Argus Media

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 information and 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.