Argus Media
Argus Media is a leading provider of price assessments, intelligence and market data on a variety of global energy and commodities markets. The podcast likely covers market analysis, trends, and insights related to energy and commodities. It is produced by Argus Media, a company based in the USA.
Episodes
Falando de Mercado: Compras de fertilizantes avançam
As compras de fertilizantes para a segunda safra de milho 2026-27 do Brasil se aceleraram, mas preços acima do esperado pelos agricultores e a ampla janela de compras mantêm as importações de nitrogênio abaixo do nível do ano anterior. Acompanhe a conversa entre Renata Cardarelli e Gisele Augusto, que produzem o relatório Argus Brasil Grãos e Fertilizantes.
Os tópicos discutidos neste episódio
Market Talks: Fertilizer Demand Accelerates
Purchases of fertilizers for Brazil's 2026-27 second corn crop have accelerated, but prices remain higher than farmers expected and the extended purchasing window is keeping nitrogen imports below last year's levels. Listen to the discussion between Renata Cardarelli and Gisele Augusto, who produce the Argus Brazil Grains and Fertilizersreport.
Topics covered in this episode include:
The shar
Strait Talk: Mocha Pot-shots
Freight rates have gone vertical.
With tanker costs doubling in September and new threats to Saudi export infrastructure, the economics of oil trade are changing fast.
This week on Strait Talk, Argus experts unpack the freight crisis, the growing pressure on Red Sea and Hormuz shipping routes, and what it means for global oil markets.
In this week's episode, Tom Reed is joined by John Olett, Head
Driving Discussions: US Gulf Coast Gasoline -Trade Flows and Fall Outlook
Geopolitics drives mineral markets. Ed Conwayjoins Argus to explore trade wars, rare earths, and if the West can rebuild critical mineral supply chains.
The US Gulf Coast gasoline market has undergone notable shifts in 2026, driven by the lasting effects of the US-Iran conflict, changing domestic fuel movements and the seasonal transition to higher-RVP winter gasoline specifications.
In this episo
From the Economist's Chair: Oil in Focus episode 4 - A Fork in the Road
Physical vs. paper disconnect. Crude, diesel and freight markets are signalling stress that futures prices aren't yet capturing — driven by Middle East pipeline disruptions and restricted flows through critical maritime chokepoints.
Fragile recovery reversing. A tentative summer rebound in regional exports is losing ground as shipping attacks intensify and instability spreads along key routes.
A
Metal Movers: Ed Conway on the new mineral trade wars
Argus spot prices for the rare earth compound dysprosium oxide are currently ten times higher in the US than in China. Such a gap reflects a world where geopolitics is increasingly shaping commodity markets. But as broadcaster and author Ed Conway argues, the weaponisation of trade, for critical minerals and beyond, is as old as trade itself.
In this episode, Ed joins Argus battery materials repor
Driving Discussions: Europe's Shifting Fuel Oil Trade
Rotterdam’s record-low VLSFO sales reveal how quickly Europe’s marine fuel market is being reshaped by forces at home and abroad. In this episode, Josh Michalowski (Diesel Reporter, Argus European Products) speaks with Bob Wigin (Fuel Oil Reporter, Argus European Products) about the changing balance between VLSFO and HSFO as RED III alters bunker economics and geopolitical disruption reshapes supp
Fertilizer Matters EP59: Ammonia hit by Europe’s gas crunch
Ammonia production across Europe face major consequences due to mounting pressure on European gas markets. Ahead of winter, record-low inventories, conflict in the Middle East as well as Russian and Ukraine, strong Asian demand and maintenance outages are all pushing delivered gas prices to their highest since 2022.
Hear Argus’ essential analysis of the impact of the gas market on Europe’s ammoni
Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects
Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects
Fertilizer Matters EP58: China’s feed phosphate market
Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact of raw material and production costs on China's feed phosphate sector. We also examine how rising freight rates are shaping export opportunities and take a closer look at tricalcium phosphate (TCP).
J
Fertilizer Matters EP57: Urea market outlook - getting granular
Hear Argus’ essential analysis of the urea market outlook — what's left of 2026,
and what 2027 has in store. Is it simply going to be more of the same? Does the
uncertainty and geopolitical disruption we've seen this year just persist into next
year? Where's the upside, where's the downside, and what are the key risks to
the forecast?
Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst
Falando de Mercado: Fees de biodiesel
Os preços dos contratos de biodiesel para o 5º bimestre subiram em todo o país. Por que, mesmo com uma oferta menor de óleo de soja, os compradores ainda conseguem limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Ar
Falando de Mercado: Gás do Povo e o mercado de GLP
O programa Gás do Povo ampliou o acesso ao gás de cozinha para famílias de baixa renda e alcançou sua meta de inclusão de milhões de beneficiários. No entanto, a iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por preci
Metal Movers: Manganese's battery future, beyond industrial narrative
Why carmakers are turning to high-manganese chemistries and how Firebird plans to develop a full manganese battery supply chain outside China.
Strait Talk: Larak Attack!
Just when the outlook for the Strait of Hormuz appeared to be stabilising, tensions have escalated again.
Following US strikes on Iranian military installations on Larak Island on 30 August, Iran retaliated with further attacks across the region and intensified its targeting of shipping. Saudi vessels have been struck in both the Strait of Hormuz and the Red Sea, while the possibility of further m
Biomass Beat: The future of biomass in SAF with Nova Pangaea
In this episode of the Biomass Beat podcast, Argus’ deputy editor Hannah Adler speaks with Nova Pangaea Technologies' Chief Commercial Officer Jonathan Wood to discuss the future of sustainable aviation fuel (SAF), the role of biomass feedstocks, and what it will take for the next generation of SAF projects to secure investment and scale commercially.
Tune in for key insights including:
Can SAF s
SAF Insights: What’s next for Thailand’s Bangchak in SAF & biofuels?
Thailand’s SAF market is moving from ambition to production as new capacity comes online and airlines consider their next steps. In this episode of SAF Insights, Sarah Giam (Associate Editor, Asia Biofuels and Net Zero) speaks with Bundit Hansapaiboon (President, Refinery and Marketing Business Group, Bangchak Corporation) about launching Southeast Asia’s third standalone hydrotreated biofuels pla
Metal Movers: Can the UK build a lithium industry before it's too late?
Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up.
In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus batter
Strait Talk: Economic Warfare
In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine Washington's latest efforts to isolate Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position.
The discussion also tackles one of the most important questions in global oil markets today: how m
Driving Discussions: Why Diesel Markets Are on Edge
A sharp reduction in Russian diesel exports is creating a new strain on an already fragile global market. In this episode of Driving Discussions, Benedict George (Editor, Argus European Products) and Josh Michalowski (Diesel Market Reporter) discuss how the loss of Russian supply is reshaping trade flows and intensifying pressure across European and international diesel markets.
They examine how s
Falando de Mercado: Guerra no Oriente Médio e asfalto
A guerra no Oriente Médio alterou fluxos de asfalto e pressionou preços. Entenda os impactos para a América Latina com especialistas.
Global LPG Conversations: Rhine crisis hits European LPG logistics
A look at the logistical, pricing and seasonal consequences of restricted access to Germany’s inland LPG market.
Record-low Rhine water levels have brought LPG barge traffic to a near standstill, cutting German buyers off from the ARA hub and disrupting a vital route for European supply. In this episode of Global LPG Conversations, David Appleton (Senior Vice-President, Global LPG) speaks with Wal
Metal Movers: Who really controls critical mineral supply chains?
Critical minerals have become central to geopolitics, industrial policy and the energy transition. But who ultimately controls supply chains, and can western governments realistically challenge China's dominance?
In this episode, Argus battery materials reporter Chris Welch speaks with journalist and author Nicolas Niarchos, whose book The Elements of Power: A Story of War, Technology, and the Dir
Chemical Conversations: Global Polymers Market Evaluation Turkey August 2026
Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, speaks about:
Key developments in the Turkish polymers market since July
How freight conditions have affected market dynamics
The current market landscape and key factors influencing the outlook
Biofuels Forecasting in a Policy-Driven Market
Record U.S. biofuels compliance mandates, EPA small refinery exemptions, and shifting supply chains continue to influence RIN supply dynamics, adding complexity to increasingly sophisticated forecast models.
In this episode, Philip Goughary (Business Development Manager, Renewables and Biofuels) speaks with Zander Capozzola (Principal Consultant, Renewable Fuels) about why understanding the RIN b
Strait Talk: Scylla and Charybdis
This week episode, Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial break down the latest developments in Middle East crude logistics, alternative export routes and what they could mean for global oil markets.
Chemical Conversations: Hormuz Supply Shifts, 2026 Demand Decline & Asia and Atlantic Pricing
Welcome to Episode 23 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series.
In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:
How supply dynamics in the Strait of Hormuz are leading to tightening market conditions
Why global methanol demand is set to decrease in 2026
The pricing outlook for Asia
Metal Movers: Can lithium be produced without consuming water?
In this episode, ElectraLith chief executive Charlie McGill explains how the company's electrochemical extraction and refining technology aims to eliminate water and chemical use during processing, while helping bring new lithium resources into production.
Key topics include:
ElectraLith's Captura partnership and pilot programme
Why water is becoming a key lithium constraint
The economics of dire
Chemical Conversations: Can pyrolysis scale in time for PPWR?
As the Packaging and Packaging Waste Regulation (PPWR) begins to take effect, the industry faces significant questions around investment, scale-up, recycled content targets and mass balance accounting.
In this episode of Chemicals Conversations, Argus speaks with Valentijn De Neve, CEO of BlueAlp and President of Chemical Recycling Europe, about the role pyrolysis can play in helping Europe meet i
Metal Movers: Critical minerals scrap - the new resource nationalism?
Overview
In this episode, Argus examines new US export controls on tungsten scrap and battery black mass, introduced as part of a broader effort to secure domestic critical mineral supply chains. Our experts discuss the immediate market impact, the implications for recyclers and processors, and whether similar measures could spread to other metals and regions.
Covered in this episode
What the new
Chemical Conversations: Inside Europe's Olefins Pricing System
For decades, Europe's ethylene and propylene markets have relied on monthly contract settlements to establish pricing across the value chain. But changing market dynamics, greater discounting and a smaller pool of negotiators are prompting discussion about how pricing could evolve in the years ahead.
In this episode of the Chemical Conversations series, Alan Williamson, Argus Olefins Consultant, s
Can Europe Meet ReFuelEU e-SAF Targets?
Hear Argus' hydrogen experts assess whether Europe can meet ReFuelEU Aviation targets and what this means for e-SAF growth.
Tune in for key insights on:
How the EU SAF project pipeline is developing — from announced plans to the few projects reaching FID.
Why meeting early-year targets looks increasingly difficult and the volumes required in real terms.
Positive signs for e-SAF: policy mom
Navigating PE & PP Markets in South and West Africa
The Polyethylene and Polypropylene markets across South and West Africa continue to evolve in response to shifting global trade flows, changing supplier strategies and regional demand dynamics.
In our latest podcast, Dila Odluyurt, Senior Reporter, Chemicals explore the key factors shaping these markets, including:
The impact of ongoing geopolitical tensions and conflict on supply chains and
The Crude Report: Europe eyes cheap and ample Saudi crude
Saudi crude looks relatively cheap for a European buyer, after state-owned Saudi Aramco cut its official formula prices for European buyers by more than expected. This would benefit European refiners in September, who have been scrambling for medium sour crude since the start of the US-Iran war.
In this episode, Argus Crude deputy editor Lina Bulyk and Mediterranean crude reporter Ellanee Kruck di
How US Olefins Markets Shape Price Discovery
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 f
Driving Discussions: El Paso’s New Role in US Fuel Pricing
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.
T
Metal Movers: Can lithium refining keep pace with Europe’s mining ambitions?
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 Ba
Weight of Freight: The cost of maritime uncertainty in June-July
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
Asia’s Olefin Market Structure and Pricing
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 ot
Advanced HVO markets: Introducing class V price assessment
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 H
Hydrocarbon and Rosin Ester Tackifier Outlook
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
Roadblocks and Resilience: Americas Asphalt Outlook
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,
The Crude Report: Europe faces CPC Blend loadings disruption
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 o
Strait Talk: Conflation in the Gulf
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 b
Driving Discussions: Fuel Oil in an Era of Geopolitics & Alternative Fuels
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 deve
From the Economist's Chair: Oil in Focus episode 3 - Crazy Water.
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.
Falando de Mercado: biometano deixa a teoria e avança
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, edito
Fertilizer Matters EP56: Brazil’s Phosphate Market
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 a
Chemical Conversations: Methanol Market - Geopolitics, Hormuz & China Q4 Outlook
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 offer
Falando de Mercado: alta nos fertilizantes da soja
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
Strait talk: From Bab to worse
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 ex
SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze
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 K
Falando de Mercado: químicos de pinus e petróleo
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 Sique
How ISO is shaping the future of pyrogenic biocarbon
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 internationa
Fertilizer Matters EP55: Market sentiment after IFA’s Annual conference
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 –
LPG Markets Under Middle East Conflict Pressure
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 ex
Falando de Mercado: fertilizantes sustentáveis no Mercosul
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
Market Talks: Sustainable Fertilizers in Mercosur
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 Pam
Strait talk: O(h)man — not again…
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 gl
Global Polymers Market Evaluation Turkey July 2026
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
Strait Talk: Vance more with feeling
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 indicat
Falando de Mercado: SAF avança no Brasil e México
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
Market Talks: SAF advances in Brazil and Mexico
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 Camil
Hablando de Mercado: SAF avanza en Brasil y México
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 panoram
The Biomass Beat: Torrefied Pellets: Early Lessons and What Comes Next
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
Falando de Mercado: gasolina importada no Sul/Sudeste
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
From the Economist's Chair - Oil in Focus podcast series Episode 2
Power Dispatch: Bottlenecked — Pushing Grids to the Limit?
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 Santonas
Strait Talk: Hormuz Movie
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
Metal Movers: Nickel and aluminium markets shaped by Indonesia policies and global disruptions
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
Market Talks: Brazilian farmers and El Niño
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
Falando de Mercado: Agro brasileiro e El Ninõ
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
Chemical Conversations: Methanol Market Outlook, Iran‑US Agreement & Pricing
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 gl
Virginia is for RGGI Lovers | Argus Media
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 st
Base Oils in Focus as Diesel Margins Dominate
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,
Biomass Beat: Understanding biocoal, biochar and biocarbon
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, explorin
Hablando de Mercado: gasolina global fragmentada
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,
Market Talks: fragmented gasoline market
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 Aire
Falando de Mercado: gasolina global fragmentada
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, gere
Weight of Freight: US–Iran conflict reshapes tanker markets
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.
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