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Argus Media
Published by Argus Media
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Argus Media podcast
Listen on Apple PodcastsPublished by Argus Media
Argus Media podcast
Listen on Apple PodcastsGlobal 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.
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Observed July 30, 2026.
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