renata Cardarelli. Elas conversam sobre o cenário do mercado brasileiro de ureia automotiva em meio aos desafios logísticos e ao uso da matéria-prima.

The change of the UK government comes at a time when the future of LPG is being decided. The recent Biomass Strategy, for the first time, carved out a role for the fuel in decarbonising off-grid heating. However, officials raised serious questions about the availability of bioLPG and volumes of sustainable feedstocks.

In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and Senior LPG Reporter Waldemar Jaszczyk zoom in on the UK to discuss what the new Labour administration means for the industry.

Hear analysis of Argus’ carbon-adjusted price of ammonia (CAPA) assessments, including what CAPA is and how it reflects the future impact of the carbon border adjustment mechanism (CBAM). The podcast explains Argus’ methodology for calculating CAPA and how it is being utilized by the market - including helping with risk management and evaluating how CAPA will impact and incentivise their business.

Join Ruth Sharpe, Editor, Argus Ammonia and Andrea Valentini, VP, Business Development – Ammonia as they discuss CAPA and introduce our Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB), in the latest episode of Argus’ Fertilizer Matters podcast series.

Download our supporting guide to clean ammonia pricing. It includes:

What are the most likely clean ammonia pricing structures?
What is Carbon-Adjusted Price of Ammonia (CAPA)
CAPA and low-carbon price formation in Europe – and CAPA’s relevance beyond Europe
What is the Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)
How JKLAB can help potential offtakers in Japan and South Korea

Key topics covered in the podcast::

What is CAPA and how is it calculated?
How the price is being utilized by the market – and how will it help with risk management
Measuring carbon intensity
What is CBAM’s impact on existing ammonia prices?
What is the Argus Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)

Related links:

Request a sample report/more information
Ammonia price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Market Highlights
Fertilizer Matters podcast series

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

In our second episode, we dive into:

US Gulf coast diesel cash prices reach a low | Read more
Retail fuel prices continue price declines | Read more
A major airline’s flight attendants authorize to strike | Read more
Groups push EPA to amend Valero’s Houston refinery permit | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Explore our services and discover how we can support your business in mastering market dynamics.

Learn more

O Projeto Autazes deve atender especialmente o mercado de Mato Grosso, com parte da produção voltada para o sul do Amazonas e Rondônia, segundo o presidente da Potássio do Brasil, Adriano Espechit. O projeto é visto como essencial para o Plano Nacional de Fertilizantes, que tem o objetivo de reduzir a dependência externa de nutrientes. Entre os desafios de Autazes, está a logística da região, considerando a manutenção de hidrovias no Amazonas.

O repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, conversa com o executivo sobre o Projeto Autazes, abordando desafios e perspectivas, além de expectativas para o mercado de fertilizantes no atual e próximo ciclos de plantio do país.

A mistura de biodiesel no combustível marítimo pode ajudar empresas na agenda de reduzir a pegada de carbono do transporte, abrindo uma demanda potencial para o biocombustível em um mercado de 4 milhões de toneladas de bunker consumidas anualmente no Brasil.

Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, em uma conversa sobre detalhes dessa mistura voluntária, recentemente autorizada pela ANP, inclusive em termos de preços.

The last few months have undoubtedly been very busy for the downstream market, particularly for refineries, with huge impact on demand and profits. Listen to Jason Metko (Associate Editor of US Products) and Nathan Risser (Senior Correspondent) as they discuss the Demand Dynamics in the Downstream.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

In our first episode, we dive into:

Gulf Coast gasoline prices hitting their lowest mark since January, alongside a rise in diesel cash differentials. | Read more
Nationwide retail gasoline prices dropping to levels not seen since March
A potential takeover bid involving two of the world’s largest convenience store operators | Read more
Federal Aviation Administration awards nearly $300M to SAF productions | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Explore our services and discover how we can support your business in mastering market dynamics.

https://view.argusmedia.com/argus-downstream-interactive.html?utm_source=newsletter&utm_medium=email&utm_campaign=amer-emd-2023-01-pro-us%20downstream&utm_content=amer-emd-2023-01-pro-us%20downstream-fuels-focus-1

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.

In this episode, Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss global methanol markets, including:

Current events affecting supply and demand.
Forward view on pricing direction.
What you can expect at the Argus Methanol Forum, 9-11 September.

Methanol Market Puts-and-Takes podcasts are driven by data and insight from Argus' methanol portfolio - get more information and request a free trial.

Listen in as Eduardo Gonzales, Argus US grains and oilseeds analyst, discusses the new USDA WASDE report with industry expert, Scott Irwin.

This episode will cover:

What data the USDA uses for their yield calculations
How does the USDA collect this data
Overall historic accuracy
Market impacts from the WASDE reports

Listen about LPG demand from the Chinese petrochemical sector this summer and the near term price outlook, with Toong Shien Lee, Associate Editor, Chemicals and Frances Goh, Editor, LPG.

Hear Argus’ analysis of key factors driving global urea supply and demand, with a particular focus on India, Egypt and China.

Join Mike Nash, Senior Editor and Harry Minihan, Editor, Argus Nitrogen as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

O ritmo de farmer selling para as safras brasileiras de soja e milho progride lentamente desde a temporada 2022-23, à medida que produtores acreditavam que os preços subiriam em 2023. Mas o excesso de oferta global pressiona para baixo os preços da oleaginosa e do grão desde então. Diante da lentidão das vendas, qual o cenário atual para a safra 2023-24 e o que podemos esperar para a temporada 2024-25?

Junte-se a Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre a comercialização da safra brasileira, diferencial portuário de soja e milho em relação à Bolsa de Chicago e perspectivas para a próxima temporada.

Since the 2022-23 season, farmers have been selling at a historically slow pace, believing that prices would maintain an upward trend, but the global oversupply continued pressuring prices down. What can we expect for this season’s soybeans and corn crops, and what’s the likely picture for the 2024-25 season?

Listen to this podcast where our experts will address:

Farmer selling pace and planting decisions for corn and soybeans
2023-24 crop estimates and initial outlook for the 2024-25 season
Demand outlooks for 2023-24 and 2024-25

In this episode we take a look back on recent developments in the region, the state of play during the summer of 2024 and an early forecast of what may lie ahead in the fall.

Argus' Senior US Atlantic Coast distillate report Cooper Sukaly and Associate Editor of US Products Jason Metko.

A reforma tributária terá grande impacto nos mercados de petróleo, gás, minérios e combustíveis. Após a aprovação do primeiro projeto de regulamentação da pauta na Câmara, o texto segue agora para o Senado.

Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, e Diogo Martins Teixeira, sócio no escritório de advocacia Machado Meyer e especialista em tributação, e saiba mais sobre o projeto aprovado e quais mudanças ainda estão em discussão no Senado.”

Asia Biofuels & Net Zero Deputy Editor Lauren Moffitt speaks to EcoCeres’ Global Head of SAF, Phil Moore, on recent issues affecting SAF markets and their implications for the nascent Asian industry. Topics include impacts of the anti-dumping investigations the EU and UK have launched into Chinese biofuels imports, regional and global developments in SAF mandates and how they will affect the Asian market, changes to SAF feedstocks accepted in the US and EU and pricing trends and outlook.

The key bunkering hub of Singapore has seen an increase in vessel arrivals in the first half of 2024, particularly as ships divert around the Cape of Good Hope. Fuel prices and freight rates continue to be elevated compared to a year back, reflecting varied constraints in vessel routes, supplies, and firm buying interest for conventional fuels in Asia. Join Argus’ team of reporters from freight, oil products and marine fuels desks in this lively discussion, as they analyse the impact of geopolitical trends on these key markets.

Topics covered:

Overview of Mideast gulf freight rates and Asia fuel pricing in 1H24
Insights into marine fuel supply and demand in Asia
How the shipping industry has adapted to meet the challenges of Red Sea disruptions

Speaking on this podcast:

Cassia Teo, Reporter - Marine Fuels
Asill Bardh, Reporter - Oil Products
Sean Zhuang, Senior Reporter - Reporter

Hear Argus’ analysis of key factors driving global ammonia market sentiment, with a particular focus on significant new capacity additions and its potential impact on prices and trade routes.

Join Ruth Sharpe, Editor, Argus Ammonia and Sophie Mason, Manager, Urea and Ammonia Analytics as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.

(Podcast player here)

Key topics covered in the podcast:

Overview of travel in Q2 and main themes raised in market
The latest on new capacity from US and Russia
Knock on impact on key markets in the east and west
Outlook for sentiment and pricing in Q3
Impact of more Chinese exports emerging in east Asia

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some impact on global markets and have shown to be perhaps less competitive than initially expected. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing the most recent developments and price behaviour.

Key topics covered in the podcast:

Canadian crude pricing as initial volumes hit the water
Insights into who is buying and where the flows are headed
How logistics are developing to meet challenges in Vancouver

O aumento inesperado nas tarifas de transporte da NTS vem gerando discussões no mercado de gás natural, com participantes apontando para a atuação da Agência Nacional de Petróleo, Gás Natural e Biocombustíveis (ANP) e para decisões da Petrobras como as principais causas do “tarifaço”.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, em um bate-papo sobre o que está acontecendo na malha da NTS e quais as repercussões no mercado.

Listen to the outcome of the Mexican presidential election and how the markets will shape over the summer, with Argus Senior Reporter Steven McGinn and Associate Editor of US Products Jason Metko.

With refineries incidents and maintenance around Mexico in May, how did all that impact imports into the Country, specifically from Gulf Coast refineries and gasoline blenders?

Since the Covid pandemic, LPG markets have become far more volatile, but in 2024, prices appear to have paused for breath. Listen to David Appleton and Jack Greenwood as they discuss the market so far in 2024, the forecast for the rest of the year and beyond, and take a look at biopropane forecasting.

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil.

Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price assessments to reflect the growing flows of UCO out of China and SE Asia to the US. How will these flows affect UCO demand around the world? Listen in on this latest episode with our market experts, Jamuna Gautam and Sarah Giam.

O ano de 2024 tem tido diferentes particularidades no mercado brasileiro, tanto nos fretes rodoviários, quanto na comercialização de grãos e da compra de fertilizantes. Seja por aspectos no mercado internacional ou doméstico, as circunstâncias estão interligadas e afetam umas as outras.

A editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, Renata Cardarelli, e o repórter sênior, João Petrini, conversam sobre o atual cenário dos mercados e os efeitos de fretes rodoviários abaixo da média, comercialização atrasada de soja e milho e os desafios para compra de fertilizantes para a safra de soja 2024-25.

Hear Argus’ analysis of current fertilizer market dynamics in Brazil - one of the largest and most influential fertilizer markets in the world. Join Mike Nash, Senior Editor - Fertilizers and Gisele Augusto, Reporter - Argus Brazil Grains and Fertilizer as they discuss this market in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

How the Brazilian fertilizer market has been developing in 2024
Farmers' increased focus on purchasing potash
Soybean barter rate update
Slowdown in Brazilian imports
Will Brazilian farmers ramp up phosphates purchases?

Related links

Request a sample report/more information
Fertilizer price reporting, short and mid to long-term outlook services
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series

Pine chemicals editor Leonardo Siqueira talks to Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about navigating the pine chemicals and hydrocarbon resins markets, including:

How plant shutdowns may impact trade flows and regional supply/demand balances.
The impact of Chinese consumption taxes on C5 tackifier markets.
CTO demand in the US and Europe.
Other key factors the industry need to stay close to in 2024 and beyond.

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins services.

Request a free trial or more information for Argus Pine Chemicals service.

Request a free trial or more information for Argus C5 and Hydrocarbon Resins service.

A inadimplência crescente no cumprimento das metas do Renovabio tem pautado as conversas de participantes do mercado de Cbios, com o capítulo de judicialização contra o programa ofuscando os fundamentos e encolhendo a liquidez dos créditos de descarbonização.

Junte-se a Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e Rebecca Gompertz, repórter do relatório Argus Brazil Gas Markets, e saiba mais sobre as perspectivas para o rumo do mercado de Cbios.

The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussing the new pipeline, its purpose and early trade patterns surrounding its deliveries.

Key topics covered in the podcast:

Canadian crude buyers seek a more efficient route to market
Lingering logistical constraints after the commencement of TMX
Crude grades being delivered via the pipeline

Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks?

And, where is future demand expected to come from?

Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.

Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa.

Neste episódio, a editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre o cenário competitivo e de preços no mercado de importação de derivados de petróleo.

Get insights into the LPG market in this podcast. Find out more about:

China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024?
PDHs demand for propane and crackers demand.
Iranian LPG is still an important part of China’s imports.
Chinese importers like to use more AFEI, because it reflects the supply/demand balance and could help some importers hedge via trade AFEI swap/DCE PP futures.

Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about:

Promising EU-wide demand-side policies for hydrogen
Individual member state policies
Whether current measures are enough to help production projects secure offtake agreements
Non-monetary support
CBAM and importing hydrogen
Demand-side initiatives outside of the EU

For more information about the Argus Hydrogen and Future Fuels service or to request a free trial, please visit view.argusmedia.com/ahff.

The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw, Editor Asia Freight, Mahua Chakravarty, Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari, Lead Maritime Decarbonisation Consultant from Lloyd's Register.

Key topics covered in the podcast:

Understanding the EU ETS for Shipping: What it is and how it works.
Impact on Different Vessel Types: Effects on tankers, dry bulk, and container ships.
Cost Optimization Strategies: How shipowners can minimize costs, including the use of alternative fuels.
Supply Chain Implications: How ETS compliance costs will influence the supply chain.

Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini, VP, Business Development and Huijun Yao, Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en

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, to discuss a series of topics including:

Shifting trade flows on geopolitical turmoil
Rising Mexican refinery output
Panama Canal disruptions and demand outlooks for 2024

Rio Grande do Sul is Brazil’s main producer of rice, wheat and summer corn, and it is set to become the country’s second largest producers of soybeans in the 2023-24 season. Considering the state is a large agricultural producer, Rio Grande do Sul is one of the main consumers of fertilizers in Brazil. Understand the impacts of the floods in the agricultural production and in logistics in Brazil.

Join Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the impacts of heavy rainfalls that have hit the state since 29 April, culminating in the worst floods ever registered in Rio Grande do Sul state.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en

O Rio Grande do Sul é o principal produtor de arroz, trigo e milho de verão do Brasil e deverá ser o segundo maior produtor de soja na safra 2023-24. Considerando que o estado é um grande produtor agrícola, o Rio Grande do Sul é um dos principais consumidores de fertilizantes do Brasil. Entenda quais são os impactos das enchentes na produção agrícola e na logística.

Junte-se a Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre os impactos das chuvas que atingem o estado desde 29 de abril, culminando na pior enchente da história do Rio Grande do Sul.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-pt

Listen to Carbon Neutral Fuels’ (CNF) co-founders Sophie Zienkiewicz and Alasdair Lumsden and Argus’ Giulia Squadrin as they discuss novel SAF production technologies as well as the project CNF and its partners are developing in the UK.

Com uma dependência externa de mais de 85pc do fertilizante que consome, o Brasil segue procurando alternativas para elevar sua independência. A produtora Eurochem inaugurou em abril o projeto Serra do Salitre, em Minas Gerais, que deve contribuir para o Brasil reduzir a necessidade de importação de fosfatados. Já neste ano, a companhia deve fornecer TSP e SSP para a safra 2024-25 de soja.

A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o diretor-presidente da Eurochem na América do Sul, Gustavo Horbach, conversam sobre as expectativas da nova unidade da empresa em Serra do Salitre e os desafios do mercado brasileiro de fertilizantes em meio ao ritmo lento de compras para a safra de soja.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en

Cassidy Staggers, Sector Analyst for Argus Chemicals, talks to Roel Salazar, Lead Consultant for Argus MTBE and Octane Blending Components, about key trends, the market outlook and new enhancements to the Argus Octane Blending Outlook service.

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Octane Blending Outlook service.

Request a free trial or more information for Argus Octane Blending Outlook.

Adam Nye, VP of Business Development for Carbon Markets at Argus, talks to Joshua Strauss, President of Environmental Products at Anew Climate, and Lizzie Aldrich, VP of Business Development at Anew Climate, about Improved Forest Management (IFM), including the:

Key methods and diverse co-benefits of IFM.
Changes taking place in forest management practices to optimise carbon sequestration.
Outlook on IFM from both commercial and development perspectives.

US Products Associate Editor Craig Ross sits down with Jason Metko discussing the recent lowering trends in the New York Harbor and Atlantic Coast distillate markets.

Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions - and their impact on dry bulk shipping in the short- to medium-term.

Key topics covered in the podcast:

Q1 2024 in Review: Is comparison the thief of joy?
Q2 Outlook: Will the factors impacting Q1 (weather, exports, delays, tensions) continue to shape the market?
VUCA Analysis: Navigating the Volatility, Uncertainty, Complexity, and Ambiguity of the current dry bulk landscape.
Global Economic Impact: Understanding how major economies like China and the US are affecting the dry bulk market.

As draught restrictions ease with the start of a much-awaited rainy season in the Panama Canal, difficulties are likely to persist for very large gas carriers (VLGCs) as other shipping markets move back to the route and escalate competition for transit slots.

Listen to Andres Pacheco, Analyst at the LPG Trading desk for Spain’s Repsol, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how increased competition to transit the Panama Canal and other market drivers will shape the costs of shipping LPG.

Key topics covered

Competitive advantages of the Panama Canal route in US-Asia routes for VLGCs
Details of the Panama Canal booking system and slot auction price trends
Effects of eased restrictions at the canal in heightening competition for slots among other markets
Weather outlook and possible La Nina effects in the markets
Long term projects to alleviate transits at Panama Canal

Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Maxence Servelle, head of cargo at Diot-Siaci Asia, joins Argus' senior freight reporter Sean Zhuang to discuss the increasing impact of insurance in maritime.

Key topics covered in the podcast:

Rising tensions in the Red Sea prompted LR tanker freight rates to spike in early January
- How are rates faring now, and how is insurance moulding freight in the region?
Impact of Cargo Insurance market
How ‘The Polar” case ruling limits shipowner’s right to refuse Red Sea voyages

Os diferenciais logísticos das usinas de biodiesel caíram consideravelmente, influenciados pelo atraso na coleta do produto pelas distribuidoras em meio ao cenário de sobreoferta de diesel e atraso na comercialização da soja.

Nesta edição do ‘Falando de Mercado’, o chefe adjunto de redação da Argus Brasil, Conrado Mazzoni, e o repórter sênior Alexandre Melo conversam a respeito das negociações para a contratação do biodiesel que abastecerá o mercado brasileiro em maio e junho.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

The Black Sea region has been one of the most important price makers on the market for many years now.

Today, wheat prices are recovering from multi-year lows, supported by the weather market, geopolitical risks and strong export demand. Market participants are keeping a close eye on crop conditions in the major exporting countries.

Listen to our experts discussing the findings of Argus’ Black Sea crop tour and get exclusive insight on the wheat crop conditions in Russia, Ukraine and Romania in this short podcast.

In this first episode of this new podcast series, get some insights from last week's Argus Biofuels and Feedstock Conference in Singapore. Among the prominent topics were emerging regional mandates in Asia, particularly on SAF, changing trade flows and increased traceability for feedstocks, as well as some exciting updates on SAF blends. The team also share highlights from the Women in Biofuels breakfast panel which attracted a large audience at the conference.

Listen to Josefine Ahlström, VP Business Development Europe, Sunita Sharma, VP of Oil Products, and Lauren Moffitt, deputy editor for Biofuels in this episode.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products

Um cenário complexo ampliou o desafio de programação da logística de combustíveis no primeiro trimestre, com tendências distintas de oferta e demanda do serviço de transporte, dinâmicas regionais de safras e oportunidades de otimização de fluxos.

Camila Dias, diretora da Argus no Brasil, e Amance Boutin, editor da publicação Argus Brasil Combustíveis, conversam sobre a variação de fretes de transporte de combustíveis e biocombustíveis.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

ArgusMedia #Logística #Combustíveis

Learn the benefits of the first real-time, electronic price discovery platform for SAF with Argus experts Alfonso Berrocal and Giulia Squadrin. They discuss the successful debut of fob ARA range SAF on Argus Open Markets (AOM), as well as recent market trends and expectations for the coming months.

Adam Nye, VP of Business Development for Argus Global Carbon Markets, talks to Nadeem Khan, CEO and Founder of Indus Delta Capital, and Chris Villiers, Director of Portfolio Management at Respira, about blue carbon, including:

Key fundamentals and co-benefits of blue carbon.
Future developments on mangrove restorations, protection projects and methodologies.
Opportunities and challenges that current blue carbon projects face.
12-month outlook for the blue carbon market.

Hear Argus’ concise analysis of the logistics situation on the Mississippi river in the US, focusing on the lack of snowpack in the northern plains and how that impacts water levels, fertilizer barge traffic and regional fertilizer market prices. Join Mike Nash, Senior Editor, and Meghan Yoyotte, Reporter – Argus North American Fertilizer reporter as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:
Low snow pack in the northern plains - key causes and the role of El Nino
How the snow pack determines Mississippi river flows throughout the spring season and into the summer
Drought conditions facing the Mississippi river over the last two years
Towing and draft capacity restrictions on the Mississippi river – and the impact on fertilizer logistics within the river system
The potential for wider disparities in regional fertilizer market prices due to additional freight costs

LPG was a hot topic at this year’s African Refiners and Distributors Association event, with new opportunities in the horizon.

This special episode of Global LPG Conversations comes from the sidelines of the event, with Argus’ David Appleton, VP LPG, and James Gooder, VP Crude, where they discuss trends for LPG in the African region, potential growth in the global market, along with the focus on ‘energy transition’ and biofuel production in the region.

In this episode of Global LPG Conversations, Argus’ editor of the NGL Americas report Amy Strahan and senior reporter for the Canadian NGL market Yulia Golub discuss decreasing Canadian propane exports to the US, potential challenges, and growth projects.

O mercado de certificados voluntários de rastreabilidade vem atraindo mais atenção no setor de biometano, com destaque para o GAS-REC, emitido localmente pelo Instituto Totum.

Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, e Fernando Giachini Lopes, diretor do Instituto Totum, e saiba mais sobre as perspectivas para os certificados de garantia de origem de biometano no Brasil.

A Argus oferece informações de preço, análises de nossos experts, dados e fundamentos para os mercados internacionais de gás natural e GNL. Saiba mais em: https://www.argusmedia.com/pt/natural-gas-lng?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-natural-gas-lng-pt

US Midcontinent distillate reporter Hunter Fite joins Associate Editor of US Products Jason Metko on a chat focusing on the region's spring planting season, and the implications for those in the diesel world.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-en

Compras de insumos em ritmo lento, expectativa de queda nos preços de fertilizantes e posicionamentos firmes por parte de produtores têm marcado o mercado brasileiro de fertilizantes desde o início do ano. Nesse cenário, novas oportunidades também se abrem para investimentos, expansões e novas tecnologias.

A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o country manager da Mosaic Brasil, Eduardo Monteiro, conversam sobre expectativas e desafios do mercado brasileiro de fertilizantes em meio às aquisições para a safra 2024-25 de soja e novos projetos da empresa para atender à crescente demanda do país.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

Adam Nye, VP of Business Development for Argus Global Carbon Markets, talks to Molly Brown, Head of Carbon Strategy at BURN, and Daniel Fisher, Origination Manager at Abatable, about cookstove projects, including:

Principles, timeline and co-benefits around cookstove projects.
Cookstove projects’ impact on voluntary carbon market’s supply chain and credit demand.
Key drivers the industry needs to stay close to for the future.
12-month outlook for the carbon markets.

Request a free trial or more information for the Argus Voluntary Carbon Markets service.

A Braskem, maior produtora petroquímica do Brasil, diz que o atual ciclo de queda no setor é o pior em décadas e afeta diretamente suas vendas de polímeros no Brasil e no exterior.

O declínio no crescimento chinês e o aumento das capacidades operacionais de polímeros na China e nos EUA afetaram os negócios da companhia em 2023.

Camila Dias, diretora da Argus no Brasil, conversa com Fred Fernandes, repórter sênior do mercado de polímeros da América Latina, sobre o cenário para os petroquímicos e as medidas adotadas pela Braskem para enfrentá-lo.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

ArgusMedia #Braskem #Petroquímicos

On this episode, hear about how the upcoming November US election will play into the biofuels market, and possible changes to the BOHO spread.

With RINS reporter Matthew Cope, and Associate Editor of US Products, Jason Metko.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products

A transformação do mercado de sebo bovino deu um passo decisivo com o recorde de exportações do produto brasileiro. A procura pela matéria-prima também utilizada na rota de biocombustíveis avançados dos Estados Unidos acirra a concorrência com os setores de biodiesel e saboaria, tradicionais compradores da gordura animal. Atenta ao fluxo exportador, a Argus ampliou a cobertura de preços de sebo bovino, lançando uma referência para as cargas embarcadas nos principais portos.

Junte-se a Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e Alexandre Melo, repórter sênior da publicação Argus Brasil Combustíveis, e saiba mais sobre os bastidores do desenvolvimento dos preços de exportação do sebo bovino – e as perspectivas para o mercado.

A Argus oferece relatórios de preços e notícias sobre os mercados de biocombustíveis, insumos e biomassa incluindo pellets de madeira, cavacos de madeira. Descubra mais em: https://www.argusmedia.com/pt/bioenergy

Hear Argus’ analysis of the growth in MOP supply from Laos and planned project expansions, following a recent mine visit in Laos. Join Julia Campbell, Editor of Argus Potash and Huijun Yao, Editor, Asia Fertilizers as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

The emergence of Laos as a major MOP supplier in southeast Asia
The expansion plans of potash producers Lao Kaiyuan and Asia Potash
Challenges Lao Kaiyuan and Asia Potash could face, particularly around logistics
Argus’ new Vietnam fob bagged price assessment

Related links

Webinar: Potash Market outlook (7 Dec 2023) – register here
Request a sample report/more information
Potash price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Fertilizer Matters podcast series

Ahead of the IEA’s summit on clean cooking in Africa this May, Matt Scotland speaks with WLGA’s Michael Kelly to understand the meeting’s goals and how LPG fits into the solutions for achieving cleaner energy access for the region.

Michael, who is WLGA’s chief advocacy office and deputy managing director, explains why LPG as a domestic energy source is key to driving change for communities in sub-Saharan Africa.

Argus offers price assessments, news, analysis, fundamentals data and price forecasting for the global LPG and NGL markets. Find out more: https://www.argusmedia.com/en/lpg-ngl

Listen to the latest podcast episode from SAF Insights as Louise Burke, Global Head of Aviation at Argus, and Jamie Escobar, Director of Fuel and Airport Changes at ALTA (Latin American and Caribbean Air Transport Association) look back at the recent ALTA Fuel and Sustainability Conference held March 15, 2024.

They will review key takeaways from the various panel discussions, look at future SAF and biofuels market opportunities in Colombia, discuss the most important feedstocks in the region for SAF, and thoughts on next steps for decarbonization in the region.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-en

O mercado brasileiro de biometano passa por um momento crucial de desenvolvimento, com 10 usinas previstas para entrarem em operação apenas neste ano.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets. Elas conversam sobre a importância da criação de um preço para a transparência deste mercado florescente no Brasil.

Learn how Argus specialists can help you navigate through changes in the Brazilian gas and power markets: https://view.argusmedia.com/Argus-Brazil-Gas-and-Power-more-info-EN.html

Find out about current US MTBE pricing, and how this summer's Mexican presidential election may play into the market, with senior methanol and MTBE reporter Steven McGinn, and host and associate editor of US products, Jason Metko.

En el último año de gobierno del presidente Andrés Manuel López Obrador, los precios de la gasolina y diésel en México se ven influenciados por factores políticos, de producción doméstica y de mercados internacionales.

Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina y Antonio Gozain, corresponsal en México para la publicación Argus Mexico Fuels Market, y entérese sobre la actualidad de los precios del combustible en el país y los factores a tomar en cuenta para el mercado de gasolinas y diésel este año.

Com vendas em ritmo lento e mudanças no suporte de preços, participantes de mercado se reuniram na conferência da indústria de fertilizantes Fertilizer Latino Americano, em busca de clareza, sobretudo a respeito da retomada das exportações de nitrogenados e fosfatados pela China.

Conrado Mazzoni, chefe adjunto de redação da Argus Brasil, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre os principais pontos debatidos durante a FLA, incluindo a visão atual sobre as safras brasileiras.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

O mercado de certificação de energia renovável ganhou tração no Brasil nos últimos anos, com cada vez mais empresas buscando assegurar garantia de origem para as compras de energia. Com o mercado mirando menor pegada de carbono, a expectativa é que os certificados de energia renovável (RECs) entrem no foco da estratégia de negócios das empresas – para além do viés somente reputacional.

A repórter do relatório Argus Brazil Gas Markets, Rebecca Gompertz, e o diretor do Instituto Totum, Fernando Giachini Lopes, conversam sobre oportunidades e desafios no mercado de certificação de energia renovável no Brasil, às vésperas do evento I-REC Day Brazil 2024, que será organizado pelo instituto no dia 21 de março.

Learn how Argus specialists can help you navigate through changes in the Brazilian gas and power markets: https://view.argusmedia.com/Argus-Brazil-Gas-and-Power-more-info-EN.html

Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant
shipping in the region have continued. Freight and insurance costs have risen with diversions around
the Cape of Good Hope, adding another three weeks to voyages. Munro Anderson, head of
operations at marine conflict risk insurer Vessel Protect, joins Argus' crude freight reporter Matthew
Mitchell to discuss the risks faced now by shipowners and charterers.

Key topics covered in the podcast:

How marine conflict risk insurance works
What conflict risk insurers consider and how quickly they can respond to events
The situation now in the Red Sea and how it has developed
The effectiveness of US, UK and coalition actions in the Red Sea and Gulf of Aden in reducing the risks
Conflict risk insurers' approach to sanctions
The conflict risk situation in the Black Sea now
The outlook for marine conflict risk insurance

In this new episode - DME: policy developments and market trends.

Listen to Dimeta's head of advocacy and communications, Sophia Haywood and Argus' LPG market reporter, Oliver Binks as they discuss recent developments in the renewable liquids market and the role of Renewable and Recycled Carbon DME in the energy transition.

Hear Argus’ analysis of what the Carbon Border Adjustment Mechanism (CBAM) is, how it will work and what it means for the fertilizer sector in Europe and abroad.

We have recently entered the transition phase for CBAM, so this is a great time to join Mike Nash, Senior Editor and Claudia Wlk, Editor – Argus Fertilizer Europe as they discuss this subject in the latest episode of the Argus’ Fertilizer Matters podcast series.

Related links

Argus fertilizer market coverage
Ammonia price reporting, short and mid to long-term outlook services
Nitrogen price reporting, short and mid to long-term outlook services
Phosphates price reporting, short and mid to long-term outlook services
NPKs price reporting, short and mid to long-term outlook services
Request more information
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

Join Argus Biomass Markets editor Erisa Senerdem and Elizabeth Woodworth, Interim Executive Director at the US Industrial Pellets Association (USIPA) as they discuss the raw material situation in southeast US, upcoming sawmilling capacity in the region, the largest risks to the forestry sector in North America – including impact from climate change and land use change, the cascading principle, and the future of the wood pellets sector.

Download a complimentary copy of Argus Biomass Markets report

Sign up for Argus Biomass Highlights and receive a roundup of key news and insights on global biomass markets

netzero

La prohibición de importación de productos rusos afectó la estabilidad del suministro y los precios del diésel europeo generando un nuevo equilibrio. En este episodio discutimos cómo la India se convirtió en el ganador de este nuevo rebalanceo del mercado, posicionándose como el principal proveedor de diésel a Europa. Además, analizaremos las implicaciones para América Latina y la transición hacia alternativas más sostenibles en el transporte que se han visto en los mercados europeos.

En este nuevo episodio de “Hablando del Mercado” también descubrimos los desafíos del mercado europeo de diésel en pleno invierno y en medio de tensiones geopolíticas con Sergio Meana, gerente de desarrollo de negocios de América Latina y Alfonso Berrocal, Gerente de Desarrollo de Negocios en Europa para diésel y combustibles automotores de Argus.

In this episode of SAF Insights, hear from RSB’s Max Eichelbaum and Argus’ Giulia Squadrin as they discuss the need for a trusted Book & Claim system in the SAF market. Understand what this system is, why it matters to the SAF market and what RSB’s commitment is to building a credible approach.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products

A menor oferta de diesel no mercado internacional tende a acirrar a competição por barris do produto, encarecendo as cargas com destino ao Brasil. Importadores negociam com antecedência junto às refinarias no exterior para abastecer o mercado brasileiro, que não é autossuficiente desse combustível crucial para a logística rodoviária.

A editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre o cenário competitivo e de preços no mercado de importação de derivados de petróleo.

A utilização de grãos de inverno como matérias-primas para o etanol surge como uma solução para deslanchar a indústria do biocombustível no Rio Grande do Sul. Com um déficit estrutural de produção, o estado tem sido palco de investimentos para a construção de plantas de etanol à base de trigo, cevada, triticale e sorgo.

O chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, e a integrante do time da publicação Argus Brasil Combustíveis, Laura Guedes, conversam sobre os fundamentos da expansão do biocombustível de grãos de inverno na região, o apoio do governo estadual e os projetos visando novas usinas.

A comercialização de fertilizantes segue com baixa liquidez na Argentina, por questões políticas. No Paraguai, condições climáticas desfavoráveis, reflexo do fenômeno El Niño, contribuem para o ritmo lento no mercado de adubos, enquanto compradores têm dificuldade para encontrar caminhões disponíveis para o transporte de fertilizantes a partir do Brasil.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre o mercado sul-americano de fertilizantes no começo de 2024 e sobre os principais fatores que geram baixa liquidez nesse mercado.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

Fertilizer purchases are on the sidelines in the Argentinian market because of the country’s political scenario. In Paraguay unfavorable weather conditions because of the El Nino phenomenon cause lower liquidity, while Paraguayan buyers struggle to find trucks available to carry fertilizers from Brazil.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, as they talk about the South American fertilizer market at the beginning of 2024 and the main reasons that cause low liquidity in this market.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer

La comercialización de fertilizantes sigue frenada en Argentina por cuestiones políticas. En Paraguay, condiciones climáticas desfavorables, a causa del fenómeno El Niño contribuyen para la baja liquidez, en cuanto compradores paraguayos tienen dificultades para encontrar camiones disponibles para transportar fertilizantes desde Brasil.

Acompañe Vanessa Viola, Sénior vicepresidente para Latinoamérica, y Renata Cardarelli, editora adjunta de la publicación Argus Brazil Grains and Fertilizers y entérese del escenario en el mercado sudamericano de fertilizantes en el comienzo de 2024 y de los factores que generan baja liquidez en ese mercado.

Servicios Relacionadas: Argus Fertilizer

This episode was recorded on 26th January 2024

As geopolitical storms brew in the Red Sea, shipping routes are getting caught in the crossfire. Listen to Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, BRS, discuss the escalating tensions and their impact on trade routes, freight costs, and the overall market outlook for the dry bulk freight segment.

Key topics covered in the podcast:

Red Sea Flashpoint: Unpacking the risks and disruptions caused by heightened tensions.
Suez Canal Squeeze: How are escalating Red Sea concerns impacting Suez Canal traffic and dry bulk shipments?
Market Manoeuvres: Exploring potential alternative routes and their cost implications for dry bulk shippers and shipowners.
China's Conundrum: Analysing China's economic slowdown on dry bulk demand and trade patterns, amid geopolitical uncertainties
Future Forecast: Charting the course for dry bulk shipping in the face of a complex and evolving landscape.

Hear Argus’ concise analysis of how the conflict in the Red Sea has impacted fertilizer logistics, focusing on the ammonia, potash and sulphuric acid markets.

Join Mike Nash, Senior Editor, Lizzy Lancaster, Senior Reporter – Ammonia, Julia Campbell, Editor of Argus Potash and Liliana Minton, Editor of Argus Sulphuric Acid as they discuss the impact of this developing crises in the latest episode of Argus’ Fertilizer Matters podcast series.

Rising tensions in the Red Sea forced VLGCs away from the Suez Canal in a second shock to US-Asia-Pacific LPG trade only two months after the Panama Canal imposed its tightest-ever transit restrictions, adding even more instability to an already volatile market. Listen to Oystein Kalleklev, CEO of Avance Gas and Flex LNG, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how diverting around the Cape of Good Hope and other market drivers will shape the costs of shipping LPG this year and beyond.

Key topics covered in this podcast:

• Panama Canal restrictions' ongoing impact on freight markets
• Rising tensions in the Red Sea and diversions via Cape of Good Hope
• VLGC orderbook and long-term outlook
• ETS impact on VLGC freight
• Avance Gas' fleet renewal programme
• Ammonia freight and new markets

Após um ano de mudança nas dinâmicas de comercialização de fertilizantes, a expectativa do mercado se volta para o primeiro trimestre do ano. Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre quais as perspectivas para os principais macronutrientes no início de 2024.

After a year of changes in fertilizers trade flows, market expectations turn to this year’s first quarter. Join Renata Cardarelli, Argus Brazil Grains and Fertilizer Deputy Editor, and Gisele Augusto, Argus Brazil Grains and Fertilizer Reporter, as they talk about the perspective for key-macronutrients in early 2024.

2024 marks the beginning of carbon pricing on ship emissions in Europe with the inclusion of shipping into the EU’s Emissions Trading System (ETS). Listen to Nicholas Watt, Editorial Manager of Freight, and Elena Domashenko, Senior Analyst, discuss the additional costs shippers should expect to pay this year and how freight and marine fuels markets will be affected.

Key topics covered in the podcast:

Argus coverage of ETS costs in freight, bunkers markets
CCF (Carbon Cost of Freight) assessments for crude, refined products, petroleum coke, coal, iron ore, grains, and
Conventional vs. alternative fuel pricing
LNG bunkering outlook
Shifting regulatory landscape in Europe
Possibility of a two-tier shipping market

Related links

https://www.argusmedia.com/en/blog/2023/September/27/weight-of-freight-eu-ets-compliance-will-add-about-3-4pc-to-freight-bill

Chloe Kinner, European editor for Argus Recycled Polymers, talks to Antonello Ciotti, president of Petcore Europe, about the outlook for recycled PET and virgin PET markets.

Current trends and their effect on the recycled polymers market and key drivers for 2024’s outlook.
What changes to plastic and packaging regulations may mean for the market.
Other key factors industry needs to stay close to in 2024 and beyond.

This podcast is delivered by Argus’ recycled polymers experts using data and insight from the Argus Recycled Polymers service.

In this first episode of 2024, join Argus experts Amy Strahan, Esther Phua and Efcharis Sgourou along with host David Appleton for insights on the latest trends in the Americas, Asia-Pacific and Europe, as LPG markets adjust to logistical challenges posed by capacity reductions at the Panama Canal and security issues in the Red Sea.

Os embarques de sebo bovino brasileiro rumo ao mercado internacional atingiram a marca recorde de 246.000t em 2023, com destaque para a demanda pelo produto nos Estados Unidos. Com novos projetos no radar, a capacidade de produção de diesel renovável nos EUA deve crescer neste ano, ampliando a demanda por matérias-primas, dentre elas o sebo bovino.

Junte-se a Alexandre Melo, repórter sênior da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e saiba mais sobre as perspectivas e preços do mercado de gordura animal.

O mercado brasileiro de biometano deve continuar seu crescimento em 2024, mas alguns desafios devem extrapolar os limites do ano.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas and Power. Elas conversam sobre quais as expectativas para o mercado de biometano em 2024 e quais devem ser os maiores desafios do setor.

En este episodio, exploramos los dinámicos flujos internacionales de crudo y su impacto directo en los precios actuales y futuros.

Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina, y Gustavo Vasquez, editor gerente de crudo y LPG para las Américas, mientras que analizan los cambios significativos en los flujos de crudo este año y desentrañamos las proyecciones para el próximo. Desde el conflicto Rusia-Ucrania hasta el desarrollo del mercado en Argentina, descubre como esto factores influirán en los mercados y que podemos esperar en el año que se avecina.

Servicios Relacionadas: Argus Americas Crude

Os derivados do breu, como os ésteres de breu, competem com as resinas de hidrocarboneto em aplicações como adesivos hot melt. Camila Dias, diretora da Argus no Brasil, e Leonardo Siqueira, editor de Pine Chemicals da Argus, conversam sobre as perspectivas para os mercados de químicos de pinus e resinas de hidrocarboneto para 2024 e como estes mercados se relacionam.

Hear Argus’ analysis of ammonia market developments, including a focus on US ammonia capacity expansion, the downturn in European ammonia production and the impact on global trade flows. Join Mike Nash, Senior Editor, and Ruth Sharpe, Editor of Argus Ammonia and Group Editor, Raw Materials as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

Update on market sentiments from the Argus Clean Ammonia Europe conference
US: Expansion of ammonia capacity and exports, and the impact on global trade flows
Russia: The loss of Russian ammonia supply and impact on global trade flows
Europe: Downturn in ammonia production, high production costs and increased reliance on imports
New Ammonia fob US Gulf price assessment from Argus

Related links

Webinar: Clean ammonia long-term cost and price modelling
Request a sample report/more information
Ammonia price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus MagazineOther complimentary fertilizer content

Olá e bem-vindos ao ‘Falando de Mercado’ – uma série de podcasts trazidos
semanalmente pela Argus sobre os principais acontecimentos com impacto para os setores
de commodities e energia no Brasil e no mundo. Meu nome é Camila Dias, eu sou diretora da
Argus no Brasil. No episódio de hoje eu converso com Conrado Mazzoni, chefe adjunto de
redação da Argus no Brasil, e falaremos sobre o que o podemos esperar dos créditos de
descarbonização, os Cbios, para 2024.

El primer balance global acordado en la cumbre mundial sobre el cambio climático Cop 28 en Dubai menciona por primera vez una transición alejada de los combustibles fósiles. El acuerdo hace que América Latina – que tiene el 15pc de las reservas mundiales de petróleo y gas natural – tenga que reestructurar su economía y modelos energéticos, pero la región necesita apoyo financiero por parte de las economías desarrolladas para progresar en la transición.

Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina, Carla Bass, editora de noticias para América Latina y Jacqueline Echevarria, especialista en temas de la transición energética y editora de Argus Latin Energy, y entérese de cuál fue el rol de América Latina en la Cop y las implicaciones que tiene el acuerdo final en la región.

Servicios Relacionadas: Argus Latin Energy Markets

As companhias locais de etanol estão se movimentando para surfar a onda da descarbonização do setor aéreo no contexto internacional. No Brasil, no entanto, isso ainda caminha a passos lentos.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre quais passos são necessários para que o país alavanque a indústria do SAF e as opções na mesa dos usineiros brasileiros.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

The last episode of Driving Discussions for 2023, with RINS reporter Matthew Cope, and host and blendstocks report.

This time it focuses on how RINS moved in 2023, latest with Biodiesel and Renewable Diesel and what could be on the horizon with RIN's and SRE's.

As companhias locais de etanol estão se movimentando para surfar a onda da descarbonização do setor aéreo no contexto internacional. No Brasil, no entanto, isso ainda caminha a passos lentos.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre quais passos são necessários para que o país alavanque a indústria do SAF e as opções na mesa dos usineiros brasileiros.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

In this last episode of SAF Insight for 2023, our Argus experts provide a round up of the key legislative developments in Asia and the US, supply and demand trends, and expectations for 2024.

Hear Argus’ concise analysis of how metals demand is disrupting sulphur and sulphuric acid markets, with a particular focus on Indonesia and southern Africa.

Join Bea O’Kelly, Senior Reporter – Sulphur and Deon Ngee, Senior Reporter Asia – Sulphur and Sulphuric Acid as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

How is sulphur/sulphuric acid used in the metals leeching process
The relationship between sulphur and sulphuric acid
Main regions impacted by metals demand (Indonesia, southern Africa)
Key buyers in the region
Potential impact on pricing
Expectations for the coming year

Related links

Request a sample report/more information
Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
Phosphate price reporting, short and mid to long-term outlook services
Metals price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

Filas nos portos brasileiros não são uma novidade. Entretanto, neste segundo semestre de 2023, o tempo médio de espera para atracação de navios de grãos e fertilizantes está acima da média de anos anteriores. Uma combinação de fatores envolvendo clima adverso - com seca no Norte e fortes chuvas no Sul e Sudeste -, baixa liquidez no mercado de fertilizantes e lenta comercialização de safras vêm contribuindo para esse cenário.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as atuais circunstâncias e os efeitos do elevado tempo de espera para as exportações e importações do país, elevando custos logísticos.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

Hear Argus’ analysis of potash market developments, focusing on Belarussian exports and their recovery in 2023. Join Julia Campbell, Editor of Argus Potash and David Maher, Editor of Argus NPKs as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

Recap on sanctions imposed on Belarus and the impact of Lithuania's ban on transport of Belarussian products to the port of Klaipeda
BPC's potash exports recovery this year through several new supply routes, with an increased focus on two Russian ports
The logistical pressure on the Russian rail system
The emergence of China as a key potash outlet for Belarus
Impact of discounts on Belarussian potash last year, in contrast to reduced discounting this year

Related links

Webinar: Potash Market outlook (7 Dec 2023) – register here
Request a sample report/more information
Potash price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

A defesa do uso do etanol como combustível marítimo ganha cada vez mais adeptos no setor energético brasileiro, em um momento em que armadores buscam opções viáveis para descarbonizar a navegação. Embora o uso do etanol como alternativa ao óleo combustível marítimo tenha ocorrido apenas em fase de teste, o governo estuda, em parceria com empresas navais e companhias sucroalcooleiras, um caminho para alavancar a adoção do biocombustível.

Junte-se a Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis, e Mario Barbosa, gerente sênior de vendas da Wärtsilä na América Latina. Eles falam sobre os estudos feitos para a conversão de motores, a parceria com a sucroalcooleira Raízen e os próximos desafios para que o etanol brasileiro possa ajudar a indústria naval a atingir as metas regulatórias da Organização Marítima Internacional (IMO, na sigla em inglês) para 2050.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

Join Maria Mosquera, Editor of Argus Sulphur and Lili Minton, Editor of Argus Sulphuric Acid as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Chlor-alkali experts Stephanie Koenig, Bernard Law and George Eisenhauer talk to Lauren Williamson about the outlook for chlorine in Europe, Asia and the Americas, including:

Europe: Any signs of a recovery? What are the opportunities and challenges for chlorine over the next 5-10 years?
Asia: How is chlorine and its derivatives going to perform? Will this differ across Asia?
Americas: How is idled chlorine capacity on the U.S. Gulf Coast affecting the market? Which chlorine derivatives are holding up best, which are struggling? And when might demand recover overall?

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from

Argus Chlorine Analytics.

Request a free trial or more information

Uma grave estiagem vem atingindo a região Norte do país, afetando o nível dos rios, sobretudo dos estados do Amazonas e do Pará. Isso provoca limitações na navegação em hidrovias, que são utilizadas para o transporte de grãos e fertilizantes no Arco Norte. Além disso, os fluxos de carga precisam ser deslocados para outros portos e pontos de transbordo, aumentando a demanda em outras regiões do Brasil.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os problemas climáticos e os efeitos das limitações nas hidrovias para os fretes de grãos e fertilizantes monitorados semanalmente pela Argus.

Senior Editor of US Products, David Ruisard, joins host and blendstocks reporter, Jason Metko, in this new podcast. They provide

updates on refinery turnaround season,
the current situation in the midcontinent, and
events transpiring in a unique part of the world.

The Mexican steel industry stands as the second largest in Latin America and continues to grow. As a result, Argus launched new Monterrey and Saltillo ferrous scrap prices – a strategic move aimed at providing steelmakers and recyclers with alternative indexation opportunities for scrap transactions.

Join Latin America Business Development Manager, Sergio Meana, and US metals deputy editor, Marialuisa Rincon, in this podcast unraveling the complexities of the Mexican market and the strategic fundamentals supporting this launch.

Read more about the foundational elements behind the price launch in our latest blog: 𝗠𝗲𝘅𝗶𝗰𝗼 𝘀𝘁𝗲𝗲𝗹𝗺𝗮𝗸𝗶𝗻𝗴 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻𝘀 𝗳𝘂𝗲𝗹 𝘀𝗰𝗿𝗮𝗽 𝗱𝗲𝗺𝗮𝗻𝗱.

Argus provides daily price assessments, key market dynamics and analysis for the US ferrous scrap market. Find out more: Argus Scrap Markets

La industria siderúrgica mexicana se ubica como la segunda más grande en América Latina y continúa creciendo. Los nuevos precios de la chatarra ferrosa de Monterrey/Saltillo de Argus están ya disponibles para ofrecer oportunidades alternativas de indexación a los fabricantes de acero y recicladores cuando buscan comprar o vender chatarra.

Escuche a Sergio Meana, gerente de desarrollo de negocios de América Latina, y a Marialuisa Rincón, subeditora de metales de Estados Unidos, conversar sobre el mercado mexicano y los fundamentos que respaldan el lanzamiento.

Servicios Relacionadas: Argus Scrap Markets

Listen to Argus expert John Cooper and Bioenergy Europe's Irene di Padua as they discuss the opportunities and challenges of the EU's Renewable Energy Directive for the biomass market.

Argus reports prices and industry news on biofuels, feedstock and biomass markets including wood chips and pellets. Find out more: https://www.argusmedia.com/en/bioenergy

O sistema de captura e armazenamento de carbono pela rota da bioenergia (BECCS, na sigla em inglês) é considerado um elemento importante para a meta global de zerar as emissões de CO2 até 2050. Ainda inédita no Brasil, a técnica a partir da biomassa vem conquistando o interesse de grandes empresas de etanol que visam ter uma produção de biocombustível carbono negativa.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Laura Guedes, integrante do time da publicação Argus Brasil Combustíveis. Elas conversam sobre o funcionamento dessas tecnologias e o potencial do etanol carbono negativo no mercado internacional.

A Argus oferece relatórios de preços e notícias sobre os mercados de biocombustíveis, insumos e biomassa incluindo pellets de madeira, cavacos de madeira. Descubra mais em: https://www.argusmedia.com/pt/bioenergy

La industria de aviación en México ha visto cambios importantes durante la actual administración que incluyen cambios en la administración y construcción de nuevos aeropuertos la recuperación de la categoría 1 y hasta una nueva aerolínea estatal. En medio de estos cambios, el Aeropuerto Internacional Felipe Ángeles (AIFA), obra insignia del gobierno del presidente Andrés Manuel López Obrador, ha visto una creciente demanda de turbosina como resultado de la transferencia de aerolíneas de carga del Aeropuerto Internacional de la Ciudad de México (AICM).

Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina y Antonio Gozain, corresponsal en México para la publicación Argus Mexico Fuels Markets, y entérese de cómo la demanda de la turbosina está cambiando en México y las implicaciones para el precio de la turbosina.

Servicios Relacionadas:

Argus Mexico Fuel Markets

Rob Anstey, CEO and Founder of GDI shares his thoughts on the future of EVs, spotlighting the importance of fast-charging, graphite availability to the West, next-gen cell chemistry and how to remain competitive against China's vertically integrated supply chains.

Download a sample of Argus Battery Materials or request a trial for the latest battery materials price data, including over 130 battery material price assessments, daily market news, historical data, short and long-term price forecasts.

Hear Argus’ analysis of fertilizer market developments in the US and Brazil, direct from our teams based in the Argus Houston and Sao Paulo offices. Join Mike Nash, Senior Editor, Jasmine Davis, Editor - Argus North American Fertilizer and Flavia Bohone, Editor – Argus Brazil Grains and Fertilizer as they provide expert domestic insight on both these markets, as well as analysis of their influence on international markets.

This fifth episode of the Fertilizer Matters podcast series also includes a complimentary slide pack – see more details below:

Key topics covered in the podcast:

How important are the US and Brazilian fertilizer markets to the global market?
US and Brazilian fertilizer market dynamics, focusing on nitrogen, phosphate and potash
US spotlight: The importance of the New Orleans market and potential impact of revised US import duties
Brazil spotlight: The importance of MOP and urea - and explaining barter rates
Near term outlook for the US and Brazilian fertilizer markets

Related links

Request a sample price report/more information
Argus North American Fertilizer – more information
Argus Brazil Grains and Fertilizer – more information
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

On this episode, Biofuels and Feedstocks Market Specialist, Jackie Reigle, and Argus' VP Business Development, Louise Burke, discuss the latest market trends affecting Argus' newly launched California renewable diesel spot indexes.

They discuss what the indexes are, their advantages, and how they can be used in the context of ever-changing market fundamentals.

A Margem Equatorial, faixa da costa da América Latina que engloba seis países, entre eles o Brasil, tem sido palco de grandes descobertas e investimentos, com potencial para moldar o futuro da energia no país. Junte-se a Camila Dias, diretora da Argus no Brasil, e Betina Moura, editora de Gás Natural e Energia Elétrica. Elas conversam sobre as expectativas do Brasil para essa área na corrida pela segurança energética em meio às questões ambientais.

Biofuels expert Giulia Squadrin talks to pine chemicals expert Leonardo Siqueira about the crude tall oil (CTO) and biofuels markets, including:

Market fundamentals for biofuels and the impact on demand for HVO feedstocks
CTO demand in the year ahead
Legislation impacts on CTO usage into biofuels

Listen in as Argus experts provide a deep dive into the asphalt markets in the Middle East and Asia-Pacific. They will provide a current state of the market and a view into the long-term outlook.

Learn more about the Argus Asphalt Annual: Your annual forecast update on the latest developments in the asphalt market, including production, trade flow and consumption data.

Listen to the other two episodes in our asphalt series, Asphalt Story: Americas Market and Asphalt Story: European and African Markets

Join Sian Morris, Senior Reporter, as she quizzes Gustavo Macedo on the importance of niobium in the energy transition as well as WA1 Resources’ project in Western Australia. The podcast covers challenges and opportunities for the industry, the applications of niobium in steel, batteries and MRI machines, and the classification of niobium as a critical mineral.

Download a sample of Argus Non-Ferrous or request a trial for the latest niobium and critical mineral prices, including indexation-standard assessments from across minor metals, rare earths, ferro-alloys, base metals and non-ferrous scrap.

In this new episode, Benedict George, deputy editor, joins Alfonso Berrocal, business development manager, to discuss the diesel spec changes from summer to winter and how they might affect diesel producers. Additionally, the talk about trade flows, demand, and supply in Europe.

Falando de Mercado: O desafio logístico para exportar sebo bovino

O mercado de sebo bovino para exportação está crescendo de forma acelerada no Brasil, impulsionado principalmente pela demanda dos Estados Unidos. De janeiro a setembro de 2023, os embarques totalizaram 125.000 toneladas, o que representa um salto de 54pc em relação ao volume exportado em todo o ano passado. Os principais produtores de biocombustíveis avançados no exterior querem fechar contratos de longo prazo com parceiros no Brasil e buscam entender a dinâmica local deste mercado.

O chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, e o repórter sênior da publicação Argus Brasil Combustíveis, Alexandre Melo, conversam sobre os acontecimentos mais recentes dos mercados de sebo bovino no Brasil e nos Estados Unidos, além do desafio logístico para fornecedores brasileiros driblarem gargalos nos portos que já impactam os preços do insumo no mercado doméstico.

Every week, we can find a SAF supply or an offtake agreement between an airline and a producer or supplier in the news. This collaboration between airlines and producers is needed to invest in the production and decarbonization of the air transport industry. However, other factors like feedstock availability, logistics, regulation, or incentivisation play an important role in how fast decarbonization occurs.

To discuss these topics, we have Repsol, a global multi-energy provider working to drive the evolution towards a low-emissions energy model and has several renewable fuels and SAF projects in Spain.

Hear Argus’ intriguing review of the history of the fertilizer industry, from early civilization through to the late 1800s. Learn more about the pivotal developments in this period as Mike Nash, Senior Editor and Maria Mosquera, Editor of Argus Sulphur walk you through a pivotal period in the story of fertilizers in the fourth episode of the Fertilizer Matters podcast series.

Complimentary download – access small supporting slide pack

Get supporting slides covering Chinchas Island’s guano 1840-1860 and the exploitation of nitrates in the Atacama desert in the 1870s: Download here

Access the History of Fertilizers written series in our Fertilizer Focus Magazine

Free access to our magazine and the series: Click here to get access

Key topics covered in the podcast:

The origins: Use of organic fertilizers by ancient civilizations (particularly the Romans and the Chinese)
Scaling up in the 1800s: The story of the Chincha Islands, Peru - and guano
The tragic history of work gangs and slave labour to mine guano
Atacama Desert, Chile - 1870s: Huge deposits of naturally occurring nitrates discovered
The application of these deposits for fertilizer application, fireworks and explosives

Related links

Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content
Fertilizer Matters podcast series

As vendas de etanol estão disparando, enquanto o consumo de gasolina recua, em uma dinâmica que marca uma mudança no mercado de combustíveis automotivos, na esteira dos reajustes de preços aplicados pela Petrobras em suas refinarias. A produção de gasolina cresce, com o excedente sendo exportado, além de suprir o mercado interno.

O editor da publicação Argus Brasil Combustíveis, Amance Boutin, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre os combustíveis automotivos, levando em conta a disputa entre gasolina e etanol no cenário atual do setor sucroalcooleiro.

This episode explores the drivers behind the ongoing volatility in VLGC freight, where recent moves in rates could be mistaken for an echocardiogram. How will Panama canal delays and LPG fleet growth shape the costs of shipping LPG in the winter season and beyond? Featuring Argus’ Freight Reporter Yohanna Pinheiro and Global Head of Freight, Alex Younevitch

In this latest episode, Argus' RINS/biofuels reporter, Matthew Cope, joins Argus’ blendstocks reporter, Jason Metko, to discuss the D4 and D6 markets moving conversely to D3.

O ciclo da safra 2022-23 no Brasil registrou produção recorde de soja e milho, o que poderia estimular valores de frete também elevados, em função de uma maior demanda pelo serviço de transporte. Entretanto, com os baixos preços das commodities, a comercialização da safra foi lenta, levando a um escoamento mais vagaroso.

O repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre este cenário e as particularidades observadas no comportamento dos fretes de grãos ao longo da safra 2022-23.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

A tale of two markets, U.S. is seeing low demand and an oversupply of asphalt; while Latin America, especially Argentina, is seeing increased imports and increased demand of asphalt.

Join Argus experts as they breakdown the market drivers for asphalt and what the outlook for prices are the rest of this year and beyond.

Os custos logísticos representam uma parcela considerável na conta das distribuidoras de combustíveis, que dependem muito do modal rodoviário para movimentar seus produtos em todo o Brasil. Com o encarecimento do diesel B na bomba e grandes variações regionais de preços e de disponibilidade de produto, distribuidoras e transportadores enfrentam desafios constantes para mobilizar suas frotas de maneira eficiente. O mês de agosto foi particularmente agitado, com um aumento do custo do combustível e um cenário de restrição na oferta de diesel, que impulsionou o custo do frete rodoviário, principalmente na região Sudeste, onde a alta ultrapassou 20%, segundo um levantamento da Argus.

Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe de redação adjunto da Argus, para saber mais sobre este tema.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

Hear Argus’ analysis of phosphates and potash market developments, with a spotlight on Indian subsidies and their impact on both markets. Join Mike Nash, Senior Editor, Julia Campbell, Editor - Argus Potash and Tom Hampson, Reporter – Phosphates as they discuss these topics and more in the third episode of the Fertilizer Matters podcast series.

Key topics covered in the podcast:

Indian subsidies - how they work and why they’re important
Indian DAP and MOP subsidy update, possible impact on demand and importer margins
Indian government DAP support package for public companies
New MOP contract price negotiations
India driving DAP prices

Related links

Request a sample price report/more information
Phosphate price reporting, short and mid to long-term outlook services
Potash price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

On this episode, US downstream Reporter, Nathan Risser, and Argus’ Blendstocks Reporter, Jason Metko, dive into recent US refinery news; from maintenance to quarterly earnings, and give a preview on how 2023 might end within the industry.

Si bien las mayores economías en América Latina dependen de sus exportaciones de combustibles fósiles como el petróleo y el carbón, éstas tienen que adaptar sus políticas económicas para evitar que la temperatura media global exceda los 1.5C acordado bajo el acuerdo de Paris. Sin embargo, así como cada cabeza es un mundo, cada país de la región tiene un plan y una visión distinta.

Acompañe a Sergio Meana, gerente de desarrollo de negocios, y a Jacqueline Echevarria, editora de Argus Latín Energy Markets, y entérese de cuáles son las diferentes posiciones en la región.

Argus Latin Energy Markets: https://www.argusmedia.com/en/crude-oil/argus-latin-markets#:~:text=Argus%20Latin%20Energy%20Markets%20provides,biofuels%20and%20energy%20transition%20sectors
Climate pushes NOCs to optimize portfolios: https://direct.argusmedia.com/newsandanalysis/article/2493489?keywords=luisa%20palacios
Latam leaders call for fossil-fuels phase out: https://direct.argusmedia.com/newsandanalysis/article/2491406?keywords=latam%20fossil%20fuels

The Brazilian region commonly known as Matopiba registered an impressive boost of soybean productions between the 2012-13 and 2022-23 crops, becoming a new important producing oilseed hub for the country. But the next 2023-24 cycle could be challenging for the region’s soy crop and interrupt the series of successive production records registered over the past few seasons.

Join Camila Dias, Argus Brazil Country Manager, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about what led to the expansion of Matopiba’s soybean crop and what can be expected for the 2023-24 season.

The Brazilian region known as Matopiba experienced impressive increases in soybean production between the 2012-13 and 2022-23 harvests, becoming seen as a new important oilseed producing hub in the country. However, the 2023-24 cycle could be challenging for culture in the region and interrupt the series of successive records recorded over recent seasons.

Join Camila Dias, director of Argus in Brazil, and Nathalia Giannetti, reporter for the publication Argus Brasil Grãos e Fertilizandos. They talk about what factors led to the expansion of soybean cultivation in Matopiba and what we can expect for the 2023-24 harvest.

Nitrogen fertilizer market activity is poised to continue reduced in Argentina, where farmers may switch corn acreage to soybeans, as soybeans' cost of production is lower than corn. Ammonium sulphate purchases are expected to intensify in October in Paraguay to supply corn crop fertilizer needs.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the nitrogen demand in the Southern Cone markets.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer

A atividade no mercado de nitrogenados deve continuar reduzida na Argentina, onde agricultores poderão substituir a área plantada de milho por soja, já que o custo de produção da oleaginosa é inferior ao do grão. No Paraguai, negócios de sulfato de amônio devem se intensificar em outubro para atender às necessidades para a safra de milho.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre a demanda por nitrogenados nos mercados do Cone Sul.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

Join our experts David Appleton and Giulia Squadrin as they discuss biopropane market trends and dynamics as Argus prepares to launch a new daily price assessment to expand its coverage of the European hydrotreated biofuels market.

Senior Editor of US products, David Ruisard, joins Argus’ Blendstocks Reporter, Jason Metko, in this new episode

Argus C5 and hydrocarbon resins expert Steve Williams discusses capacity growth and operating rates for hydrocarbon based tackifier production, including:

The exceptional capacity growth for hydrocarbon based tackifiers during the 2018-25 period
Recent and upcoming capacity additions highlighting the growth in China
The dramatic changes in hydrogenated hydrocarbon tackifier capacity since 2018
The repercussions of recent capacity growth on global operating rates for the balance of the decade

Request a free trial or more information for Argus’ C5 and hydrocarbon resins services.

Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market.

Join Mike Nash, Senior Editor and Liliana Minton, Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new bi-weekly podcast series - Fertilizer Matters.

Complimentary download: Access supporting slide pack including:

Chile sulphuric acid imports (2018 – 2022)
Chile cfr spot vs contract (2020 – 2023)
NW Europe and China fobs (Sep 2022 – Aug 2023)
Download here

Key topics covered and questions addressed in the podcast:

Brief picture of the global sulphuric acid market's current state
Why has there been unexpected demand from OCP, and what has been the impact of the resulting supply squeeze?
Chilean market insight and sentiment ahead of yearly contract negotiations for 2024
Current spot price in Chile, and how it drives the timing and mood for price negotiations
Is European supply into Chile going to face competition from alternative supply sources coming into play (for example from Asia)?
Impact of logistical issues in the Panama canal
The timeframe for contract negotiations in Chile
Supporting slide pack available: Download here

Related links

Request a sample/more information
Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

Em junho, o Supremo Tribunal Federal (STF) decidiu por uma série de mudanças na chamada Lei dos Motoristas, que definiu regras para os motoristas profissionais e estabeleceu normas sobre a jornada de trabalho para o setor. Porém, existe uma grande preocupação do setor logístico, especialmente de grãos e fertilizantes, de que isso provoque uma alta significativa dos custos.

A diretora da Argus no Brasil, Camila Dias, e o repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, conversam sobre as alternativas logísticas que podem ajudar a amenizar a situação do transporte, que pode registrar alta nos fretes de até 40pc, dependendo da rota percorrida e do tipo de carga.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer

Senior Reporter for methanol and MTBE, Steven McGinn, and Argus’ Blendstocks Reporter, Jason Metko, recap a very busy summer in the MTBE world, and how the market may finish the remainder of 2023.

Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market. Join Mike Nash, Senior Editor and Lili Minton, Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new Fertilizer Matters podcast series.

Complimentary download: Access supporting slide pack including:

Chile sulphuric acid imports (2018 – 2022)
Chile cfr spot vs contract (2020 – 2023)
NW Europe and China fobs (Sep 2022 – Aug 2023)
Download here

Key topics covered and questions addressed in the podcast:

Brief picture of the global sulphuric acid market's current state
Why has there been unexpected demand from OCP, and what's the impact of this supply squeeze?
Chilean market insight and sentiment ahead of yearly contracts negotiations for 2024
Current spot price in Chile, and how it drives the timing and mood for price negotiations
Is European supply into Chile going to face competition from alternative supply sources coming into play (for example from Asia)?
Impact of logistical issues in the Panama canal
The timeframe for contract negotiations in Chile
Supporting slide pack available: Download here

Related links

Request a sample/more information
Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
Free sign up: Fertilizer Focus Magazine
Other complimentary fertilizer content

In this episode, David Appleton, Esther Phua and Frances Goh discuss the current market situation in LPG in Asia-Pacific, focusing on how the Propane Dehydrogenation (PDH) segment is performing and whether what the potential impact of overcapacity will be in 2024

Com a importação de cerca de 85pc dos adubos necessários, a geopolítica é o primeiro entrave enfrentado pelo mercado brasileiro de fertilizantes. Fretes marítimos, transporte rodoviário e armazenamento são outras questões em constante discussão no setor. Além de debates antigos, novos temas estão em pauta, como redução da pegada de carbono, uso de tecnologia, participação de empresas internacionais no mercado doméstico e Plano Nacional de Fertilizantes.

Junte-se a Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes, e Ricardo Tortorella, diretor-executivo da Associação Nacional para Difusão de Adubos (Anda). Eles conversam sobre os principais temas debatidos no 10º Congresso Brasileiro de Fertilizantes, realizado pela Anda.

Argus’ aromatics and fuels and octane experts Simon Palmer and Roel Salazar talk to Jeff Eickholt about:

The increased demand for aromatic octane components in the U.S. during 2022 and what has changed since
The impact on the recovery of aromatics products for chemicals
The knock-on impact on other components like MTBE
The repercussions overseas and the outlook for 2024

Distribuidores lidam com oferta limitada de diesel nos portos brasileiros e ofertas de venda em níveis elevados em relação ao produto comercializado nas refinarias estatais, resultado da crescente demanda pelo produto e da diminuição das importações em julho. Camila Dias, diretora da Argus Brasil e Gabrielle Moreira, editora-assistente da publicação Argus Brasil Combustíveis, falam da busca acirrada por volumes no mercado doméstico e do fortalecimento da Rússia no fluxo de importações.

What does the supply and demand outlook look like? What impacts do sanctions have?

Argus experts, Irina Vinogradova, Keyvan Hedvat, and James Fernandes provide an overview on the outlook for the bitumen markets in Europe and Africa.

Learn more about the Argus Asphalt Annual 2023

Check out our weekly pricing report, Argus Bitumen

Julie-Ann Adams, CEO, EERA, joins Cristina Belda, Associate Editor to discuss the challenges faced by Europe’s rapidly growing e-waste industry.

Learn how the organisation acts as a voice for electronics reuse, recycling, and re-processing companies. Our guest speaker also highlights environmental sustainability (including eco-design), recycling highly engineered devices and how the critical raw materials act could be a key driver in e-waste recycling.

Olefins experts Sarah Rae and Craig Barry talk to James Elliott about the outlook for olefins across the US, Europe and Asia Pacific, including:

Where is demand going into the end of 2023?
Thoughts on the demand situation in China… Will stimulus measures help boost demand? What are the implications for global markets if we see a pick-up in Chinese offtake?
How is a challenging demand situation and higher costs impacting on the drive for sustainability

Provaris Energy CEO Martin Carolan joins the Argus podcast to discuss compression. Hydrogen needs to be moved from point of production to point of use. As pipeline infrastructure build-out takes time, can compression offer solutions for both movement and storage?

This edition features USAC distillate reporter Craig Ross, with a brief recap of the summer season in Atlantic coast diesel and jet fuels, and the challenges and shifts that await the markets this fall and winter.

A temporada 2023-24 começa com uma perspectiva otimista para o esmagamento de cana-de-açúcar no Norte e Nordeste do país. Mas limitações de capacidade industrial e condições climáticas desafiadoras podem ter imposto um teto aos níveis de processamento da matéria-prima nas usinas locais.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre as expectativas do setor sucroalcooleiro para essa safra e os obstáculos no caminho dos produtores dessas regiões.

Description: Despite a recent surge of European demand for US light sweet crude, midsize tanker rates from the US to Europe have declined as the G7 price cap pulls ships from the Russian crude trade.

In this podcast, listen from Tray Swanson, Freight Reporter - Crude Tankers, and Calder Jett, Associate Editor for US Waterborne Crude.

Las elecciones en Ecuador del pasado 20 de agosto fueron para elegir a un presidente solo hasta 2025, luego de una crisis política en el actual gobierno. Sin embargo, esta elección puede definir el panorama para un periodo mucho más largo e impactar de manera importante la producción de crudo y minerales en el país y en América Latina.

Acompañe a Sergio Meana, Gerente de Desarrollo de Negocios y a Carla Bass, editora en jefe de noticias para la región, en un nuevo episodio de Hablando del Mercado, para entender todo sobre la elección en Ecuador y sus impactos en el sector energético.

Links:

Gonzalez, Noboa likely headed to Ecuador runoff: https://direct.argusmedia.com/newsandanalysis/article/2481300

Ecuador weighs costs ahead of vote on Amazonian oil- https://direct.argusmedia.com/newsandanalysis/article/2461774

Ecuador oil vote may cut Napo crude value- https://direct.argusmedia.com/newsandanalysis/article/2468546

Ecuador's oil vote could risk fuel subsidies- https://direct.argusmedia.com/newsandanalysis/article/2466419

No 150º episódio da série de podcasts Falando de Mercado, Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, conversa com Alexandre Melo, repórter sênior da Argus, sobre a transformação em curso no mercado de gordura animal.

As exportações de sebo bovino brasileiro devem superar a marca de 100.000t neste ano, estimuladas pela demanda do mercado internacional de biocombustíveis, especialmente Estados Unidos, colocando a gordura animal em posição de destaque como matéria-prima nas rotas de diesel renovável (HVO) e bioquerosene de aviação (SAF). O saldo comercial positivo consolida a posição do Brasil como exportador líquido de gordura animal – historicamente, o país era importador líquido de sebo. É um despertar do setor que também é dos principais fornecedores para usinas de biodiesel do Brasil, além de atender as indústrias de saboaria, alimentação animal e pet food.

Learn more about the uses of bionaphtha and its price trends.

Understand why demand for renewable feedstocks is growing in the petrochemicals market and what effects the competition with the mandated road transport sector has on bionaphtha prices and supply.

In this podcast Muhamad Fadhil, SVP strategy and business development, Sarah Rae, VP Olefins and Giulia Squadrin, Associate Editor Biofuels.

In this podcast, Argus’ crude tanker expert Matt Mitchell discusses the impact of Urals prices breaching the EU/G7-established cap on tanker freight and the result of the drone strikes on Black Sea freight. And deputy editor John Ollett will cover the new destinations for Russian products and how the MR market is evolving to accommodate the new trading patterns. The pair will also discuss what steps insurers might take to mitigate the new risks and the outlook for both clean and crude Black Sea freight.

Com a aceleração da construção do gasoduto argentino Nestor Kirchner, crescem as expectativas de que o Brasil pode receber gás de Vaca Muerta, sem depender de grandes investimentos em infraestrutura.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre os rumos do gás da Bolívia e como essa integração pode acontecer.

Hear Argus’ analysis of phosphate rock and processed phosphates supply, demand, outlooks and policy trends. Join Claira Lloyd, Phosphate and Phosphate Rock Research Manager, Timothy Evans, Phosphate Analyst and Tim Cheyne, SVP – Global Head of Agriculture, Fertilizers and Energy Transition (Ammonia) as they discuss these topics and more in the latest episode of the Inside Fertilizer Analytics podcast series.

Hear Argus’ analysis of phosphate rock and processed phosphates supply, demand, outlooks and policy trends. Join Claira Lloyd, Phosphate and Phosphate Rock Research Manager, Timothy Evans, Phosphate Analyst and Tim Cheyne, SVP – Global Head of Agriculture, Fertilizers and Energy Transition (Ammonia) as they discuss these topics and more in the latest episode of the Inside Fertilizer Analytics podcast series.

Title: NetZero Transition: Trucks, Twin Clean Fuels & Tevva

Tevva is a UK firm producing zero-emission trucks. Harsh Pershad, head of government partnerships joins the podcast to discuss range, efficiency, economics, obstacles to deployment and effective support for the sector.

Podcast | Metal Movers: The Breakout with Highbar

We welcome Dave Stickler, CEO of Highbar, in the second episode of our special Metal Mover series,The Breakout. Argus experts Michael Fitzgerald, VP – Business Development – Metals and Marialuisa Rincón, Market Reporter, kick off our podcast with a quick industry update before diving into our interview with Highbar.

Port costs are now calculated based on the vessel's deadweight, that is, the total weight of the ship's cargo. Previously, the cost considered handling cargo in each Brazilian port. That change raises questions about the formula and whether the responsibility for payment lies with the importer, shipping agent or shipowner.

Join Renata Cardarelli, Deputy Editor for the Argus Brazil Grains and Fertilizer publication, and Fernando Valle, Commercial and New Projects Manager at shipping agency Unimar, as they talk about the new calculation and explain the main doubts generated by the changes.

A tarifa portuária passou a ser calculada com base no deadweight da embarcação, ou seja, o peso total de carga do navio. Anteriormente, a cobrança era feita por movimentação de carga em cada porto brasileiro. Além de dúvidas sobre o cálculo, a mudança na cobrança de custos portuários gera questionamentos sobre se a responsabilidade de pagamento é do importador, agente marítimo ou armador.

Junte-se a Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes, e Fernando Valle, coordenador de projetos e novos negócios na agência marítima Unimar. Eles conversam sobre a cobrança e esclarecem as principais dúvidas geradas pelas mudanças nos cálculos das tarifas portuárias.

Os preços de fertilizantes no mercado brasileiro caíram no primeiro semestre do ano, em meio à menor demanda, mas o ritmo nos mercados doméstico e de importação não foi linear. As compras regionais começaram o ano de forma mais lenta, com o elevado estoque de passagem permitindo que agricultores adiassem as negociações diante do risco reduzido de escassez de fertilizantes.

Camila Dias, diretora da Argus no Brasil, conversa com Flavia Bohone, editora da publicação Argus Brasil Grãos e Fertilizantes, sobre as razões que levaram a esse movimento na primeira metade do ano e o que esperar do segundo semestre.

A number of developments are taking place in the biomass sector across South Americas. Alex Comerford founder of Sustainable Pellets and Erisa Senerdem editor Argus Biomass Markets report discuss the wood industry there, its potential and the current situation with the capacity challenges.

Listen to podcast today.

In this episode, Elaine Levin, President of Powerhouse, DC-based risk management and hedging organization, joins Argus’ Blendstocks Reporter, Jason Metko, to discuss the current state of the downstream industry, and how the next few months will play out in the US crude, diesel and gasoline markets.

We welcome Barry Zekelman, Executive Chairman and CEO of the largest independent steel pipe and tube manufacturer in North America in this first episode of our special Metal Mover series, The Breakout. Argus experts Michael Fitzgerald, VP – Business Development – Metals and Rye Druzin, Associate Editor – Steel & Pipe, kick off our podcast with a quick industry update before diving into our interview with Zekelman Industries.

Acumulando alta de 70pc desde o início do ano, o preço do Cbio, o crédito de descarbonização negociado na B3, se aproximou dos R$150. A concentração de demanda de grandes distribuidoras e varejistas regionais elevou o volume de negociação dos créditos na Bolsa. Se há certa tranquilidade quanto ao cumprimento das metas de 2022 e 2023, sobram dúvidas para a meta de 2024. O mercado debate a chance de revisão para baixo, enquanto monitora a probabilidade de continuidade do mix açucareiro e incertezas sobre o etanol.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e saiba mais sobre o que está acontecendo no mercado de Cbios.

US sour crude grades included in the Argus Sour Crude Index have tightened their discounts to light sweet WTI Houston in August. The upcoming refill of the US Strategic Petroleum Reserve (SPR) in August will see 3mn bl of US-produced sour crude returned to the Big Hill site near Houston. Global support for medium sour grades has come from Opec+ supply cuts from Russia and Saudi Arabia.

This new episode with Gus Vasquez, Americas crude editor, and Scott Phillips, Americas crude market reporter.

A pesar de que el mercado de combustibles en México es todavía un reto para la inversión privada - debido a políticas que favorecen a la empresa estatal Pemex - la reanudación del acceso público a los precios en terminal de Pemex a partir de junio ofrece un poco de luz en medio de la oscuridad que ha prevalecido durante la presente administración.

Acompañe a Sergio Meana, Gerente de Desarrollo de Negocios en Argus para América Latina, María Eugenia García, editora del reporte Argus Mexico Fuel Markets y Antonio Gozain, corresponsal de Argus en México, y entérese de cómo estos precios pueden impactar en el mercado de combustibles en México.

O volume de diesel russo atingiu participação recorde nas importações pelo Brasil no mês de junho, reflexo dos preços mais competitivos e do maior número de compradores negociando o combustível com o país em conflito com a Ucrânia. Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora-assistente da publicação Argus Brasil Combustíveis, falam sobre o atual cenário para o combustível importado no mercado doméstico.

With critical minerals suffering from an ugly reputation, especially amongst younger demographics, how can the industry educate the broader public and emphasise the importance of this subsector?

Metal Movers welcomes Charles Stephenson, Analyst for ARCH Emerging Markets Partners on the series to discuss the importance of critical minerals and the potential for nimbyism to tighten the supply/demand balance. Listen now as our noble alloys and coltan reporter, Sian Morris, explores this growing market with our guest, Charles.

A baixa liquidez no mercado brasileiro de fertilizantes tem deixado vários setores preocupados com a possibilidade de gargalos logísticos quando os produtos armazenados nos portos forem transportados. A lenta compra de insumos para a próxima safra de soja está ligada a alguns fatores, como a comercialização de milho e soja atrasada, assim como entregas de nutrientes mais lentas.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as alternativas logísticas que podem ajudar a amenizar a situação do transporte de nutrientes.

The Brent benchmark, the world's premier oil price index, has undergone the biggest change in its near half-century history. Argus Crude editor Michael Carolan joins Crude VP James Gooder in the podcast to discuss how this change affects the price and what users need to watch to understand this new benchmark iteration.

Description: RINS reporter, Matthew Cope, returns on the driving discussions series with Jason Metko, to discuss the recent EPA announcement regarding finalized biofuel blending volumes for the future, learning about HOBO and BOHO, and how the market is shaping up the for the rest of 2023.

This episode explores the recent jump in Atlantic Capesize rates, the possibility of Chinese real estate market stimulus, and the increasing importance of sentiment on the market as dry bulk rates remain lower than anticipated in the second half of 2023.

Shipbroking firm Arrow Shipbroking Group’s Burak Cetinok speaks with Argus dry bulk freight reporter Ross Griffith about the shifting landscape of the dry bulk freight market in the post-pandemic world.

In this episode, Argus' LPG Editor Peter Wilton and Senior Reporter Waldemar Jaszczyk join David Appleton, LPG VP, to discuss factors behind the current weakness in propane and butane European large cargo markets. The quarter has seen strong US imports combined with muted local demand to produce severe price depreciations.

O mercado brasileiro de biometano é visto como uma das maiores apostas do setor de gás natural no país. Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas and Power. Elas conversam sobre as perspectivas de crescimento, precificação e inovações tecnológicas que podem influenciar esse novo mercado.

In this new episode, vice presidents of business development Louise Burke and John Demopolous, join host Jason Metko to chat about the Clean Fuel Regulations (CFR) program, how Argus plans to support transparency in the market, and how it affects the Canadian consumer.

In this episode, get an update on the diesel market halfway into 2023 and the demand-supply expectations going forward. Learn more about the impact of the Russian sanctions on the way that refineries source vacuum gas oil (VGO) and its spreads.

Presenting Alfonso Berrocal, European business development manager, oil products, Benedict George, associate editor, European products, and Georgie McCartney, reporter, products and VGO.

Listen to our short and concise sulphur podcast reviewing recent European molten sulphur market trends

Join Maria Mosquera, Editor of the Global sulphur report, and Bea O’Kelly, Sulphur Reporter, as they discuss recent European molten sulphur market trends in this concise 10-minute podcast.

Key topics covered by the podcast:

Recent supply trends
- European refineries update
- European logistics update
Recent demand trends
- Chemical industry demand update
- Fertilizer and metals demand update

Related links

Sulphur and Sulphuric Acid price reporting, short and mid to long-term outlook services
Request a sample/more information
Free sign up: Fertilizer Focus Magazine
Inside Fertilizer Analytics podcast series
Other complimentary content

Meteorological models show that the weather phenomenon El Niño will start and reach full force during the second half of 2023, following the heating process of the Pacific Ocean’s waters. Brazilian farmers are already preparing themselves for its possible impacts on the country’s winter and summer crops.

Join Camila Dias, Argus Brazil Country Manager, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer, as they talk about what to expect for this next El Niño cycle and what regions may be the most affected by it.

Modelos meteorológicos indicam que o fenômeno climático El Niño deve começar e atuar com força total no segundo semestre, à medida que as águas do Oceano Pacífico passam por um processo de aquecimento. Agricultores brasileiros já se preparam para seus possíveis impactos sobre as culturas de inverno e verão do país.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o que esperar para este próximo ciclo de El Niño e quais regiões devem ser as mais afetadas por sua influência.

As condições climáticas adversas alteraram a bienalidade da safra brasileira de café nos últimos anos e ainda são ponto de atenção para as próximas temporadas. Camila Dias, diretora da Argus no Brasil, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre as perspectivas para a safra atual e os impactos do clima nas lavouras do país.

Senior Reporter of methanol and MTBE Steven McGinn comes on the series, chatting all things MTBE, what the additive is, some recent price movements, and what to expect with the octane enhancer going forward.

A implementação da cobrança monofásica do ICMS para a gasolina entrou oficialmente em vigor no início de junho, possibilitando a incidência do imposto apenas uma vez, no primeiro elo da cadeia. Defensores do novo regime acreditam que a mudança é um passo significativo para a simplificação do regime tributário do setor de combustíveis. No mercado, a maioria dos participantes espera uma alta na bomba para os preços da gasolina, resultando em uma paridade mais favorável ao consumo de etanol hidratado.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis, que conversam sobre o que esse passo representa para o mercado de combustíveis e as expectativas de participantes para o comportamento dos preços dos produtos no varejo.

Brazil’s largest diesel importers are including acquisitions from Russia in their business plans over increasing competition in the domestic market. Join Camila Dias, Argus Brazil Country Manager, and Gabrielle Moreira, Senior Reporter for Argus Brazil Motor Fuels, as they talk about the new phase of the import flow and reactions from the US and neighboring countries regarding the current import flow.

Com o aumento da competição pelo mercado de diesel nacionalizado no Brasil, grandes importadores passaram a incluir a aquisição do combustível russo nos planos de negócios. Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter sênior da publicação Argus Brasil Combustíveis, falam sobre essa nova fase para o mercado doméstico e das reações dos Estados Unidos e países vizinhos diante do atual fluxo de importação.

RINS reporter Matthew Cope, and Blendstocks reporter and host Jason Metko, discuss what eRINS and SRE's are, their recent movements within the market, and preview a big announcement from the EPA later this June.

El aumento del volumen de diésel ruso en Brasil trae una serie de impactos a las negociacionesdel producto en los puertos de ese país que afecta los planes de los importadores brasileños, pero también el mercado de América Latina en su conjunto. La llegada de diésel ruso a Brasil incluso tiene afectaciones en el mercado de Estados Unidos. Acompañe a Sergio Meana, gerente de desarrollo de negocios para América Latina, y Julio Faldin, vicepresidente de desarrollos de negocias para América del Sur, y escuche la historia detrás de la llegada del diésel ruso al mercado brasileñ

Equinor, Petrobras e Repsol Sinopec recentemente anunciaram a decisão de investimento do campo BM-C-33, que pode fornecer 16mn m³/d de gás natural. Junto com outros novos projetos, a Petrobras afirma que o Brasil terá um “choque de gás”. Mas a realidade pode ser bem menos animadora para os consumidores.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre prazos, características e perspectivas para os preços dessa oferta d

Chlor-Alkali experts George Eisenhauer, Bernard Law and Stephanie Koenig talk to Lauren Williamson, VP, Product, about the long-term fundamentals of the caustic soda market, including:

Policy impact on battery demand and what that means for the North American supply chain
Where European opportunities lie among continued optimisation processes and net zero targets
How Northeast Asia's role will change with diminished reinvestment in export capability, and against a backdrop of Southeast Asia's growing demand

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Argus Caustic Soda Analytics service.

Request a free trial or more information

MTBE expert Roel Salazar talks to Lauren Williamson, VP, Product, about the outlook for MTBE, including:

Current trends and their effect on the MTBE market and its key drivers over the next 12-24 months
How Argus approaches its 5-year MTBE forecast
Where additional MTBE from a new Texas MTBE-ETBE unit might be absorbed and the challenges U.S. industry might face with that
Other key factors industry should monitor in 2023 and beyond

This podcast is delivered by Argus’ MTBE experts using data and insight from the Argus MTBE Outlook.

Request a free trial or more information

Chlor-Alkali experts George Eisenhauer and Bernard Law talk to Lauren Williamson, VP, Product, about the outlook for chlor-alkali, including

Current trends and their effect on the chlor-alkali market and its key drivers over the next 12-24 months
How Argus approaches its 5-year chlor-alkali forecast and what industry should be looking out for The top
The top three factors Argus is focusing on for the remainder of the year

This podcast is delivered by Argus’ butadiene experts using data and insight from the Argus Chlor-Alkali Outlook.

Request a free trial or more information

On this episode, US Downstream reporter Nathan Risser sits down with Jason Metko to talk over the changes within the domestic refinery landscape since the COVID-19 pandemic, and how those changes will affect road fuel consumers during the 2023 summer driving season.

Listen to Argus experts Alfonso Berrocal and Giulia Squadrin as they discuss the latest developments of the SAF spot market, the role of biofuels tickets, and recent updates on the EU-wide SAF mandate set to kick-in in less than two years.

Has the Polish LPG industry reduced its dependency on Russia? How have price volatility and supply disruptions impacted demand? Should the market expect another year of logistical bottlenecks?

In this episode of Global LPG conversations, David Appleton, VP LPG, and LPG reporter Waldemar Jaszczyk try to answer those questions and more as they closely examine the market's attempts to juggle supply security with a yawning east-west price gap and logistical limitations. The podcast draws on a recently released Argus White Paper on Poland's shifting LPG supply routes in the face of the Russia-Ukraine War.

Argus Whitepaper - Polish Ports LPG (argusmedia.com)

Webinar: 2023 so far: Global LPG Markets Review and Outlook (argusmedia.com)

Polyolefins expert Terry Glass talks to Amanda Richardson about the outlook for polyolefins, including:

Current trends and their effect on the polyolefins market and its key drivers over the next 12-24 months
How Argus approaches its 5-year forecast and what industry should be looking out for
Asian, and especially Chinese capacity additions and what that means for rationalization and trade flows elsewhere
Other key factors industry needs to stay close to in 2023 and beyond

Listen as olefins expert Craig Barry talks to @manda Richardson about the outlook for olefins, including:

Whether we’ve reached the bottom of the market
How the market will absorb recent and upcoming capacity additions
The impact of decarbonization in circularity initiatives on the market

O governo restabeleceu o período de 12 meses até dezembro de cada ano para comprovação das metasdo Renovabio, praticamente dando início à agenda de fortalecimento da Política Nacional deBiocombustíveis. Receio sobre o cenário de oferta de Cbios em 2024 e conversas de fundos parafomentar a liquidez do mercado estão no radar de produtores de biocombustíveis e distribuidoras decombustíveis.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação ArgusBrasil Combustíveis, e entenda o cenário de curto e médio prazos dos créditos de descarbonizaçãonegociados na B3.

On this latest episode, Argus US Midcontinent reporter, Zach Appel, and Blendstocks reporter and host Jason Metko discuss the latest events in the region; specifically lingering refinery issues, and an earlier-than-normal spring planting season.

Lauren Williamson, VP, Product, talks to Angie Joe, VP, Crude C4 and Derivatives, about the Argus Butadiene Outlook:

Current trends and their affect on the butadiene market and its key drivers over the next 12-24 months
How Argus approaches its 5-year forecast and what industry should be looking out for
What Northeast Asia capacity additions means for global trade flows
Other key factors industry needs to stay close to in 2023 and beyond

This podcast is delivered by Argus’ butadiene experts using data and insight from the Argus Butadiene Outlook.

Request a free trial or more information

Acompañe a Sergio Meana, gerente de desarrollo de negocios para América Latina de Argus, y a Giovann Rosales, reportera del mercado de crudo de Latinoamérica para escuchar como el mercado de América Latina se ha convertido en un destino de demanda para los crudos de Ecuador y Argentina y el impacto que la demanda tiene sobre los grados Oriente, Napo y Medanito.

A produção da segunda safra de milho 2022-23 deve bater recorde, segundo projeções, o que poderia elevar a necessidade pelo serviço de transporte. Entretanto, com um ritmo de venda mais lento na comparação com anos anteriores, a alta dos fretes de grãos em Mato Grosso pode não ser tão acentuada durante o pico da demanda na colheita.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre o que esperar de fretes de grãos durante o segundo semestre de 2023, em meio ao cenário de maior oferta do grão e as dificuldades logísticas para exportação.

How much does it cost to move Russian crude and how do the oil price cap and “shadow fleet” influence the sanctions price tag for every barrel?

Alex Younevitch, Global Head of Freight at Argus is joined by Deputy Editor for Freight, John Ollett to answer all these questions and more.

A importação brasileira de MAP foi recorde no primeiro trimestre do ano, totalizando 1,2 milhão de toneladas, ante 567 mil toneladas no mesmo período de 2022, mas a baixa liquidez predomina no mercado doméstico e produtores de soja esperam pela melhora da relação de troca. Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre as importações de fertilizantes no primeiro trimestre e os fatores que geram a baixa liquidez no mercado brasileiro.

The latest Metal Movers podcast explores the crucial role of lithium in the transition to net zero. Listen now to better understand the drivers and challenges faced by this emerging industry.

Anand Sheth, Founding Chairman of the International Lithium Association shares his thoughts on lithium production, refining technologies, project pipelines and the availability of scrap with Chi Hin Ling, Editor at Argus Media.

Download a sample of Argus Battery Materials or request a trial for the latest lithium and battery material prices, including key inputs like sulphuric acid. The report also covers demand out to 2032 from EVs, renewable and other net zero industries.

Senior USAC distillate reporter Craig Ross joins host and blend stocks reporter Jason Metko, to discuss the US Atlantic Coast region's imports and supply averages in the current times.

Las importaciones brasileñas de MAP fueron récords en el primer trimestre del año, totalizando 1,2 millón de toneladas, en comparación con 567.000 toneladas en el mismo período de 2022, pero la baja liquidez prevalece en el mercado interno y productores de soja esperan una mejora en la relación de cambio.

Acompañe Sergio Meana, Gerente de desarrollo de Negocios en Argus para América Latina, y Renata Cardarelli, editora asistente de la publicación Argus Brazil Grains and Fertilizers, y entérese de las importaciones de fertilizantes en el primer trimestre de 2023 y de los factores que generan baja liquidez en el mercado brasileño.

Conozca más sobre:

Argus Fertilizer: https://www.argusmedia.com/en/fertilizer

Fertilizer Prices in the Brazilian domestic market: https://view.argusmedia.com/Fertilizer-prices-in-the-Brazilian-domestic-market-EN_Webinar.html

Listen to our short and concise sulphur podcast reviewing FSU sulphur exports and their impact on the Mediterranean and North African regions following more than a year of the Russian-Ukraine conflict and resulting sanctions

Join Maria Mosquera, Editor of the Global sulphur report, and Bea O’Kelly, Sulphur Reporter, as they discuss the impact of the Russia- Ukraine conflict on FSU sulphur flows to the Mediterranean and North African markets, more than one year on from the onset of the conflict, and what we can expect looking forward.

Related links

Sulphur and Sulphuric Acid price reporting, short and mid to long-term outlook services
Request a sample/more information
Free sign up: Fertilizer Focus Magazine
Inside Fertilizer Analytics podcast series
Other complimentary content

Mitsubishi Heavy Industries (MHI) is deploying low-carbon technology solutions around the world. MHI-EMEA Duisburg Branch EVP Professor Dr. Emmanouil Kakaras joins the Argus podcast to discuss the impacts of policy, CCS demand expansion, fuel NOx control/fuel choices at generators, compression, cracking and the medium-term challenge of pyrolysis to other production routes. Listen to the podcast now.

Book complementary demo of Argus Hydrogen and Future Fuels Service
Sign up for Hydrogen Highlights newsletter today

Thomas Kavanagh, Editor, Argus, quizzes Gabi Knesel, VP Mining and Minerals Processing at Locus Mining Solutions on the emerging importance of biosurfactants in the mining industry with a focus on transition metals, like copper, graphite, lithium and mo

O aumento do volume de diesel russo no Brasil traz uma série de impactos para as negociações do produto nos portos do país e afeta os planos de importadores. Conrado Mazzoni, editor-assistente da publicação Argus Brasil Combustíveis, e Gabrielle Moreira, repórter sênior da publicação, falam sobre os desdobramentos dessa dinâmica no mercado doméstico.

O aumento do volume de etanol transportado por duto do Centro-Oeste até os principais polos de consumo de São Paulo tem influenciado a dinâmica de frete rodoviário no estado, acentuando as diferenças de preços entre o biocombustível vendido nas usinas e o produto comercializado no terminal. Aliado à expansão do etanolduto, o uso do modal ferroviário para o transporte do biocombustível também dá sinais de crescimento.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis, que conversam sobre os fatores por trás dessas mudanças no mercado paulista e a criação do novo indicador multimodal Paulínia, que busca apresentar um retrato mais fidedigno dos valores do etanol comercializado no terminal.

Base oils reporter John Dietrich joins Blendstocks reporter and host Jason Metko, in the latest episode focusing on recent challenges within the base oils market, from inventory, to demand drivers, oversupply and more.

Links for blog post:

Check out the Driving Discussions podcast series

O mercado brasileiro de gás natural completou um ano desde sua liberalização. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia, que conversam sobre as perspectivas deste momento do mercado, preço do gás, novos investimentos e novas empresas entrando neste mercado em 2023.

The Brazilian natural gas market completed one year since its liberalization. Join Camila Dias, Argus Brazil Bureau Chief, and Flávia Pierry, Brazil Gas and Power Editor, as they comment on the market prospects, gas prices, new investments and new companies entering this market in 2023.

Las empresas del sector privado que participan en el mercado de combustibles de México continúan sorteando las trabas regulatorias que el gobierno de ese país les impone en su afán de fortalecer a la estatal Pemex. Aunque ya existe una queja formal del gobierno estadounidense respecto a la política discriminatoria del gobierno mexicano en dicho mercado desde el año pasado, todavía no existe una resolución sobre esta disputa, lo que ha empezado a impacientar a empresarios y legisladores de Estados Unidos.

Acompañe a Sergio Medina, gerente de desarrollo de negocios para América Latina de Argus, y a Maria Eugenia Garcia editora de la publicación Argus Mexico Fuel Markets, y entérese del clima político y económico que prevalece en el mercado de combustibles en México.

Conozca más sobre:

Argus Mexico Fuel Markets

Argus US Products

Russian exporters are managing to sell their diesel just as before the sanctions were introduced last February 5th. So what is the new dynamic in the market? In this podcast, associate editor for Argus European Products, Benedict George, and Freight deputy editor, John Ollett, with business development manager, Alfonso Berrocal, discuss the newly found distribution of Russian diesel, transportation, and the global impact of the sanctions.

A Unigel, única fabricante de ureia automotiva no Brasil, vem ampliando investimentos em capacidade de produção para capturar o crescimento previsto para o mercado de ARLA 32 nos próximos anos. O ARLA 32 é um composto que reduz a emissão de poluentes de combustíveis fósseis, como o diesel. Junte-se a Camila Dias, diretora da Argus no Brasil, e Paulo Arnaez, diretor executivo da Unigel Agro. Eles conversam sobre as expectativas para esse mercado.

Senior aluminum reporter John Betz discusses with Found Energy a use for aluminumscrap unknown by most the general public and its relevance to the nascent market of hydrogen power.

Europe stocked up on diesel at the start of the year, but March saw imports shrink. In this episode of Driving Discussions Europe, Benedict George, associate editor for Argus European Products, updates business development manager Alfonso Berrocal on what’s behind exceptionally low import volumes and what we can expect next as European diesel stocks start to decline and the region enters into uncharted waters

In this podcast, we touch on prices for long-range 2 (LR2) diesel cargoes. To get more visibility into these prices, why not sign up for our free weekly price snapshot. For more of our coverage of the European diesel market, visit our dedicated hub page.

What does the recently published delegated act on the definition of renewable hydrogen from the European Commission mean for renewable hydrogen market and how does that affect the aviation industry?

Listen to Argus’ hydrogen editor Stefan Krümpelmann and biofuels associated editor Giulia Squadrin as they discuss renewable hydrogen and synthetic fuels and the role they play in the aviation sect

Dr. Sebastian Vogel, RWE’s head of hydrogen joins the Argus podcast to discuss salt storage caverns, the GET H₂ electrolytic project, European funding and project timelines, ammonia terminals, the ongoing H₂ vector question, offtakes & US expansion.

Listen to the podcast now

O mercado de ARLA 32, uma solução aquosa de ureia usada para reduzir a emissão de gases em motores a diesel, vem crescendo rapidamente no Brasil e deve ultrapassar 1 bilhão de litros neste ano. Junte-se a Camila Dias, diretora da Argus no Brasil, e Fabrício Cardoso, gerente sênior do time de consultoria da Argus. Eles conversam sobre as perspectivas para esse mercado nos próximos anos.

Multiple North Dakota Bakken pricing locations and the Light Sweet Guernsey market have undergone recent methodology changes by Argus with the introduction of cumulative monthly volume-weighted averages. Join Argus Americas Crude team colleagues, Gus Vasquez and Amanda Smith, in this podcast for an update on the new assessments and a few market observations.

LPG was a hot topic at this year’s African Refiners and Distributors Association, where it was described as a fuel of the future. This episode of Global LPG Conversations comes from the sidelines of the event, with Argus’ David Appleton, VP LPG, and James Gooder, VP Crude, discussing trends for LPG in the region, the importance of the Dangote project, and how ‘energy transition’ means something quite different in the global south.

Interested in hearing more of our insights into the global LPG markets? Sign up for our free monthly newsletter, Argus LPG Market Highlights, for a round up of market developments and insights, including the latest podcast episodes.

Will Collins, Global Editor for Argus Recycled Polymers, travelled with Zach Kluver, USA Recycled Polymers Reporter, to the recent Plastics Recycling Conference in Washington, USA, to meet with the industry.

They spoke to a selection of industry participants to find out:

How the US recycling market has changed
The challenges it faces
What regulators and other stakeholders can do to help industry develop in the next 5 years

Argus Recycled Polymers launched price assessments for bales and recycled pellets for the US rHDPE and rPP markets on 3 March.

Get more information and request a free trial for Argus Recycled Polymers

What new trading patterns has the Russia-Ukraine conflict imposed on the titanium supply chain for the aerospace industry? Find out in this special episode on titanium, titanium sponge and ferrotitanium.

Ellie Saklatvala, Senior Editor – Non-Ferrous, explores the supply / demand challenges and drivers with market reporters Samuel Wood and Nicolas Bell based in Europe and the US respectively.

Atenta à demanda futura por biocombustíveis, a Brasil BioFuels construirá uma biorefinaria de diesel verde (HVO) e de combustível de aviação sustentável (SAF) com capacidade de 500.000m³ por ano que funcionará a partir de 2025.

O grupo que atua na região Norte do país entregará neste ano novas usinas termelétricas movidas a biodiesel de óleo de palma e também iniciará o plantio de cacau na sombra das palmeiras.

Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e Milton Steagall, presidente da Brasil BioFuels. Eles conversam sobre as perspectivas para os negócios de energia da BBF e o cenário para o mercado de biodiesel no país.

REDD+ projects are a core source of supply of negative emissions to the voluntary carbon market. Ed Rumsey, Managing Partner, and Juan Chang, Head of Technical Operations at Permian Global, join Adam Nye of Argus, to talk about a range of topics on both the projects themselves as well as the market for the credits they generate.

On this episode of Driving Discussions, VP of Business Development, Downstream Road Fuels, Scott Berhang, and Argus US Gulf Coast Blendstocks reporter and host, Jason Metko, chat about intraday fuel pricing and how it is more critical than the end-of-day assessment. In addition, they discuss the benefits of spot ticker pricing, and much more.

Hear Joy Kong, Lead Analyst – Battery Materials, break down the Asia-Pacific markets with a special focus on the EV outlook for China.

Joy is joined by Thomas Kavanagh, Editor – Battery Materials, as they explore the potential for over supply, the ongoing impact of Covid-19 and the importance of cobalt.

A reoneração parcial da gasolina e do etanol movimenta os mercados de combustíveis e dos créditos de descarbonização (Cbios), em um debate que pode voltar ao radar em junho. No caso da gasolina, o impacto na demanda tende a ser pequeno, com estoques elevados das distribuidoras e uma leve compensação da redução dos preços nas refinarias da Petrobras.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e entenda o que está deixando o mercado confuso em relação à política de preços da Petrobras.

Listen as Leonardo Siqueira, Editor, Pine Chemicals, talks to Steve Williams, VP, C5 and Hydrocarbon Resins about:

The demand outlook for hydrocarbon tackifiers in Europe and elsewhere, including key factors driving supply, demand and feedstock availability
Issues surrounding Crude Tall Oil (CTO) in the US and Europe \
Changes in tackifier production capacity and whether it could offset any potential loss of CTO derivative production
CTO pricing and availability impact on tackifier consumers trying to meet their sustainability goals
The impact of US imposed tariffs to several Chinese goods on the longer-term imports of both pine-based and hydrocarbon-based tackifiers to the US

This podcast is delivered by Argus’s pine chemical and hydrocarbon resin experts using data and insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins. Click on the links to request a free trial or more information.

Polymers market, which includes some plastics resins, more specifically polyethylene (PE) and polypropylene (PP), has been growing across the continent for decades. However, domestic production in each of the major Latin American markets is not enough to meet the regional demand for PE and PP, and there is a very dynamic import market to capture part of this demand.

Join Camila Dias, Argus Brazil Country Manager, and Fred Fernandes, Latin America Polymers Senior Reporter, as they talk about the perspectives for the polymers markets in the region in 2023.

O mercado de polímeros, mais especificamente tudo o que vem do polietileno (PE) e do polipropileno (PP), vem crescendo em todo o continente há muitas décadas. Mas a produção doméstica em cada um dos principais mercados latino-americanos não é suficiente para atender à demanda regional, o que torna o mercado importador bastante dinâmico para capturar parte dessa demanda.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Fred Fernandes, repórter sênior do mercado de polímeros da América Latina. Eles falam sobre as perspectivas para esse mercado na região em 2023.

Sian Morris, Noble Alloys Reporter at Argus, discusses the recent launch of Largo Physical Vanadium

with CEO, Paul Vollant.

The podcast breaks down Largo Physical Vanadium’s business model and how the wider green energy trend can support vanadium redox batteries in the face of a prevailing lithium-iron market.

El mercado de polímeros incluye a los plásticos, y más específicamente todo lo que proviene del polietileno (PE) y polipropileno (PP), y ha estado creciendo en todo el continente desde hace mucho tiempo.

Pero la producción nacional en cada uno de los principales mercados de América Latina no es suficiente para satisfacer la demanda regional de PE y PP, y existe un mercado de importaciones muy dinámico para capturar parte de esta demanda.

Además, las condiciones normales del mercado vistas antes de 2020 se vieron sacudidas a nivel mundial después de los años de pandemia, lo que interrumpió la logística y alteró la estacionalidad y las condiciones de precios.

Pero por primera vez, los participantes del mercado esperan ver que los mercados regionales de polímeros se estabilicen, y el pronóstico para 2023 es positivo.

Acompañe a Sergio Meana, gerente de desarrollo de negocios para América Latina de Argus, y a Fred Fernandes, reportero senior del mercado de polímeros en América Latina, y entérese sobre el mercado de polímeros en la región.

Conozca más sobre Argus Global Polyethylene (PE) y Argus Global Polypropylene (PP).

O país está se preparando para liberalizar seu mercado de energia elétrica, mas os poucos consumidores que optaram por contratos bilaterais já colhem frutos dessa escolha. Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas & Power, e Rodrigo Ferreira, presidente-executivo da Associação Brasileira dos Comercializadores de Energia (Abraceel).

Eles conversam sobre os números recordes constatados pela associação sobre o consumo livre de energia em 2022.

On this podcast episode, Jim Mitchell, Head of Americas Oil Analysts with Refinitiv, joins Argus Spot Ticker reporter and host Jason Metko, at the sidelines of this year's Argus Crude Summit in Houston. They discuss the EU's February oil sanctions, diesel consumption for the upcoming spring planting season, and briefly touch on what to expect for the US summer driving season.

What role does SAF play in the world of sustainable finance? Hear from Ishka’s senior analyst Eduardo Mariz and Argus Biofuels associated editor Giulia Squadrin as they discuss key players and challenges in financing the decarbonisaton of the aviation industry.

Read the latest Argus White Paper: Growing sustainable aviation fuel markets

Learn more about Argus’ comprehensive SAF market coverage

The growing market for pulses is in line with the higher demand for vegetable proteins in the world. Brazil has always been a large pulse producer, as it already met a heavy domestic demand.

Join Alessandra Mello, Deputy Editor of Argus Brazil Grains and Fertilizer publication, and Camila Dias, Argus Brazil Country Manager. They talk about global demand be the role Brazil can play on pulse production and exports.

A China está negociando com o Brasil um acordo sanitário para que possa importar, entre outros produtos, algumas variedades de feijão. O movimento está em linha com a demanda crescente pelo chamado mercado de pulses, leguminosas como feijão, ervilha, lentilha e grão de bico, que atendem a maior procura por proteína vegetal.

Junte-se a Alessandra Mello, editora assistente de agricultura e fertilizantes da Argus no Brasil, e Marcelo Luders, presidente do Instituto Brasileiro do Feijão e Pulses (Ibrafe). Eles falam sobre as oportunidades para o Brasil aumentar a produção e as exportações de pulses.

El mercado de varilla mexicana está en una etapa de gran crecimiento en su demanda. Con cuatro superproyectos de infraestructura en marcha en México, hay optimismo en el mercado en cuanto la demanda y la posibilidad para apoyo en los precios.

Acompañe a Sergio Meana, Gerente de desarrollo de Negocios en Argus para América Latina y Marialuisa Rincon, reportera del mercado de acero en Estados Unidos, para enterarse mas de lo que viene para la varilla mexicana.

In this latest podcast of the series, Argus Spot Ticker reporter and host Jason Metko sits down with Argus' Base Oils Reporter John Dietrich, discussing market dynamics since the start of 2023, and provides a preview of Argus' first global base oils conference scheduled in February.

A parcela de diesel originado na Rússia e destinado ao Brasil está aumentando no início de 2023, em meio às sanções de Europa e Estados Unidos contra o país. A ampliação do diesel russo no mercado doméstico é também resultado da atuação mais forte da trading brasileira Nimofast, que inclui o produto da Rússia entre as fontes de origens. Junte-se a Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre os impactos iniciais dessa nova dinâmica no fluxo de importação.

Join Thomas Kavanagh, Editor – Battery Materials, for a special episode with Mohammed Yagoub, Independent Trader and Lithium Expert.

Topics covered include the EU-Asia price dynamics, Africa’s potential as a producer, supply/demand challenges, long-term market trends and the importance of recycling

This latest podcast of the series focuses on US Atlantic Coast distillates, with Senior USAC distillate reporter, Craig Ross and Spot Ticker, Jason Metko. It will touch upon the changes seen since the start of the new year and how the market is shaping up through the rest of winter '23.

Cerca de 75% da capacidade instalada de geração de energia elétrica no Brasil vem de fontes renováveis, enquanto 23% da capacidade é composta por térmicas. O desafio do país é aumentar a geração de energia termelétrica de forma sustentável, menos poluente e complementar à matriz renovável.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gas Natural e Energia. Elas conversam sobre a necessidade de uma oferta flexível de gás natural nesse cenário.

In this episode, International LPG Editor Peter Wilton joins David Appleton, Argus LPG VP, to discuss factors behind European benchmark propane pricing surging 30pc year-to-date. The explanation combines global and local factors and how the latter exacerbates the former.

As we move through winter 2023, changes in weather and in the power generation mix, government intervention and higher-than-average thermal generating costs contribute to volatility on power markets.

To find out how it is impacting Europe’s demand for power listen to this podcast, where our regional experts cover all key aspects of the latest developments and share their analysis.

In addition to winning the World Cup in Qatar, Argentina will again make global news… but now in the oil market.

Join Josh Vence, Argus Business Development Manager for Latin America, and Giovanni Rosales, Reporter of the Latin America Crude Market, to understand how global markets have shaped themselves so that Argentina's top export grade, Medanito, has become a solution for countries such as the United Kingdom, Italy, the Netherlands, Denmark, Peru and soon Chile, with a 30pc increase in the production volume of this crude from Vaca Muerta.

Listen to our short and concise sulphur podcast reviewing key correlations in sulphur pricing in early 2023, presented by Maria Mosquera, Editor - Argus Sulphur.

Os estoques de passagem historicamente mais altos e a baixa demanda devem manter as compras de nitrogenados e potássicos reduzidas no início do ano, enquanto a negociação de volumes remanescente para soja 2023-24 eleva a movimentação entre os fosfatados. Camila Dias, diretora da Argus no Brasil e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre a tendência dos principais fertilizantes no mercado de importação e doméstico do Brasil para o início de 2023.

Brazil's historically high inventories and weak demand are set to maintain nitrogen and potash purchases slow in early 2023, while negotiations for soybeans 2023-24 move phosphates market. Join Camila Dias, Argus Brazil Country Manager, and Gisele Augusto, reporter for Argus Brazil Grains and Fertilizers publication, as they talk about the tendency for the macro nutrients activity, both imports and at the domestic market for early 2023. 

Join Thomas Kavanagh, Associate Editor, as he explores the significant drop in lithium hydroxide and lithium carbonate from the record highs of last year.

Will Talbot, Senior Analyst – Battery Materials, expands on the longer-term prospects for battery materials while Raghav Jain, Senior Market Analyst, provides an update on nickel’s role as a battery material.

Após um ano repleto de incertezas e com muitas oscilações nos fretes de grãos e fertilizantes, o mercado espera em 2023 uma tendência mais sólida de preços, em patamares elevados. A baixa oferta de veículos e de armazenamento, além das expectativas de safras recordes para soja e milho, devem contribuir para este cenário.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre o que esperar do comportamento das tarifas de fretes para grãos e fertilizantes neste ano e o que está no radar do mercado de logística.

Argus has introduced new month average prices for Bakken DAPL, Bakken at Patoka, and for light sweet crude at Guernsey. These new month averages reflect the volume-weighted average of all deals done during the trade month. In this podcast, Amanda Smith and Jeff Kralowetz explain how these monthly VWA prices will allow traders to use robust Argus data in a format they have used for many years.

O ex-deputado e ex-senador Alexandre Silveira assumiu no início de janeiro o Ministério de Minas e Energia com um grande desafio: reduzir a desigualdade energética sem se prender a clichês desenvolvimentistas e armadilhas do passado. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas analisam o discurso de posse do ministro e os planos da pasta para os setores de gás natural e eletricidade no país.

In this episode of Global LPG Conversations, David Appleton, Argus’ vice-president of LPG, and LPG reporter Waldemar Jaszczyk discuss Poland’s recent efforts to reduce its dependence on Russian supply through seaborne imports and the likelihood of Warsaw imposing a unilateral embargo on LPG from the east.

They also examine how these factors impacted the recently launched Argus propane price assessment at Polish ports.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Brazil’s 2022-23 corn harvest might set a record high, and market participants expect exports to grow this year. Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication as they talk about perspectives for the corn sector and the beginning of deliveries to China.

A safra de milho 2022-23 deve ser recorde no Brasil e a expectativa do mercado é de que as exportações também cresçam neste ano. Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre as perspectivas para o setor e o início dos embarques para a China.

O mercado de gás natural enfrentou vários desafios durante seu primeiro ano de abertura, com pressões internas e externas afetando preços e motivando alguns consumidores a postergarem sua migração para o mercado livre. Essa situação criou novos desafios e possibilidades para o gás e o GNL no Brasil.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter de Gás Natural e Energia. Elas discutem o futuro do mercado livre de gás natural no Brasil, após o primeiro ano de abertura.

Hydrogen gas is diffuse, making transportation out of pipelines impractical. This poses a particular barrier to trans-oceanic hydrogen trade, where the race is on between competing technologies, each aiming to be the ‘carrier’ of choice in the hydrogen economy. All the candidates are liquid: hydrogen, ammonia and Liquid Organic Hydrogen Carriers (LOHCs).

Leading LOHC experts Osamu Ikedaof Chiyoda Corporation and Dr Andreas Lehman of Hydrogenious join Tim Hard of Argus to discuss use cases, future projects and parts of their value chain being targeted to enhance efficiencies for transportation of hydrogen.

Listen to Argus’ experts Louise Burke, Alfonso Berrocal and Giulia Squadrin, as they look back at 2022 and discuss the developments of the SAF market in Europe and the Americas and share their expectations for 2023.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

A equipe de Minas e Energia do governo de transição do presidente eleito Luiz Inácio Lula da Silva avalia que há custos extras de R$500 bilhões a serem pagos pelos consumidores de energia elétrica nos próximos anos. Esse é um dos desafios do próximo ministro da área, mas não o único. O relacionamento com o setor e com o Congresso deve dominar boa parte da agenda do futuro ministro.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas discutem os desdobramentos dessa questão durante o próximo governo.

In this edition of Global LPG conversations, LPG specialist Celia Chen from Argus’ Shanghai office talks to Argus vice-president LPG, David Appleton, about the latest developments to round out a challenging year in Chinese Petrochemicals and offers some views on what to expect as China moves away from its zero-COVID strategy.

Learn more in-depth analysis on the Chinese market in the Argus LPG viewpoint: China's LPG term volumes fall on uncertainty - Term contracted volumes by Chinese buyers are expected to fall in 2023, which will likely give rise to increased spot activity during the year.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Matthew Mitchell, Market Reporter at Argus sits down with Ivane Abashidze, Georgia's rep to the IMO and Vice Chair to the IMO Legal Commitee as they discuss the IMO's legal committee and some of the issues it deals with including insurance and sanctions.

They also discuss the fraudulent registration of vessels and companies to avoid sanctions and disguise other illegal activities including how widespread the problem is and how the IMO, the legal committee, and member states are tackling it.

As importações brasileiras de fertilizantes, especialmente, de MAP, MOP e sulfato de amônio saltaram no primeiro semestre de 2022, em meio ao receio sobre a disponibilidade global. Importadores tiraram o pé do acelerador no segundo semestre, diante da baixa liquidez no mercado doméstico.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os fatores que devem culminar no maior estoque de passagem em quase uma década e as perspectivas para os próximos anos.

Brazilian fertilizer imports, especially of MAP, MOP and ammonium sulphate, jumped in the first half of 2022, because of concerns about global supplies. Importers slowed the pace in the second half of the year, faced with low liquidity in the domestic market.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, Senior Reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the factors that may culminate in the highest carry-over in almost a decade and the perspective for the coming years.

The results obtained in November at COP 27 in Egypt were cautiously celebrated in Latin America. Agreements to create a loss and damage fund were seen as a victory, but efforts to set more ambitious emissions mitigation targets have failed.

Join Josh Vence, Argus’ Business Development Manager for Latin America, and Jacqueline Echevarría, Editor of the Argus Latin America Energy, as they discuss the key developments of the COP 27 conference and the implications for Latin America and the Caribbean.

This podcast episode addresses key topics including:

Loss and damage
Mitigation and adaptation plans
Fossil fuels in final text
Carbon markets

Related Service:

Learn more about the Argus Latin America Energy service

In this episode of Global LPG Conversations, Argus’ Americas NGLs editor, Amy Strahan, and Canadian NGLs, senior reporter, Yulia Golub, examine Canadian propane demand and exports. They discuss how strong Asian demand for Canadian propane is drawing more propane waterborne exports instead of railed exports into the US.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

European distillates’ demand will shape the global flows and the shipping market, which is to become a central element for the supply of Diesel into Europe, particularly from February 2023 onwards, once Russian Diesel is phased out. In this podcast, Alfonso Berrocal speaks to John Ollett, in-house freight expert, about the capacity and availability of Long Range vessels (LR2s) to supply Diesel to Europe.

Check out the Driving Discussions podcast series

As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing.

Key topics covered by the podcast:

Policy update

Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum)
New Brazilian government and Brazil's President Lula plans to increase domestic fertilizer production and reduce fertilizer imports

New projects

Afrimat's mine in South Africa
Agriflex's Ardmore Phosphate Rock Project
Growth in Australian projects over the last 18 months

Pricing

Forecast overview: Key influences and risks going forward
Potential for emergence of two separate two tier pricing systems

Phosphate Rock Analytics development at Argus

Phosphate rock costs in our Long Run Marginal Costs analysis
Mine level cost modelling - enhancing the robustness of our cost modelling even further

Argus China editor Tom Reed joins James Gooder in the pod to talk about the China's abrupt change of Covid policy - does this mean Chinese oil demand will come roaring back?

The WTI Houston pipeline market price is directly connected to the waterborne WTI price at the US Gulf coast and international market factors. This has been highlighted as some importers diversify away from Russian crude and pipeline premiums rise. Recently high freight rates and shipping costs are weighing on the US pipeline-assessed prices in recent days, further demonstrating its connectedness to the global market.

Geopolitical factors are changing the supply of sulfur for fertilizer producers in Latin America. Firm-priced raw materials are raising production costs, but lower-cost options come with higher risks.

Join Josh Vence, Argus Latin America Business Development Manager, and Maria Mosquera, the editor of Argus Sulfur, the sulfur report, on market conditions affecting imported sulfur prices in Latin America.

Lars Rosenløv, Chief Executive Officer of chemical recycling firm Quantafuel, talks to Will Collins, Global Editor for Argus Recycled Polymers, about:

The challenges of commissioning a commercial scale pyrolysis plant
How the current energy/economic situation might affect the industry
How long it could take chemical recycling to reach a level at which supply matches demand for pyrolysis oil
What legislators can do to support the growth of the industry

Join Argus Spot Ticker reporter, Jason Metko, and Senior VP, Global Head of Oil Products, Stephen Jones, as they discuss the current status of the global oil markets, the upcoming EU sanctions for crude and refined products, and how they will affect American consumers and drivers.

Check out the Driving Discussions podcast series

Learn more about Argus’ comprehensive coverage of the US Products market

Argus had a team of editors and reports on the ground in Sharm El Sheikh for Cop 27 – this podcast draws on this coverage and provide a review of the key developments and outcomes from the conference. Join Michael Ball, Editor of Argus Air Daily (our service focusing on North American emissions and environmental markets) and Georgia Gratton, Senior Reporter covering energy transition, for our concise and insightful podcast.

Metal Movers: Metal Movers: Lithium supply in EU with Tees Valley Lithium

Listen to our latest podcast to learn about the new 96,000t lithium hydroxide project from Tees Valley Lithium with Thomas Kavanagh, Associate Editor, Argus and John Walker, CEO, Tees Valley Lithium.

This episode also touches on the LFP vs NCM debate, the logistical challenges of establishing a European lithium supply chain and the battery material demand oulook for 2030.

What is the power-to-liquid SAF production pathway, when can we expect production, and how does it compare with the most popular SAF pathway, HEFA? Check out the latest episode of SAF Insights with Argus European SAF reporter Bea O’Kelly, and Sasol EcoFT senior vice president D Helge Sachs.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

This podcast takes a deep dive into the minor bulk trade in the Americas, and touches on the shifting global grain trade including Asia-Pacific’s increasing focus on South American grains over US Gulf coast and west coast North American suppliers.

Shipbroking firm Pacific Rim’s Kelle Horn speaks with Argus dry bulk freight reporter Ross Griffith about everything you ever wanted to know about the minor bulk trade in 2022, but were too afraid to ask.

Learn more about the Argus Freight Service

This latest Weight of Freight podcast episode focuses on the 2023 orderbook, the return of the European refineries, Polish demand and what these could all mean for freight rates.

Listen in as Gibson’s LPG Shipbroker Charlie Jones joins Argus’ Senior Gas Freight Reporter Jamie Aldridge to discuss the winter outlook for LPG coaster market and what lies ahead in 2023.

Learn more about the Argus Freight Service

In this new episode, Alfonso Berrocal, European business development manager, interviews Benedict George, Senior European Market Reporter, and John Ollett, Deputy Editor for Freight on the impact of the Russian Diesel phase out in Europe, and the waves it is bringing to the global shipping market.

Links for blog post:

Check out the Driving Discussions podcast series

James Elliott, talks to polyolefins experts Alex Sands and Sam Hashmi about European polyolefins contract pricing, including insights on:

October contract price settlements and early indicators for November
Why we had to wait several days for the November ethylene and propylene settlements and what this means for PE and PP
What the latest electricity prices mean for polyolefins costs and margins
The Argus contract price methodology and why it doesn’t include energy surcharges

Las elecciones intermedias en Estados Unidos podrían no ser tan sonadas como las presidenciales, pero éstas tienen una implicación especial para el mercado energético mexicano.

Únase a Josh Vence, el gerente de desarrollo de negocios en Argus para América Latina, y Sergio Meana, corresponsal senior en México para Argus Media, y entérese del nuevo clima político y financiero para el amplio mercado de combustibles en México. 

Enlaces adicionales:

Argus Mexico Fuel Markets
Argus US Products

In this episode, Michelle Gantert, Argus Analytics and consulting manager, and David Appleton, Argus’ vice-president LPG, discuss the annual report published on behalf of the World LPG Association. The report features supply, demand and trade statistics in 2021 for over 120 countries. Key findings in the report highlight LPG’s role as an essential fuel, making it one of the most resilient fuels in the industry.

Argus explores the essential role of copper in the global energy transition with LSEG.

Tune in as Mark Seddon, Senior Manager - Metals, quizzes LSEG experts Karen Norton, Lead Base Metals Analyst, and Bruce Alway, Director – Metals Research, on the forecast for copper demand and the impact of EVs, renewables and other transition industries.

Timo Bollerhey, Managing Director at Hint.Co GmbH / H2Global joins Tim Hard, SVP Energy Transition at Argus, to discuss development taking place at COP27 and the funding surge at H2Global. They offer a platform which breaks long-term offtakes into shorter tenors, bridging the gap between bids and offers.

Listen to Timo Bollerhey as he shares the progress made to put in crucial financial infrastructure to help develop hydrogen sector’s supply chain.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Learn more about Argus' natural gas/LNG coverage
Visit COP27 Hub

O Brasil pode se tornar um grande exportador de hidrogênio verde nos próximos anos, com os menores custos de produção do mundo.

Rebecca Gompertz, repórter da publicação Argus Brazil Gas & Power, conversa com Armando Juliani, diretor executivo de Serviços e Soluções na Siemens Energy Brasil, sobre o potencial do país nesse novo mercado que está se desenvolvendo.

Quer ficar por dentro de tudo que acontece no mercado de hidrogênio? Acesse: https://www.argusmedia.com/pt/net-zero/hydrogen

Brazil is finally moving closer to start shipping corn to China seven years after an export protocol signed between the two parties. This comes at a time of tightening import supply for China, with high corn prices in the US and increasingly uncertain flows from Ukraine. How can Brazilian imports reshape China’s corn market? Is China set to see strong receipts anytime soon or are there still many bureaucratic, technical hurdles left?

In this Agriculture Insights podcast Argus’ AgriMarkets Editor Bilal Muftuoglu is joined by Brazil Agriculture and Fertilizer Deputy Editor Alessandra Mello, to discuss the feasibility of Brazilian corn exports to China.

Matt Drinkwater Manager Gas and Power Analysis at Argus speaks to Natasha Fielding Editor, Gas and Justin Colley Editor Electricity at Argus on policy interventions EU lawmakers are considering and the volatility in the gas and power markets.

Extremely high gas and power prices since the spring have prompted EU lawmakers to generate some radical ideas for policy intervention, in an effort to shield citizens from eye-watering utility bills. These proposals will be refined in the coming months, just as Europe navigates through what many fear may be the most difficult winter in recent memory. In this podcast, we consider these policy ideas and discuss how the winter might play out, which may end up defining the shape of Europe’s gas and power markets for years to come.

What has happened in Europe’s gas and power markets since early October when EU policy intervention proposals first circulated?
What are the biggest issues involved with some of the proposals on the table, in which price caps feature heavily?
How might the landscape of Europe’s gas and power markets look at the close of this winter, when some of the proposals might have made their way through the legislative process?

Químicos de pinus, ou pine chemicals, são produtos químicos derivados das árvores de pinus ou pinheiros. O Brasil desempenha um papel relevante neste mercado mundial.

Camila Dias, diretora da Argus no Brasil, e Leonardo Siqueira, editor de pine chemicals da Argus, conversam sobre o tamanho, a relevância e as perspectivas para este mercado.

Quer ficar por dentro de tudo que acontece no mercado de químicos? Acesse: https://www.argusmedia.com/pt/chemicals

This episode highlights the real-world impact of diversity in mining through the lens of Women in Mining UK.

Host Ellie Saklatvala, Editor, is joined by Dr Stacy Hope, Managing Director of Women in Mining UK, and Chairperson of the Advisory Board for the Fair Cobalt Alliance. Listen in to understand how mining industry leaders are tackling gender inequality and broader ESG (environmental, social and governance) issues in mining, including how to measure success.

Latin America is one of the regions most impacted by climate change, with extreme weather events becoming increasingly frequent – but despite climate change and unstable policies and economies across several countries in the region, Latin America has shown its commitment to the energy transition by making great strides in recent years.

Join Josh Vence, Business Development Manager, and Jacqueline Echevarría, Editor of Argus Latin America Energy, as they discuss the region’s progress and climate promises ahead of the United Nations Climate Change Conference, COP 27, to be held in Egypt.

On this latest podcast, Argus spot ticker, Jason Metko and base oil reporter, John Dietrich, will focus on the the current global surplus overhang, how US refiners are reacting and what's coming in 2023.

Check out the Driving Discussions podcast series

What are the key drivers for short term LPG prices and how will these impact costs as we head into winter?

In this episode of Global LPG Conversations, Argus’ LPG VP David Appleton and consultant Kristen Mueller provide an outlook for the LPG market. They examine how, whilst turmoil and high prices dominate the discussion of the wider energy market, LPG-specific factors are keeping propane and butane prices relatively low and stable. Hear their discussion of crude and gas markets, naphtha, China’s PDH sector, and more. Listen now.

Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl

A maior oferta de gasolina na Europa e a consequente redução nos preços para exportação ampliaram a participação do produto no fluxo de importação do Brasil, com perspectiva de ultrapassar o Golfo Americano no mês de outubro. 

Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis, conversam sobre a nova dinâmica nas atividades de importação e sobre o aumento de aquisições de cargas completas do combustível europeu para o país.

Quer ficar por dentro de tudo que acontece no mercado de combustíveis? Acesse: https://www.argusmedia.com/pt/oil-products/road-fuels

Hear from FlyORO’s chief executive officer, Jonathan Yeo, and Argus Biofuels associate editor Giulia Squadrin as they discuss logistics, last-mile blending and supply chain constraints in the SAF market.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

How have issues with rail and waterborne supply hit the markets recently? Hear from Argus' Jason Metko and Thomas Dwyer as they discuss how these have impacted prices, as well as the latest developments for RINS and RVO.

A medida que se estabilizó la producción de crudo en Ecuador y la compañía estatal PetroEcuador renegoció sus contratos de suministro de petróleo, más volúmenes de crudos Napo y Oriente fueron al mercado de exportación y elevaron su valor tras el conflicto de Rusia con Ucrania. Sin embargo, las tarifas de flete, que están históricamente altas, presionan ahora los precios de ambos crudos y Ecuador puede caer por debajo de su meta de producción crudo para 2022.

Acompañe a Josh Vence, gerente de desarrollo de negocios para América Latina de Argus, Julio Faldin, vicepresidente de crudo y productos para América del Sur, y a Giovann Rosales, reportera de crudos en América Latina, y entérese sobre el mercado de crudo en Ecuador.

Conozca más sobre Argus Americas Crude

Higher international prices have motivated Brazilian farmers to expand cotton acreage in the 2022-23 season, which could lead the country to a record in cotton lint production. But higher input costs have decreased fertilizer usage for cotton crops. Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the growth of Brazil's cotton production and its forecast for 2022-23 season.

Stay connected with the agriculture market: https://www.argusmedia.com/en/agriculture

Os altos preços internacionais motivaram os agricultores brasileiros a expandir a área plantada com algodão na temporada 2022-23, o que poderá levar o país a um novo recorde na produção da pluma. Mas os custos de produção mais altos provocaram uma redução no uso de fertilizantes na cultura. Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o crescimento do setor do algodão no país e as perspectivas para a safra 2022-23.

Quer ficar por dentro de tudo que acontece no mercado de agricultura? Acesse: https://www.argusmedia.com/pt/agriculture

In this episode of Global LPG Conversations, Peter Wilton, editor of Argus International LPG, and David Appleton, Argus’ vice-president of LPG discuss how changing trade flows in eastern Europe have led to the need for new price assessments.

Will Collins, Global Editor, Recycled Polymers, talks to Liz Nieboer, Head of Sustainability, Suntory Food and Beverage GB&I, about its aim to have 100% sustainable packaging by 2030 and the challenges involved in transitioning towards sustainable and recycled packaging:

Suntory Food & Beverage GB&I’s progress towards its recycled content and sustainability targets for plastic packaging, and the challenges that it faces in the current environment How consumers react to more sustainable packaging, and how best to inform their customers about the progress they’re making, including with respect to chemical recycling and mass balance accounting How a deposit return scheme in the UK can help to boost supply of rPET to brand owners that are looking to increase their usage of recyclates in packaging

Find out more about Argus Recycled Polymers

Os altos preços de gás natural no mundo, em decorrência, principalmente, do conflito entre Rússia e Ucrânia, preocupam os consumidores no Brasil.

Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia, conversam sobre os fatores que vão influenciar a oferta e a demanda de gás natural no Brasil em 2023, além do impacto sobre preços e negociações.

Quer ficar por dentro de tudo que acontece no mercado de gás natural? Acesse: https://www.argusmedia.com/pt/natural-gas-lng

In addition to uncertain supply and demand dynamics, increasing energy costs are impacting PVC pricing and contracts. Argus offers a different methodology to assessing PVC prices including clarity on how the energy cost component is taken into account.

James Elliott, talks to Michael Vitiello, Global PVC Editor, Aaron May, U.S. PVC Reporter, and Matthew Rajendra, Asian PVC Reporter about Argus Global PVC:

PVC supply, demand and price impacts for Europe, the U.S. and Asia Pacific
How the volatility in energy markets is impacting PVC manufacturers and what this means for plant operations
What increasing energy costs mean for PVC pricing and contracts in Europe and the U.S.
How Argus assesses PVC prices and why this is unique

Get more information and request a free trial

The asphalt US Gulf coast price levels changed during the Covid-19 pandemic, affecting Latin American demand. And the Russia-Ukraine conflict worsened the scenario, reducing material availability and increasing crude and oil products prices.

Join Josh Vence, Argus’ Business Development Manager for Latin America, and Kauanna Navarro, journalist for the Argus Americas Asphalt report, as they discuss the dynamics of asphalt supply and demand in Latin America and around the world.

O Brasil passa por um momento de transição em seu mercado de energia elétrica, se preparando para implementar uma série de mudanças que vão da abertura total para o mercado livre até a modernização do setor.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter de gás natural e energia. Elas falams sobre as perspectivas para o setor nos próximos anos.

How is Turkish ferrous scrap faring against soaring energy prices and a weakening economy, why hasn’t the scrap import price crashed?

Tune in as Ronan Murphy and Alex Reynolds explore the strength of Turkish ferrous scrap despite soaring energy costs and other market headwinds, including the August/September price floors supported by EU logistics, demand from India, weaker scrap generation, the absence of Russian swing supply and domestic rebar demand.

In a context of the current conflict in Ukraine, Canada, as one of the major producers and exporters of wheat and other agricultural products, is becoming one of the alternatives to the volumes potentially absent from the Black Sea region.

This Summer, Argus teams together with Left Field, our local partner, conducted a crop tour in Canada to estimate soft wheat production in 2022-23.

In this Agriculture Insights podcast Angelika Melikian, Argus-Agritel crop tour project manager, is joined by Jonathon Driedger, Vice President of LeftField Commodity Research, to compare the first wheat harvest results with the findings made during the crop tour in early August. Durum wheat and canola crop conditions are also discussed.

Global Head of Wet Freight at Trafigura, Andrea Olivi, joins Argus’ Head of Freight Alex Younevitch.

They discuss how the decarbonization is progressing in the tanker market in the wake of geopolitical shocks, shifting crude flows and volatile freight prices.

Trade volumes for US benchmark WTI have just hit record levels of nearly 790,000 b/d at the Magellan East Houston (MEH) pricing hub at the Gulf coast. Join Argus' deputy crude markets editor, Amanda Hilow, and VP of business development Jeff Kralowetz for a quick look at why WTI trade is setting records at the Gulf coast and what to expect in crude markets in the coming weeks.

Brazil's leading presidential candidates promise to reduce the country's fertilizer import dependency, but may differ on how to reach the goal. Join Camila Dias, Argus Brazil Country Manager, and Gisele Augusto, reporter for Argus Brazil Grains and Fertilizers, as they talk about how each of the two candidates will approach the fertilizer sector and the path they may take.

Stay connected with the fertilizers market:

https://www.argusmedia.com/en/fertilizer

Os candidatos à presidência que lideram as pesquisas eleitorais prometem reduzir a dependência brasileiras das importações de fertilizantes, mas devem divergir quanto à abordagem para alcançar o objetivo. Camila Dias, diretora da Argus no Brasil, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre como cada um dos dois candidatos deve tratar o setor de fertilizantes e os caminhos a serem tomados.

Quer ficar por dentro de tudo que acontece no mercado de fertilizantes? Acesse: https://www.argusmedia.com/pt/fertilizer

As we've reached the last quarter of 2022, what is the current situation in the oil market? And, what is coming up from now until the first quarter of 2023?

Senior Vice President and Global Head of Oil Stephen Jones joins Argus Spot Ticker Reporter Jason Metko focusing on where oil markets are as 2022 starts to wrap up and how the upcoming year will be affected by current events. They will discuss the consequence on US road fuels, the price impact of the new EU sanctions, and the increasing biofuel tax credit incentives coming up.

Giulia Squadrin, Associate Editor for Argus Biofuels, and Alfonso Berrocal, Business Development Manager for middle distillates and sustainable aviation fuels (SAF), discuss the challenges and risks when trading SAF, providing insights on how airlines hedge their jet fuel exposure.

How can Argus HVO and Argus SAF forward curves help the market when trading SAF? Discover more with this episode of SAF Insights.

En los últimos meses, la demanda de aceites base en América Latina ha aumentado a medida que la oferta se ha reducido en los mercados regionales y globales. El suministro de aceites base estuvo especialmente restringido en los mercados de Europa y EE. UU., ya que los cortes y el mantenimiento de las refinerías redujeron la producción en ambas regiones. Y la logística para transportar material a Latinoamérica sigue siendo la mayor pesadilla para los importadores.

Únase con Josh Vence, el gerente de desarrollo de negocios en Argus para América Latina, y Kauanna Navarro, periodista del reporte Argus Américas Base Oils, y manténgase al tanto de la dinámica de la oferta y la demanda de aceites base a nivel mundial y en los mercados latinoamericanos.

Argus Americas Base Oils : https://www.argusmedia.com/en/oil-products/argus-americas-base-oils

Argus Base Oils: https://www.argusmedia.com/en/oil-products/argus-base-oils

Argus Base Oils Outlook: https://www.argusmedia.com/en/oil-products/argus-base-oils-outlook

Join Amy Strahan, editor of Argus’s NGL Americas report, and Brian O’Rourke, Argus’s Vice President of Business Development for Natural Gas Liquids and Olefins, as they discuss current inventory levels for US propane stocks, and the importance of those stocks as the Northern hemisphere moves into the winter heating season.

Amy and Brian will discuss current inventory levels relative to historical benchmarks, and key factors that could be market moving during the coming winter heating season.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Depois de bater recorde, o preço do Cbio, o crédito de descarbonização negociado na B3, chegou a praticamente zerar os ganhos acumulados em 2022 antes de voltar a reagir, com o mercado debatendo o futuro do Renovabio em meio às propostas de mudanças apresentadas pelo Ministério de Minas e Energia que buscam aliviar o custo da descarbonização.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e fique por dentro do que vem a seguir no mercado brasileiro de créditos de carbono.

Condições climáticas adversas durante a época de cultivo e a concorrência contínua entre a cana-de-açúcar e outras culturas, como soja e milho, devem reduzir a safra no Centro-Sul este ano. Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre como o setor está se organizando e quais as estratégias diante das novas projeções para a safra.

The G7 is planning to impose price caps on exports of Russian oil to destinations outside North America and Europe after 5 December. Argus chief economist David Fyfe, senior news reporter Ruxandra Iordache and editor at large Haik Gugarats discuss details and likely market effects of the plan.

Christopher Cothran, chemicals analyst, talks to leading butadiene expert Angie Joe about the Argus Butadiene Outlook:

Market direction and underlying trends over the next 12 months
Price and demand changes on the horizon, and how this is affecting producers, both regionally and globally
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ butadiene experts using data and insight from the Argus Butadiene Outlook.

Get more information and request a free trial

Jeff Eickholt, talks to leading aromatics experts Simon Palmer, Anjani Singh and Santosh Navada about the Argus Benzene and Toluene and Xylenes Outlooks:

Price and trading trends over the next 12 months
Major supply and demand changes on the horizon
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ aromatics experts using data and insight from the Argus Benzene Outlook and Argus Toluene and Xylenes Outlook.

Get more information and request a free trial

Condições climáticas adversas durante a época de cultivo e a concorrência contínua entre a cana-de-açúcar e outras culturas, como soja e milho, devem reduzir a safra no Centro-Sul este ano.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre como o setor está se organizando e quais as estratégias diante das novas projeções para a safra.

Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis? Acesse

Jeff Eickholt, MTBE analyst, talks to leading MTBE expert Roel Salazar about the Argus MTBE Outlook:

Market direction and underlying trends over the next 12 months
Major supply and demand changes on the horizon
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ MTBE experts using data and insight from the Argus MTBE Outlook.

Get more information and request a free trial

It has been five months since the market started self-sanctioning from buying Russian spot diesel cargoes, thus creating a 2-tier market. The diesel community is now looking towards February 2023 with a degree of uncertainty about the impact of the European sanctions. In this episode Argus’ Alfonso Berrocal and Francis Osborne discuss the outlook for the diesel market in 2023.

Links for blog post:

Check out the Driving Discussions podcast series

Chris Cothran, talks to leading olefins expert Sarah Rae, and analysts Dhanish Kalayarasu and Josie Jain about Argus Global Steam Cracker Economics:

A snapshot of steam cracker economics trends for the Americas, Asia and Europe
Major supply and demand changes on the horizon
Anticipated project delays

This podcast is delivered by Argus’ chemical experts using data and insight from Argus Global Steam Cracker Economics.

Get more information and request a free trial

In this episode of Global LPG Conversations, Kristen Mueller, Argus Principal for LPG Consulting, and David Appleton, Argus’ vice-president of LPG discuss:

Updated forecast for bioLPG supply out to 2030
Different production pathways
Policies supporting further market development

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Cassidy Staggers, talks to methanol expert Dave McCaskill about the Argus Methanol Outlook:

Market direction and underlying trends over the next 12 months
Major supply and demand changes on the horizon
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ methanol experts using data and insight from the Argus Methanol Outlook.

Get more information and request a free trial

Given the current conflict in Ukraine, the country’s ability to maintain its corn production has been in question. This is crucial for the global corn supply/demand balance as the country typically is a leading producer and exporter. Will Ukraine’s corn production fall significantly? Has the conflict impacted planted and harvested areas? What can we expect for the 2022-23 marketing year?

In this Agriculture Insights podcast Argus’ Global Editorial Manager for Agriculture Jade Delafraye is joined by Senior Grains Analyst Alexey Yeromin, to discuss Ukraine’s corn crop conditions and the findings from the Agritel crop survey organised in the last week of August.

More insights on grains and oilseeds with the AgriMarkets service

Si bien el clima de inversiones en México parece aún contener muchas trabas para la participación del sector privado por parte del gobierno de México, acciones recientes como la reapertura de dos terminales privadas de almacenamiento, y el restablecimiento de algunos permisos de importación parecen indicar que existe, al menos, un pequeño rayo de luz para las compañías y un relajamiento de los momentos de mayor rechazo a la iniciativa privada.

Acompañe a Josh Vence, gerente de desarrollo de negocios para América Latina de Argus, y Sergio Meana, corresponsal senior en México para Argus Media, y entérese del nuevo clima político y financiero para el amplio mercado de combustibles en México.

Enlaces adicionales

Argus Mexico Fuel Markets Argus US Products

Alaskan North Slope (ANS) crude assessments against Ice Brent have climbed to a record-high on stronger refinery margins at the US west coast and a halt in Russian crude imports.

ANS for delivery to the US west coast in October has been selling at a $6.75/bl premium to CMA Ice Brent, the highest premium against the basis since the Argus assessment was launched in January 2018. The US west coast premium for ANS is up by over $6/bl from a year ago as demand for transportation fuels rebounds from Covid-19 pandemic lows and competing Russian crude supply is banned from US west coast refiners.

Learn more about the Argus Crude report.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as variações nos preços de frete rodoviário com origem no estado de Mato Grosso e os valores que vêm sendo praticados em corredores de exportação.

Dhanish Kalayarasu, talks to leading chlor-alkali experts George Eisenhauer, Stephanie Koenig, and Bernard Law, about the Argus Chlor-Alkali Outlook:

• Market direction and underlying trends over the next 12 months across the Americas, Europe and Asia • Major supply and demand changes on the horizon • The impact of high inflation rates on demand for caustic soda and chlorine • Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Argus Chlor-Alkali Outlook.

Get more information and request a free trial

How have raw materials, scrap and fuel costs factored into the decline of US HRC and rebar prices?

Rye Druzin, Senior Reporter, quizzes Marialuisa Rincón, Reporter, on the downward trends of US rebar and the supply/demand expectations from construction. Rye also reflects on the new price floor for HRC and considers what the short-to-medium term might look like for US steel.

Cassidy Staggers, talks to leading olefins experts Sarah Rae, Ron Baughman, plus senior reporter T.S. Lee about the Argus Olefins Outlook:

Market direction and underlying trends over the next 12 months
Major supply and demand changes on the horizon
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ olefins experts using data and insight from the Argus Olefins Outlook.

Get more information and request a free trial

As the US dollar index breaches 20-year highs, many foresee an imminent cyclical devaluation, although rumours of the demise of the dollar as the de-facto global currency look premature.

By Argus Chief Economist, David Fyfe

O fenômeno La Niña sempre traz preocupações na agricultura brasileira, já que costuma reduzir os volumes de chuva na metade sul do país. Os meteorologistas confirmam que o padrão climático está presente pelo terceiro ano consecutivo e vai se estender pelo menos até o início da safra agrícola 2022-23. Mas será que desta vez será tão intenso quanto na safra passada? E quais os outros fatores climáticos que vão influenciar o tamanho da próxima safra brasileira? Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente de agricultura e fertilizantes. Elas conversam sobre as previsões mais recentes para o clima e a produção de soja e milho no Brasil.

Quer ficar por dentro de tudo que acontece no mercado de agricultura? Acesse: https://www.argusmedia.com/pt/agriculture

The La Niña phenomenon always brings concerns in Brazilian agriculture, since it usually reduces rainfall volumes in the country’s southern regions. Meteorologists confirm that this weather pattern is present for the third year in a row and will extend throughout the start of the 2022-23 crop year. But will it be as intense this time as last season? And what other weather factors will influence the Brazilian agricultural output? Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, deputy editor for the Argus Brazil Grains and Fertilizer publication, as they talk about the latest weather forecasts and their impacts on the 2022-23 Brazilian crop season.

Stay connected with the agriculture market: https://www.argusmedia.com/en/agriculture

California's unique structure within the road fuels arena is discussed with Argus Spot Ticker reporter Jason Metko and Senior West Coast reporter Craig Ross.

Check out the Driving Discussions podcast series

Learn more about Argus’ comprehensive coverage of the US Products market

What challenges lie ahead for Green Lithium as they look to establish a sustainable lithium supply that does not rely on China’s refineries? Thomas Kavanagh, Associate Editor, interview’s Founding Director, Richard Taylor.

Topics covered include EU’s current lithium/supply dynamics, the outlook for EVs, government funding, the importance of partners, and other fundamental steps in establishing an independent UK supply chain.

In this episode, Amanda Smith, Argus Deputy editor Americas crude, and Scott Phillips, Argus Market reporter Americas crude, will discuss the US Gulf coast sweet-sour price spread and how that’s tightened with the recent shift in US Strategic Petroleum Reserve sales to mostly sweet crude offerings from mostly sour as Libyan production returns to pre-blockade levels.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Kauanna Navarro, repórter da publicação Argus Americas Asphalt, e fique por dentro da dinâmica entre oferta e demanda de asfalto na América Latina e globalmente.

Quer ficar por dentro de tudo que acontece no mercado de asfalto?  

https://www.argusmedia.com/pt/oil-products/bitumen-asphalt

Join Camila Dias, Argus Brazil Country Manager, and Kauanna Navarro, the Latin American reporter for the Argus Americas Asphalt publication, and stay tuned about the asphalt supply and demand globally and in Latin markets.

Stay connected with the asphalt market:

https://www.argusmedia.com/en/oil-products/bitumen-asphalt

In this episode Bea O’Kelly, Argus European jet fuel market reporter, and Matthew Whitton, World Fuel Services (WFS) Vice President of Land and Aviation supply Europe, talk about how the sustainable aviation fuel (SAF) mandates in Europe work, and from a SAF producer prospective, how they both support and prohibit the market. WFS' operations and logistics is discussed, along with what type of SAF they work with and their main supply destinations, as this episode uncovers the market forces behind the SAF market. Will SAF supply be able to meet the growing demand in Europe?

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

While Western coal consumption trends see temporary reversal, policy aims at cessation. As some producers look toward gasification with CCS, is decarbonised ammonia rising up traders agenda?

Tim Hard speaks with Sabyasachi Mishra, Business Head at JSW International and Andrew Jones, Asia Coal Editor, Argus to find out more.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Learn more about Argus' natural gas/LNG coverage

In this edition of Global LPG Conversations, Argus’ vice-president of LPG David Appleton, and Argus LPG World editor Matt Scotland discuss key takeaways from the biennial Argus global LPG storage survey, published last month. Among the topics discussed are key countries and regions, and changes in the global picture since the last survey in 2020.

Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl

Junte-se a Camila Dias, diretora da Argus no Brasil, e Kauanna Navarro, repórter de Óleos Básicos para América Latina da publicação Argus Americas Base Oils. Elas falam sobre a dinâmica entre oferta e demanda por óleos básicos na América Latina e globalmente.

Conecte-se com o mercado de óleos básicos, acesse: https://www.argusmedia.com/pt/oil-products/argus-base-oils

Join Camila Dias, Argus Brazil Country Manager, and Kauanna Navarro, the Latin American reporter for the Argus Americas Base Oils publication, as they discuss the base oils supply and demand globally and in Latin markets.

Stay in touch with the base oils markets: https://www.argusmedia.com/en/oil-products/argus-base-oils

Join Spot Ticker reporter Jason Metko and Senior Vice President, Head of Global Oil Stephen Jones, as they give an update on the status of the US oil and fuels markets on the halfway point of the summer driving season.

Listen to the next episode in the SAF Insights podcast series with Alfonso Berrocal, Argus Business Development Manager, and Jonathan Wood, VP of Renewable Aviation at Neste, discussing Neste's future development in SAF production, the logistics from origin to the airports, the growing demand for SAF, as well as feedstocks, production costs and how prices will converge as carbon pricing grows in importance.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

The amount of silos and warehouses in Brazil has increased by 26pc in the last 10 years. Market participants say there is a recent surge in investments in new structures. But what is the real storage deficit in the country?

Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, a Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the challenges of Brazilian agribusiness for the storage capacity to keep up with the growth of agricultural production.

Stay in touch with the grains and fertilizers markets:

https://www.argusmedia.com/en/fertilizer

O número de silos e armazéns no Brasil aumentou 26pc na última década. E os especialistas afirmam que há um movimento recente de aumento nos investimentos em novas estruturas. Mas qual é o real déficit de armazenagem no país?

Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os desafios do agronegócio brasileiro para que a capacidade de armazenagem acompanhe o crescimento da produção agrícola.

Quer ficar por dentro de tudo o que acontece no mercado de grãos e fertilizantes? Acesse: https://www.argusmedia.com/pt/fertilizer

The shunning of Russian Urals in Europe’s spot crude oil market has left a hole in supply, and also in price identification. To fill the gap, we are launching Argus Brent Sour – a new index that will help sellers and buyers agree price levels for heavier sourer grades. In this edition of The Crude Report, Michael Carolan and James Gooder explain why this new index has arisen and how it works.

Learn more about the Argus Crude report.

In today’s tumultuous markets, freight rates and oil product prices have been unpredictable. Will this volatility continue? What are the main correlations between the two markets?

In this Weight of Freight podcast, Argus’ Freight Editor for Asia, Andrew Khaw is joined by Asia Pacific Products Editor Aldric Chew and Senior Freight Reporter Sean Zhuang, to discuss the recent market trends, and how the freight market is affected by the east-west arbitrage spreads, poor downstream demand in China, and the significant fall in gasoline margins in the US.

Learn more about the Argus Freight Service

O preço do Cbio, o crédito de descarbonização negociado na B3, continua batendo recordes, já acumulando valorização de 200% neste ano, diante do apetite cada vez maior das distribuidoras em um cenário de risco de faltar Cbios para atender as metas dos próximos anos. Neste contexto, saiba mais sobre o plano de criação de um mercado futuro de Cbios.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e fique por dentro do que vem a seguir no mercado brasileiro de créditos de carbono.

Quer ficar por dentro de tudo o que acontece no mercado de combustíveis? Acesse

Com a alta do preço do diesel, a alta demanda pelo serviço de transporte e uma boa expectativa para a segunda safra de milho, os fretes de grãos têm registrado valores recorde. Isso vem criando um cenário desafiador para a logística do país, elevando de maneira significativa os custos.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as variações nos preços de frete rodoviário com origem no estado de Mato Grosso e os valores que vêm sendo praticados em corredores de exportação.

Quer acessar gratuitamente preços de frete de grãos? Acesse

How will Europe reconcile its desire for political & economic action against Russia with its deep-rooted dependence on Russian energy? How could the region’s politics, emissions targets and demand for energy be impacted?

Join Jim Washer, Editor in Chief, Matt Drinkwater, Manager – Gas and Power Analysis and John Gawthrop, Editor of Argus Eurasia Energy and resident expert on Russian and wider European energy, trade and energy politics as they discuss Europe’s dilemma.

This podcast episode addresses key questions including:

How is the EU planning to cope without Russian oil and gas?
Does its strategy pose a risk to emissions targets?
How could higher energy prices influence the region's politics?
Is the EU doing enough to manage demand?
How could EU energy policymaking change?

Russia’s war with Ukraine continues to have far-reaching consequences for global crude flows. Senior reporter Andy Devine joins Argus Crude editor Michael Carolan to discuss the changing customer base – and price – of west Africa’s crude production.

Learn more about the Argus Crude report.

O sistema de venda direta de biodiesel entre usinas e distribuidoras, que substituiu os leilões públicos, completou seis meses.

As negociações no mercado à vista enfrentaram baixa liquidez no primeiro bimestre, mas o cenário começou a mudar em meados de abril, com o avanço da safra e volumes diários superando algumas vezes os 6.000m³.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, que fazem um balanço sobre este mercado e o que tem influenciado as negociações.

Fique por dentro de tudo o que acontece no mercado de combustíveis

In this edition of Global LPG Conversations, Argus’ vice-president of LPG David Appleton, and Argus LPG Editor Peter Wilton discusses recent trends in northwest European LPG markets where sustained weakness relative to crude oil benchmarks has endured on strong US imports to the region of both propane and butane.

Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl

Join Argus Spot Ticker Reporter Jason Metko and Deputy Editor Thomas Dywer as they discuss recent moves in US renewable fuel policy, with a focus on RIN credit fundamentals.

Links for blog post:

Check out the Driving Discussions podcast series

Learn more about Argus’ comprehensive coverage of the US Products market

As the fallout from Russia’s invasion of Ukraine continues to impact oil markets, Opec+ producers are restoring the last of the production cuts agreed in 2020 in the face of the Covid-19 pandemic. But with countries rich and poor struggling with rising fuel prices, the pressure is on to do more – especially with a high-profile visitor due in Saudi Arabia later this week.

In this episode of The Crude Report, our Middle East Editor Nader Itayim and Editor-in-Chief Jim Washer discuss where Opec+ output policy goes next, the alliance’s anxieties over limited spare capacity, and what to expect from US President Joe Biden’s forthcoming trip to the Mideast Gulf.

Learn more about the Argus Crude report

As the industry remains cautious in regards to choosing the path towards decarbonization, engine-makers are urging action. Is engine technology a bottleneck for low carbon goals? And is shipping industry driven by green agenda or green costs?

MAN Energy Solutions’ Alexander Feindt joins Argus Head of Freight Alex Younevitch to discuss this and much more.

Learn more about Argus Freight service

Learn more about Euronav

Argus is extremely pleased to closely collaborate with our esteemed partner, the European Petrochemical Association (EPCA). Argus SVP Strategy and Business Development Muhamad Fadhil speaks to Hartwig Michels, President of BASF’s Petrochemicals Division and EPCA President, Gina Fyffe, CEO of Integra and Chair of the EPCA’s talent, diversity and inclusion committee and James Elliott, Argus European Business Development Manager.

In this wide-ranging roundtable, Fadhil, Hartwig, Gina and James speak about sustainability in the European chemical industry against the backdrop of a more challenging economic environment.

This exclusive podcast delivers insights into:

What’s driving sustainability in the European chemical industry
The factors threatening a continued sustainability drive
The BASF and Integra sustainability roadmap
Europe’s progress towards achieving its sustainability goals
Opportunities for sustainability in Asia

Argus Global Recycled Polymers launches on 29 July 2022. To get the first report for free register your interest here.

Argus are a gold sponsor at EPCA in Berlin, 3-6 October 2022. If you would like to meet with one of our chemical experts please contact chemicals@argusmedia.com.

In this episode of Metal Movers, Cristina Belda, Deputy Editor, Argus Metals International discusses with Samuel Wood and Sian Morris, Market reporters, the latest updates in the ferro-alloy market and what could be the key price drivers in the upcoming months.

A Argus realizou em junho o Fórum Argus de Comercialização de Gás no Brasil, que contou com debates dos agentes do setor sobre os pontos de fricção desse mercado que dá seus primeiros passos em busca de liquidez. No Fórum também foi apresentado o resultado de pesquisa realizada pela Argus com agentes do setor de gás.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, Editora de Gás e Energia. Elas conversam sobre os principais pontos do debate e da pesquisa.

Fique por dentro de tudo o que acontece no mercado de gás natural brasileiro

ArgusMediaBrasil #gásnatural #mercadodegásnatural #setordegás #energia

US crude production recently surpassed 12 million b/d, a level not seen since the peak in output of 12.8 million b/d just prior to Covid in early 2020.

Join Stephen Jones, SVP Oil Markets Strategy and Bruce Fulin, VP Americas Crude for a discussion about factors influencing rising production and the outlook through 2023.

Learn more about the Argus Crude report.

Join us for the next episode in the SAF Insights podcast series where Giulia Squadrin, Argus Biofuels Associate Editor, and Tim Cesarek, Chief Commercial officer at the renewable fuel producer Gevo. Discussing Gevo’s current production projects, its use of the Alcohol-to-Jet SAF production pathway, and presence in the ever-growing global SAF market.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

Os altos preços dos fertilizantes em 2022 tem reduzido a demanda brasileira por cloreto de potássio, com agricultores aguardando para concretizarem compras, elevando o volume de MOP estocado nos armazéns brasileiros.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre como esse atraso nas compras tem afetado nos preços e o movimento do mercado brasileiro.

Fique por dentro de tudo o que acontece no mercado de fertilizantes? acesse

High fertilizer prices dropped the demand for Muriate of potash as farmers await to conclude deals and rise MOP stocks.

Join Camila Dias, Argus Brazil Country Manager, and Gisele Augusto, reporter for Argus Brazil Grains and Fertilizers publication, as they talk about the delay on buying and the impact on the Brazilian market.

Keep in touch with the fertilizers market

In this podcast, Argus' Tom Reed and David Fyfe look at a number of questions, including the recent rise in eastbound Russian crude flows amid self-sanction by some western buyers and how much of a “surprise” was the EU embargo. Tune in to find out how easily can Russia, China, India work around insurance restrictions.

Learn more about the Argus Crude report.

In this edition of Global LPG Conversations, Argus’ vice-president of LPG David Appleton and LPG World editor Matt Scotland discuss bio-LPG and renewable DME, a molecule that has attracted growing interest from the LPG industry in recent months. They also touch on renewable LPG and the change in the industry’s zero carbon approach in the last few years.

Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl

O recente aumento nos preços de combustíveis comercializados nas refinarias da Petrobras foi bem recebido por importadores, mas não o suficiente para impulsionar o fluxo de combustível estrangeiro para o país, em meio aos receios com uma possível crise de abastecimento de diesel.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre o impacto da elevação de preço entre participantes de mercado e sobre a diminuição da oferta de combustível em todo o mundo.

Fique por dentro de tudo o que acontece no mercado de combustíveis, acesse

Argus Crude editor Michael Carolan returns to the podcast to talk with James Gooder about the current state of crude benchmarking in a time of upheaval.

Learn more about the Argus Crude report.

Euronav’s Head of Fuel Procurement, Rustin Edwards, joins Argus Head of Freight Alex Younevitch to discuss decarbonization of the global tanker fleet and separate buzzwords from reality.

Learn more about Argus Freight service

Learn more about Euronav

The Russia-Ukraine conflict is causing wide ranging impact across commodity markets and the political landscape, with short and longer-term implications for China. Join Tom Reed, VP of China, Crude and Oil Products, Kevin Foster, Editorial Manager, Asia and Haik Gugarats, Associate Editor and resident expert on US and international energy policy and politics as they discuss and answer key questions including:

What the conflict portends for China in economic and political terms
Whether the liberal democratic world order is moribund, fractured, and systemically weak to China's advantage - or will it in fact emerge stronger to China's disadvantage
What is the impact on China’s near-term security environment - how does China view a reinvigorated West and discussion of Taiwan?
Does China stand to benefit from Russia refocusing energy exports towards Asia - can China can just wait on the sidelines, mopping up all the Russian oil that no one else will buy
How will the west/Russia/China relationship evolve?

How high prices and high demand is affecting the US Midcon market?

Listen in as Jason Metko, US Spot Ticker reporter, and Jared Ainsworth, US Products reporter, provide insights on Jet fuel prices rise in Chicago, agriculture demand and planning season, and its effect on the economy. To conclude, they touch on the Mid-continent's fuel demand forecast for the upcoming months.

Links for blog post:

Check out the Driving Discussions podcast series

Learn more about Argus’ comprehensive coverage of the US Products market

In the second of a three-part podcast series focused on global asphalt/bitumen markets, we’ll take a deep dive into specific regional market impacts as reflected in the Argus Asphalt Annual 2022.

In the first episode we focused on the European and African bitumen markets. Next, we’ll move on to North America. Argus market experts Juan Castillo and Maria Ahmed provide a breakdown on the expected growth in the coming years and provide insight into the market impacts from the Infrastructure Investment and Jobs Act.

Learn more about the Argus Asphalt Annual 2022

Explore Argus’ global bitumen/asphalt coverage

Listen to the first episode in the Asphalt Story mini-series

O mercado brasileiro de fertilizantes especiais cresce acima de dois dígitos ao ano há pelo menos cinco anos, com faturamento de cerca de R$10 bilhões em 2021. Junte-se a Camila Dias, diretora da Argus no Brasil, e Roberto Levrero, presidente do conselho deliberativo da Abisolo, Associação Brasileira das Indústrias de Tecnologia em Nutrição Vegetal. Eles conversam sobre as perspectivas para esse mercado nos próximos anos.

Fique por dentro de tudo o que acontece no mercado de fertilizantes? acesse

Ellie Saklatvala, Global Editor, Argus Metals International is joined by Thomas Kavanagh, Associate Editor, and Will Talbot, Senior Analyst, to discuss the competitive landscape of battery chemicals and introduce the new cathode price assessments from Argus.

O mercado de combustível de aviação sustentável, também conhecido pelo acrônimo em inglês SAF, ainda é muito novo na America Latina. Mas já existem projetos anunciados de produção na região. Junte-se a Camila Dias, diretora da Argus no Brasil, e Josh Vence, gerente de desenvolvimento de negócios para América Latina na Argus. Eles falam sobre as perspectivas para esse mercado e os desafios da transição energética na região.

Fique por dentro de tudo o que acontece no mercado de SAF, acesse: https://www.argusmedia.com/pt/hubs/sustainable-aviation-fuels

Argus China Petroleum editor Tom Reed joins James Gooder on this week's The Crude Report podcast to discuss the various impacts on China's crude buying habits of the disruption caused by the Russia-Ukraine conflict.

Learn more about the Argus Crude report.

Join Argus Spot Ticker reporter Jason Metko and Senior VP, Global Head of Oil Products Stephen Jones as they discuss the leading factors in the rise of US retail fuel prices, and how the 2022 summer driving season will be affected.

Links:

Check out the Driving Discussions podcast series
Learn more about Argus’ comprehensive coverage of the US Products market

The usage of SAF and capacity continues to grow in the US with more projects coming online in 2022 and beyond, and pipelines like Colonial approving the use of a blended SAF to be supplied to airlines the same way as conventional jet.

Join us for the next episode in the SAF Insights podcast series where Louise Burke, vice president global aviation, and Craig Ross, market reporter for US West Coast and SAF markets, discuss new developments in the US SAF market including supply and demand, updates on government incentives like the blender’s tax credit, and global market fundamentals.

Listen to the other episodes in the SAF Insights podcast series

Learn more about Argus’ comprehensive SAF market coverage

Andy Marsh, President & CEO of Plug Power joins Tim Hard, to discuss their foundations in building H₂ supply chains, acquisition history and build-out of electrolyser and fuel cell capacity.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Learn more about Argus’ natural gas / LNG coverage
Download COP26 Energy and Emissions Country Profiles

In the first of a three-part podcast series focused on global asphalt/bitumen markets, we’ll take a deep dive into specific regional market impacts as reflected in the Argus Asphalt Annual 2022.

Starting with Europe and Africa, Argus market experts Keyvan Hedvat, Irina Vinogradova, and Juan Castillo, provide a breakdown on the effects of the Russian/Ukraine conflict and other market disruptors on supply and demand and discuss the long-term outlook.

Learn more about the Argus Asphalt Annual 2022

Explore Argus’ global bitumen/asphalt coverage

A retomada nas vendas de etanol no Nordeste trouxe desafios para as distribuidoras de combustível locais, que precisam contornar os fretes cada vez mais caros e a escalada dos preços do diesel para garantir seus estoques. Essas empresas têm buscado novas estratégias para mitigar a alta crescente nos custos de logística.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles conversam sobre as incertezas quanto ao abastecimento de etanol no Nordeste nos próximos meses, à medida em que a região avança em seu período de entressafra de cana-de-açúcar.

Fique por dentro de tudo o que acontece no mercado de combustíveis

Vikram Anenden General Manager Hydrogen Division of Synergen Met joins Tim Hard, SVP Energy Transition at Argus, to discuss the methane pyrolysis process to produce hydrogen. And the modular approach they are developing so that this application can be easily adopted across different heavy industries.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Learn more about Argus’ natural gas / LNG coverage
Download COP26 Energy and Emissions Country Profiles

Combustible de Aviación Sostenible (SAF), actualización del mercado, incluida la producción, los cambios en la legislación y los incentivos financieros en América Latina.

En este podcast, Josh Vence, Gerente de desarrollo de negocios para América Latina en Argus, con Jaime Escobar, Director de combustibles, cargos aeroportuarios y medio ambiente en ALTA, discuten los últimos desarrollos para el combustible de aviación sostenible, también conocida como bioturbosina en América Latina y el Caribe. Tocan temas sobre las legislaciones en los mercados de aviación más grandes de la región, y concluyen la conversación con temas de proyectos y planes de crecimiento de la aviación en mercados emergentes de la región.

Sustainable Aviation Fuel (SAF) market update, including production, changes in legislation and financial incentives across Latin America.

In this podcast, Josh Vence, Argus’ business development manager for Latin America, with Jaime Escobar, Director of fuel, airport charges, and environment at ALTA, discuss new and future developments of sustainable aviation fuel (SAF) in Latin America and the Caribbean. They touch upon legislations in the biggest SAF markets in the LATAM region, and to conclude projects and aviation growth plans in the other emerging markets across the region.

Áreas produtoras de Mato Grosso tiveram perdas de 50pc na produtividade em função da falta de chuvas. O tempo seco também afetou lavouras de outras regiões do Brasil. Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas discutem o o real tamanho desta quebra e como isso afeta as perspectivas para as exportações de milho neste ano.

Fique por dentro de tudo o que acontece no mercado de agricultura

Some corn producing areas of Mato Grosso had losses of 50pc in yields because of the lack of rain. The dry weather has also affected crops in other regions of Brazil. Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They discuss the real size of this crop failure and how it affects the outlook for Brazilian corn exports this year.

Stay in touch with the agriculture market

The Russia-Ukraine conflict is causing wide ranging impact across commodity markets, with short and longer-term implications for the world economy.

Join David Fyfe, Chief Economist, Lloyd Thomas, SVP, Consulting and Haik Gugarats, Associate Editor and resident expert on US and international energy policy and politics as they discuss the conflict’s implications for Europe, Ukraine, Russia, US and China.

They assess the lessons from the impact of the Covid-19 pandemic, the potential for a notional ‘supply crisis’ morphing into a demand crisis – and long-term structural considerations including the consequences for the drive towards energy transition and cleaner fuels.

Key topics covered in this episode:

• Impact of the Russia-Ukraine conflict on the global economy and trade • Impact on the key markets of the US and China and implications for Europe, Ukraine and Russia • Comparing the impact of the Covid-19 pandemic – and what can we learn from it • Degree to which a notional “supply crisis” could morph into a demand crisis, as higher prices & GDP pressures start to hit demand for commodities • Longer term structural considerations: globalisation vs. regionalisation, producer & consumer alliances, the pace of the drive towards Energy Transition and cleaner fuels

In this exclusive interview, Thomas Kavanagh, Associate Editor, Argus speaks with Ukrainian titanium producer, Velta. Andrey Brodsky, CEO discuss their vertically integrated titanium-production system and long-term strategy for navigating this unprecedented and challenging environment with translation courtesy of Olena Lesnyak, Deputy CEO

What is the latest in the US fuel oil market? How has the pandemic the crisis in Ukraine has affected the normal ebs and flows of the market?

Listen in as Jason Metko, US Spot Ticker reporter, and Kayla Meyertons, US Products editor, provide an overview on what fuel oil is, how the product is used and what the current status is of the fuel oils market and what’s to come.

Links:

Check out the Driving Discussions podcast series
Learn more about Argus’ comprehensive coverage of the US Products market

Lauren Williamson, VP for Commercial Products, talks to leading chlor-alkali experts George Eisenhauer in Houston, Bernard Law in Kuala Lumpur, and analyst Dhanish Kalayarasu in London, about the launch of Argus Chlor-Alkali Outlook service, including:

• The global outlook and the regions driving change in the next 12 months, including what to watch for in Asia

• The methodology, modelling and data frameworks supporting the 24-month rolling forecast

• Why industry have demanded this service and the most compelling aspects for new subscribers

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Chlor-Alkali Outlook service. Get more information and request a free trial.

Buyer reticence over Russian crude volumes has grown ever since the country’s conflict with Ukraine began in late February, leading to a dramatic redirection in flows of the key Urals grade that has reverberated round the world. The situation is likely to intensify over the coming months, as more and more Russian volumes currently locked into long-term contracts will need to find a home.

Learn more about the Argus Crude report.

The European diesel market continues to struggle as we see steep backwardation, lack of liquidity and more companies adding self-sanctions against the use of Russian barrels. With no clear path in sight and major oil companies and trading firms no longer buying Russian diesel cargoes, what does a potential total phase out, if any, look like?

Continuing the discussion that began back in February, Alfonso Berrocal, Benedict George, and Alina Rapoport provide an update to the current diesel market looking at imports, refinery runs, cargo liquidity, spot markets and more.

Listen to our previous episodes on European diesel market volatility:

04 April 2022 – Driving Discussions: Market volatility continues for European diesel

22 February 2022 – Driving Discussions: The bumpy road ahead for European diesel prices

Link to non-Russian diesel video - https://argusmedia.hubs.vidyard.com/watch/MAfJbR4D3tZmP6vPgb8zBh

Links for blog post:

Learn more about Argus’ origin restricted (non-Russian) diesel cif ARA price assessment

Para resolver a judicialização sobre os preços de contratos de gás natural com distribuidoras de seis estados, a Petrobras está oferecendo manter os preços de 2021, mas alongar os contratos. Mas isso pode prejudicar a concorrência no mercado de gás?

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre o impacto da judicialização na abertura do mercado de gás.

Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia?

St James, Louisiana, was once the gateway for imported and domestic crude into midcontinent markets. However, as shale production, pipeline reversals and legislation have changed to allow US crude exports, the role of the old hub has changed.

St James still has extensive blending operations with service to major US Gulf coast refining capacity, but it is now set to better compete in the US export market.

Learn more about the Argus Crude report

Com a disparada do preço do barril de petróleo em meio aos problemas internacionais, o diesel no Brasil acumula alta significativa ao longo de 2022. Isso vem criando um cenário desafiador para os setores agrícola e de fertilizantes na questão logística, por causa do aumento nos fretes de grãos e de nutrientes.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os impactos do aumento das tarifas com transporte para o mercado e o que podemos esperar para a sequência do ano.

Fique por dentro de tudo o que acontece no mercado de combustíveis

Join Argus VP of business development Jeff Kralowetz and Americas crude editor Gus Vasquez for this podcast on the rapid rise of the WCS Houston price assessment as a benchmark for sour crude throughout the Western Hemisphere, and beyond.

The podcast looks at rising Canadian oil sands production, increased pipeline capacity to the Gulf coast, and the potential for growing competition between Padd 2 (US Midcontinent) and Padd 3 (US Gulf coast) refiners for Canadian crude. It also provides updates on the potential for increased re-exports of Canadian heavy crude from the Gulf coast to Asia, and the possible impacts of the TMX project in western Canada and closure or change of ownership at Lyondell’s Houston refinery.

Learn more about the Argus Crude report.

In this edition of Global LPG Conversations, Argus VP David Appleton and Senior Reporter Jamie Aldridge talk about recent trends and drivers in global LPG freight rates.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Argus Vice President for Global Business Development Muhamad Fadhil talks to the CEO of Nexeo Plastics Paul Tayler about resin demand, global inflation, and sustainability in the chemicals industry.

In this exclusive interview with Argus, Paul and Fadhil discuss:

How inflation impacts resin demand for Nexeo in the US and globally
Rising energy costs in Europe
Polymer freight rates
The importance of sustainability in the plastics industry

Get more information about Argus chemicals.

This special episode of Metal Movers focuses on the aerospace supply chain and the challenges faced by the industry in the wake of Covid-19 and Russia’s invasion of Ukraine.

Listen in as guest speaker Alex Krutz, Managing Director, Patriot Industrial Partners, explores the supply chain challenges faced by OEMs and Tier 1 – 3 suppliers with host Ellie Saklatvala, Editor, Argus Metals International.

Our expert speakers discuss manufacturing strategies, make or buy analysis, inventory management, operating margins, cash conversion cycles, credit lines, M&As as well as macroeconomic and geopolitical disruptors.

O preço do Cbio, o crédito de descarbonização negociado na B3, bateu recorde na faixa de R$101 recentemente, com o apetite de distribuidoras de combustíveis para cumprirem suas metas anuais, enquanto cada vez mais usinas buscam certificação para emitir Cbios. Saiba quais as perspectivas para a equação apertada de oferta e demanda nesse mercado.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e fique por dentro do que está acontecendo no mercado brasileiro de créditos de carbono.

Quer ficar por dentro de tudo que acontece no mercado de combustíveis? Acesse

As the US scrambles to replace 60% of its pig iron supply and economic sanctions tighten on Russia, how will the steel industry correct? Listen in as Blake Hurtik, Editorial Manager and Zach Schumacher, Deputy Editor, explore this unprecedented market turn.

Brazilian producers are likely to cut potash usage in the 2022-23 crop more than phosphates and nitrogen use, amid rising global fertilizer prices and tighter global supply. The consensus is that deliveries may decrease by around 10-15pc over the 45.8 million metric tonnes delivered in 2021.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about decreasing fertilizer use during Brazilian 2022-23 crop.

Stay in touch with the fertilizer market; find out more.

Produtores brasileiros devem reduzir o uso de cloreto potássio na safra 2022-23 em maior proporção do que fosfatados e nitrogenados, em um cenário de aumento dos preços globais de fertilizantes e de oferta global mais restrita. Consenso do mercado aponta para redução de 10-15pc ante as 45,8 milhões de t entregues em 2021.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre as discussões quanto à redução no uso de fertilizantes para a safra brasileira 2022-23.

Fique por dentro de tudo o que acontece no mercado de fertilizantes, acesse.

The ongoing conflict between Russian and Ukraine has prompted a need to replace Russian Urals and ESPO. Sour crude demand from Latin America and the US Gulf coast has increased to help fill the gap left by bans on Russian supplies.

As price volatility increases amid geopolitical tensions, Argus also re-launches two Latin American price assessments.

Learn more about the Argus Crude report

Join Amy Strahan, Editor of Argus NGL Americas, and Brian O’Rourke, Manager Business Development NGLs and Olefins, for a discussion of US petrochemical consumption of propane, and the corresponding impact on North American propane markets. Amy and Brian will discuss current petrochemical demand, the changes in industry consumptions patterns over the last several years, and how those changes have impacted the olefins market. In addition, they will briefly touch upon propane market seasonality attributable to home heating demand.

Learn more about our LPG services, including market news, price assessments and analytical outlooks.

With the growing demand for sustainable aviation fuel (SAF), is there enough feedstock to cover the market? What geographic areas represent new opportunities?

In this podcast, Amandeep Parmar, Argus net zero editor with Sami Jauhiainen, VP for renewable aviation in APAC, discuss in more depth the main challenges and opportunities for SAF producers. Touching topics from feedstock procurement, new technologies and growing SAF interest in APAC, to encouraging policies suitable for aviation and carbon offset.

A PetroReconcavo é uma das petroleiras a se lançar no novo mercado de gás e buscar novos negócios, com a compra de novos ativos e assinatura de contratos de suprimento de gás no mercado livre.

Junte-se a Flávia Pierry, Editora de Gás Natural e Eletricidade da Argus no Brasil, e João Vitor Moreira, diretor de Regulação e Novos Negócios da empresa. Eles conversam sobre o panorama da Petrorecôncavo no novo mercado, planos e o que precisa ser aprimorado no setor.

Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia?

Tune in as Siew Hua Seah, Global Editor – Argus Ferrous Markets, Lora Stoyanova, Deputy Editor, Argus Ferrous Markets, and Elena Grebiniuk, Senior Reporter share how EU buyers are shifting their procurement strategy in the face of the Russian steel import ban.

This episode is driven by data and insight from Argus Global Steam Cracker Economics, a global monthly report and downloadable dataset. The service outlines cost and margin advantages of various feedstocks being cracked into ethylene by region, including a three-month forecast.

Listening to this episode will give you insights into:

The impact of energy price volatility on chemical production economics
Where’s the best money to be made – assessing ethylene production and coproduct yields
Where to find the essential insights within the Argus Global Steam Cracker Economics service
What to watch in the next few months

Speakers:

Chuck Venezia, SVP for chemicals
Jimmy Levine, VP for ethylene
Lauren Williamson, VP for commercial product
Chris Cothran, lead analyst
Dhanish Kalayarasu, analyst

This episode is delivered by Argus’ chemicals experts using data and insight from Argus Global Steam Cracker Economics. Get more information and request a chat with one of our chemicals specialists.

Sanctions on Russia have disrupted crude oil trade and escalated political pleas for additional sources of supply to cover a period of increasing fundamental supply/demand uncertainties.

Stephen Jones, SVP Oil Markets Strategy and Chief Economist David Fyfe explore the supply losses, the coming strategic stock releases and what might come next.

Learn more about the Argus Crude report

Hydrogen & Future Fuels podcasts are back!

William Rowe Founder and CEO of Octopus Hydrogen joins Tim Hard, SVP Energy Transition at Argus, to discuss distributed vs centralised hydrogen production models, moving projects from excel to production and an ‘easy-to-abate’ sector – city construction sites.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Learn more about Argus’ natural gas / LNG coverage
Download COP26 Energy and Emissions Country Profiles

Os diferenciais portuários no paper market de Paranaguá atingiram valores recordes no mês de março e seguem pressionados no mês de abril. Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o que vem influenciando este mercado e quais as tendências para 2022.

Fique por dentro de tudo o que acontece no mercado de agricultura

Argus Crude deputy editor Nicola de Sanctis joins James Gooder in this episode to discuss how the disruptions to and redirections of Russian supply are affecting that other great swing producing region — West Africa. We also give an update on changes to our pricing methodology for a couple of Nigerian crude assessments, and where to find them. Argus publishes more West Africa crude prices than anyone else - click through to learn more.

How exactly is sustainable aviation fuel (SAF) made? What feedstocks are used and through which processes?

Listen in as SAF market experts Bea O’Kelly and Giulia Squadrin go into more detail about how SAF is made, the different pathways and feedstocks that are most commonly used to produce the bio-jet and listen as they question whether there is enough feedstock production to meet the growing demand for sustainable flying.  

Argus Vice President for Global Business Development Muhamad Fadhil talks to Tricon Energy’s President and CEO Ignacio Torras and Chief Sustainability Officer Elizabeth Carlson about sustainability in the chemicals industry.

In this exclusive interview with Argus, Ignacio and Elizabeth discuss:

How sustainability and ESG impact Tricon and its global customers
Tricon’s future plans for sustainability
The biggest challenges implementing ESG initiatives in the chemical industry

Get more information about Argus chemicals.

Desde o início do conflito entre Rússia e Ucrânia, importadores lidam com a limitação de diesel disponível para embarque na costa do Golfo Americano e buscam produto em fontes como Golfo Pérsico, oeste da África e Índia, que requerem prazos de entrega mais longos.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre o prolongamento dos prazos de entrega e a ampliação na diversificação das origens do combustível.

Fique por dentro de tudo o que acontece no mercado de combustíveis

In this episode of Global LPG Conversations, Argus’ VP for Crude and African Markets, James Gooder, talks to David Appleton, VP Business Development LPG, about developments in LPG in Africa, as well as the impact of the recent surge in prices on-demand on the continent.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Covid lockdowns threaten to crush Chinese short term oil consumption, adding another layer of complexity to a market plagued by sky-high prices in the wake of sanctions.

Some 200mn Chinese oil consumers were put under mobility restrictions of varying severity this month, as China faced its most significant spike in Covid cases since early-2020.

This threatens to eliminate a large component of the "pull factor" that shifted the centre of oil demand growth to Asia from the OECD in recent years.

Learn more about Argus Crude

The European diesel market continues to see challenging times as the market struggles through loss of liquidity, self-sanctioning due to the conflict in Ukraine, high freight costs, and overall market uncertainty.

Diesel is still moving through Europe at a normal rate despite the conflict in Ukraine, but prices indicate tight supply. What is causing this and what is the answer to Europe’s diesel problem?

Listen in as Alfonso Berrocal, European business development manager, Benedict George, senior European market reporter, and Alina Rapoport, senior markets reporter in Germany, as they break down the current state of the European diesel market, including Germany, and provide an update to the Driving Discussions episode on 22 February 2022, Driving Discussions: The bumpy road ahead for European diesel prices.

Check out other episodes in the Driving Discussions series.

Learn more about Argus' European pricing solutions for transport fuels

What exactly is sustainable aviation fuel (SAF)? How is it derived and how is it priced?

Listen in as SAF market experts Bea O’Kelly and Louise Burke break down the fast-growing SAF market and provide an overview of how SAF is produced, the differences between SAF and renewable diesel/HVO, market fundamentals, and pricing mechanisms.

Com a abertura mais profunda do mercado de eletricidade, permitindo a portabilidade de conta de energia elétrica, o setor precisa de alterações e modernizações em seus regramentos. Esse debate está em fase final no Congresso Nacional. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Eletricidade. Elas debatem o tema e seus desdobramentos.

Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia? 

The phosphate market has had to contend with the impact of the Russia-Ukraine conflict and ongoing Chinese export restrictions. Meanwhile, there is growing interest in lithium iron phosphate (LFP) batteries and the opportunities this presents to phosphate rock and phosphoric acid producers.

New DAP Indian capacity and new phosphate rock projects will also impact the market. Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Tim Evans, Phosphate Analyst join Tim Cheyne, VP Fertilizer, to discuss and assess these developments and the market outlook.

Key topics covered by the podcast:

• The Ukraine crisis and its direct impact on the phosphate rock market (following a special focus published in the latest issue of Phosphate Rock Analytics) and what the evolving situation could mean for the processed phosphate market. • The on-going Chinese export restrictions and what the evolution of the restrictions since October mean for the current market and beyond. • Growing interest in lithium iron phosphate (LFP) batteries and potential opportunities for phosphate rock and phosphoric acid producers. • New projects which have the potential to disrupt the phosphate rock market, with exports to commence from the US. • How new DAP capacity in India is going to impact the market in the medium term, particularly pricing.

Related links

Phosphate price reporting, short and mid to long-term outlook services
Request a sample/more information
Free sign up: Fertilizer Focus Magazine
Other complimentary content
Inside Fertilizer Analytics podcast series

This latest Weight of Freight episode provides a shipowner’s perspective on current clean tanker market fundamentals, ‘self-sanctioning’ Russian oil, and how elevated bunker prices have affected trading.

d’Amico Tankers CFO Carlos Balestra di Mottola joins Argus Freight Reporter Michael Connolly to discuss the impact of the ongoing Russia-Ukraine conflict on the global clean tanker market and how his company has responded to the shifting market dynamics.

Learn more about the Argus Freight service.

David Appleton, VP Business Development LPG, and Esther Phua, Senior Editor Singapore, discuss the Argus Ningbo Index, the drive behind its launch, and the key differences with the Argus Far East Index. They touch on contracts in the current market to conclude with the risk management tools and new opportunities arising from this new index.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Após a abertura de capital em julho de 2021, a empresa do agronegócio 3tentos investe na expansão dos negócios e estuda diversificar sua atuação. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e Luiz Osório Dumoncel, presidente da 3tentos. Eles conversam sobre o crescimento no país e planos de produzir etanol de milho no futuro.

Fique por dentro de tudo o que acontece no mercado de biocombustíveis?

Government sanctions on Russia and self-sanctioning by companies have altered global oil, coal and grain trade flows. But what impact has that had on freight rates?

In this Weight of Freight podcast, Argus freight reporter Michael Connolly interviews VesselsValue analysts Vivek Srivastava and Ynes Benotmane about how the ongoing Russia-Ukraine conflict has impacted freight rates and trade flows for both the tanker and dry bulk markets.

Learn more about the Argus Freight Service

Join Sarah Rae, Vice President of Olefins, Polymers & Derivatives, Kristen Mueller, Principal for LPG Consulting, and Toong Shien Lee, Olefins specialist and Editorial manager based in Shanghai, to discuss the rapid expansion of PDH capacity around the globe and the implications for propane demand. They will also touch upon profitability in the propylene sector and factors driving utilisation rates.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

This episode covers silicon carbide with a focus on decarbonisation across electrified industries.

Tune in as Caroline Messecar, Senior Reporter - Rare Earths and Electronic Metals, quizzes Exawatt CEO, Simon Price and Adam Dawson, Senior Research Analyst, on this crucial semiconductor material.

Sign up for our free Argus Metals Market Highlights

James Elliott talks to leading MTBE expert Roel Salazar, and lead analyst Cassidy Staggers, about the Argus MTBE Outlook:

Market direction and underlying trends over the next 12 months
Expansion projects and regulatory policies that could affect prices and trade flows
Information or visuals with deep relevance to the market
How we forecast 24 months ahead
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ MTBE experts using data and insight from the Argus MTBE Outlook.

Get more information and request a free trial

Lauren Williamson, VP for Commercial Products, talks to leading methanol expert Dave McCaskill, and lead analyst Cassidy Staggers about the Argus Methanol Outlook:

Market direction and underlying trends over the next 12 months
Expansion projects and regulatory policies that could affect prices and trade flows
Information or visuals with deep relevance to the market
How we forecast 24 months ahead
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ methanol experts using data and insight from the Argus Methanol Outlook.

Get more information and request a free trial

James Elliott talks to leading benzene expert Simon Palmer, and lead analyst Jason Faulk, about the Argus Benzene Outlook:

Market direction and underlying trends over the next 12 months
Expansion projects and regulatory policies that could affect prices and trade flows
Information or visuals with deep relevance to the market
How we forecast 24 months ahead
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ benzene experts using data and insight from the Argus Benzene Outlook.

Get more information and request a free trial

O governo brasileiro lançou no início de março o plano nacional de fertilizantes, que busca reduzir a dependência da importação de fertilizantes, em meio a apreensões sobre a alta de preços no mercado global e a restrições de exportações de importantes produtores globais.

O plano trabalha com distintos cenários para a redução da dependência da importação de nitrogenados, fosfatados e cloreto de potássio até 2050.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os principais pontos do plano brasileiro de fertilizantes.

Brazil launched the fertilizer plan in early March to reduce the share of fertilizer it sources from imports, amid concerns on global market rising prices and restrictions on major global producer exports.

The plan projects different scenarios to reduce nitrogen, phosphates and potash imports dependency by 2050.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about the main points of Brazil’s fertilizer plan.

Stay in touch with the fertilizers market

James Elliott talks to leading toluene and xylenes expert Anjani Singh, and lead analyst Jason Faulk, about the Argus Toluene and Xylenes Outlook:

Market direction and underlying trends over the next 12 months
Expansion projects and regulatory policies that could affect prices and trade flows
Information or visuals with deep relevance to the market
How we forecast 24 months ahead
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ toluene/xylenes experts using data and insight from the Argus Toluene/Xylenes Outlook.

Get more information and request a free trial

Lauren Williamson talks to leading olefins expert Angie Joe about the Argus Butadiene Outlook:

Market direction and underlying trends over the next 12 months
Expansion projects and regulatory policies that could affect prices and trade flows
Information or visuals with deep relevance to the market
How we forecast 24 months ahead
Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ butadiene expert using data and insight from the Argus Butadiene Outlook.

Get more information and request a free trial

Russian crude grades, including ESPO, are being avoided in the oil market. What impact will it have on crude flows as tanker rates in Asia hit 2-year highs?

In this Weight of Freight podcast, Argus’ Freight Editor for Asia, Andrew Khaw is joined by Crude Editor Azlin Ahmad and Freight reporter Hamren Hamid, to discuss how crude and tanker markets might handle a drop in ESPO crude supplies.

Related links

Argus Freight
Argus Crude

Lauren Williamson, VP for Commercial Products, talks to leading olefins experts Sarah Rae, Jimmy Levine, and Ron Baughman, plus analyst Chris Cothran about the Argus Olefins Outlook:

• Market direction and underlying trends over the next 12 months • Expansion projects and regulatory policies that could affect prices and trade flows • Information or visuals with deep relevance to the market • How we forecast 24 months ahead • Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ olefins experts using data and insight from the Argus Olefins Outlook.

Get more information and request a free trial

Join David Appleton, VP Business Development, and Reza Amanat, Editor Asia LPG, to discuss the impact of the Ukraine crisis on LPG markets, particularly on Asia. David and Reza explore changing market dynamics, price implications and the wider impact for Asian LPG markets.

Learn more about our LPG services, including market news, price assessments and analytical outlooks.

A alta dos combustíveis alimenta a inflação em ano eleitoral, colocando na berlinda a política de preços da Petrobras em meio ao salto do petróleo acima de 100 dólares o barril. Saiba o que está em jogo na precificação de diesel e gasolina, segundo as principais plataformas que devem concorrer na corrida presidencial.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, editor adjunto da publicação Argus Brasil Combustíveis, e fique por dentro da visão das pré-candidaturas ao Palácio do Planalto em relação aos preços da Petrobras.

Quer ficar por dentro de tudo o que acontece nos mercados de combustível e petróleo? Acesse.

Brazilian ports promise a series of changes throughout this year to improve the country’s logistical efficiency as a whole and reduce the queues for berthing ships.

As a result, January recorded positive statistics for some of Brazil's main complexes, meanwhile projects ranging from new terminals to privatisations are expected.

Join Camila Dias, Argus Brazil Country Manager, and João Petrini, reporter for the Argus Brazil Grains and Fertilizer report, as they talk about cargo movement since the beginning of the year at the main ports, boosted by the earlier arrival of soybeans, and expansion plans for 2022.

Podcast episode is in Portuguese

Stay connected with the transportation of grains and fertilizers market

Os portos brasileiros prometem uma série de mudanças ao longo deste ano para melhorar a eficiência logística do país como um todo e reduzir as filas para atracação de navios. Nesse cenário, o mês de janeiro foi de estatísticas positivas para alguns dos principais complexos do Brasil, enquanto aguardam projetos que vão de novos terminais a desestatizações.

Junte-se a Camila Dias, Diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre a movimentação de cargas nos principais portos brasileiros neste início de ano, impulsionada pela chegada mais cedo da soja, e os planos de expansão para 2022.

Fique por dentro de tudo o que acontece no mercado de transporte de grãos e fertilizantes

Learn about the variables that drove up the lithium price by 400% since the beginning of 2021 with Thomas Kavanagh, Associate Editor - Battery Metals and Will Talbot, Senior Analyst – Consulting.

The episode will cover lithium supply/demand for carbonate and hydroxide, logistical challenges, geopolitics, LFP vs LNMC, EVs and other factors influencing the market.

Sign up for our free Argus Metals Market Highlights

The ripple effects from the Russia-Ukraine conflict are spreading through the oil and shipping markets. Uncertainty rules the day as the industry prepares for potential scenarios. One of those is sanctions being imposed on Russian crude.

What would be the impact on crude prices and trade flows and how would the tanker market react to the shuffle in Europe’s oil diet?

In this Weight of Freight podcast, Argus’ Head of Freight Alex Younevitch is joined by EMEA Freight Editor Will Collins and Vice President for Crude James Gooder to answer these and other burning questions.

Related links

Argus Freight
Argus Crude

Join Amy Strahan, editor of Argus NGL Americas, and Brian O’Rourke, Argus North American NGL Business Development Manager, for the latest episode in the Global LPG Conversations podcast series, discussing the Far East Index, Mont Belvieu waterborne propane market and the associated freight market. Amy and Brian discuss how this spread has performed this winter, as well as exploring what might be expected of the market during the remaining weeks of this heating season.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Since the introduction of competition into Brazil's natural gas market, it has been possible to see the impact on prices.

Join Camila Dias, Brazil Country Manager, and Flávia Pierry, Natural Gas and Power Editor, as they assess the initial results following the opening of the market.

Stay connected with the natural gas and energy markets

Podcast episode is in Portuguese

Com o início da abertura do gás natural no Brasil este ano, já é possível ver o reflexo da competição sobre os preços. Junte-se a Camila Dias, Diretora da Argus Brasil, e Flávia Pierry, Editora de Gás Natural e Energia. Elas falam sobre os primeiros resultados após a abertura.

Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia? Acesse

The European distillates market, in particular the diesel market, has been going through challenging times due to loss of some refining capacity.

At the same time the market has seen demand return, finding high production and hydrotreating cost, historic backwardation levels, and lower stocks, which are complicating the supply of diesel in Europe.

Listen in as Alfonso Berrocal, European business development manager, Benedict George, senior European market reporter, and Alina Rapoport, senior markets reporter in Germany, as they break down the diesel picture in Europe and one of its main markets, Germany.

Related links:

Check out other episodes in our Driving Discussions podcast series
Learn more about Argus’ comprehensive coverage of European Products
Read Argus’ white paper on the Argus cif Hamburg assessment

Hear about the latest variables impacting Zorba with Argus experts Blake Hurtik, Editorial Manager – Metals, and John Betz, Senior Reporter – Aluminum.

Topics include the impact of the container market, China's tightening policies on non-ferrous scrap as well as supply/demand dynamics.

Sign up for our free Argus Metals Market Highlights

O sistema de venda direta de biodiesel entre usinas e distribuidoras substituiu os leilões públicos e está perto de completar dois meses de operação.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, que fazem um balanço sobre este mercado e o que influencia as negociações.

Quer ficar por dentro das mudanças no mercado brasileiro de biodiesel? Assista o webinar gratuito on demand: O Novo Mercado Brasileiro de Biodiesel: Desafios e Oportunidades

On February 11, 2022, the total US drilling rig count was reported to reach 635, the most since April 2020. This increase was led by the prolific Permian basin, where output is expected to hit a record this month.

In this episode of The Crude Report, our senior vice president Matthew Oatway and vice president James Gooder discuss the rising importance of the US Gulf coast as a focal point for light sweet crude pricing across the world, and how it is developing into the world’s marginal barrel.

Sign up to the Argus crude oil newsletter

Register for the Argus Oil Markets Forum 2022

Acron, Eurochem, Nutrien, OCP, and Uralkali move their pieces on the board of the Brazilian corporate market. The country is on its way to have more fertilizer blenders and distributors with a foreign controlling share, at a time when the government studies to expand national fertilizer production.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about the processes to sell Brazilian companies’ controlling shares and the growth of foreign market share in the domestic market.

Stay in touch with the fertilizers market. Find out more.

Acron, Eurochem, Nutrien, OCP, Uralkali movimentam suas peças no tabuleiro do mercado corporativo brasileiro. O país caminha para ter mais misturadoras e distribuidoras de fertilizantes com controle estrangeiro, em um momento em que o governo estuda expandir a produção nacional de fertilizantes.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre processos de vendas de controles acionários de companhias brasileiras e a participação de estrangeiros no mercado doméstico.

Fique por dentro de tudo o que acontece no mercado de fertilizantes, acesse.

What can 2021 tell us about LPG price drivers and the outlook for 2022? In this episode Argus experts David Appleton, Business Development – LPG and Kristen Mueller, Principal Consultant - LPG, discuss the key price drivers for LPG and how these impacted the market at the end of 2021. Looking forward to 2022, they discuss these drivers and how prices are likely to evolve over the course of the year.

Join us for our Argus Oil Markets Forum 2022 - Hybrid Event

In 2021, Chinese oil imports fell for the first time in 10 years.

In this week’s The Crude Report, vice president Tom Reed explains that Chinese crude oil consumption still grew significantly, and how President Xi Jinping’s long-term plans are disrupting business in the short term.

Sign up to the Argus crude oil newsletter

This episode focuses on the non-ferrous recycling industry in Europe and spotlights the impact of the new European Union waste shipment regulations (WSR).

Join Jethro Wookey, Senior Reporter - Aluminium, Argus and Murat Bayram, Director – Non-ferrous metals, EMR, as they explore the new EU policy, scrap market fundamentals and the effect of the semi-conductor metals shortage.

Sign up for our free Argus Metals Market Highlights

Passamos com aperto por 2021, com pouca geração hidrelétrica e altos custos. E em 2022? Vamos passar mais longe do risco de um apagão? Junte-se a Camila Dias, chefe de redação da Argus Brasil, e Flávia Pierry, editora de gás natural e energia. Elas falam sobre as perspectivas para o setor elétrico neste ano.

Fique por dentro de tudo o que acontece no mercado de gás e energia? Clique aqui.

Join Muhamed Fadhil, VP of Global Business Development at Argus Media and senior officials from RAI: Mr Arul Dhasan, Senior Vice President – Polymer Business, RAI and Mr Tareq Al Naqeeb, Senior Vice President, Business Development, RAI as they discuss recent developments, key drivers in the polymer market and sustainability in the Middle East Market.

This episode focuses on the implications of the new European Union waste ship regulations (WSR).

Learn about the short and long-term impact of the new proposal with Ronan Murphy, European Editor and Chi Hin Ling, Deputy Editor of Argus Metal Prices.

Sign up for our free Argus Metals Market Highlights

Com a colheita mais adiantada da história do estado de Mato Grosso, a alta demanda pelo serviço de transporte também contribuiu para o aumento nos fretes de grãos acontecerem mais cedo do que o usual no ano, em meados de fevereiro. Nesse cenário, as tarifas atingiram os maiores níveis desde o início da cobertura de fretes de grãos da Argus no Brasil.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os elementos que contribuem para este cenário, os impactos nos preços de fretes rodoviários e as perspectivas para 2022.

Fique por dentro de tudo que acontece no mercado de frete de grãos e receba um relatório de cortesia

Specialists from our London LPG team – Peter Wilton, LPG Editor and Emma Reiss, Global Lead for LPG Editorial – explore the key drivers in the European LPG market as 2022 gets underway. An open arb from the US has resulted in significant flows of LPG coming into the region.

While fears of dampening demand from the Omicron variant have seemingly calmed, rising geopolitical tensions are helping to stoke oil prices.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Mideast Gulf Editor Nader Itayim look ahead to next week’s Opec+ meeting, where ministers look likely to stay the course and sanction another 400,000 b/d output hike for March.

Sign up to the Argus crude oil newsletter

What do the latest developments from the Renewable Fuels Standard (RFS) mean for obligated parties?

Listen in as Jason Metko, Argus Spot Ticker reporter, and Zander Capozzola, lead deputy editor Argus US Products, provide an overview of what the developments mean for the market.

O tempo seco na região Sul do Brasil vem reduzindo as projeções para a safra de soja 2021-22. No mercado do milho, apesar das perdas na safra de verão, a expectativa segue otimista para o ciclo de inverno. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora-assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre as expectativas para as exportações de soja e milho em 2022.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

Featuring special guest speaker, Sachin Patel, Senior Director of Metals at CME Group, this podcast explores the newly launched portside iron derivative contracts.

Listen in as Argus experts Oscar Tarneberg, Business Development – Metals and Deepali Sharma, Editor – Ferrous Markets, discuss the newly launched portside iron derivative contracts on the CME.

Sign up for our free Argus Metals Market Highlights

Many major trends affecting crude oil markets like energy transition, the balancing act between Opec+ and SPRs and Covid-19 continue, but all have evolved in its own way.

In this episode of The Crude Report, vice president Jeff Kralowetz highlights the big topics on everyone’s mind, many of which will covered at next week’s Argus Americas Crude Summit.

Sign up to the Argus crude oil newsletter

Os preços de fertilizantes em níveis historicamente altos, a oferta restrita e relação de troca desfavorável para os agricultores devem levar os importadores brasileiros a comprar volumes menores no início de 2022 e com mais regularidade ao longo do ano, para atender ao mercado doméstico, ao mesmo tempo em que gerenciam os riscos financeiros.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os destaques do mercado brasileiro de fertilizantes em 2021 e as perspectivas para 2022.

Quer ficar por dentro de tudo que acontece no mercado de fertilizantes?

Prices at historically high levels, tight supply and an unfavourable barter rate for farmers will likely lead Brazilian importers to purchase lower fertilizer volumes in early 2022 and more regularly throughout the year to meet the domestic demand while managing financial risks.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about 2021 Brazilian fertilizer market highlights and the outlook for 2022.

Stay connected with the fertilizer market

Early-year bullish oil and commodity sentiment has been boosted by limited new restrictions due to Omicron and by supply-side tightness. Ongoing demand recovery seems assured for 2022, although a strong USD could place a cap over demand in key developing economies.

By Argus Chief Economist, David Fyfe

To receive this type of analysis more frequently, check out our Argus Crude and Refined Products Outlook.

A reta final antes da abertura do novo mercado de biodiesel, que acontece hoje, foi repleta de surpresas e resoluções de última hora. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Amance Boutin, editor da publicação Argus Brasil Combustíveis. Elas conversam sobre esta transição e os principais desafios pela frente com o começo do novo modelo.

Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis?

Após diversos problemas enfrentados na safra 2020-21, os fretes de grãos tiveram uma trajetória irregular ao longo deste ano. Agora, com a expectativa de uma próxima safra recorde, sobretudo de soja, qual deve ser a tendência da demanda pelo serviço de transporte de grãos em 2022? E quais os principais projetos de infraestrutura que devem sair do papel para ferrovias, rodovias e portos?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as previsões para o setor de logística em 2022.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

After having weathered the storm of uncertainty last month, expectations are that Opec and its non-Opec partners will once again opt to stick to the script and agree on a 400,000 b/d increase in its production ceiling, as planned.

In this episode of The Crude Report, our Mideast Gulf Editor Nader Itayim discusses what Opec+ ministers will need to consider when they next meet on 4 January.

This latest Weight of Freight podcast episode focuses on the effects of the pandemic on the Panama Canal, logistical changes made at the canal over the prior year and the increased transit volumes it saw during its 2021 fiscal year.

Panama Canal Deputy Administrator Ilya Espino de Marotta joins Argus Freight Reporter Michael Connolly to discuss the canal’s record year, how they’re dealing with the ongoing pandemic, and recent changes to the canal’s operations.

Argus Freight Market Highlight: This free monthly email includes handpicked industry news, analytical insight, special featured content and key pricing indications, helping to keep you ahead of the global freight market. Sign up now.

The 300,000 b/d Trans Mountain pipeline connecting Canada’s crude hub to refineries and export hubs at the west coast was closed for three weeks starting in November as a precaution to extreme weather conditions. As a result, ANS crude demand and, therefore, prices surged.

In this episode of The Crude Report, market reporters Brett Holmes and Benjamin Peyton explain how the Trans Mountain closure has affected both the Canadian supply and the North American west coast demand pictures.

O turbulento momento do mercado de gás natural em todo o mundo, com preços altos e grande demanda, levou o Cade a autorizar a Petrobras que compre gás do Terminal da Bahia.

A decisão trouxe a pergunta: isso atrasa a competição no mercado do gás natural no Brasil em 2022?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia, que falam sobre esse e outros efeitos que a decisão pode trazer.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e energia?

US and EU Hot-rolled coil (HRC) is the hot topic in this episode of Metal Movers featuring Colin Richardson, Editor - Steel, and Rye Druzin, Senior Steel Reporter.

US HRC Midwest and southern assessments saw the largest drop since Argus began recording pricing and the lowest price since the beginning of June. Listen now to learn what is drying up domestic spot demand in the US, how the removal of section 232 tariffs may impact the US and EU markets and whether the automotive industry could overcome the semi-conductor shortage to rekindle the European steel industry.

This latest Weight of Freight podcast focuses on the current and possible forward state of the clean tanker markets in the East and West of Suez. Fundamentally, demand is strong, but Covid-19 refuses to let the world move on. The latest Omicron variant has caused concerns and resulted in a more cautious market. In this episode, our freight and transportation specialists explore the impacts of Omicron on the clean tanker market.

With Andrew Khaw, John Ollett and Sean Zhuang.

Argus Freight Market Highlight

Os preços do café atingiram níveis recordes em 2021 sob a influência da quebra de safra o Brasil, que foi bastante afetada pelo clima. Será que existe alguma chance de recuperar a produção na safra 2022-23? E a alta no preço dos fertilizantes também pode afetar a cafeicultura? A resposta para estas e outras perguntas você confere em mais um episódio do podcast Falando de Mercado. A editora de agricultura e fertilizantes da Argus no Brasil, Flavia Bohone, e a editora assistente de agricultura e fertilizantes, Alessandra Mello, conversam sobre as previsões mais recentes para o setor do café.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

How will a global tradeable market for hydrogen develop? What measures do stakeholders need to take? Is natural gas the closest analogue? Doug Wood, European Federation of Energy Traders (EFET) Board Member and Chair of its Gas Committee, and Matthew Drinkwater, Senior Editor Argus Natural Gas/LNG, join Tim Hard, SVP Energy Transition at Argus, to discuss what a tradeable market for hydrogen will look like.

Get complimentary access to Argus Hydrogen and Future Fuels Service
Download COP26 Energy and Emissions Country Profiles
Learn more about Argus’ natural gas / LNG coverage

In with WTI Midland, and out with Brent and Forties – this is BP’s prescription for the future of the Dated Brent benchmark. But is the market ready for Brent-free Brent? Opinions remain sharply divided.

In this episode of The Crude Report, Vice President James Gooder and Argus Crude Editor Michael Carolan discuss the complications of adding WTI into the Brent forwards market and go over some of the ways this could all play out, from the Brent market fragmenting to global benchmarking switching to the US Gulf coast.

As relações de troca no Brasil estão ficando pouco favoráveis para os agricultores e eles terão que ajustar sua produção aos preços elevados. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, Repórter da Publicação Argus Brasil Grãos e Fertilizantes, que conversam sobre esse tópico e seus impactos na demanda brasileira por fertilizantes.

Quer ficar por dentro de tudo que acontece no mercado de grãos e fertilizantes?

The barter rates in Brazil are becoming unfavorable to the farmers and they will need to adjust to the new high prices. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, Argus Brazil Grains and Fertilizers Reporter, as they talk about what about the topic and how it will impact the fertilizer demand in Brazil.

Stay connected with the grains and fertilizers market

Between SPR releases and Omicron, uncertainty was the underlying theme of last week’s monthly Opec+ meeting. And although they sanctioned another 400,000-b/d increase to their production quota in January, Opec+ ministers signaled they’d be watching developments closely and be ready to change course if needed.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Mideast Gulf Editor Nader Itayim discuss the outcome of the meeting, the thinking behind the decisions taken, and the latest in the race to be Opec’s next Secretary General.

The Argus Crude service is your must-have source for daily news, prices and analysis for more than 80 different internationally-traded crude streams.

In this episode, we discuss the drivers behind PVC markets and the exciting launch of the new Argus Global PVC Service. A weekly pricing service containing the latest resin price assessments, along with demand information and detailed commentary on key PVC grades and market fundamentals.

Muhamad Fadhil, Vice President of Global Business Development at Argus, talks to Argus Petrochemicals specialists, Alex Sands, European Editor of Petrochemicals and Michael Vitiello, European Petrochemicals Senior Reporter. Together they explore recent supply disruptions, the impact of gas price volatility on PVC markets and the outlook for PVC, its key derivatives and feedstocks as we go in to 2022.

Argus Global Polyvinyl Chloride service - This new weekly pricing service contains the latest resin price assessments, along with demand information and detailed commentary on key PVC grades and market fundamentals.

O Brasil aproveita pouco mais da metade do gás natural que produz. Isso devido à reinjeção desse gás. O assunto divide produtores e consumidores e agora se tornou um tema de atenção da ANP, agência reguladora do setor. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia, que conversam sobre o que a ANP planeja fazer para tentar equalizar o assunto, aumentando a oferta de gás aos consumidores sem comprometer os compromissos das petroleiras.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e eletricidade?

What began as a frenzy to build crude oil pipelines connecting US oil fields like the Permian basin to ports for export has resulted in more pipeline capacity than the crude to fill it.

In this episode of The Crude Report, our vice president Jeff Kralowetz and Petroleum Transportation North America editor Chris Baltimore go over the latest developments with the US Wink-to-Webster, Capline and DAPL pipelines, and the Trans Mountain expansion and Enbridge Line 3 replacement projects in Canada.

This latest episode in the Metal Movers series visits the world of battery metals, examining the global supply/demand landscape for lithium and cobalt.

Tune in as Anuradha Ramanathan, Deputy Editor – Minor Metals, and Thomas Kavanagh, Associate Editor - Battery Metals, dive into a discussion on two crucial battery metals – lithium and cobalt. The podcast explores near and medium-term demand, the impact of supply tightness, upcoming projects that could shift the current import/export dynamic, as well as industry specifics like Johnson Matthey’s exit from the EV battery space.

Sign up for our free Argus Metals Market Highlights

Desde outubro, vemos um maior interesse comprador de diesel importado nos portos do Sul e do Sudeste, mesmo com os valores bem acima do produto comercializado nas refinarias da Petrobras. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre os fatores que tem estimulado essa demanda e seus desdobramentos.

Quer ficar por dentro de tudo que acontece no mercado de combustíveis?

As crudes from every region compete for market share in Asia-Pacific, refiners are gaining influence over the pricing mechanisms they prefer. Price discovery increasingly takes place at the delivery point, and while Shandong pioneered this trend, larger refiners elsewhere in China, India, South Korea and Southeast Asia aim to align the pricing of Atlantic basin imports with Middle Eastern supplies.

In this episode of The Crude Report, Argus vice presidents Alejandro Barbajosa and Tom Reed discuss how these market players are focusing on the total value of cargoes, including freight costs.

Related links:

Argus China Petroleum
Argus Crude service

China’s October steel output fell to its lowest level ever since December 2017. This episode of Metal Movers focuses on China’s next steps to reach its output and emissions targets.

Join Chris Newman, Senior Editor – Ferrous Markets, and Sharon Liao, Lead Analyst – Asia Steel, as they discuss the latest numbers for China’s steel production, including seasonal restrictions, export numbers, domestic demand and the impact of Beijing’s 2022 Winter Olympics.

Sign up for our free Argus Metals Market Highlights

Some observers have been surprised by the stubbornly slow response of US shale production to WTI’s ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy.

With David Fyfe, Chief Economist for Argus Media.

Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis.

After falling to below 2.7mn b/d in September, US crude oil exports are poised to rebound to the typical volume of more than 3mn b/d temporarily before potentially falling back to depressed levels by the end of the year.

In this episode of The Crude Report, associate editor Amanda Hilow and vice president Jeff Kralowetz review what changes the market has had since September and discuss the volatility of various market fundamentals that will affect crude flows through the remainder of 2021.

Argus Americas Crude

Vimos o Brasil novamente submetido ao risco de racionamento. E, como resultado, os altos custos da geração termelétrica emergencial. Possivelmente, parte dos problemas do setor elétrico brasileiro poderiam ser resolvidos se o país parasse para debater e atualizar o PLD, ou o Preço de Liquidação das Diferenças, o preço da eletricidade no mercado de curto prazo.

Junte-se a Camila Dias, chefe de Redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia. Elas conversam sobre as pecualiaridades do PLD.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e energia?

As we near the end of 2021 and look back at the year we’ve seen a relatively strong Covid-19 recovery, supply chain shortages and impending winter energy constraints.

Join Jason Metko and Stephen Jones for a look at the current oil market landscape and what’s to come in the remainder of 2021, the first part of 2022 and a quick recap on the COP26 Climate Summit.

Learn more about Argus’ global oil products coverage Listen to other episodes in the Driving Discussions series See more Argus coverage from COP26

Our latest episode of Metal Movers invites a special guest to talk about the role of technology in driving the automotive industry to a greener future.

Join Caroline Messecar, Senior Reporter, Rare Earths/Electronic Metals as she quizzes Dave OudeNijeweme, Head of technology trends at Advanced Propulsion Centre, a non-profit organisation that facilitates funding to UK-based research and development projects developing low-carbon emission powertrain technologies. Our speakers explore the viability of EVs in the context of the power electronics supply chain and how it might impact traditional business models.

Sign up for our free Argus Metals Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets. Sign up now.

Brazil has launched discussions to boost the output of fertilizer and inputs for the domestic agriculture sector, but progress remains slow with dependency on imports strong. Difficulties in negotiating for the natural gas needed for nitrogen production is one of the reasons for the low Brazilian fertilizer production. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, reporter of the Argus Brazil Grains and Fertilizer publication. They discuss why the Brazilian fertilizer dependency may continue.

Stay connected with the Fertilizer Market

https://www.argusmedia.com/fertilizers

O Brasil recentemente lançou discussões de alternativas para aumentar a produção nacional de fertilizantes e insumos para o setor agrícola doméstico, mas o progresso continua lento, com forte dependência de importações. A dificuldade de negociação do gás natural necessário para a produção de nitrogenados é um dos motivos da baixa produção brasileira de fertilizantes. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre a dependência brasileira dos fertilizantes importados

Quer ficar por dentro de tudo que acontece no mercado de fertilizantes?

https://www.argusmedia.com/pt/fertilizers

The ongoing UN Cop 26 climate summit in Glasgow and the actions that President Joe Biden's administration is taking to implement his ambitious energy transition agenda are of direct relevance for the US oil and gas industry — a net zero emissions pledge by the US and other countries would result in a significantly lower share for fossil fuels in the energy mix. But oil, gasoline and natural gas prices are at seven-year highs, giving Biden’s critics an opening to push back against his decarbonisation agenda.

In this episode of The Crude Report, Argus Air Daily editor Michael Ball, senior reporter Chris Knight and associate editor Haik Gugarats discuss potential outcomes of the climate summit on the US oil and gas industry and policies that Biden has presented to fulfil his net zero emissions goal for the US.

Related links

Argus Air Daily Argus Americas Crude Petroleum Argus Argus COP26 hub

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and price support.

Claira Lloyd – Phosphate and Phosphate Rock Research Manager joins Tim Cheyne, VP Fertilizers to take a deep dive on the Chinese export cuts and what it means for consuming markets both east and west of Suez, and even how it will cause some difficulties for those markets which are not reliant on Chinese supply. India, Australia, Brazil, Pakistan and the US will be their areas of focus as they explore what the removal of China means for our market.

They will then discuss new supply projects which have been added to the Argus Processed Phosphates Analytics base-case and what environmental restrictions and concerns could mean for their future.

Finally, they review pricing expectations for the rest of this year and in to the medium-term, particularly as market dynamics have changed swiftly with the confirmation of Chinese export limitations.

Both Opec+ and the main central banks are tasked with ensuring adequate liquidity in world markets. But as the last week has shown, deciding when and how far to move is difficult, not least as their respective decisions now increasingly affect each other’s room for manoeuvre.

“From the Economist’s Chair” podcast and blog post from David Fyfe, Argus Media Chief Economist: How much liquidity is enough?

Global oil market highlights

Over a year has passed since China imposed an informal ban on Australian coals. What is China's stance today and what has been the impact on the wider market?

Join Siew Hua Seah, Europe Editor, Argus Ferrous Markets, and Brendan Kjellberg-Motton, Reporter - Coking Coal, as they explore the impact on US, Canada and Russia coking coal. Our speakers will also dive into the prices and share thoughts on industry sentiment towards China's restrictions.

Sign up for our free Argus Metal Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets.

Learn more about the more than $1 trillion infrastructure bill and the effects on the landscape in particular when it comes to electric vehicles and the energy transition.

Join Jason Metko, Argus Spot Ticker report, and Stephen Jones, SVP Oil Market Strategies, as they breakdown the infrastructure bill and look at Covid-19 recovery and the impacts to the US vehicle fleet.

The planting of transgenic wheat in Argentina, the main supplier of the grain to Brazil, is causing a lot of controversy. Will Brazil approve the entry of GM wheat in the country? And if not, what would the effect be on other wheat producing and consuming countries?

Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor of the Argus Brazil Grains and Fertilizer publication. They discuss what is at stake in this debate about GM wheat.

Stay connected with the agriculture market

O plantio de trigo transgênico na Argentina, principal fornecedor do cereal para o Brasil, está causando muita polêmica. Será que o Brasil vai aprovar a entrada de trigo geneticamente modificado no país? E caso não aprove, qual seria o efeito para outros países produtores e consumidores de trigo?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o que está em jogo neste debate sobre o trigo transgênico.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

Despite growing calls to boost supply more aggressively to help curb rising oil prices, expectations are that Opec+ will once again decide to stay the course and sanction a 400,000 b/d increase its collective output, as planned.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Dubai Editorial Manager Nader Itayim look at the reasons why the Opec+ coalition is likely to resist change and what challenges it is likely to face in the months ahead.

In an environment where energy prices are surging and fertilizer prices are hitting record levels, sulphur is in a intriguing position, intersecting these two markets. What are the prospects for the sulphur market?

Join Meena Chauhan, Head of Sulphur and Sulphuric Acid Research, and Tim Cheyne, VP, Fertilizers, as they start with a look at prices, reviewing price trends in the sulphur market through 2021 as well as the short-term pricing outlook. We then focus on supply, addressing the key changes forecast for supply in 2022. We assess what impact shifting energy patterns in the medium term may have as we see examples of refineries switching to renewable fuels. We discuss how any shortfall in Europe or other markets will be met in the future. We then switch to the topic of demand, exploring the key demand drivers in the short term before taking an intriguing look at the electric vehicle market and demand for battery materials – asking the question of whether this will influence the sulphur industry or the outlook. We end with analysis of the impact of planned phosphates export restrictions on the sulphur market.

Related links

Sulphur price reporting, short and mid to long-term outlook services
Request a sample/more information
Free sign up to Fertilizer Focus Magazine
Other complimentary content
Inside Fertilizer Analytics podcast series

Hydrogen is a central pillar of the IEA’s pathway toward net-zero.

ITM Power’s CEO Dr. Graham Cooley joins Tim Hard SVP Energy Transition at Argus, to share his expert views on how electrolysis and carbon-free green hydrogen can play a key role in the energy transition journey.

What policies at COP26 would be meaningfully supportive? How have costs evolved and how might they? To find out more listen to our podcast ‘Hydrogen & Future Fuels: Electrolysers'.

Join Colin Richardson, Editor - Steel, and Rye Druzin, Senior Steel Reporter, as they explore the drivers behind the US HRC price plummet last year and how the market is now recovering as the supply chain returns to a new normal. Our Argus speakers also comment on current lead times for steel and the impact of semi-conductor and component shortages on demand.

Sign up for our free Argus Metals Market Highlights

O marcado de gás natural no Brasil, em processo de abertura, se debruça em mais um dilema: quem vai arcar com a expansão das redes de transporte e distribuição de gás. A resposta está nos consumidores âncora, que demandam grandes volumes. Mas quem são eles?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre quem são os consumidores âncora, quais são as limitações e até polêmicas sobre o desenvolvimento desses novos demandantes de gás no Brasil.

Quer ficar por dentro de tudo que acontece no mercado da energia e gás natural?

On Friday, 22 October 2021, China’s ministry of commerce released an unprecedented 5th batch of crude import quotas. This has allowed the country’s independent refiners to resume purchases of December-arriving crude and triggered a flurry of spot-market deals.

In this episode of The Crude Report, our vice presidents James Gooder and Tom Reed review the latest round of allocations and the effect these quotas have on global trade.

This is the first episode of our hydrogen and future fuels podcast series. It sheds light on the possible role of hydrogen as a major fuel source to help decarbonise the energy intensive steel production process.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, em uma conversa sobre o último leilão público de biodiesel e como as distribuidoras estão mudando suas estratégias de compra do biocombustível, de olho na abertura do mercado, prevista para janeiro de 2022.

Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis?

Why is the cost of consumer gasoline rising when its normally dropping this time of year?

Join Jason Metko, Spot Ticker reporter, and Stephen Jones, SVP Oil Market Strategies, as they break down the factors that are impacting the market.

The current strains across power, coal and natural gas markets will likely increase fuel switching around the world, ending with a domino effect on crude oil demand.

In this episode of The Crude Report, Alejandro Barbajosa, VP Business Development and David Fyfe, Chief Economist, discuss how fuel substitution will likely pan out as the northern hemisphere heads into the winter.

The US scrap metal recycling industry is undergoing a wave of consolidation, with mergers and acquisitions driven by scrap-hungry and cash-flush steel mills ramping up over the last few months — with so much competition that it is beginning to feel a bit like a certain dragon-filled HBO drama.

In the debut episode of the Metal Movers podcast, Argus Editor Blake Hurtik and Vice President of Business Development Jennifer Betts discuss the flurry of activity, what it means and what’s to come.

Sign up for our free Argus Metal Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets.

The agribusiness is an important part of the Brazilian economy when we talk about wealth generation. Is this also reflected in the stock market?

Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, deputy editor of the Argus Brazil Grains and Fertilizers. They talk about the advance of the grain sector's share of the Brazilian stock market, a phenomenon that intensified in 2021.

Stay connected with the grains and fertilizers market.

O agronegócio tem uma participação importante na economia brasileira, quando se fala de geração de receita, mas, será que isso se reflete no mercado de ações?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o avanço da participação do setor de grãos na bolsa de valores, um fenômeno que se intensificou em 2021.

Quer ficar por dentro de tudo que acontece no mercado de grãos e fertilizantes?

The production volume of light sweet ESPO Blend is expected to grow this year, partly due to Russia unwinding its Opec+ output cut agreement.

In this episode of The Crude Report, Argus Asian crude oil editor Nur Azlin Ahmad and crude oil editor Diana Mukhametzyanova discuss the near-term export outlook of ESPO Blend and how the fluctuating Chinese demand is affecting its pricing.

Join Alfonso Berrocal, Business Development Manager - Oil Products, Argus as he quizzes Oskar Meijerink, Team Lead - Future Fuels, SkyNRG on SAF production capacity in Europe for 2025-2030. Will physical SAF production meet the demand forecast from the EU and UK mandates? Tune in to find out the Argus and SkyNRG view.

Preços do gás natural e do gás natural liquefeito (GNL) atingiram níveis recorde, antes mesmo do período do ano em que sazonalmente isso costuma acontecer. O que explica isso e o que esperar do futuro?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as causas dessa alta nos preços mundialmente e ainda aspectos do mercado brasileiro de gás e GNL nesse cenário.

Quer ficar por dentro de tudo que acontece no mercado de gas e energia? Cadastre-se e receba notícias em primeira mão.

Infrastructure supporting the flow of medium-sour crude oil Mars continues to recover from Hurricane Ida damage. Yet despite some setbacks to fully bring back platforms like Shell’s WD-143, the Argus Mars assessment has maintained strong liquidity.

In this episode of The Crude Report, Argus Deputy Editor Amanda Smith and Vice President of Business Development Jeff Kralowetz go over the latest update on the Mars infrastructure and how this price has maintained its resiliency.

Winter fuel prices risk spiralling to levels that stoke inflation and ultimately cool the nascent economic recovery.

Coal, gas and power prices across Europe and Asia have surged for the second time in a year and are now two to five times higher than they were pre-pandemic. Gas prices have seen the steepest rise, suggesting widespread switching to coal or oil this winter where fuel flexibility exists.

Join David Fyfe, Argus Media Chief Economist, for this episode of “From the Economist’s Chair”.

As longas filas de navios nos principais portos do país contribuem para fretes de fertilizantes mais altos nessa época do ano.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles falam sobre o gargalo logístico que tem levado os preços de transporte de fertilizantes a subir até 40% em algumas das principais rotas do pais.

Conheça mais sobre os serviços da Argus para o Mercado de Grãos e Fertilizantes

Against a backdrop of growing global concern over energy supplies, Opec+ ministers meet next week to discuss and agree output policy for November, and are expected to rubber-stamp the next 400,000 b/d monthly increase under their existing deal.

In this episode of The Crude Report, our Dubai Editorial Manager Nader Itayim and Editor-in-Chief Jim Washer discuss if Opec+ policy is on the right track, whether it can deliver more oil if needed, and what challenges may await the producer alliance in 2022.

Com a abertura do mercado do gás natural no Brasil, devem surgir novos contratos de fornecimento de gás, saindo de um modelo de precificação com fórmulas baseadas em petróleo para contratos com preços em gás. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as mudanças esperadas na formação de preços e o papel da Argus nesse novo mercado.

Conheça mais sobre os serviços da Argus para o mercado de gas natural

En el pasado fue un secreto guardado a nivel local, pero recientemente el crudo Medanito argentino encontró su camino hacia el mercado global. Con una calidad similar al WTI, ha comenzado a encontrar un hogar en Chile, Holanda, Dinamarca y, con más notoriedad, en la costa oeste de Estados Unidos.

En este episodio de The Crude Report, la reportera principal Mónica Rojas Hidalgo y el editor de Argus Americas Crude, Gus Vásquez, analizan cómo han crecido las transacciones spot del crudo Medanito, lo suficiente como para justificar su propia evaluación de mercado.

Previously a locally-kept secret, Argentina’s Medanito crude oil has found its way into the global market. With its WTI-like quality, it has started finding homes in Chile, The Netherlands, Denmark and, most notably, the US west coast.

In this episode of The Crude Report, senior reporter Monica Rojas Hidalgo and Argus Americas Crude Editor Gus Vasquez discuss how spot trade of Medanito crude has grown – enough to warrant its own market assessment.

For more on the Medanito market and in-depth, daily coverage of the Latin America crude oil markets, consider subscribing to Argus Americas Crude. You can find more information on this service at https://www.argusmedia.com.

Argus VP of Global Business Development Muhamad Fadhil speaks with Argus President of Global Expansion Markets Christopher Flook and Freightos CEO Zvi Schreiber in this exclusive Chemical Conversations podcast. Fadhil, Chris and Zvi discuss in depth the container shipping crisis and the outlook for global supply chains.

Tune in to learn about SAF carbon offsets and emissions reductions in this latest episode in the Jet Fuel Insights series. Alfonso Berrocal, Business Development Manager - Oil Products, teams up with Eleanor Green, Senior Editor - Electricity and Emissions to illuminate the voluntary and regulated emissions markets, the impact of government initiatives, current pricing and challenges faced by industry stakeholders.

Following frosts in late-July, market is now concerned on droughts impacts in Brazil’s main coffee producing areas, that can impact flowering from September onward. Unfavorable weather conditions contribute to the rise in the grain bags. Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about a recent rally in Brazilian coffee prices and its impact on barter rates.

Find out more about our services for the agriculture market

Depois das geadas no fim de julho, preocupação é com a seca que atinge as regiões produtoras de café e pode atrapalhar a floração das lavouras em setembro. Condições climáticas desfavoráveis contribuem para a alta das sacas do grão. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre recente alta nos preços de café no Brasil e seus impactos nas relações de troca.

Conheça mais sobre os serviços da Argus para o mercado de agricultura

Alaskan North Slope (ANS) crude cargoes continue to be exported to the Asia-Pacific. So far in 2021, at least eight cargoes have been loaded, including one that discharged in Japan, which was the country’s first import of ANS in nearly five years.

In this episode of The Crude Report, market reporter Benjamin Peyton explains how US West coast demand is affecting ANS flows to the Asia-Pacific and what is happening at home in Alaska that could ultimately affect production.

After the announcement that there will be no more public biodiesel auctions as of January 2022, it is necessary to understand the impact of this on the market.

Join Camila Dias, Argus Brazil Bureau Chief, and Alexandre Melo, reporter for Argus Brasil Combustíveis, as they talk about the change in the biodiesel market system with the opening of the market as of January 2022 and its impact.

Find out more about our services for the Biofuels Market

Diante do anuncio de que não haverá mais leilões públicos de biodiesel a partir de janeiro 2022 é necessário entender impacto disso para o mercado.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis. Eles conversam sobre a mudança no sistema de comercialização de biodiesel com a abertura do mercado a partir de janeiro de 2022 e seus impactos.

Conheça mais sobre os serviços da Argus para o Mercado de Biocombustíveis

Hurricane Ida landed along the Louisiana coast on 29 August 2021 as a category 4 storm, affecting not only the region’s refineries but also offshore production operations of a lot of the country’s medium sour crude oils.

In this episode of The Crude Report, Argus Americas Crude Associate Editor Amanda Hilow and Deputy Editor Amanda Smith discuss the hurricane’s effect on the region’s oil refining, production and prices, as of the recording date of 5 September 2021.

The effects of the cold snap in February are still being felt today in polymer markets outside of the Americas. Hurricane Ida impacted the production of key plastics producers in the US Gulf. How will this affect markets globally? Tune in to find out as Argus Vice President, Global Business Development Muhamad Fadhil sits down with US polymer editor Michelle Klump, southeast Asia reporter Yee Ying Ang and south Asia and Middle East reporter Matt Rajendra to discuss the implications in this special podcast edition of Global Polymer Conversations.

In this episode, petroleum coke editor Lauren Masterson and petroleum coke and coal analyst Hayden Atkins analyse the overall outlook for the fuel and anode-grade coke markets over the next five years. To better understand the fast changing market, listen to the Petcoke Podcast today.

Brazil faces a power crisis, making government and sectorial entities search for actions to avoid blackouts and power shortages, with high costs for both the consumers and the country’s economy. Join Camila Dias, Argus Brasil Bureau Chief, and Flávia Pierry, Natural Gas and Power Editor. They discuss the causes of this crisis and its consequences, and what to expect for 2022.

(Podcast is in Portuguese)

Related Links

Find out more about our services for the Energy Markets

O Brasil passa por uma crise elétrica, com os órgãos de governo e entidades do setor buscando formas de evitar um apagão, com custos altos para o consumidor e para o país. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as causas dessa crise e suas consequencias, como reflexos nos custos da energia, e o que esperar para 2022.

Links Relacionados

Conheça mais sobre os serviços da Argus para o Mercado de Energia

Exports of west African crude to Asia-Pacific refiners plummeted to 1.7mn b/d, amid the spread of the Covid-19 Delta variant, low import quotas in China and refinery shutdowns in India.

In this episode of The Crude Report, Argus West Africa Oil editor Nicola de Sanctis gives more details on other options opening up for WAF producers.

Sign up for our free newsletter to stay updated on Argus' latest crude oil content.

Listen in as John Ollett, Deputy Editor - Freight, Argus and Søren Tolbøll Nielsen, Head of Chartering, DS Norden, discuss challenges within the clean tanker market.

La producción y el consumo del combustible de aviación sostenible/ bioturbosina, también conocido como SAF (por sus siglas en inglés) aún se encuentra en su infancia. Sin embargo, la importancia de este combustible sigue creciendo alrededor del mundo e incluso en nuestra reunión. ¿Cuán preparados están los países latinoamericanos para enfrentar los nuevos cambios en el mercado de la aviación? Escuche este corto resumen del creciente mercado de combustible de aviación sostenible dado por nuestro gerente de desarrollo de negocios para América Latina, Josh Vence y a Jaime Escobar, Director de Combustible y Cargos Aeroportuarios en ALTA.

The production and use of SAF is still in its infancy, but the importance of SAF is growing around the world, including Latin America. Are countries in Latin America prepared? Listen in as Josh Vence, business development manager for Latin America at Argus, and Jaime Escobar, head of fuel and user charges at ALTA, give an overview of the growing SAF market in Latin America and what’s next for the region.

To learn more about our global SAF price assessments and coverage check out Argus Jet Fuel and Argus Americas Biofuels.

Listen to other episodes in our Jet Fuel Insights podcast series.

Sign-up to receive a free bi-weekly biofuels newsletter for the latest industry news, insights and analysis, delivered directly to your inbox.

Next week’s Opec+ meeting will focus on the next production quota increase, a critical decision that will affect global crude oil prices.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and senior news reporter Rowena Edwards discuss what factors will play into Opec+’s decision and other events in the Middle East sure to affect crude oil markets.

While other countries, such as the US, have only one corn crop per year, Brazil has three. Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the potential of the producing region and the expectation for the third corn crop on the coming seasons.

Find out more about our services for the agriculture market.

Enquanto outros países, como os Estados Unidos, possuem apenas uma safra de milho por ano, o Brasil possui três. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre o potencial da região em que a terceira safra é produzida e a expectativa de produção nos próximos anos.

Conheça mais sobre os serviços da Argus para o Mercado de Agricultura

President Joe Biden's push for Opec+ members to move faster to unwind crude production cuts has been a gift to his critics in the oil sector, while causing heartburn for allies who say a new climate report shows the need to shift off fossil fuels. But the gambit could pay off if it lowers inflation concerns from moderate Democrats he needs to pass roughly $4.2 trillion in proposed new spending.

In this episode of The Crude Report, senior reporter Chris Knight and associate editor Haik Gugarats discuss the latest US initiatives around energy policy.

Join Alfonso Berrocal, European Business Development manager for oil products and Giulia Squadrin, Associate Editor and Argus specialist in biofuels, to better understand the impact of the European mandate in the SAF market.

Brazil’s biodiesel producer Binatural will start in September a new mill in the northern state of Bahia, following a R80mn investment. Join Alexandre Melo, reporter at Argus Brazil Motor Fuels publication, and Andre Lavor, Binatural’s CEO. They also talk about the biodiesel market opening expected for 2022 with the end of regular auctions.

(Podcast in Portuguese)

Related Links

Find out more about our services for the Biofuels Market

A fabricante brasileira de biodiesel Binatural vai inaugurar em setembro uma usina na Bahia após investimento de R$80 milhões. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e André Lavor, presidente da Binatural. Eles também conversam sobre a abertura do mercado de biodiesel com o fim dos leilões, previsto para 2022.

Links Relacionados

Conheça mais sobre os serviços da Argus para o mercado de Biocombustíveis

The competition to supply crude oil to Chinese markets continues, with Canada being the latest player to up their game.

In this episode of The Crude Report, our vice presidents Jeff Kralowetz and Tom Reed talk through China’s current market condition, their government's latest initiatives around import quotas and the impact on Canada’s future aspirations to directly supply this market.

The Brazilian natural gas market will have a new dynamic from January 2022 with its opening defined at the new gas law and Petrobras reducing its market share.

Join Camila Dias, Argus Brazil Bureau Chief, and Flávia Pierry, Brazil Natural Gas and Power Editor, as they talk about the expected changes at each part of the gas chain and the obstacles the industry might face.

Learn more about our natural gas services.

In this third instalment of a special series on North Sea benchmark pricing, we discuss the idea of adding US crude oil WTI to the Brent basket.

Join Amanda Hilow and James Gooder as they discuss the details of this option, which has been building steam in recent years. Can it work, and what are the impediments?

Related Links

The Crude Report: The Brent basket’s burden
The Crude Report: The Brent basket’s burden: Part 2
Take the poll: The Brent basket’s burden
Infographic: The Brent basket’s burden: More sour than sweet
Infographic: Brent’s burden: From a land far, far away