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Argus is a leading provider of price assessments, intelligence and market data on a variety of global energy and commodities markets.

Argus Media


    • May 21, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 13m AVG DURATION
    • 1,264 EPISODES


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    Latest episodes from Argus Media

    Falando de Mercado: Clima e combustíveis fósseis

    Play Episode Listen Later May 21, 2026 10:47


    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  

    Hablando de Mercado: Clima y combustibles fósiles

    Play Episode Listen Later May 21, 2026 7:21


    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 

    Market Talks: Climate and Fossil Fuels

    Play Episode Listen Later May 21, 2026 9:23


    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 

    Chemical Conversations: Methanol Trends, Middle East Conflict & Low-Carbon Outlook

    Play Episode Listen Later May 20, 2026 24:07


    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.

    European Ethanol: New Benchmarks for a Changing Market

    Play Episode Listen Later May 20, 2026 21:41


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

    The Biofuels Report: Feedstock vs Fuel - Why UCO isn't keeping pace?

    Play Episode Listen Later May 18, 2026 23:18


    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.

    Global LPG Conversations: Hormuz disruption tests Asian LPG demand

    Play Episode Listen Later May 11, 2026 18:13


    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.

    Strait Talks - Breaking Down the Break down

    Play Episode Listen Later May 11, 2026 25:04


    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. 

    Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly

    Play Episode Listen Later May 8, 2026 13:00


    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

    Tightened Supply Chains: Strait of Hormuz & Bitumen Markets

    Play Episode Listen Later May 7, 2026 27:40


    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

    Strait Talk: False Dawn or Real Don?

    Play Episode Listen Later May 7, 2026 27:59


    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.

    Global LPG Conversations: From shock to softness: Why the European propane market eased

    Play Episode Listen Later May 7, 2026 16:05


      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.

    Falando de Mercado: Escassez de navios no pré-sal

    Play Episode Listen Later May 6, 2026 11:07


      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

    Market Talks: Vessel Shortage in the Pre‑Salt

    Play Episode Listen Later May 6, 2026 9:49


      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

    Power Dispatch: Modulate and Modernise: A New Atomic Age?

    Play Episode Listen Later May 1, 2026 22:03


    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 >>

    Biomass Beat: Key Takeaways from the Argus Biomass Conference

    Play Episode Listen Later May 1, 2026 32:15


    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. 

    Driving Discussions: ARDA South Africa rundown

    Play Episode Listen Later Apr 30, 2026 18:01


    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.

    Negative Emissions: Biochar's test as a scalable CO2 removal

    Play Episode Listen Later Apr 30, 2026 15:36


    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

    Hablando de Mercado: Refinerías y Vaca Muerta

    Play Episode Listen Later Apr 30, 2026 18:40


      El shale oil de Vaca Muerta forzó una transformación del sistema de refinación de Argentina, que originalmente había sido diseñado para crudos pesados. Este cambio tuvo un impacto correspondiente en la canasta de productos refinados disponibles tanto para el mercado argentino como para la región. Para saber más, escuche esta conversación entre el gerente de desarrollo de negocios de Argus, Nazareno Ferrero, en Buenos Aires, y Camila Fontana, subjefa de la oficina de Argus en São Paulo.    Estos son algunos de los temas abordados en este episodio:    Refinerías inversionan para procesar crudos más livianos  Exportaciones de GLP desde Argentina  Creciente sobreoferta de naftas de bajo octanaje  Oportunidades en combustible de aviación 

    Market Talks: Refineries and Vaca Muerta

    Play Episode Listen Later Apr 30, 2026 14:06


    The shale oil surge from Vaca Muerta forced a transformation of Argentina's refining system, which had originally been designed for heavy crudes. This shift had a corresponding impact on the slate of refined products available to the Argentine market and to the region. To learn more, listend to this conversation between Argus business development manager Nazareno Ferrero, based in Buenos Aires, and Camila Fontana, deputy bureau chief of the Argus office in São Paulo.  Here are some of the topics discussed in this episode: Refiners invest to process lighter crudes  LPG exports from Argentina  Growing oversupply of low‑octane naphthas  Opportunities in jet fuel 

    Falando de Mercado: Refinarias e Vaca Muerta

    Play Episode Listen Later Apr 30, 2026 14:21


      O petróleo de xisto de Vaca Muerta transformou o sistema de refino da Argentina, que havia sido projetado para processar óleos mais pesados. Essa mudança impactou o conjunto de produtos refinados disponíveis tanto para o mercado argentino quanto para a região. Para saber mais, ouça esta conversa entre o gerente de desenvolvimento de negócios da Argus em Buenos Aires, Nazareno Ferrero, e Camila Fontana, chefa adjunta da redação da Argus em São Paulo.    Alguns dos temas discutidos neste episódio:    Refinarias investem para processar óleos mais leves  Exportações de GLP a partir da Argentina  Crescente sobreoferta de nafta de baixa octanagem  Oportunidades com combustível de aviação 

    Insuring Corsia: What lies ahead?

    Play Episode Listen Later Apr 28, 2026 20:55


    In this episode, Alexandra Luca talks with Chris Slater, CEO of Oka - a leading carbon insurance provider supporting credits in the initial phase of the Carbon Offsetting and Reduction Scheme for International Aviation (Corsia). They discuss Oka's current insurance-based credits pipeline, recent challenges for insurers, and future developments in the Corsia market.   Tune in for expert insights on: Obstacles to expanding insurance-based Corsia supply: the impact of the EU draft proposal on insurers  Insurance capacity beyond BTR deadlines in 2026 Key regions and methodologies for supplying Corsia How the war in Iran is impacting Corsia demand and supply Learn more about the Argus Carbon service

    SAF Insights: European SAF market holds breath on jet price surge

    Play Episode Listen Later Apr 24, 2026 19:18


    Unpack the latest price movements, supply scenarios, and compliance dynamics affecting jet and sustainable aviation fuel (SAF). The conflict in the Middle East, a key jet fuel supply region, has hit global aviation fuels markets hard. In this episode of SAF Insights, the team discuss how European jet fuel prices have surged and volatility has increased, while SAF markets have been contending with their own fundamentals and the HEFA-SAF premium to fossil jet has narrowed. This podcast will address key questions How has jet fuel price volatility impacted liquidity and market confidence? What market forces explain the HEFA SAF/jet spread movements? Can Europe offset Middle Eastern jet supply shortfalls, and what are the fallback options? Can higher jet fuel prices drive the market toward higher SAF blending rates? Do SAF price patterns mirror those seen in other biofuels markets?

    Fertilizer Matters EP48: Feed Phosphates Market Fundamentals

    Play Episode Listen Later Apr 23, 2026 18:41


    Hear Argus' essential analysis of what's driving the feed phosphate market, the impact of the Middle East conflict – and we also introduce the new Argus MDCP and DCP weekly feed phosphate price assessments. Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter – Phosphates and Hui Xuan Lek, Market Reporter - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What are feed phosphates, what are their significance and what are the different grades? What role does China play in the feed phosphates market? What has been driving prices of feed phosphates? How have feed phosphate suppliers and buyers responded to the war in the Middle East and to the closure of the strait of Hormuz? How has the war impacted Chinese feed phosphate prices? What impact have we seen in Europe and Brazil? Could Chinese feed phosphates come under any trade regulations – and what's the market sentiment among Chinese producers? Are feed phosphate prices now peaking, or could they rise further? Why did Argus launch the MDCP fob south China, MDCP bagged ex-works south China and DCP fob south China price assessments – and how do they enhance price transparency? Related links Argus Phosphate price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights

    Chemical Conversations: South Korea BTX Rationalisation and Global Impact

    Play Episode Listen Later Apr 23, 2026 12:26


    South Korea's petrochemical rationalisation programme marks one of the most significant structural shifts in Asia's BTX (benzene, toluene, xylene) markets.  In discussion with Argus' Senior Aromatics Reporter Joonlei Lee, Santosh Navada examines the potential implications of South Korea's rationalisation programme for global BTX trade flows. What key factors are driving South Korea's decision to implement a rationalisation programme. How the rationalisation will affect South Korea's petrochemical sector and the broader domestic economy. What long-term strategic objectives the programme is designed to achieve. How the Middle East conflict is influencing the timing, scope and urgency of the rationalisation programme. Further details and additional insights are available from Argus Aromatics experts and Argus publications, including: Argus Toluene, Xylenes and Derivatives (https://www.argusmedia.com/en/solutions/products/argus-toluene-xylenes-and-derivatives) | Argus Toluene and Xylenes Outlook (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-outlook) | Argus Toluene and Xylenes Analytics (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-analytics) | Argus Consulting

    MEPC 84: What's at stake in global shipping's decarbonization debate?

    Play Episode Listen Later Apr 23, 2026 9:59


    The International Maritime Organization's MEPC 84 meeting will set the course for how fast and how far global shipping decarbonizes. From contested carbon pricing to redefining fuel standards, these negotiations will influence billions in investment and the future energy mix. Join Argus experts Siew Hua Seah and Gabriel Tassi as they break down: Why the Net-Zero Framework is dominating the agenda How competing proposals from key nations could reshape targets What the uncertainty means for fuels, compliance, and market participants

    Strait Talk: Truce or Dare?

    Play Episode Listen Later Apr 23, 2026 26:19


    As the Hormuz conflict enters week nine, Argus experts provide on‑the‑ground Middle East insight into unfolding geopolitical developments and their impact on global energy markets. With the ceasefire extended yet the US naval blockade of the Strait of Hormuz remaining in place, uncertainty continues to shape oil flows, prices and market sentiment. In this latest video update, Argus analysts examine the current situation, assess risks to supply, and outline possible recovery scenarios amid ongoing Iran‑US hostilities. Tom Reed, VP – China, Crude and Oil Products, is joined by Dubai‑based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior Correspondent, to unpack the crisis disrupting global oil markets — and what it could mean in the weeks ahead.

    Driving Discussions: Turbulence Ahead - The Jet Fuel Supply Crisis

    Play Episode Listen Later Apr 23, 2026 30:00


    In this episode, our experts, Oliver Thompson (Jet Fuel Analyst), Amaar Khan (Jet Fuel Reporter) and Yawen Lu (Associate Editor) discuss the most severe shock the jet fuel market has ever faced. Triggered by escalating US–Iran tensions and disruption through the strait of Hormuz, the crisis has left the market grappling with acute supply shortages and rising price volatility. We explore the Middle East's pivotal role in supply and the mounting pressure on Europe and Asia. We also examine how refinery run cuts, export halts, and volatility between physical and paper markets are intensifying uncertainty. Listen for a deep dive into what's happening, why it matters, and how this unprecedented situation could redefine the jet fuel market in the months ahead.

    Hablando de Mercado: Alza de combustibles y transición energética

    Play Episode Listen Later Apr 22, 2026 8:04


      El aumento vertiginoso de los precios de los combustibles debido a la guerra en Medio Oriente se convirtió en un factor clave en las discusiones sobre la transición energética. Con las economías globales sacudidas por interrupciones en el suministro, las autoridades reunidas en Colombia esperan demostrar que el mundo tiene alternativas viables a los combustibles fósiles. Para conocer más sobre este tema, escucha esta conversación entre el editor Lucas Parolin, y Camila Fontana, subjefa de la oficina de Argus en São Paulo.     Aquí algunos de los temas tratados en este episodio:   Ampliación de los esfuerzos de los acuerdos climáticos anteriores  Prioridades en la reducción de dependencias y subsidios Vulnerabilidad económica frente a aumentos de precios e interrupciones de suministro Intereses de los países productores de petróleo Disposición de los países a cooperar

    Market Talks: Fuel price surge and energy transition

    Play Episode Listen Later Apr 22, 2026 7:31


      Soaring fuel prices due to the war in the Middle East became a key factor in energy transition discussions. With global economies rattled by supply disruptions, authorities gathering in Colombia hope to show that the world has viable alternatives to fossil fuels. To learn more about this topic, listen to this conversation between Argus editor Lucas Parolin and Camila Fontana, deputy bureau chief of the Argus office in Sao Paulo.      Here are some of the topics discussed in this episode:   Expansion of efforts from previous climate agreements  Priorities in reducing dependencies and subsidies Economic vulnerability to price increases and supply disruptions Interests of oil-producing countries Willingness of countries to cooperate

    Falando de Mercado: Alta dos combustíveis e transição energética

    Play Episode Listen Later Apr 22, 2026 8:10


      A disparada dos preços dos combustíveis devido à guerra no Oriente Médio se tornou um fator essencial nas discussões sobre transição energética. Com as economias globais abaladas por interrupções no fornecimento, autoridades reunidas na Colômbia esperam mostrar que o mundo tem alternativas viáveis aos combustíveis fósseis. Para saber mais sobre este tema, ouça esta conversa entre o editor da Argus, Lucas Parolin, e Camila Fontana, chefe adjunta da redação em São Paulo.     Aqui estão alguns dos tópicos discutidos neste episódio:   Ampliação de esforços dos acordos climáticos anteriores Prioridades na redução de dependências e subsídios Vulnerabilidade econômica a altas de preços e interrupções de oferta  Interesses dos países produtores de petróleo Disposição dos países à cooperação

    Back from the fields: Romania and Ukraine crop tours Apr 26

    Play Episode Listen Later Apr 17, 2026 14:03


    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

    Global LPG Conversations: Could the UK's Renewable Heat Obligation secure LPG's future?

    Play Episode Listen Later Apr 17, 2026 21:17


    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.

    Chemical Conversations: Methanol Trends, Price Outlook & Middle East Conflict

    Play Episode Listen Later Apr 16, 2026 27:37


    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.

    Fertilizer Matters EP47: Middle East Conflict - Impact on Urea & Phosphates Markets

    Play Episode Listen Later Apr 15, 2026 29:41


    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?

    Metal Movers: Copper's Volatile New Landscape | Argus Media

    Play Episode Listen Later Apr 13, 2026 33:12


    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

    The Power Dispatch: (Re)integrating Europe's power market

    Play Episode Listen Later Apr 10, 2026 29:14


    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 >>

    Strait Talk: Pause or Peace?

    Play Episode Listen Later Apr 10, 2026 30:54


    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

    Metal Movers: Strait of Hormuz - How Sulphur is Impacting the Copperbelt

    Play Episode Listen Later Apr 9, 2026 22:12


    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

    Global LPG Conversations

    Play Episode Listen Later Apr 9, 2026 18:07


    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.

    Hablando de Mercado: Petróleo de esquisto en Argentina

    Play Episode Listen Later Apr 8, 2026 18:59


      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

    Market Talks: Shale oil surge in Argentina

    Play Episode Listen Later Apr 8, 2026 15:48


      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

    Falando de Mercado: Petróleo de xisto na Argentina

    Play Episode Listen Later Apr 8, 2026 14:55


    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

    The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve

    Play Episode Listen Later Apr 7, 2026 28:31


    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.  

    Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

    Play Episode Listen Later Apr 2, 2026 19:36


      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

    Metal Movers: How the Iran Conflict is Impacting Steel Markets

    Play Episode Listen Later Apr 1, 2026 19:29


      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

    Falando de Mercado: Potencial do biometano no Sul

    Play Episode Listen Later Apr 1, 2026 18:34


    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

    Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

    Play Episode Listen Later Apr 1, 2026 32:38


    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.

    Fertilizer Matters EP44: Chinese Ammonia Market

    Play Episode Listen Later Mar 31, 2026 10:54


    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?

    Strait Talk: Crisis in the Gulf

    Play Episode Listen Later Mar 31, 2026 28:56


    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  

    Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

    Play Episode Listen Later Mar 30, 2026 16:04


    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

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