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 mor...
Jun 17, 2026•21 min•Ep. 1300
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 regulat...
Jun 16, 2026•14 min•Ep. 1299
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: Di...
Jun 16, 2026•18 min•Ep. 1298
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....
Jun 15, 2026•23 min•Ep. 1297
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 r...
Jun 15, 2026•9 min•Ep. 1296
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 ...
Jun 15, 2026•8 min•Ep. 1295
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 ...
Jun 15, 2026•8 min•Ep. 1294
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.
Jun 15, 2026•11 min•Ep. 1293
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.
Jun 11, 2026•25 min•Ep. 1292
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 ...
Jun 10, 2026•39 min•Ep. 1291
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.
Jun 09, 2026•8 min•Ep. 1290
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...
Jun 08, 2026•13 min•Ep. 1288