Argus Media

The podcast discusses the launch and market reception of the new Norwegian crude grade, Johan Karsberg, 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 Karsberg crude: A rare standalone field in the Barents Sea, marking a notable expansion in Norway's oil production. Crude quality and market reception: Karsberg 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.