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  How are ethylene and propylene prices established in one of the world's most influential olefins markets? As trade flows evolve and pricing mechanisms continue to develop, the US market offers valuable insight into how prices are discovered, referenced and negotiated across the olefins value chain. In this episode, Craig Barry, Lead Olefins Consultant and Michael Camarda, Senior Editorial Lead for US Olefins, discuss the factors shaping ethylene and propylene pricing in the US and what sets the market apart from other major regions.       Listen to learn more about:   Why the US market has become a key reference point for global ethylene and propylene pricing. How spot market activity has changed the way market participants assess value and negotiate contracts. The differences between US ethylene and propylene markets, including the growing role of pricing indexes. What expanding exports and changing market fundamentals could mean for olefins pricing in the years ahead.  This episode is part of the Olefins Market Structure & Pricing podcast series, where Argus experts share insights into the pricing mechanisms and market dynamics shaping ethylene and propylene markets across Asia, Europe and the US. Bringing together perspectives from each major region, the series highlights why pricing practices differ across global olefins markets, how prices are established and referenced, and the market fundamentals that influence commercial pricing decisions.

As North American fuel flows shift, El Paso is becoming a more important pricing point for gasoline and diesel moving across the Southwest. In this episode, Amanda Hilow (Distillates Editor, US Products) and Jared Ainsworth (Gasoline Editor) discuss the launch of Argus' new El Paso assessments, including Argus ULSD fob El Paso and four new gasoline assessments covering regular and premium CBOB.  The conversation looks at why El Paso's role is growing as Gulf Coast supply moves west, California refinery capacity tightens, Arizona seeks more secure inland routes and Mexico remains a major outlet for US gasoline exports.    

In this episode, Savannah Resources' chief executive Emanuel Proença joins Argus battery materials reporter Chris Welch to discuss the economics behind Barroso's definitive feasibility study, the outlook for European refining projects and how Portugal, Spain and Morocco could form part of a regional battery ecosystem. Key topics include: Results from Savannah's definitive feasibility study Why Barroso can remain competitive without European refining The role of AMG and other offtake options Lithium demand growth beyond EVs Challenges facing policymakers and investors in critical minerals markets

Podcast summary: This podcast explores how escalating Middle East tensions disrupted crude and clean tanker markets in June-July, driving volatility in freight rates, trade flows and shipping risks. The discussion focuses also on the growing role of AWRPs in the Middle East and alternative loading routes, including Argus' new clean tanker freight assessments from the Gulf of Oman and India's west coast. Key Topics Discussed Escalating security risks in the Strait of Hormuz, Gulf of Oman, Red Sea and Bab el-Mandeb. The impact of the conflict on crude tanker freight rates and vessel availability. Volatility in CPP tanker markets across the LR2, LR1 and MR segments. Rising AWRPs and their influence on freight costs. Alternative loading routes and the launch of Argus' new clean freight assessments from the Gulf of Oman and India's west coast.

Asia's olefins market is highly integrated, with most ethylene consumed internally and only limited volumes available for trade. In this episode of the Chemical Conversations series, Argus' Sarah Rae, VP for Ethylene and Derivatives, speaks with Toong Shien Lee, Head of Olefins Editorial, about how ethylene and propylene markets in Asia are structured and priced — and what sets them apart from other regions. Tune in for insights on: Asia's olefins market structure and trade flows Why oversupply is driving buyers toward spot deals How contract prices are settled and formulas applied How PDH economics are shaping Asian propylene prices   This episode is part of the 'Olefins Market Structure & Pricing' podcast series, where Argus experts share insights into the pricing mechanisms and market dynamics shaping ethylene and propylene markets across Asia, Europe and the US. Bringing together perspectives from each region, the Argus team highlight why pricing practices differ across global olefins markets and the market fundamentals that influence commercial pricing decisions.   Listen to the other episodes in the series for a global view of olefins markets, and check back soon for upcoming releases.   Learn more about Argus' Polymers Analytics service covering supply-demand fundamentals, capacities and detailed expert insight for the polyethylene and polypropylene markets: https://view.argusmedia.com/polymers-analytics.html

As renewable fuel mandates tighten and advanced feedstocks become increasingly important, the HVO market is entering a new phase of growth. In this episode, Argus experts explore the policy, pricing and demand trends shaping renewable diesel markets across Europe, with a particular focus on Germany and the launch of the new Argus Class V HVO assessment. Key topics: Germany's rapidly expanding HVO market The impact of evolving EU renewable fuel policy Growing demand for advanced biofuels The launch of the Argus Class V HVO benchmark HVO commoditisation and pricing

Global tackifier markets are navigating a period of uncertainty as changing trade flows and shifting feedstock economics continue to influence supply chains.   In this podcast, Leonardo Siqueira, Editor, Pine Chemicals, and Steve Williams, VP, C5 and Hydrocarbon Resins, discuss the outlook for hydrocarbon resins and rosin ester tackifiers. Recent disruptions have highlighted the close relationship between natural and petroleum-derived feedstocks, creating new challenges for buyers navigating an increasingly interconnected market.   Listen to the podcast to:   Understand the factors influencing global tackifier supply and demand Explore the relationship between hydrocarbon resin and rosin ester markets Hear how geopolitics and feedstock availability has impacted pricing Identify key trends shaping market developments in the months ahead   This podcast draws on insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins.   Argus will be attending the World Adhesives Conference (WAC) in London, 16-18 September. Visit our stand to speak to our market specialists about the latest developments in tackifiers, pine chemicals and hydrocarbon resins. Click here to register. 

Global supply disruptions, shifting refinery economics and evolving trade flows are reshaping the Americas asphalt market in 2026. In this podcast, Oliver Thompson (Global Lead for Asphalt Quarterly Analytics), James Fernandes (Lead Analyst for North America) and Swasti Dharmadhikari (Lead Analyst for Latin America) examine the impact of higher oil and diesel prices on asphalt market fundamentals, explore regional supply and demand dynamics across North and Latin America, and discuss the outlook for refinery operations, trade flows, infrastructure-led demand and key supply risks through 2030. Key topics covered: Impact of global supply disruptions on asphalt markets North and Latin American supply-demand outlooks Venezuela's recovery and regional supply uncertainty Brazil's infrastructure-driven demand outlook The role of imports and regional trade flows Refinery economics and key market risks through 2030

A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.   In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.   Key topics include: The scale of CPC Blend export halt and its impact on crude prices How critical the grade is for Europe What alternatives European refiners have turned to Listen now to understand how European buyers are responding and what comes next.

Strait talk: Conflation in the Gulf Oil prices have retreated from recent highs, but uncertainty continues to hang over one of the world's most important energy chokepoints. In this edition of Strait Talk, Argus experts examine the latest developments in the Strait of Hormuz, including shifting shipping routes, regional diplomacy, and the implications for global crude markets. Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial as they unpack what the latest geopolitical developments could mean for energy flows, market sentiment, and the outlook for traders and industry participants.

Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets.  In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels. From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead. Topics covered include: The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption The growing role of LNG and biofuels in the energy transition Key market trends to watch across marine fuels and power generation demand

In this episode, David looks at the ongoing blockage of the Strait of Hormuz, new threats to shipping in the Red Sea, a new Omani proposal for joint Gulf State oversight of Hormuz transit and the supply crisis facing the diesel market.  

O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB).  Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.   Os tópicos discutidos neste episódio incluem:   Resoluções de ANP e regras de emissão  Preocupações de produtores, comercializadores e potenciais compradores Equilíbrio entre oferta e demanda e formação de preços Fungibilidade e reconhecimento de outros certificados ambientais Uso do CGOB em estratégias de descarbonização Possibilidades de evolução do mercado no médio prazo

Fertilizer Matters EP56: Brazil's Phosphate Market: Hear Argus' essential analysis of what's driving Brazil's phosphate market as global price swings, shifting demand and policy changes reshape buying behaviour. In this episode, we explore which crops and seasons drive demand, the impact of high international prices on domestic trade, and the challenges ahead of September's soybean planting. We also discuss Mosaic's production cuts, the effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in buying as global fundamentals continue to evolve Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, 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 the key crops. products and seasons impacting the Brazilian phosphate market How have global high prices and demand destruction impacted Brazil's domestic market? How is the upcoming soybean planting season in September being impacted? How are Brazilian buyers responding to Mosaic cutting production in Brazil? Has US suspending countervailing duties on Moroccan phosphate imports worried the Brazilian market? Should we expect last-minute surge of buying from Brazil How are global phosphate market fundamentals developing?     Related links Argus Phosphate price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series

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 to discuss: A recap of geopolitical tensions since March Current dynamic within the Middle East and Strait of Hormuz Methanol outlook for China going forward into Q4 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.   Os tópicos discutidos neste episódio incluem: Evolução de preços dos fertilizantes fosfatados Disponibilidade de produto importado em meio a tensões geopolíticas Produção doméstica de fosfatados  Suspensão de tarifa dos EUA a Marrocos Volumes remanescentes e potencial redução da aplicação de adubos

Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows. In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets. Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding. They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.

Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil.  Saiba mais acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.   Os tópicos discutidos neste episódio incluem: Demanda chinesa e oferta a partir de Ormuz Menor disponibilidade de insumos para produção de resinas Produção de ésteres de breu no Brasil e China Aplicações dos derivados de breu e concorrência com insumos fósseis Brasil como produtor e exportador de breu Mudança estrutural da demanda e flexibilidade operacional dos compradores Formação global dos preços e diversificação

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/TC 238 meeting in Berlin and what they mean for the future of biomass, biocarbon and biochar markets. Tune in to hear: ·      Why biocarbon and biochar are becoming major focus areas for international standardisation, beyond traditional biomass fuels. ·      The most important new ISO work items launched in Berlin, including testing standards for pyrogenic biocarbons. ·      The remaining gaps in biochar and biocarbon standards, and why issues such as sampling, analysis and surface area testing still need work. ·      The single biggest takeaway from the Berlin meeting: the launch of 11 new work items that signal growing momentum and industry engagement in developing global standards.   Argus offers biomass prices, news, analysis, and consulting.    Get more information and request a free trial. 

Hear Argus' essential analysis of the mood in the fertilizer industry following IFA's Annual Conference. You'll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets. Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What's the mood on the ground? What were the key conference themes? Sulphur: What were the biggest talking points, and how confident is the market about trade flows through the Strait of Hormuz? Phosphates: What's the market view on India's phosphoric acid settlement and the US suspension of duties on Moroccan phosphates? NPKs: How is the market reacting to stronger buying in India, higher EU tariffs on Russian imports, and falling prices in Brazil? How could sulphur, phosphates and NPK markets develop in the second half of the year? What is the biggest risk facing sulphur, phosphates and NPKs over the next six months?

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East.    This episode of  Global LPG Conversations, was recorded on 8 July as initial hopes of a return to normality on the US-Iran memorandum of understanding were beginning to fade in the wake of renewed air strikes exchanged in the region. And it sees Peter Wilton (Editor, Argus International LPG) speak with Waldemar Jaszczyk (Deputy Editor, European Pricing) and Jack Greenwood (Head of LPG Consulting) in an attempt to explain how markets and prices have fared in recent weeks and understand what a path back from months of strait of disruption to global supply would look like if peace can return once more.    They examine how Asia absorbed the initial shock, why northwest Europe proved more resilient than expected, and what a slower recovery through Hormuz could mean for supply, freight and pricing into the heating season.

  O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloco se movem em direção a fertilizantes de baixo carbono, inclusive aqueles produzidos com hidrogênio renovável. Saiba mais acompanhando a conversa entre Bruno Castro, responsável por precificação de fertilizantes na Argus em São Paulo, e Pamela Machado, responsável pela cobertura de hidrogênio de baixo carbono e derivados na Argus em Paris.   Os tópicos discutidos neste episódio incluem:  Consumo de fertilizantes pelo Brasil e dependência do produto importado Dinâmica de preços dos fertilizantes atrelada a combustíveis fósseis Vantagens e tecnologias de produção de fertilizantes sustentáveis  Avanço de projetos no Paraguai e Brasil Desafios de infraestrutura e regulamentação

  Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑carbon fertilizers, including those produced using renewable hydrogen. Learn more by following the conversation between Bruno Castro, responsible for fertilizer pricing at Argus in São Paulo, and Pamela Machado, who covers low‑carbon hydrogen and derivatives at Argus in Paris. Topics discussed in this episode include: Fertilizer consumption in Brazil and the country's dependence on imports Fertilizer price dynamics linked to fossil fuels Advantages and technologies for producing sustainable fertilizers Progress of projects in Paraguay and Brazil Infrastructure and regulatory challenges

This week on Strait Talk, we're taking a closer look at the intersection of geopolitics and oil flows. We'll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Iran deal, and why that matters for the broader region. We'll also break down the latest on crude exports from the Middle East Gulf — how much is moving, where it's going, and what it signals for the global market.   Join Tom Reed, Head of Oil market Analysis,, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior News Reporter and John Ollett, Editor - EMEA Freight on this Strait Talk episode.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market How is the Turkish market doing our last update in March 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

Is Iran losing control of the strait of Hormuz, or is it simply moving towards a softer, gentler approach to running it? In this episode, we're examining the evolving relationship between the United States and Iran following the recently signed memorandum of understanding, and what it could mean for energy flows, regional stability and crude markets across the Middle East. Recent reporting indicates that the agreement aims to halt military escalation and support the reopening of key maritime routes, including the Strait of Hormuz, while creating a framework for further negotiations. Join Tom Reed, VP – China, Crude & Oil Products, alongside John Ollett, Editor - EMEA Freight and Dubai-based expert Nader Itayim, Middle East Editor on this Strait Talk episode.

O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.   Os temas discutidos neste episódio incluem:   Abordagem regulatória distinta no Brasil Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba Arcabouços globais e regionais de redução de emissões México como mercado estratégico para o desenvolvimento do SAF na região Matérias-primas no México: cana-de-açúcar e resíduos

Brazil is establishing itself as a potential global leader in sustainable aviation fuel production, leveraging state-backed refineries, abundant feedstock resources, and a distinct blending mandate. In Mexico, infrastructure investments are planned to position the country as a regional SAF marketer. Learn more about the SAF landscape in Latin America by listening to this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, Josh Vence, VP of Operations in charge of biofuels for Hispanic America, and Lucas Boacnin, Business Development Manager focused on energy transition matters.     Topics discussed in this episode include:   Distinct regulatory approach in Brazil Feedstocks in Brazil: soybean oil, coprocessing, cover crops and macauba Global and regional emission reduction frameworks  Mexico as a critical market for SAF development in the region Feedstocks in Mexico: sugarcane and waste-based

Brasil se está consolidando como un posible líder mundial en la producción de combustible sostenible de aviación, aprovechando refinerías respaldadas por el gobierno, abundantes recursos de materias primas y un mandato de mezcla diferenciado. En México, se están planificando inversiones en infraestructura para posicionar al país como un comercializador regional de SAF. Conozca más sobre el panorama del SAF en América Latina escuchando esta conversación entre Camila Fontana, subjefa de la oficina de Argus en São Paulo; Josh Vence, vicepresidente de operaciones a cargo de biocombustibles para Hispanoamérica; y Lucas Boacnin, gerente de desarrollo de negocios enfocado en la transición energética.   Los temas tratados en este episodio incluyen:   Enfoque regulatorio diferenciado en Brasil Materias primas en Brasil: aceite de soja, coprocesamiento, cultivos de cobertura y macaúba Marcos globales y regionales de reducción de emisiones México como un mercado clave para el desarrollo del SAF en la región Materias primas en México: caña de azúcar y residuos

In this episode of the Biomass Beat podcast, Argus' senior reporter Hannah Adler speaks with Michael Wild, president of the International Biomass Torrefaction and Carbonisation Council (IBTC) to unpack what's really shaping the next phase of torrefied biomass and take a developer-focused look at where the industry stands, and where it's heading next.     Listeners can expect to hear:    How the torrefied pellets sector is mirroring and diverging from the early wood pellet industry learning curve   Why feedstock security and logistics, rather than the technology itself, is the biggest concern for developing plants.   How shifting demand in Europe could mean for pellet producers and potential retrofits into torrefaction  What still needs to happen on policy, offtake agreements, and standards for the industry to scale.     Argus offers biomass prices, news, analysis, and consulting.    Get more information and request a free trial. 

  As importações de gasolina por portos das regiões Sul e Sudeste aumentou nos últimos meses, mudando dinâmicas de abastecimento e arbitragem. O movimento ampliou a liquidez à vista em Santos e Paranaguá e a necessidade de indicadores de preços nas transações do combustível nacionalizado nesses portos. Saiba mais acompanhando a conversa entre Maria Carolina Albuquerque, colaboradora da publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.   Os tópicos discutidos neste episódio incluem:   Dinâmicas regionais de abastecimento, importação e arbitragem Aumento da liquidez e da participação do Centro-Sul nas importações  Novos indicadores de gasolina FCA em Santos e Paranaguá  Leilões da Petrobras Efeitos da guerra no Oriente Médio

  Europe's electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.   In this episode of Power Dispatch, Argus European Electricity Senior Reporter Daniel Craig speaks with UK specialist Tim Santonastaso and market reporters John Horstmann and Jessamy Guest to discuss how these physical constraints are influencing investment strategies, policy developments, and consumption decisions across Europe.       Tune in to hear:   Where grid constraints are most severe Which innovative policies are making a difference How conditions look for Europe's energy islands     This podcast was created using data and insights from the Argus European Electricity service.     Request trial access or more information >>

A fragile peace, a reopening of the world's most critical oil artery, and a 60-day window that could reshape global energy dynamics. In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctions and Iran's nuclear programme. Is this a turning point for markets — or just a temporary pause in tensions?   Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor and Bachar Halabi, Senior Correspondent on this Strait Talk episode.

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

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more: Nickel market tightening and its impact on prices Policy uncertainty in Indonesia Power competition between nickel and aluminium Geopolitical tension pose risks to feedstock supply

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country's main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets.   Topics discussed in this episode include:   How the pattern affects Brazil's main agricultural regions Crop volumes and yields during El Niño cycles Outlook for soybean and corn crops in the central-west Outlook for crops in the south region

Agricultores se preparam para a chegada do El Niño nos próximos meses. O fenômeno climático afeta as principais regiões produtoras do País de formas diferentes, mas traz ameaças à produção e ao rendimento das lavouras. Saiba mais acompanhando a conversa entre Renata Cardarelli, editora do Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora desta publicação e do relatório global Argus AgriMarkets.     Os tópicos discutidos neste episódio incluem:     Como fenômeno se manifesta nas principais regiões agrícolas no Brasil   Produção e produtividade das safras em ciclos de El Nino   Perspectivas para as safras de soja e milho no Centro-Oeste   Perspectivas para a região Sul 

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.  In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on: Impact of the Iran–US peace agreement on the methanol industry Potential for softer pricing in Asia and slower declines in the Atlantic basin A longer-term outlook for the global methanol market Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

In this episode, Michael Ball, editor of Air Daily speaks with carbon reporter Ida Balakrishna as she examines the recent surge in RGGI allowance prices and the market forces driving unprecedented volatility. The discussion explores how Virginia's earlier-than-expected return is raising supply concerns, alongside rising emissions, growing data center-driven power demand, and shifting compliance strategies. They also unpack recent auction surprises, seasonal demand factors, and potential regulatory responses shaping the outlook for the RGGI market. Key Takeaways: Market volatility and price surges driven by Virginia's re-entry into RGGI in July Rising energy demand which is shaping emissions outlook and allowance demand Compliance deadlines and evolving regulatory expectations influencing trading behavior External drivers including seasonal demand patterns and auction outcomes

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners' decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain.   Key themes:   Diesel cracks: $46/bbl in June, more than double seasonal norms Refiners prioritise middle distillates over base oils despite uplift Group 3 imports collapse after Gulf supply halts, pushing prices to records Summer demand risk: strong diesel runs vs tightening base oil availability

  Podcast description:   The biomass industry is increasingly partaking in conversations around carbonised biomass, but confusion still arises over which term is the correct one, and what each term means.   In this episode of the Biomass Beat, host Hannah Adler speaks with Chris Wiberg of Biomass Energy Lab (BEL) to unpack the complexities behind biocoal, biocarbon, biochar and charcoal, exploring how these materials are defined, produced, and used across industries ranging from energy to agriculture.   In this episode, you'll discover:   A clear breakdown of terminology in the biocarbon sector- and why so many products sound similar but can differ How product specifications and feedstocks vary, from high-grade wood to waste-based An exploration of end uses, including energy generation, soil health, industrial inputs, and carbon removal Insights into market development and standardisation, and why clearer definitions can unlock further investment   Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

  La guerra en Medio Oriente fragmentó el mercado global de gasolina y creó dinámicas regionales de precios distintas. Los compradores de combustible en América Latina y en otras regiones se ven obligados a gestionar mejor sus riesgos con herramientas de arbitraje geográfico y de calidad, como los escaladores de RVP y octanaje. Escuche las discusiones sobre estas tendencias entre Nazareno Ferrero, gerente sénior de desarrollo de negocios de Argus en Buenos Aires, y Camila Fontana, sub jefa de la redacción en São Paulo.   Los temas discutidos en este episodio incluyen:  Flujos de gasolina y patrones de precios antes y después de la guerra  Referencias globales de precios  Asia pasa de equilibrada a deficitaria en gasolina  Europa y la Costa del Golfo ganan importancia como proveedores globales  Uso de escaladores de RVP y octanaje en las decisiones de negociación 

  The war in the Middle East fragmented the global gasoline market and created distinct regional pricing dynamics. Fuel buyers in Latin America and beyond are forced to better manage their risks with geographic and quality arbitrage tools, like RVP and octane scalers. To learn more, listen to this conversation between Nazareno Ferrero, Argus Senior Business Development Manager based in Buenos Aires, and Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo.   Topics discussed on this the episode include:  Gasoline flows and price patterns before and after the war   Global price benchmarks   Asia shifts from balanced to short in gasoline   Europe and the Gulf Coast gains importance as a global suppliers  Using RVP and octane scalers in trading decisions 

  A guerra no Oriente Médio fragmentou o mercado global de gasolina e criou dinâmicas regionais de precificação distintas. Compradores de combustível na América Latina e em outras regiões são forçados a gerenciar melhor seus riscos com ferramentas de arbitragem geográfica e de qualidade, como os escaladores de RVP e octanagem.  Ouça as discussões sobre essas tendências entre Nazareno Ferrero, gerente sênior de desenvolvimento de negócios da Argus em Buenos Aires, e Camila Fontana, chefe adjunta da redação em São Paulo.    Os tópicos discutidos neste episódio incluem:  Fluxos de gasolina e padrões de preços antes e depois da guerra  Referências globais de preços  Ásia passa de equilibrada para deficitária em gasolina  Europa e Costa do Golfo ganham importância como fornecedores globais  Uso de escaladores de RVP e octanagem nas decisões de negociação 

This podcast explores how the ongoing conflict in the Middle East has disrupted global tanker markets, with a focus on both crude and clean petroleum product (CPP) shipping. The discussion focuses on the impact of the US–Iran war on freight rates, trade flows, vessel movements, supply chains, and the outlook for tanker markets in Asia and globally.

On this week's Strait Talk, we dive into the geopolitical headwinds facing a US–Iran deal, with Israel and Lebanon at the centre of the challenge.

Hear Argus' essential analysis fertilizer demand destruction, as the impact the Middle East conflict continues to shake global markets. This episode focuses on what demand destruction is, why it'shappening and how the ripple effects could hit North America, South America and Europe. We also explore whether farmers are delaying application, if crop margins are collapsing, food inflation – and how governments are responding. Join Mike Nash, Senior Editor – Fertilizers, Claudia Wlk, Editor – Argus European Fertilizer, Taylor Zavala, Deputy Editor – Argus North American Fertilizer and Renata Carderelli Gabrielli, Editor – Argus Brazil Grains and Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

In episode one of “Oil in Focus” David notes a weakening oil complex since mid-May, despite scant progress in re-opening the Hormuz Strait. He suggests that Iran may struggle for widespread acceptance of proposed transit fees, leaving commodity flows minimal. But there's evidence that demand restraint and stock draws for now are capping price rises.

Hear Argus' essential analysis of the what's driving Australia's phosphate market, focusing on the impact of the Middle East conflict, current market dynamics, Australian's phosphate projects, import trends, how Argus' weekly MAP 10-50 fca Geelong price assessment has reacted and Australian market sentiment on next season. Join Tom Hampson, Global Editor – Phosphates and Susy Cornford, Market Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: How are the fundamentals of the Australian phosphate market developing? What changes have there been around Phosphate Hill? What are the latest updates on Australian phosphate projects including PRL's Ardmore site, Avenira, Ammaroo, and Northwest Phosphate? Australia is also a significant importer of phosphates - how are imports looking so far this year? How significant is the impact of the US-Iran war? Has Argus' weekly MAP 10-50 fca Geelong price assessment reflected the global price trend? What is Australian sentiment on next season? Related links Argus Phosphate price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series