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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.

In this episode Argus analysts examine how data centre growth for artificial intelligence is driving demand in some of the most exposed minor metal markets. Materials like germanium and indium phosphide are playing a key role in data transfer devices and optical connections within data centres, while gallium nitride power electrics are increasingly deployed to improve energy efficiency. But supply of these metals has been restricted by export controls and geo-political instability just as demand is beginning to boom. Topics discussed: The role of gallium nitride power electronics in AI data centre infrastructure and how the gallium market outside China could expand to meet demand. How germanium and indium phosphide are used in high-speed data transfer and optical connections within data centres and how these markets are affected by China's export control policies. The supply constraints faced by the tantalum industry at a time when tantalum demand from the capacitor industry, chip makers, and energy sector is growing rapidly.

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 information and 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