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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 t...
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, flow...
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 an...
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, challeng...
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 tema...
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...
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 Devel...
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...
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 questi...
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 ...
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 se...
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...
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 ...
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 episo...
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 carbono no aquecimento global Acordos das COP e gargalos de implementação União de países pela transição para long...
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: Enfoque previo en el papel de las emisiones de carbono en el calentamiento global Acuerdos de las COP y cuellos ...
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 emissions in global warming COP agreements and implementation bottlenecks Coalition of countries pushing for a...
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: · Continued impacts from the war in Iran · Global market update on prices, trade flows and supply and demand · Update on low-carbon methanol projects and post-IMO spring meeting reflection Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more info...
In this episode, Anna Prokhorova (Senior reporter - waste feedstocks, Biofuels, Argus Media) is joined by Arezki Djelouadji (partner, Greenea) to explore the reasons behind the disconnect — from UCO’s structural pricing link to Ucome, to the role of blend walls, growing demand from HVO and SAF, and the rise of feedstock flexibility. They also look at shifting global trade flows and what changing US policy means for European markets, and why short-term signals differ from the longer-term outlook....
This episode examines how Asian LPG markets, particularly India and China, have coped with the prolonged closure of the Strait of Hormuz due to the Iran war. It details India's demand destruction and pivot to US barrels, alongside China's flexible petrochemical-driven adjustments. The discussion also covers the shift in regional pricing benchmarks, the unprecedented surge in butane prices, and the lasting structural changes reshaping global LPG trade flows.
This episode was recorded on 1 May 2026 Global energy markets are at a turning point—and the Middle East is right at the center. Supply remains constrained by regional tensions, while demand continues to hold strong, especially across Asia. The United Arab Emirates is redefining its role within OPEC, signaling a shift toward greater production independence and long-term strategy over collective control. Join Tom Reed, VP – China, Crude and Oil Products and Dubai‑based experts Nader Itayim, Middl...
Hear Argus’ essential analysis of how the Middle East conflict is impacting the potash market and discover why potash stands out as an anomaly – with demand rising despite the war, defying historical trends. This episode focuses on production, logistics, prices, the lack of demand destruction, future risks, key takeaways and what to watch out for next. Join Mike Nash , Senior Editor – Fertilizers and Julia Campbell , Global Editor - Potash as they discuss these topics in the latest episode of Ar...
This episode explores how the Strait of Hormuz closure is tightening bitumen supply chains, particularly impacting African imports and European refinery operations, which are prioritizing other fuels. The resulting price shock, with bitumen prices soaring, is significantly dampening demand and postponing infrastructure projects in key markets like Romania and Morocco. Experts discuss the emerging supply-demand equilibrium, regional market outlooks for 2026, and the critical role of pricing in this volatile environment.
With tensions in the Middle East continuing to escalate, this episode breaks down the outcome of Project Freedom, Iran’s creation of the Persian Gulf Strait Authority, and the implications for global shipping and negotiations. It also explores evolving ceasefire proposals and the impact on Gulf economic stability. Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, senior correspondent, for this exclusive discuss...
A closer look at how shifting trade routes and constrained transit are changing propane market dynamics in Europe and beyond. The European propane market has begun to decouple from global price movements, lagging further behind Asia‑Pacific gains with each passing week. With around 30% of global seaborne supply removed from the market following the effective closure of the Strait of Hormuz, tightening conditions might have been expected to affect all buyers. Yet, Europe has so far remained relat...
A disponibilidade de embarcações para escoamento de petróleo em alto-mar é um gargalo para a expansão da produção do pré-sal. Participantes de mercado temem que a frota de navios DP seja insuficiente para atender ao crescimento da produção nos próximos anos. Acompanhe a conversa entre Conrado Mazzoni, gerente de desenvolvimento de negócios da Argus, e João Scheller, responsável pela precificação de petróleos na América Latina. Alguns dos temas discutidos neste episódio: Frota de navios DP no Bra...
The availability of vessels for offshore oil transportation is a bottleneck for the expansion of crude production in Brazil. Market participants fear that the fleet of Dynamic Positioning ships will be insufficient to meet output growth in the coming years. Listen to this conversation between Conrado Mazzoni, business development manager based in Sao Paulo, and João Scheller, who handles crude oil pricing in Latin America. Some of the topics discussed in this episode: DP ship fleet in Brazil and...
