Argus Media

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

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

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

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

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

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

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

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

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market How is the Turkish market doing our last update in March How the lowering prices affected the market dynamics How demand has been for the past 3 months What is the current situation in the market

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 and supply disruptions. Key themes Price swings: Gasoline–naphtha spread jumped to $270/t in May, a three‑year high European exports to US hit an 11‑month peak as freight costs collapsed Drivers of volatility: US–Iran conflict, summer‑grade transition and rebound in ARA blending Outlook risk: Tighter VGO supply, weak West African pull and narrowing US arb

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 regional imbalances emerging across key hubs. The discussion unpacks the evolving impact on pricing, flows, and blending behavior across US gasoline markets. Key Takeaways Tightening supply:S. gasoline inventories fell more than 16% since late February, signaling a sharper-than-normal seasonal draw. Global pull on barrels: Strong export demand—up ~32% vs. the five-year average—has redirected Gulf Coast supply into international markets. Shifting regional balances: Early Atlantic Coast tightness gave way to late-spring oversupply as imports and pipeline flows rebounded while demand lagged. Policy impacts: Jones Act and EPA waivers reshaped flows and blending dynamics, with limited Northeast relief but increased Gulf Coast-to-West Coast shipments. Atypical pricing signals: RBOB spreads widened despite regulatory flexibility, reflecting stricter blending behavior and altered summer demand patterns. Stay ahead of evolving gasoline market dynamics with Argus’ expert analysis on pricing, flows, and regulatory impacts shaping the summer 2026 outlook.

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 discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What impact has China’s 2026 MOP contract had? What are the latest developments in China’s domestic potash market? Why are major importers keeping their prices steady, despite traders’ prices softening slightly? What influence does China’s domestic dual pricing system have? How is the Middle East war and its impact affecting Chinese importers’ views on this yea’rs MOP supply? What are the expectations for China’s 2027 MOP contract? Related links Argus Potash price reporting service | More info | Request trial Argus NPKs price reporting service | More info | Request trial More information: Potash short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series    

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’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 once the market starts operating. Tune in for expert insights on: Türkiye ETS compliance set up, challenges Offsetting: national, other carbon credit standards How Cop-31 may accelerate Türkiye’s ETS launch What could Türkiye ETS prices look like? Learn more about the Argus Carbon service

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 biodiesel, e Lucas Boacnin, gerente de desenvolvimento de negócios. Os três adiantam alguns dos temas que serão discutidos durante a conferência que a Argus promove em São Paulo entre 15 e 17 de junho.  Alguns dos tópicos deste episódio:   Novos mandatos globais aumentam demanda por biocombustíveis  Maior demanda por biocombustíveis na Ásia  Brasil como fornecedor internacional de insumos  Descarbonização do transporte marítimo   Produção e demanda doméstica de etanol  Alta das exportações brasileiras de biodiesel  

Experts assess risk management, spot buying trends, and pulses demand dynamics amid volatility and geopolitical pressures in Southeast Asia.

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 and demand balance? How are the new MDI and TDI trade flows between Europe and the US driving market change? What is the global isocyanates outlook for the second half of 2026? Laura Tovey-Fall will be presenting on 'The Flexible PU Foam Market Outlook: Upstream & Downstream' at Europur's conference on Wednesday 10th June 2026. Click here ([email protected]) to request a meeting or find out more about Argus Isocyanates. 

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 and logistics keep up with this unprecedented demand? Host Anu Agarwal (Vice President, Business Development, Argus Oil in Asia) is joined by Amy Strahan (Editor, LPG North America) to examine how Gulf Coast terminals and Mont Belvieu storage are operating at full capacity to keep cargoes moving, and why looming bottlenecks could reshape prices and trade flows in the months ahead.

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. We examine shifting arbitrage, demand erosion from high prices, and the near-term supply outlook amid persistent geopolitical uncertainty.

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 discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.  Key questions answered in this podcast: How has the Middle East war impacted the North American fertilizer market? Why have US traders decided they’d rather export phosphates than sell domestically? Are we seeing similar dynamics play out in the urea market? How have Indian urea buy tenders impacted Nola urea prices? How are US politicians and government officials reacting to market conditions faced by farmers? Could removing countervailing duties (CVDs) have a big impact on the phosphate market – and potentially lower the cost of fertilizer in the US? Related links Argus North American Fertilizer price reporting service | More info | Request trial Argus Nitrogen price reporting service | More info | Request trial Argus Phosphates 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    

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 by market reporters James Doran and Ilenia Reale to discover the lessons and pitfalls from the storage race so far, and to consider hydropower’s role in a flexible, green grid.   Listen to discover key insights on: ·      Storage success stories ·      Where is deployment struggling, and why? ·      The role for hydropower: Should it be more of a policy focus?   This podcast was created using data and insights from the Argus European Electricity service.   Request trial access or more information >>

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

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.    The Global LPG Storage Survey is now quarterly, providing an expanded view into each region. It is published as part of Argus LPG World, a renowned source of valuable insights to keep you up-to-date on the LPG markets.

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 behind the early May increase in Chinese flat steel prices and how market conditions evolved through the quarter • Impact of export license constraints on Chinese flat steel offers and buyer behavior • Role of geopolitical risks in supporting prices through freight, insurance and broader supply concerns • Effect of higher slab and semi-finished steel prices on hot-rolled coil pricing, substrate costs and mill margins • Market expectations for Chinese flat steel prices, export volumes and domestic demand in the coming months    

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 markets are responding, and why tightness may persist through the remainder of 2026. Covered in this episode • Why security of supply has overtaken sustainability and policy as the top priority for aluminum buyers • The impact of Middle East disruption on global availability, inventories and LME market structure • How European and US premiums are moving — and why further upside remains likely • The role of tariffs, trade flows and regional competition in shaping the US aluminium market • Why demand destruction has so far been limited despite historically high prices • The outlook for supply if the Strait of Hormuz reopens in the immediate future — including the release of stockpiled metal • How scrap and secondary aluminum markets are responding, particularly in Europe and the US