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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...
Nuclear power remains a central topic in today's headlines and policy papers, as policymakers and market participants look for dispatchable low‑carbon generation. Strategies under consideration range from life‑extensions to new builds and emerging technologies. In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with French market specialist Rhys Talbot and market reporter Jessamy Guest. Together they explore how existing and planned nuclear...
In this episode of The Biomass Beat, Argus experts revisit key messages from the Argus Biomass Conference, held in London on 21–23 April. Host Hannah Adler, Senior Reporter for Argus Biomass Markets, is joined by Marta Imarisio, Senior Market Reporter, and Jeff Kuntz, Editor, to discuss industry sentiment and dominant themes—both on stage and behind the scenes. Drawing on discussions with producers, utilities, traders and technology providers, the team shares their perspectives on what these ins...
Deputy editor of Argus European Oil Products Report George Maher-Bonnett shares key takeaways from one of Africa’s leading downstream conferences - the African Refiners and Distributors Association (ARDA) - with editor Benedict George . They touch on the US-Iran conflict's impacts on Africa, while also delving into the continent's refining landscape and fuel markets....
In this episode, Shribalaji Shenbagaraj, Senior Carbon Reporter of Argus, speaks with Kavin Kandaswamy, CEO of ProClime, to examine whether biochar can transition from a project‑by‑project removal solution into a credible, investable carbon market. Listen to discover key insights on: Where biochar sits in the current carbon removal hierarchy Emerging markets driving supply and what limits supply growth today Where is demand coming from and how can it be boosted Price formation and risk allocatio...
El shale oil de Vaca Muerta forzó una transformación del sistema de refinación de Argentina, que originalmente había sido diseñado para crudos pesados. Este cambio tuvo un impacto correspondiente en la canasta de productos refinados disponibles tanto para el mercado argentino como para la región. Para saber más, escuche esta conversación entre el gerente de desarrollo de negocios de Argus, Nazareno Ferrero, en Buenos Aires, y Camila Fontana, subjefa de la oficina de Argus en São Paulo. Estos son...
The shale oil surge from Vaca Muerta forced a transformation of Argentina’s refining system, which had originally been designed for heavy crudes. This shift had a corresponding impact on the slate of refined products available to the Argentine market and to the region. To learn more, listend to this conversation between Argus business development manager Nazareno Ferrero, based in Buenos Aires, and Camila Fontana, deputy bureau chief of the Argus office in São Paulo. Here are some of the topics ...
O petróleo de xisto de Vaca Muerta transformou o sistema de refino da Argentina, que havia sido projetado para processar óleos mais pesados. Essa mudança impactou o conjunto de produtos refinados disponíveis tanto para o mercado argentino quanto para a região. Para saber mais, ouça esta conversa entre o gerente de desenvolvimento de negócios da Argus em Buenos Aires, Nazareno Ferrero, e Camila Fontana, chefa adjunta da redação da Argus em São Paulo. Alguns dos temas discutidos neste episódio: Re...
In this episode, Alexandra Luca talks with Chris Slater, CEO of Oka - a leading carbon insurance provider supporting credits in the initial phase of the Carbon Offsetting and Reduction Scheme for International Aviation (Corsia). They discuss Oka's current insurance-based credits pipeline, recent challenges for insurers, and future developments in the Corsia market. Tune in for expert insights on: Obstacles to expanding insurance-based Corsia supply: the impact of the EU draft proposal on insurer...
Unpack the latest price movements, supply scenarios, and compliance dynamics affecting jet and sustainable aviation fuel (SAF). The conflict in the Middle East, a key jet fuel supply region, has hit global aviation fuels markets hard. In this episode of SAF Insights, the team discuss how European jet fuel prices have surged and volatility has increased, while SAF markets have been contending with their own fundamentals and the HEFA-SAF premium to fossil jet has narrowed. This podcast will addres...
Hear Argus’ essential analysis of what’s driving the feed phosphate market, the impact of the Middle East conflict – and we also introduce the new Argus MDCP and DCP weekly feed phosphate price assessments. Join Tom Hampson , Global Editor – Phosphates, Adrian Seewald , Senior Market Reporter – Phosphates and Hui Xuan Lek , 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...
