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Recent geopolitical disruption centred in the Middle East is redirecting product movements creating new pressures in the near‑term ethylene outlook.     Argus petrochemical consultants Alan Williamson in London and Toon Shien Lee in Singapore provide their initial assessment on how the conflict is impacting the ethylene market balances, particularly on feedstocks and product trade flows, ahead of the Argus Chemicals Forum on 26 March in Houston and AFPM on 29 - 31 March in San Antonio, Texas.     Listen to the latest episode to hear:   What is the immediate and likely short‑term impact on the forecast for ethylene balances and regional outlooks across Europe, Asia and the US The key dynamics shaping the coming months, including feedstock and product availability, pricing dynamics and underlying demand signals How varying regional exposure and adaptability may influence near‑term market conditions

Argus Dry Freight has launched its latest podcast with Richard Stephenson, a Portfolio Manager and Trader at Pendle Commodity Investment Management Limited, a London based hedge fund specializing in commodity derivatives, with a particular strength in freight derivatives. This episode of Argus Way to Freight explores why Capesize freight rates surged in early 2026 and how Guinea's bauxite-driven supply dynamics continue to dominate the Atlantic market. Portfolio manager Richard Stephenson breaks down the impact of Guinea's political volatility, bunker price spikes linked to the Middle East crisis, and the fragile economics of FOB bauxite supply. The discussion also examines the first cargoes from the Simandou project and what rising Atlantic iron ore flows mean for tonne‑miles and the forward freight curve. Main topics: Why Q1 2026 Capesize rates spiked:unexpected restart of SD Mining's licence, large bauxite volumes from Guinea, and short-covering in a weak market. Netback pressure on Guinea's exporters:bunker-driven freight inflation pushing delivered costs above $30/t and squeezing FOB margins to breakeven levels. Political and regulatory risks in Guinea:licence revocations, potential supply caps, and how markets misprice the probability of disruptions across the freight curve. Simandou's early shipments:slow initial loadings, expected ramp-up, limited near-term freight impact due to internalised logistics, but rising long-haul iron ore flows supporting tonne‑miles. Market outlook for 2026:near-term downside risks from Guinea disruptions and elevated bunkers, with possible Q3-Q4 support from Vale volumes and probable normalisation in the Middle East.

Listen to our experts (Toong Shien Lee - Deputy Editor, Erol Musov - Analyst and Jide Tijani - Reporter) analyse how the sudden escalation in US–Iran tensions and the effective closure of the Strait of Hormuz have upended the global naphtha market.   With tanker movements collapsing, export hubs damaged and loadings slowing sharply, Asia has absorbed the brunt of the shock, as nearly two‑thirds of its naphtha imports transit the strait. Meanwhile, Europe and the US Gulf Coast remain comparatively stable thanks to more diverse supply chains and stronger domestic production.  The podcast also explores how petrochemical producers across Asia are responding and how the tightness may cascade through ethylene, propylene and polymer markets. Medium‑term fundamentals are discussed: weak petrochemical margins, the impact of new cracking capacity in China and South Korea, and the growing role of gasoline blending in managing naphtha balances.   Find out what these shifts mean for naphtha balances in the months ahead, how long Asia's supply shock could last, and the key market signals to watch as the industry navigates one of its most volatile periods in years.  

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

  A new regulatory framework has boosted competitiveness and attracted major consumers to the regulated natural gas market in Brazil. However, inefficiencies, infrastructure bottlenecks, and indexation to international fuel prices limit the use of gas produced domestically. Join Marcos Mortari, editor of the Argus Brazil Gas Markets report, and Lucas Boacnin, Business Development Manager at Argus, as they discuss the latest developments in this market:    Supply and demand outlook for natural gas in Brazil  Key barriers to market development  Pricing linked to international benchmarks  Argus's new domestic market price  LNG imports 

  A retirada de sanções ao petróleo e derivados da Venezuela aumentou a disponibilidade de asfalto do país no mercado internacional. O interesse pelo asfalto venezuelano nos EUA impacta outros produtores como Colômbia e Canadá e tem repercussões no Brasil. Saiba mais nesta conversa entre Amance Boutin, gerente de desenvolvimento de negócios na Argus, e Julio Viana, responsável por precificação de asfalto e óleos básicos na América Latina.     Alguns dos tópicos deste episódio:    Aumento de oferta nos EUA  Competição entre produtores das Américas e do Mediterrâneo  Demanda no Brasil em ano eleitoral 

Hear Argus' essential analysis of the sustainable and specialty fertilizers sector, covering why this product group is growing in importance for producers, the impact on pricing of volatile trade flows, growing liquidity and CBAM, analysis of Chinese tMAP, NOP, water-soluble NOP, inhibited urea and key factors impacting prices to watch for in 2026. We also introduce a new suite of price assessments from Argus covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea. Join Mike Nash, Senior Editor – Fertilizers and Upasruti Biswas, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.   Key questions answered in this podcast:   Why are sustainable and specialty fertilizers growing in importance for producers and how are these products categorized? How have volatile trade flows, market uncertainty and regulations like CBAM affected prices? How has the growth of this market segment and rising liquidity increased the need for price transparency? What can be learnt from the case of Chinese tMAP, through its growing importance for industrial applications such as the EV battery market? How is CBAM impacting prices, for example NOP – and is it driving buyers substituting to European water-soluble SOP? What are the complexities involved in pricing inhibited urea? What factors could drive price volatility in sustainable and specialty fertilizers in 2026? How do Argus' new price assessments covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea improve price transparency?

Hear Argus' essential analysis of what's driving China's ammonium chloride production expansion, the Chinese projects leading this growth, key export destinations, why demand is growing in Southeast Asia, product substitution from ammonium sulphate and the export outlook. We also introduce the new Argus Ammonium Chloride CFR Southeast Asia weekly price assessment. Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What's driving China's growth in ammonium chloride production? Which major Chinese projects will lead this production growth? Will China's expanding ammonium chloride capacity support more exports? Why is Southeast Asia's demand growing, and how is this influencing trade flows? What impact is the ammonium chloride vs ammonium sulphate price gap having on buyers? Will Chinese ammonium chloride exports continue to grow? The need for a price benchmark and why CFR Southeast Asia Assessment Why did Argus launch the Ammonium Chloride CFR Southeast Asia weekly price assessment, and how does it enhance price transparency?

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

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about: How is the Turkish market doing at the beginning the end of the year How the lowering prices affected the market dynamics How demand has been for the past 3 months What is the current situation in the market Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.

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

In this episode, Argus explores the forces behind the dramatic surge in global tungsten prices. What began with Chinese export controls has deepened into a structural supply squeeze, leaving both domestic and international consumers struggling with tight availability. Our experts discuss how mining constraints, shifting demand dynamics and limited substitution options are shaping one of the most volatile critical mineral markets of 2026. Covered in this episode: How ageing mines, limited upstream investment and reduced output have created a structural shortage in Chinese tungsten supply The impact of China's export controls on global availability — and why its domestic market is now feeling the squeeze as intensely as overseas buyers Whether substitution with molybdenum, niobium, titanium or ceramics can meaningfully reduce demand for tungsten carbide and mill products The limits of recycling in Europe and North America — and the scope for China and Japan to expand recycling to ease supply constraints When global tungsten prices might peak, how long historically high levels may persist, and how new mine capacity from South Korea, Kazakhstan and Europe could reshape the market from 2027 onward

A focused discussion on India's stainless steel sector covering industry challenges, government policies, raw‑material dependence, trade agreements, CBAM implications, U.S. tariff barriers, and ISSDA's priorities for 2026–27. Key topics covered in the podcast: Structural challenges in India's stainless steel Impact of 2026-27 union budget on stainless steel Raw‑material security & import dependence Trade pressures: EU FTA, CBAM & U.S. Tariffs

  As exportações brasileiras de sebo bovino para os EUA despencaram com alterações em políticas de incentivos. No entanto, novos mandatos na Europa e no Brasil prometem realocar volumes e mexer com os preços desse insumo, que é usado na produção de combustíveis, ração animal e itens de higiene e limpeza. Saiba mais acompanhando essa conversa entre Lucas Boacnin, gerente de desenvolvimento de negócios em transição energética da Argus, e João Marinho, responsável por precificação de óleos e gorduras e um dos colaboradores do relatório Argus Brasil Combustíveis.    Alguns dos tópicos debatidos neste episódio:    Dados sobre a oferta de sebo bovino no Brasil  Fatores redutores da demanda pelos EUA  Potencial de crescimento da demanda pela Europa  Demanda doméstica pela indústria de biodiesel 

In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026. Listen to the latest episode to: Understand how regional supply length and shifting trade flows are shaping near‑term market balance. Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics. Hear how Europe's cost structure, ETS exposure and rationalisation activity are influencing competitiveness. Explore how rising global capacity additions are affecting North America's export position and derivative margins. If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:chemicals@argusmedia.com Additionally you can find out more about Argus' Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.

Argus launched RED-certified sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) fob Strait of Malacca prices in January 2026, to capture growing production capacity and liquidity in the region. Join Alfonso Berrocal (VP, Business Development, Oil Products and SAF) and Sarah Giam (Associate Editor, Biofuels & Net-Zero) as they: Unpack the rationale behind the price launches Share more details on the prices, and how they are assessed Speak about the latest developments on SAF policy, and how regional SAF and HVO markets might pan out in future You can find the detailed methodology for these prices and others in the Argus Biofuels report here.

The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman's Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails. Key points include, but are not limited to: Purchasing VLCC vessels and outlook on the VLCC tanker market Evolving role of refineries in the Middle East and how a shipowner views market trends Alternative fuels, shipping technologies and fleet renewal Charter agreements, long-term vs spot How shipping responds to geopolitics

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

  A conferência Fertilizer Latino Americano (FLA) foi realizada em Miami no final de janeiro, trazendo discussões sobre abastecimento e mudanças nos fluxos comerciais globais. Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes, conversa com a especialista Gisele Augusto sobre as movimentações desse mercado no Brasil e no Cone Sul desde o evento.   Alguns dos tópicos debatidos neste episódio:  ·               Ritmo de compra de nitrogenados para a safrinha de milho  ·               Descasamento entre ofertas de compra e venda  ·               Disponibilidade de produto importado no Brasil  ·               Preferências dos agricultores  ·               Produção de caprolactama pela China  ·               Negociações e tendências de preços de diferentes nutrientes  ·               Acesso a crédito pelos agricultores 

  The Fertilizer Latino Americano (FLA) conference was held in Miami in late January, with discussions about supply and changes in global trade flows. Renata Cardarelli and Gisele Augusto, who both contribute to the Argus Brazil Grains and Fertilizers report, talk about market developments in Brazil and the Southern Cone since the event.  Some of the topics discussed in this episode:  ·               Pace of nitrogen purchases for the second corn crop  ·               Mismatch between offers and bids  ·               Availability of imported product in Brazil  ·               Farmers' preferences  ·               China's caprolactam production  ·               Negotiations and price trends of different nutrients  ·               Farmers' access to credit 

As Renewables Obligation support begins to fall away in 2027, the UK's waste‑wood biomass sector faces a pivotal moment. In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Richard Coulson, Biomass Lead at the Wood Recyclers Association, to unpack what this shift means for recyclers, biomass plants and the wider waste‑wood market and what's needed to secure the sector's future.   Hear expert insights on: Why RO closure threatens both waste‑wood capacity and the UK's emissions reduction strategy.  The causes of the current waste‑wood oversupply and whether relief measures are enough.  The immediate and long‑term policy actions needed to stabilise the market. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial. 

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

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

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

In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Sarah Crow, CEO of New March Strategies, to discuss how the US biomass sector is responding to newly revised SBP risk ratings. They explore what these changes mean for forest owners, biomass producers, and the supply chains that link them.  Tune in to hear insights on:  What the new SBP risk rating revisions mean for US forest owners and biomass producers— including how the EU's land-use change and forestry (LULUCF) sector shapes US forestry perspectives. How sustainability standards interact across the Atlantic, and the biggest misconceptions Europeans hold about US forestry practices.  What producers need do to adapt, from sourcing strategies and supply‑chain due diligence to the rising role of AI, remote sensing, and contractual safeguards.  Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial. 

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives discuss: Methanol market headlines during the first 2 months of 2026. China MTO production and outlook Methanol derivative demand and challenges. Iranian methanol production Global MTBE market analysis Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

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

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

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

As part of our 5-part series looking into the outlook for refined products in 2026, this episode takes a deep dive into the global gasoline market. The global gasoline market saw unseasonable strength in the final quarter of 2025, and this episode breaks down what's behind it. We also discuss how EV adoption, policy shifts, and blending mandates are reshaping demand across key regions, assess the impact of new mega‑refineries on traditional trade flows, and highlight the critical drivers to watch as we move into 2026. Gasoline cracks surprised to the upside in late 2025, peaking in November across Europe and Asia as widespread refinery maintenance in Asia and the Middle East tightened supply. But moving further into 2026, gasoline cracks are expected to come under pressure from more consistent gasoline supply and lengthening balances, particularly in the Atlantic Basin. Listen to our market experts, Emma Pike - Gasoline Analyst, George Maher-Bonnett – Deputy Editor and Asill Bardh – Senior Reporter, as they discuss the latest developments shaping the global gasoline market, reflect on how it evolved through 2025, and outline the critical drivers to watch as we move into 2026. 

In this episode, our market experts examine how shifting trade flows, growing shipping uncertainty and evolving supply dynamics are reshaping the global bitumen landscape in 2026. Importers across Asia are navigating longer voyage times, tighter vessel availability and escalating freight costs, all of which are creating greater unpredictability in securing prompt cargoes. The discussion also delves into Asia‑Pacific's rapidly changing supply picture, driven in part by a sharp rise in Chinese exports. Competitive pricing from China is increasingly redefining traditional trade relationships across Vietnam, Malaysia and Thailand. The episode further explores how infrastructure spending trends are diverging across major regional markets. China faces slowing growth, while India, Southeast Asia and Australia continue to benefit from stronger project pipelines. These contrasting demand trajectories highlight how broader economic conditions, government investment and market maturity are influencing consumption patterns. Collectively, these factors illustrate a bitumen market in transition, shaped by new trade routes, shifting competitiveness and evolving regional demand.

Hear Argus' essential analysis of what's driving China's green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM. Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What's driving China's surge in green ammonia production in 2026? Which major Chinese projects will lead this production growth? What renewable energy sources will power these projects? Will China export green ammonia, and which sectors are the likely buyers? How might China's production, port capacity and storage expand by 2027? How could Chinese green ammonia be priced relative to conventional ammonia? How could green ammonia premiums and CBAM influence global demand? Related links Argus Ammonia price reporting service | More info | Request trial More information: Urea short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series

In this episode, Vulcan Energy CEO Cris Moreno joins Argus reporters Chris Welch and Avinash Govind to discuss the company's latest progress at its Lionheart project in southwest Germany, following the start of new geothermal drilling activity to support Phase One development in Landau.   Key topics include: Scaling from pilots to full scale DLE and electrolysis Drilling outcomes at LSC 1A and 1B, and potential partnerships with oil majors Vulcan's exposure to German and EU policy Phase Two and Three growth plans across the Upper Rhine Valley Updated offtake timelines and qualification pathways

Huge US propane inventories and the outlook for Chinese LPG demand were top of mind at Argus' LPG forum in February. Peter Wilton, Argus' editor of International LPG in London, joins US NGLs editor Amy Strahan in this podcast to discuss trends and the global outlook discussed in this week's LPG presentations in Houston. 

Ongoing tensions in the Red Sea are diverting tanker vessels away from the Suez Canal. Erika Tsirikou and Josh Michalowski break down the latest developments and what they mean for clean tanker and diesel markets. Key Points  Prospect of a return to Suez Canal in 2026 Effect on clean LR1 and LR2 rates Impact on European middle distillate markets of return to Suez

In this episode, Emmanuel Proença, chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch, reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks. The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices. Key topics include: Savannah's plans for domestic lithium conversion How Barroso aims to compete on cost Progress toward the summer feasibility study Evolving offtake options in Europe What rising lithium prices mean for project timing

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

  Hear Argus' essential analysis of the ammonium sulphate (AS) market with a focus on China as the world's largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment. Join Harry Minihan, Global Editor – Nitrogen, Dinise Chng, Senior Reporter – Fertilizers, and Dana Hjeij, Associate Editor - Nitrogen as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: · How have increasing demand and growing domestic capacity helped establish China as the world's largest exporter of ammonium sulphate · How have Chinese caprolactum producers addressed low margins? · Which Southeast Asian countries import standard Chinese AS, and how could this demand evolve? · Why are some South East Asian importers substituting AS for ammonium chloride? · How is the European market's domestic production developing? · Which AS grades does Europe prefer and how much do they import from China? · What impact is CBAM implementation having on the market? · How are AS prices, demand and premiums evolving globally and in key markets like China and Europe? · Why did Argus launch the Ammonium Sulphate fob China (caprolactum grade) daily price assessment, and how does it enhance price transparency? Related links · Argus Nitrogen price reporting service | More info | Request trial · More information: Urea short and mid to long-term outlook services · Free newsletter sign up: Argus Fertilizer Market Highlights · Fertilizer Matters podcast series

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

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

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

Hear Argus' essential analysis of the ammonium sulphate (AS) market in Brazil, covering why demand is growing, how AS and urea fit in Brazilian crop nutrition, why AS imports overtook urea in 2025 and key price and demand trends globally and in Brazil. We also introduce the new Argus compacted Ammonium Sulphate cfr Brazil daily price assessment. Join Harry Minihan, Global Editor – Nitrogen, Upasruti Biswas, Senior Reporter – Fertilizers, and Bruno Castro, Reporter – Grains and Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.   Key questions answered in this podcast: · What is ammonium sulphate, why is it important and why has demand for it grown? · Which Brazilian crops are best suited to AS/urea – and when is AS substituted for urea? · What role does AS play in Brazil, and how significant is Brazil in the global AS market? · Why did AS imports into Brazil overtake urea in 2025, and could this trend continue? · How are AS prices and demand evolving globally and in key markets like Brazil and India? · Why did Argus launch the compacted Ammonium Sulphate cfr Brazil daily price assessment, and how does it improve price transparency?  

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

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

Faraday Institution CEO, Professor Martin Freer, speaks with Chris Welch, reporter for Argus Battery Materials, about the evidence behind the UK Gigafactory Commission's new report, entitled ‘Britain's Battery Future'. Freer notes that while the Commission does not favour one chemistry over another, Europe's lack of LFP manufacturing represents a genuine opportunity for local investment if LFP is to play a role in EVs and grid storage. In the interview, Freer also addresses UK energy costs, the need for an automotive OEM to anchor cell production, and the principles behind “conditional collaboration” with China. Key topics: • UK policy shift from “open for business” to active deal making • Energy cost competitiveness and site readiness • Conditional collaboration with China • Linking cathode manufacturing to EV and gigafactory investment

Hear Argus' essential analysis of China's phosphate export market, focusing on DAP and MAP quotas, NP and NPS exports, the decline in phosphate exports, changing regional trade flows, when exports could be resumed, impact of the sulphur price rally and China's phosphate production capacity outlook. Join Huijun Yao, Editor – Asia Fertilizers and Johann Jing, Market Analyst, Phosphate, Potash and NPK as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: How has China's phosphate export market evolved? How are DAP and MAP export quotas implemented? What is China's expected approach to NP and NPS exports? Why have China's phosphate exports declined over the past year, and how has this reshaped regional trade flows? When might China resume DAP and MAP exports, and how is the sulphur price rally influencing this? What is the outlook for China's phosphate production capacity? Related links Argus Phosphates price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series

In this episode, Hannah Adler, Senior Reporter on the biomass desk, explores developments in carbon capture and storage (CCS) and how it can be implemented in the biomass sphere. She's joined by Jon Cartlidge, Commercial Director at Battelle, to discuss: Why Battelle moved into carbon storage after decades as a nonprofit research leader. Which sectors—like ethanol, biofuels, and heavy industry—are leading the charge in adopting CCS and why. Battelle's vision for scaling CCS by 2030, including technical challenges and innovations. Argus offers biomass prices, news, analysis, and consulting. Request a free trial or more information.

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

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

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

Hear Argus' essential analysis of the EU's proposal to suspend CBAM for fertilizers. This episode clarifies the importance of Article 27A, outlines the potential suspension process and timeline, reveals the political influences of France, Italy and the EU Mercosur trade agreement, assesses the current impact on importers and EU farmers, and reviews the EU's proposed suspension of tariffs on urea and ammonia.   Join Mike Nash, Senior Editor – Fertilizers, Dafydd ab Iago, EU Correspondent and Aidan Hall, Market Reporter – Fertilizers as they discuss and analyse this key development in the latest episode of Argus' Fertilizer Matters podcast series.   Key questions answered in this podcast:   ·        What is the Article 27 A proposal and why is it important in relation to a potential suspension of CBAM for fertilizers?   ·        What ‘serious and ‘unforeseen' circumstances could influence an EU Commission decision on suspension?   ·        What political factors are shaping this issue, including the positions of France and Italy and the status of the EU–Mercosur trade agreement?   ·        If the EU chose to suspend CBAM for fertilizers, what steps would the process involve, and how long would implementation take?   ·        How is this uncertainty currently affecting fertilizer importers and European farmers?   ·        What's the latest on the EU's proposed suspension of tariffs on urea and ammonia?   Related links   ·        Request Access: Argus Fertilizer CBAM Cost Calculator*   ·        Learn more on Argus fertilizer price reporting services   ·        Watch our CBAM webinar series   ·        Free newsletter sign up: Argus Fertilizer Market Highlights   ·        Fertilizer Matters podcast series   *The calculator is provided as part of Argus fertilizer price reporting services. Request a trial to our services to access the calculator