Argus Media

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects

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). Join Hui Xuan Lek , Market Reporter – Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What are feed phosphates and what is the relevance of the different grades? VIV Select China Tradeshow: What was the feed phosphate market sentiment at the event? How have prices, demand, raw materials cost and overall production costs impacted the Chinese feed phosphate market? How much of an impact have rising freight costs had on the export market? TCP, Tricalcium Phosphates: How is it produced and why has there been growing demand for it, particularly in Europe and Japan?

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 as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

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 Argus. Os tópicos discutidos neste episódio incluem: Fees e formas de comercialização de biodiesel Situação do complexo soja que definiu as negociações Margem de esmagamento empurra remuneração do biocombustível Diferenciais por região Levantamento da Argus com produtoras e distribuidoras Perspectivas para fim do ano e 2027

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 precificação de combustíveis fósseis na América do Sul.

Why carmakers are turning to high-manganese chemistries and how Firebird plans to develop a full manganese battery supply chain outside China.

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 military action against Iranian tankers is raising fears of a new tanker war. In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.

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 supply keep up with demand? The feedstock challenge: Which biomass resources, including waste wood, forestry residues, and agricultural waste, are best placed to support long-term SAF growth? Carbon-negative aviation fuels: How Nova Pangaea’s pyrolysis technology and biochar co-production could create additional revenue streams and generate carbon removal credits. Financing the next generation of projects: The role of policy support, including the UK’s proposed Revenue Certainty Mechanism, and the key milestones to watch for Project Speedbird. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

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 plant and building a viable market around it. Key topics: Certification as the gateway to global SAF markets Unlocking Thailand’s untapped UCO supply Closing the gap between airline ambition and demand SAF-HVO flexibility as markets develop The next stage of Thailand’s bio-refining transition

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 battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority. Key topics include: Cornish Lithium's path to commercial production Whether the UK's 50,000 t/yr lithium target is realistic The biggest barriers facing lithium projects in the UK Why China remains central to the global lithium market The growing importance of supply-chain security and defense

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 much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.

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 supply disruption spreads between regions, why Europe remains exposed even without importing Russian diesel directly, and whether refiners and consumers can absorb another period of market tightness. Growing pressures in global diesel supply chains and their wider market impact How shifting trade flows are reshaping diesel markets around the world The factors driving unprecedented volatility in diesel pricing Why global energy markets are becoming increasingly interconnected The challenges facing refiners, traders and fuel consumers in today's market

A guerra no Oriente Médio alterou fluxos de asfalto e pressionou preços. Entenda os impactos para a América Latina com especialistas.

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 Waldemar Jaszczyk (Deputy Editor) about how extreme drought is affecting petrochemical demand, inland distribution and LPG pricing across the region. Key themes: German crackers lose access to key butane supplies Limited alternatives: rail and low-water barges struggle to fill the gap Winter supply risk: volatile propane pricing meets low German stocks

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 Dirtiest Supply Chain on Earth follows cobalt, copper and other critical minerals from mines in the Democratic Republic of Congo to the industries that depend on them. Key topics include: Whether western financial systems are suited to commodity investing China's influence over markets and even prices The influence of long-term contracts in cobalt over spot markets The reliability of data for industrial pricing benchmarks Whether a focus on extraction neglects the role of surrounding infrastructure The challenges facing governments

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

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 bank is now central to pricing, positioning and compliance risk. The conversation looks at how RIN balances have become more complex in 2026, what “paper blending” means for the market, and why Argus Biofuels Outlook uses live compliance modelling to track policy, production, feedstock and credit signals across a 15-month forecast horizon.

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.

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 and the Atlantic Basin Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

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 direct lithium extraction and refining The challenge of refining outside China Where governments should focus funding