In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Roby Crean, Business Development Manager at South Pole, discuss the evolving CORSIA market and its implications for airlines and carbon project developers. Tune in for expert insights on: Supply challenges from strict eligibility criteria Measures to unlock eligible credits, including insurance and regional progress Demand uncertainty and regional differences in compliance readiness Pricing trends across spot, forward, and futures ...
Nov 26, 2025•17 min•Ep. 1127
Goiás despontou como importante fornecedor de etanol para outras regiões do Brasil — e uma parcela cada vez maior dessa produção vem do milho. Do lado da demanda, o consumo dentro do estado e a paridade de preços apresentam maior volatilidade do que no resto do país. Entenda a dinâmica do mercado goiano acompanhando a conversa entre Gabrielle Moreira, responsável pelo relatório Argus Brasil Combustíveis, e as especialistas do setor sucroalcooleiro Maria Lígia Barros e Maria Carolina Albuquerque....
Nov 24, 2025•7 min•Ep. 1125
Mideast Gulf VLCC rates have surged and fallen throughout the second half of the year. This podcast goes over recent changes to the market, including India's recent shift away from Russian crude oil toward a Mideast Gulf supply and the resulting rally of tanker demand. Key Points: - Opec production target increases - India's shift away from Russian crude - Market outlook for the next quarter
Nov 20, 2025•7 min•Ep. 1126
Hear Argus’ essential analysis of how CBAM’s implementation in Jan 2026 is set to impact Europe – the world’s biggest ammonia import hub. In this episode, we recap what CBAM is, how we’re incorporating CBAM and the Argus Carbon Intensity Index into our ammonia price assessments, the ammonia industry’s readiness for CBAM and the additional costs importers could face. Join Ruth Sharpe , Editor – Ammonia and Mike Nash , Senior Editor - Fertilizers as they discuss these topics in the latest episode ...
Nov 17, 2025•20 min•Ep. 1124
A tabela de frete mínimo da Agência Nacional de Transportes Terrestres colocou em prática um novo sistema de fiscalização, trazendo incertezas para o setor de transportes e impactado os fretes rodoviários. As taxas dispararam nas rotas de fertilizantes partindo dos portos de Santos e Paranaguá em direção a Mato Grosso, Minas Gerais e Goiás. Neste episódio, Camila Fontana, chefe adjunta da redação da Argus Brasil, conversa com João Petrini, um dos responsáveis pelo relatório Argus Brasil Grãos e ...
Nov 17, 2025•10 min•Ep. 1121
In this episode, host Waldemar Jaszczyk is joined by Peter Wilton and Efcharis Sgourou to discuss the record breaking influx of US LPG into northwest Europe, what has driven the surge, and what to expect for the rest of the winter season....
Nov 13, 2025•22 min•Ep. 1123
Join Blake Hurtik , Editorial Manager for Metals at Argus, and Marialuisa Rincon , Deputy Editor of Argus Scrap Markets, as they discuss Argus’ new finished steel price assessments in Mexico. Gain insight into the evolving dynamics of the Mexican steel market, including the impact of US tariffs, shifting trade flows, and domestic sourcing trends. Learn how Argus is bringing transparency to a market diverging from its northern neighbor, and how local pricing in pesos and dollars reflects real bus...
Nov 13, 2025•10 min•Ep. 1122
Acompaña a Sergio Meana , gerente de desarrollo de negocios de América Latina, en una conversación con Marialuisa Rincón , editora adjunta subeditora de Argus Scrap Markets, sobre el lanzamiento de las evaluaciones de precios de acero terminado en México. Conoce la evolución del mercado mexicano del acero, incluyendo el impacto de los aranceles estadounidenses, los cambios en los flujos comerciales y las tendencias de abastecimiento nacional. Descubre cómo Argus aporta transparencia a un mercado...
Nov 11, 2025•9 min•Ep. 1120
Key topics covered in the podcast: What are market participants expecting for iron ore demand in the fourth quarter and early 2026, particularly from China and other major steel-producing regions? How are steelmakers adjusting procurement strategies in response to diverging trends between iron ore and coking coal? What is the role of the 61pc Fe index, and how does it compare to the established 62pc benchmark?
Nov 10, 2025•10 min•Ep. 1119
The world is accelerating the use of sustainable aviation fuel and developing projects to meet this growing demand. Airlines are working to reduce emissions while authorities, including those in Latin America, are reassessing their regulatory frameworks and biofuel mandates. Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, hosts Josh Vance, VP of Operations and Business Development focused on SAF and biofuels, and Lucas Boacnin, Business Development Manager focused on energy...
Nov 10, 2025•9 min•Ep. 1117
O mundo está acelerando a utilização de combustível sustentável de aviação e desenvolvendo projetos para atender a essa demanda crescente. Companhias aéreas trabalham para reduzir emissões enquanto autoridades, inclusive na América Latina, reavaliam seus marcos regulatórios e mandatos de biocombustíveis. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, recebe Josh Vence, vice-presidente de Operações e Desenvolvimento de Negócios com foco em SAF e biocombustíveis, e Lucas Boacnin, ...
Nov 10, 2025•10 min•Ep. 1116
El mundo está acelerando el uso de combustible sostenible para la aviación y desarrollando proyectos para atender esta creciente demanda. Las aerolíneas trabajan para reducir las emisiones mientras las autoridades, incluso en América Latina, reevalúan sus marcos regulatorios y los mandatos de biocombustibles. Camila Fontana , subjefa de la oficina de Argus en Sao Paulo, recibe Josh Vence , vicepresidente de operaciones y desarrollo de negocios enfocado en SAF y biocombustibles, y Julio Faldín , ...
Nov 10, 2025•10 min•Ep. 1118
La industria siderúrgica mexicana se ubica como la segunda más grande en América Latina y continúa creciendo. Los nuevos precios de la chatarra ferrosa de Monterrey/Saltillo de Argus están ya disponibles para ofrecer oportunidades alternativas de indexación a los fabricantes de acero y recicladores cuando buscan comprar o vender chatarra. Escuche a Sergio Meana, gerente de desarrollo de negocios de América Latina, y a Marialuisa Rincón, subeditora de metales de Estados Unidos, conversar sobre el...
Nov 07, 2025•7 min•Ep. 1115
El envío de petróleo argentino a China demuestra el interés de Asia en la producción de los campos de Vaca Muerta. Los productores argentinos planean expandir el flujo de exportación del crudo tipo Medanito hacia otros mercados. Conoce más siguiendo la conversación entre Camila Fontana, subjefa de la oficina de Argos en Brasil, y João Scheller, responsable por la cobertura del mercado petrolero en América del Sur, para el informe Argus Crude.
Nov 04, 2025•9 min•Ep. 1114
A ida de petróleo argentino para a China demonstra o interesse da Ásia na produção dos campos de Vaca Muerta. Produtores argentinos planejam expandir o fluxo de exportação de óleo do tipo Medanito para outros mercados. Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta de redação da Argus no Brasil, e João Scheller, responsável pela cobertura do mercado de petróleo na América do Sul para o relatório Argus Crude.
Nov 04, 2025•9 min•Ep. 1113
The shipment of Argentinian oil to China highlights Asia’s interest in the production from the Vaca Muerta fields. Argentinian producers are planning to expand the export flow of Medanito crude to other markets. Learn more by following the conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, who covers the South American oil market for the Argus Crude report.
Nov 04, 2025•7 min•Ep. 1112
Agricultores da Argentina ampliaram a utilização de fertilizantes este ano, diante de perspectivas favoráveis para as safras de milho e trigo. Em todo o Cone Sul, fazendeiros têm substituído os adubos de alta concentração de nitrogênio e fósforo por produtos de concentração mais baixa, reagindo aos preços e a oscilações na disponibilidade global de fertilizantes. Saiba mais acompanhando a conversa entre a especialista em adubos Renata Cardarelli, o especialista em agricultura Jeffrey Lewis, e Ca...
Nov 03, 2025•11 min•Ep. 1110
Los agricultores de Argentina han aumentado el uso de fertilizantes este año, ante perspectivas favorables para las cosechas de maíz y trigo. En todo el Cono Sur, los productores han estado reemplazando los fertilizantes con alta concentración de nitrógeno y fósforo por productos de menor concentración, en respuesta a los precios y a las fluctuaciones en la disponibilidad global de fertilizantes. Conozca más siguiendo la conversación entre la especialista en fertilizantes Renata Cardarelli, el e...
Nov 03, 2025•11 min•Ep. 1111
Farmers in Argentina have increased their use of fertilizers this year, driven by favorable prospects for corn and wheat crops. Across the Southern Cone, producers have been replacing fertilizers with high concentrations of nitrogen and phosphorus with lower-concentration products, responding to prices and fluctuations in global fertilizer availability. Learn more by listening the conversation between fertilizer expert Renata Cardarelli, agriculture expert Jeffrey Lewis, and Camila Fontana, Depu...
Nov 03, 2025•11 min•Ep. 1109
Carbon pricing is becoming a more visible factor in the cost structure of European petrochemicals. Following on from our recent insight paper ' The true cost of EU ETS and CBAM on the European Petrochemical industry ', Argus experts Alan Williamson , Victoria Hatherick and Anna Fittock unpack the implications of EU ETS Phase 4 and CBAM for the region’s steam cracker fleet, including: How carbon costs are calculated for EU crackers, and why they vary depending on emissions performance and benchma...
Oct 28, 2025•13 min•Ep. 1108
Metal Movers: Battery Materials Outlook The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts. Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector. Key topics covered: Expectations for lithium prices ...
Oct 27, 2025•19 min•Ep. 1107
Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market. Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about: How is the Turkish market doing towards the end of the year 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 Click here for more information on the polymers markets, including key regional prices, global news and analysis on the marke...
Oct 27, 2025•38 min•Ep. 1106
Con la expansión del presal y los avances en la infraestructura offshore, Brasil se acerca a la marca de 4 millones de barriles de petróleo producidos por día. Acompañando este crecimiento, Argus lanzó precios FOB para los crudos Tupi, Mero y Buzios, lo que facilita la comparación con materias primas de otras regiones y la comprensión de los costos para las refinerías. Conozca más en esta conversación entre Camila Fontana , subjefa de la oficina de Argus en Brasil, y João Scheller, especialista ...
Oct 24, 2025•8 min•Ep. 1105
With the expansion of the pre-salt fields and advances in offshore infrastructure, Brazil is approaching the milestone of producing 4 million barrels of crude per day. Attentive to this growth, Argus has launched FOB prices for the Tupi, Mero, and Buzios grades, facilitating comparisons with feedstock from other regions and supporting the understanding of refinery costs. Learn more in this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller ,...
Oct 24, 2025•7 min•Ep. 1104
Com a expansão do pré-sal e avanços na infraestrutura offshore, o Brasil se aproxima da marca de 4 milhões de barris de petróleo produzidos por dia. Acompanhando esse crescimento, a Argus lançou preços FOB para os óleos de Tupi, Mero e Búzios, facilitando a comparação com matéria-prima de outras localidades e o entendimento dos custos para as refinarias. Saiba mais nesta conversa entre Camila Fontana , chefe adjunta de redação no Brasil, e João Scheller, especialista do relatório Argus Crude....
Oct 24, 2025•8 min•Ep. 1103
Join Sigma Lithium CEO for a discussion around the market, price volatility and more. Canadian miner Sigma Lithium has grown its Brazilian project into one of the world's largest hard-rock lithium operations in record time. CEO Ana Cabral joins Argus reporters Chris Welch and Pedro Consoli to discuss shipment strategies during volatile prices, how the firm keeps all-in costs below $600/t. Why Sigma paused shipments during price lows How it maintains second-lowest costs globally Downstream ambiti...
Oct 24, 2025•26 min•Ep. 1102
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers and Dave McCaskill , VP of Methanol & Derivatives, discuss: Update on IMO vote – implications for low-carbon methanol and marine fuel decarbonization efforts Developments in the Asian methanol market Atlantic Basin market response Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a f...
Oct 23, 2025•26 min•Ep. 1101
Ahead of the OTL Africa Downstream Energy Week in Nigeria, we’re digging into the evolving West African gasoline market. Join James Gooder and George Maher-Bonnett as they discuss key market changes, refinery developments, regional hub pricing, the uptake of Argus Ebob and Argus' transparency initiative. · How has the West African oil market changed after deregulation? · What is the impact of Dangote and other upcoming refining projects? · Is West Africa becoming a pricing hub for refined produc...
Oct 20, 2025•14 min•Ep. 1100
Brazil's record-breaking corn crop met with a shift in demand. Driven by ethanol plants and the animal feed sector, domestic consumption has taken space from exports. Listen to the episode featuring Camila Fontana , Deputy Bureau Chief at Argus in Brazil, and Nathalia Giannetti , a specialist contributing to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports....
Oct 20, 2025•11 min•Ep. 1099
A safra de milho no Brasil teve produção recorde e virada no perfil da demanda. Impulsionado por usinas de etanol e pelo setor de ração animal, o consumo interno tomou espaço das exportações. Confira ouça o episódio com Camila Fontana , chefe adjunta da redação da Argus no Brasil, e Nathalia Giannetti , especialista que contribui para os relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes....
Oct 20, 2025•13 min•Ep. 1098
