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
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.
Straits Talk: I toll you this would happen
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.
Fertilizer Matters EP54: Middle East Conflict – Fertilizer Demand Destruction
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
Oil in Focus - June 9th 2026
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.
Fertilizer Matters EP53: Middle East Conflict – Impact on Australia’s Phosphate Market
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 Repo
Driving Discussions: US Driving Season and European Gasoline, Naphtha Dynamics
In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) is joined by Atishya Nayak (Senior Gasoline Reporter - European Products Report) and Jide Tijani (Naphtha Reporter — European Products Report) to examine how the US driving season and the US–Iran conflict are influencing gasoline and naphtha markets in Europe — from exports and arbitrage shifts to blending economics a
Driving Discussions: Summer 2026 Outlook - War Driven Tightness in U.S. Gasoline Markets
In this episode of Driving Discussions, Argus editors Jared Ainsworth, US gasoline editor, and Stephanie Crawford, associate editor and US Atlantic coast gasoline reporter, analyze how the US–Iran conflict has rapidly reshaped gasoline fundamentals ahead of the summer driving season. What began as a well-supplied market has tightened significantly, with exports rising, imports lagging, and regiona
Fertilizer Matters EP52: China’s Potash Market
Hear Argus’ essential analysis of China’s potash market, focusing on China’s 2026 MOP contract, developments in China’s domestic market, importer and trader pricing, China’s domestic dual pricing system, impact of the Middle East War and expectations for China’s 2027 MOP contract.
Join Huijun Yao, Editor – Asia Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash and NPKs, as they discu
Strait Talk: UNCLOS the strait!
In this special podcast episode, our experts take a closer look at how the Hormuz situation is unfolding — from the implications of Iran’s evolving stance on transit and tolls, to the impact of US enforcement measures — and what it all means for oil flows, regional trade dynamics, and global market sentiment in the weeks ahead.
Türkiye emissions trading system: Setup, Barriers & Outlook
Türkiye’s emissions trading system (ETS) pilot phase has been delayed by a year and is now expected to start from early 2027.
In this episode, Erisa Senerdem speaks with Oğuz Tosun, CEO of Climate Balanced, on the system’s setup, challenges, and timelines. They also discuss whether Türkiye’s role as host of COP31 could accelerate the launch of the pilot phase, and what prices might look like onc
Falando de Mercado: América Latina e biocombustíveis
A América Latina avança como potência global em biocombustíveis em um momento de forte crescimento na demanda. O Brasil lidera o movimento, com políticas públicas e investimentos que posicionam a região como decisiva na transição para a energia limpa. Acompanhe a conversa entre Maria Lígia Barros, responsável por precificação de etanol na Argus, Natalia Dalle Cort, responsável por precificação de
Trading and risk management trends in southeast Asia's agriculture market
Experts assess risk management, spot buying trends, and pulses demand dynamics amid volatility and geopolitical pressures in Southeast Asia.
Chemical Conversations: Polyurethanes Global Outlook
In this episode of Chemical Conversations, Argus’ James Elliott speaks with global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments and what they could mean for the market in the months ahead.
Ahead of Europur’s annual conference on 9 - 11 June 2026, the team discuss:
What is the latest in terms of the European isocyanate supply
Global LPG Conversations: US butane flows surge to meet Asia’s demand
Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans.
The war in Iran and the Strait of Hormuz blockade have shaken LPG trade flows, sending delivered butane prices in Asia to multi-year highs and leaving buyers racing to secure alternative supply. US producers and exporters are stepping in fast—but can export capacity an
Base Oils Disrupted: War-Driven Supply Tightness
In this special edition episode, we discuss the impact of the US–Iran conflict and the closure of the Strait of Hormuz on the global base oil markets. Even as trade flows evolve, Group III supply remains limited, driving price spikes in the US and Europe. Market participants look towards Asia as supply is showing signs of a recovery and China’s growing output is reducing its reliance on imports. W
Fertilizer Matters EP51: North American Fertilizers - To Re-Export or Not Re-Export
Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/officials reaction to market conditions and the potential impact of removing CVDs.
Join Calder Jett, Editor – North American Fertilizer and Taylor Zavala, Deputy Editor – North American Fertilizer as they
Power Dispatch: Storage Wars - Batteries and Dams in focus
Here is the podcast description to post on podbean:
In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with Deputy Editor Apostolos Tsarikas to learn more about how intermittent renewables are transforming the European power system, sparking a rush for grid flexibility through energy storage, whether battery or otherwise. They are joined b
Fertilizer Matters EP50: Southeast Asia’s Phosphate Market
Hear Argus’ essential analysis of what’s driving changing trade flows in Southeast Asia’s phosphate market, focusing on the impact of the Middle East war, China’s export constraints, buyers diversifying supply chains, rising DAP price and affordability pressures, weak crop prices and potential El Niño implications.
Join Huijun Yao, Editor – Asia Fertilizers and Hui Xuan Lek, Market Reporter – Fert
Global LPG Conversations: New storage data highlights Africa growth
Editor Peter Wilton is joined by LPG World editor Matt Scotland and reporter Yasmin Zaman to unpack the latest findings from the Global LPG Storage Survey. They explore how clean cooking policies are driving modest capacity growth, a surge in project pipelines particularly in sub-Saharan Africa and what rising geopolitical tensions and shifting trade flows mean for future infrastructure investment
Metal Movers: China flat steel outlook shaped by exports, costs and risk
Chinese flat steel prices rose sharply in early May, supported by stronger domestic sentiment, tighter export conditions and heightened geopolitical risks. Annie Wang, senior analyst at Argus Media, discusses how these factors, along with firming semi-finished steel prices, are shaping market dynamics in China and influencing global ferrous trade.
Key topics covered in the podcast:
• Drivers behin
Metal Movers: The Global Aluminium Supply Squeeze
In this episode, Argus examines the intensifying supply squeeze in global aluminum markets following the outbreak of the US-Iran war and the closure of the Strait of Hormuz. With inventories at historically low levels and competition for units increasing across regions, supply security has become the dominant concern for consumers. Our experts explore how trade flows, premiums and secondary market
Falando de Mercado: Clima e combustíveis fósseis
Discussões climáticas estão em um momento de transição, com alguns países querendo cada vez mais foco em combustíveis fósseis e menos em emissões, enquanto outros seguem resistentes a essa mudança. Acompanhe a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin.
Alguns dos tópicos deste episódio:
Foco anterior no papel das emissões de carbon
Hablando de Mercado: Clima y combustibles fósiles
Las discusiones climáticas atraviesan un momento de transición, con algunos países que buscan cada vez más centrarse en los combustibles fósiles y menos en las emisiones, mientras que otros se mantienen resistentes a este cambio. Siga la conversación entre Camila Fontana, subdirectora de la redacción de Argus en Brasil, y el editor Lucas Parolin.
Algunos de los temas de este episodio:
Enfo
Market Talks: Climate and Fossil Fuels
Climate discussions are at a moment of transition, with some countries increasingly calling for greater focus on fossil fuels and less emphasis on emissions, while others remain resistant to this shift. Follow the conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin.
Some of the topics in this episode:
Previous focus on the role of carbon emi
Recommended
The Daily
The Joe Rogan Experience
World News Tonight with David Muir
Talk About Talk - Executive & Leadership Communication Skills
This Past Weekend w/ Theo Von
Stand In The Circle
Conspiracy Files with Paige Carter
Learn English B1 with Daily News | English Listening Practice
Bad Friends
The Swerve Podcast: Obscure Topics | Conspiracy Theories
The Bread and Banter Podcast
The Church of What's Happening Now: The New Testament
