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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


    • Feb 25, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 13m AVG DURATION
    • 1,187 EPISODES


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    Latest episodes from Argus Media

    Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027

    Play Episode Listen Later Feb 25, 2026 19:43


    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. 

    Korea Commodities Market Highlights Episode 4

    Play Episode Listen Later Feb 25, 2026 3:59


    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.

    Falando de Mercardo: Argentina - El boom del GLP y el impacto en el Cono Sur

    Play Episode Listen Later Feb 24, 2026 26:13


    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. 

    Global LPG Conversations: Could Ethane's Boom be Stalling?

    Play Episode Listen Later Feb 23, 2026 17:32


    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. 

    Biomass Beat: The Changing Compliance Landscape for US Biomass Producers

    Play Episode Listen Later Feb 20, 2026 23:17


    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. 

    Methanol Market Trends, China MTO Outlook & MTBE Analysis

    Play Episode Listen Later Feb 20, 2026 30:22


    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.

    Falando de Mercado: E-combustíveis e a descarbonização do transporte marítimo

    Play Episode Listen Later Feb 20, 2026 8:29


    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. 

    Market Talks: E-fuels and decarbonization of maritime transport

    Play Episode Listen Later Feb 20, 2026 7:57


    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. 

    Hablando de Mercado: Combustibles sintéticos y descarbonización del transporte marítimo

    Play Episode Listen Later Feb 20, 2026 9:53


    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. 

    Driving Discussions: The Gasoline Glut - Markets Out of Balance

    Play Episode Listen Later Feb 18, 2026 40:45


    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. 

    Asia's Bitumen Shift: Trade Flows, Freight, and Future Demand

    Play Episode Listen Later Feb 13, 2026 21:11


    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.

    Fertilizer Matters EP42: China's Green Ammonia Expansion

    Play Episode Listen Later Feb 11, 2026 8:05


    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

    Metals Movers: Vulcan CEO on Europe's lithium strategy

    Play Episode Listen Later Feb 10, 2026 22:07


    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

    Global LPG Conversations: Highlights for the LPG Houston Forum

    Play Episode Listen Later Feb 9, 2026 7:49


    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. 

    Weight of Freight: Suez Uncertainty- Implications for Clean Tankers and Diesel”

    Play Episode Listen Later Feb 6, 2026 11:55


    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

    Metal Movers: Savannah CEO eyes imminent lithium conversion deal

    Play Episode Listen Later Feb 4, 2026 23:48


    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

    Driving Discussions: Inside the Diesel Shake-Up

    Play Episode Listen Later Feb 4, 2026 27:27


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

    Fertilizer Matters EP41: China's Ammonium Sulphate Market

    Play Episode Listen Later Feb 4, 2026 10:48


      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

    Falando de Mercado: O petróleo venezuelano e o impacto nos preços regionais

    Play Episode Listen Later Feb 4, 2026 17:40


    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

    Argus Weekly Korea Commodities Insights Episode 3

    Play Episode Listen Later Jan 28, 2026 5:47


    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.

    Argus Weekly Korea Commodities Insights Episode 2

    Play Episode Listen Later Jan 28, 2026 4:03


    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.

    Fertilizer Matters EP40: Brazil's Ammonium Sulphate Market

    Play Episode Listen Later Jan 27, 2026 17:10


    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?  

    Falando de Mercado: A volta do diesel russo ao mercado brasileiro

    Play Episode Listen Later Jan 27, 2026 8:38


    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. 

    Market Talks: Russian diesel returns to the Brazilian market

    Play Episode Listen Later Jan 27, 2026 8:39


    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 CEO: Europe's LFP gap is a strategic opportunity for the UK

    Play Episode Listen Later Jan 26, 2026 20:48


    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

    Fertilizer Matters EP39: China's phosphate export market

    Play Episode Listen Later Jan 21, 2026 15:51


    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

    Biomass Beat: Carbon Capture and Biomass, Battelle's Roadmap

    Play Episode Listen Later Jan 21, 2026 16:33


    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.

    Falando de Mercado: Novo indicador para o farelo de soja brasileiro

    Play Episode Listen Later Jan 20, 2026 7:30


    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.  

    Market Talks: New indicator for Brazilian soybean meal

    Play Episode Listen Later Jan 20, 2026 7:04


    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.

    Global LPG Conversations: Unpacking 2025's LPG upheaval in NWE

    Play Episode Listen Later Jan 19, 2026 21:10


    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.

    Fertilizer Matters EP38: CBAM – EU to suspend implementation for fertilizers?

    Play Episode Listen Later Jan 15, 2026 23:27


    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  

    Falando de Mercado: Tendências do mercado de fertilizantes em 2026

    Play Episode Listen Later Jan 14, 2026 9:34


    A conferência Fertilizer Latinoamericano (FLA) acontece em Miami entre 26 e 28 de janeiro. Gisele Augusto e Bruno Castro, colaboradores da publicação Argus Brasil Grãos e Fertilizantes, antecipam os principais assuntos que serão discutidos nesse evento que reúne cerca de 400 empresas e representantes de mais de 50 países.

    Market Talks: Fertilizer market trends in 2026

    Play Episode Listen Later Jan 14, 2026 9:24


    The Fertilizer Latinoamericano (FLA) conference will take place in Miami from January 26 to 28. Gisele Augusto and Bruno Castro, contributors to the Argus Brazil Grains and Fertilizers report, preview the main topics that will be discussed at the event, which brings together around 400 companies and representatives from more than 50 countries. 

    Hablando de Mercado: Alto rendimiento de la cosecha de trigo en Argentina

    Play Episode Listen Later Jan 12, 2026 9:02


    Argentina produjo una gran cosecha de trigo, con alta productividad pero bajo contenido de proteína. Jeffrey Lewis, especialista del servicio Argus AgriMarkets, viajó al país por invitación de la Bolsa de Cereales y Productos de Bahía Blanca y compartió sus impresiones del viaje con Renata Cardarelli, responsable del informe Argus Brasil Granos y Fertilizantes.

    Falando de Mercado: Alto rendimento da safra de trigo da Argentina

    Play Episode Listen Later Jan 12, 2026 8:41


    A Argentina produziu uma grande safra de trigo, com elevada produtividade mas baixo teor de proteína. Jeffrey Lewis, especialista do serviço Argus AgriMarkets, viajou ao país a convite da Bolsa de Cereais e Produtos de Bahia Blanca e compartilhou suas impressões da viagem com Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes.

    Market Talks: High yields of Argentina's wheat crop

    Play Episode Listen Later Jan 12, 2026 8:44


    Argentina produced a large wheat crop, with high yields but low protein content. Jeffrey Lewis, an Argus AgriMarkets specialist, traveled to the country at the invitation of the Bahia Blanca Grain and Products Exchange and shared his impressions of the trip with Renata Cardarelli, who is responsible for the Argus Brazil Grains and Fertilizers report.

    Base Oils Unpacked: 2025 in Review, 2026 in Focus

    Play Episode Listen Later Jan 8, 2026 15:38


    Our Global Lead for Base Oils, Guo Harn Hong, drives the conversation with Argus market experts Li Li Chng, Tara Tang, Victor Hu and Chu Ren Tan on how the Asia-Pacific base oils market performed in 2025 and what to look out for in 2026.   Listen now to discover: Market performance in 2025 and what market participants should expect this year New plant start-ups in India and expected repercussions on regional trade flows Rising production in Saudi Arabia and the impact on the Middle Eastern market Expected supply disruptions and grades likely to be impacted Trends to look out for in 2026

    Argus Weekly Korea Commodities Insights Episode 1

    Play Episode Listen Later Jan 8, 2026 3:36


    Welcome to Argus Weekly Korea Commodities Insights, the go-to source for what's shaping South Korea's energy and commodities markets. This week's edition covers three major stories that could change the game for power generation, coal imports, and industrial investment.

    Hablando de Mercado: El potencial de Argentina en la exportación de combustibles

    Play Episode Listen Later Jan 5, 2026 6:00


    Argentina se prepara para dejar de ser importadora neta de combustibles para automotores y acelerar la exportación de diésel y gasolina. Camila Fontana, subjefa de redacción de Argus en São Paulo, y Flavia Alemi, especialista en combustibles en América del Sur, analizan qué hay detrás de este cambio.

    Market Talks: Argentina's potential as a net fuel exporter

    Play Episode Listen Later Jan 5, 2026 5:32


    Argentina is making headlines as the country moves from being a net importer of transportation fuels to potentially becoming an exporter. Camila Fontana, Deputy Bureau Chief of Argus in Brazil, and Flavia Alemi, who covers motor fuels in South America, discuss what is behind the transition.

    Falando de Mercado: O potencial da Argentina como exportadora de combustíveis

    Play Episode Listen Later Jan 5, 2026 6:01


    A Argentina se prepara para deixar a posição de importadora líquida de combustíveis automotivos e acelerar a exportação de diesel e gasolina. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flávia Alemi, que cobre combustíveis na América do Sul, conversam sobre o que está atrás dessa virada. 

    Aromatics Market Outlook and PX Spread Trends

    Play Episode Listen Later Jan 5, 2026 28:43


    Argus' Santosh Navada discussed with Ashish Kulkarni, Argus' lead aromatics consultant, the key drivers behind aromatics demand in 2025 and assess the critical factors likely to influence paraxylene–naphtha spreads in the coming months. They discuss: Outlook on the Northeast Asia aromatics market Perspective on China's anti-involution initiative and South Korea petrochemical rationalization Reason behind the recent PX price surge in Asia observed in December Implications of the US tariffs on the aromatics market Key bullish and bearish factors that could influence aromatics market  Further details and additional insights 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  

    Orphan Well Projects: Market Growth, Challenges and Outlook

    Play Episode Listen Later Dec 23, 2025 21:45


    In this episode, Alexandra Luca speaks with Oliver Chornous, CFO of Ch4mber Technologies, a leading project developer of orphan oil well plugging projects in North America. They discuss the rise of these projects, recent challenges, and what these developments mean for carbon credit buyers and project developers. Tune in for expert insights on: The scale and impact of orphan wells Key methodology and integrity standards Pricing trends and market dynamics Corporate demand and compliance market prospects

    Biomass and REGOs: Policy shifts ahead

    Play Episode Listen Later Dec 23, 2025 14:08


    In this episode, Hannah Adler, Senior Biomass Reporter, explores how changes in the UK's renewable policy and certificate markets are shaping the outlook for the biomass market. She's joined by Giulio Bajona, Deputy Editor for Global Energy Certificates, to discuss:   What CfD reforms, sustainability consultations, and EU regulatory delays mean for the REGO market, and ultimately biomass generators. If policy changes, such as UK sustainability rules and the EUDR, will act as price drivers in 2026, or if they are still too far out to matter? What factors have contributed to the current bearish trend in certificate prices?   Argus offers biomass prices, news, analysis, and consulting.  Request a free trial or more information

    SAF Insights: Innovating SAF Supply Chains for Global Aviation

    Play Episode Listen Later Dec 22, 2025 14:49


    Louise Burke speaks with Damien McLoughlin, CCO of FlyORO, about solving SAF supply chain challenges. FlyORO, a Singapore-based tech firm, offers patented modular blending units deployable from production sites to airports, enabling flexible, distributed SAF delivery. In the podcast they highlight issues downstream of production and the need for localized solutions to avoid “haves and have-nots” among airports. They also address growing demand for SAF certificates and Scope 3 flexibility, stressing robust traceability, and finally book-and-claim as vital for scaling SAF demand, complementing physical deployment with credibility.

    Fertilizer Matters EP37: Phosphates – India and Pakistan

    Play Episode Listen Later Dec 19, 2025 28:20


    Hear Argus' essential analysis of phosphate market in India and Pakistan, focusing on how DAP prices are developing, the status of contract negotiations, DAP exports from China, TSP exports from Morrocco and the market outlook for 1Q 2026. Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter – Phosphates and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: - What were the key market sentiments from the Fertilizer Association of India conference - How have DAP prices developed in December? - Chinese exports to India to be delayed in 2026? - How are 1Q phosphoric acid contract negotiations developing? - How has Pakistan fared with this year's high season compared with previous years? - Why has the differential between DAP cfr Pakistan and DAP cfr India fluctuated? - How could domestic DAP Pakistan prices and demand develop in 1Q 2026? - How have India and Pakistan reacted to Morocco's push to move more TSP into South Asia

    Curbing oil market risk in 2026

    Play Episode Listen Later Dec 18, 2025 24:35


    In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026. Watch this video podcast to discover: - The biggest risk-management lessons of 2025 - Which market players are most exposed and vulnerable to risk in the current environment - A dive into whether building risk models is getting more complex - Actions market participants should take to prepare for potential market volatility in 2026 - Emerging risk to look out for in 2026 and stress scenarios being run

    Back from the fields: Ukraine and Romania wheat crop tour results (December 2025)

    Play Episode Listen Later Dec 17, 2025 9:32


    Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours. Angelika Melikian, Senior Editorial Analyst Alexey Yeromin, Senior Analyst

    The Crude Report: USGC waterborne crude

    Play Episode Listen Later Dec 17, 2025 8:01


    In the latest episode of the Crude Report: Argus Americas Crude associate editor Andrea Agee talks with US waterborne crude reporter Nicole Linares about how sanctions on Russian oil are reshaping global trade flows and creating new opportunities for US barrels in Europe and Asia. Structural shifts in European crude slates as countries move away from Russian crude and increase imports of US medium sours and light sweets. Asia's diversification strategy, including Pakistan's first US crude cargo and South Korea's record imports of US crude. India's growing demand and its balancing act between Russian and US crude supplies. Key factors driving buyer decisions such as sanctions risk and supply reliability to freight costs and refinery needs. What to expect for US crude flows in 2026 and how a potential easing of sanctions could impact global trade patterns.

    Recycled polymers market and drivers - what to watch in 2026

    Play Episode Listen Later Dec 17, 2025 18:01


      As 2026 approaches, recycled polymer markets face pivotal changes driven by virgin price movements, sustainability mandates, and evolving legislation.     Listen now to find out:   How virgin PET and polyolefin price trends are shaping recycled markets How recycled premiums and discounts to virgin are changing and what this means for cost-saving vs sustainability applications How seasonality in PET and PP bale prices influences forecasting The impact of Europe's plastic waste export ban under the Waste Shipment Regulation on flexible polyolefins and global trade flows What evolving legislation and chemical recycling developments could mean for the outlook   Click here to join for our upcoming Waste Shipment Regulation (WSR) webinar for a deep dive into the expected impact on Europe and Asia chemical market dynamics.     Plus, register your interest for the launch of the Argus Recycled Polymers Outlook, delivering monthly 24-month forecasts for recycled PET and polyolefins across key regions, alongside chemical recycling capacity and legislative updates.

    Chemical Conversations: Biochemicals in Focus - Episode 2

    Play Episode Listen Later Dec 15, 2025 13:37


    Our Biochemicals podcast mini-series continues, exploring how leading companies are shaping the biochemicals and bioplastics market. Across all episodes, we cover technology choices, feedstocks, investment trends, and the role of sustainable solutions in global supply chains. In this second podcast, Roy Yang, Department Manager, Sustainable Material Solutions at CHIMEI, shares the company's approach to sustainability and bio-attributed products. Listen to the latest episode to find out: How CHIMEI's Ecologue portfolio supports circular and bio-based solutions Why second-generation feedstocks like used cooking oil are gaining traction What sectors and regions show the strongest appetite for bio-attributed plastics Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.

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