This episode examines how the Israel-Iran conflict and concerns over the Strait of Hormuz sent shockwaves through oil markets, driving up prices and altering trade flows. We also explore the ceasefire’s impact, the potential return of Iranian crude, and its implications ahead of the July 6 OPEC+ meeting. Topics Covered: • Israel-Iran Conflict Escalation: How missile strikes and retaliations rattled oil markets and spiked prices. • Strait of Hormuz Fears: The chokepoint’s strategic importance and...
Jul 02, 2025•8 min•Ep. 1036
As exportações de açúcar pelas usinas brasileiras na safra 2025-26 devem se acelerar no segundo semestre, em um contexto de excedente de oferta global. Ouça a conversa entre Camila Fontana , chefe adjunta da redação da Argus no Brasil, e Maria Carolina Albuquerque , especialista do relatório Argus Brasil Combustíveis, para saber mais sobre as tendências para o complexo sucroalcooleiro....
Jun 30, 2025•7 min•Ep. 1035
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: Black Lion jumps into Citgo auction with $8bn bid US refinery capacity down in 2024 Ph...
Jun 30, 2025•3 min•Ep. 1034
Middle East conflict has far-reaching implication on oil & LNG markets. In this podcast Xiaoyi Deng, Deputy Editor Nat Gas/LNG and Bob Wigin Senior Reporter Oil Products, unpack implications of this conflict on access to power generation fuels for Egypt and beyond Related products: LNG Daily: https://www.argusmedia.com/en/solutions/products/argus-lng-daily European Natural Gas: https://www.argusmedia.com/en/solutions/products/argus-european-natural-gas European Products: https://www.argusmed...
Jun 27, 2025•7 min•Ep. 1033
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: Texas City refinery Amber Energy weighs jumping back into Citgo auction Iowa approves ...
Jun 23, 2025•3 min•Ep. 1032
O conflito entre Israel e Irã já provoca impactos no mercado global de fertilizantes, com ataques a estruturas de produção de gás abalando a cadeia de suprimentos. No Brasil, as compras de nutrientes para a safra 2025-2026 de soja e de milho estão avançando, mas a disponibilidade de produto e o impacto das políticas chinesas nos fosfatados também afetam a dinâmica do mercado. Ouça a conversa entre Camila Fontana, chefe adjunta da Argus Media no Brasil, e Gisele Augusto, especialista do relatório...
Jun 23, 2025•14 min•Ep. 1031
The conflict between Israel and Iran is already having an impact on the global fertilizer market, with attacks on gas production facilities disrupting the supply chain. In Brazil, nutrient purchases for the 2025-2026 soybean and corn crops are moving forward, but product availability and the impact of Chinese policies on phosphates are also affecting market dynamics. Listen to the conversation between Camila Fontana, deputy bureau chief of the Argus office in Brazil, and Gisele Augusto one of th...
Jun 23, 2025•12 min•Ep. 1030
Central Asia's vast yet mostly untapped mineral wealth is garnering global attention at a moment of rising competition for critical minerals. The European Union and the United States are increasingly focusing on the raw materials of a region that has often been overlooked. Ellie Saklatvala, Senior Editor of Argus Non-Ferrous Markets, recently discussed the current state of mineral production in Central Asia with Cristina Belda, Argus' Associate Editor, and reporter Maeve Flaherty. They examined ...
Jun 23, 2025•15 min•Ep. 1029
US-China trade tensions sent shockwaves through the LPG freight markets this spring, triggering route diversions, new trade flows and a surge in freight rates. Uncertainty continues to cloud the market even after a temporary tariff reprieve. Listen to Yohanna Pinheiro, LPG Freight Reporter at Argus, and Freight Editor John Ollett as they unpack how shifting trade dynamics, cautious Chinese buyers, and longer voyages via the Cape of Good Hope are reshaping the global LPG freight.
Jun 16, 2025•9 min•Ep. 1028
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: • Casey's quarterly fuel margins rise • Chevron to boost air monitoring at Calif refin...
Jun 16, 2025•3 min•Ep. 1027
O mercado de óleos básicos e lubrificantes da América Latina se adapta à indecisão da política comercial dos Estados Unidos enquanto as importações avançam na região. Julio Viana, especialista em óleos básicos da Argus para a América Latina e integrante da equipe responsável pelo relatório Argus Base Oils, compartilha os destaques da Argus Base Oils Latin America Conference em Miami, incluindo óleos básicos renováveis, biolubrificantes e veículos elétricos. Acompanhe a conversa de Julio com Cami...
Jun 13, 2025•17 min•Ep. 1026
In this edition, London-based LPG Editor Peter Wilton and Singapore-based LPG Editor Frances Goh discuss current market dynamics in China and the wider Asia-Pacific region during the 90-day reduction in Chinese LPG tariffs on US LPG from 145pc to 10pc.
Jun 12, 2025•9 min•Ep. 1025
Hear Argus’ analysis of China’s purified phosphoric acid (PPA) market, focusing on demand, production processes and grades, influence of the electric vehicle market – as well as an introduction to Argus' new China PPA price assessments. Join Thomas Hampson , Editor, Phosphates and Yohanna Jing, Analyst, Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Complimentary Market insight paper – Download here: China’s PPA Market – growing non-fe...
Jun 09, 2025•7 min•Ep. 1024
El crecimiento y los desafíos en la producción de petróleo en Vaca Muerta, el aumento de la producción en Brasil y la subasta de petróleo del presal por la PPSA fueron algunos de los temas más populares de la Conferencia Argus Rio Crude en mayo. João Scheller, responsable de la cobertura de los mercados petroleros en Argentina, Colombia, Ecuador y Guyana, presenta los aspectos más destacados del evento en esta conversación con Camila Fontana, subjefa de la oficina de Argus en Brasil.
Jun 09, 2025•10 min•Ep. 1023
Oil production growth and challenges in Vaca Muerta, rising production in Brazil, and the pre-salt oil auction by PPSA were some of the hottest topics at the Argus Rio Crude Conference in May. João Scheller, responsible for covering oil markets in Argentina, Colombia, Ecuador, and Guyana, presents the highlights of the event in this conversation with Camila Fontana, deputy bureau chief of the Argus office in Brazil.
Jun 09, 2025•9 min•Ep. 1022
O crescimento e os desafios na produção de petróleo em Vaca Muerta, o aumento da produção no Brasil e o leilão de óleo do pré-sal pela PPSA foram alguns dos temas mais quentes da Argus Rio Crude Conference, realizada em maio. João Scheller, responsável pela cobertura dos mercados de petróleo na Argentina, Colômbia, Ecuador e Guiana traz os destaques da conferência nesta conversa com Camila Fontana, chefe adjunta de redação da Argus no Brasil. Acompanhe!
Jun 09, 2025•9 min•Ep. 1021
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: US gasoline output pressured by low demand, prices Pemex Deer Park May exports to Mexi...
Jun 06, 2025•3 min•Ep. 1020
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Argus Senior Analyst Cassidy Staggers is joined by Argus lead methanol consultant in Asia Becky Zhang to discuss the following: China’s biomethanol market – including capacity updates. New Argus China Biomethanol Price Assessments – methodology, delivery terms, and more. Hurdles to new expansion in Asia – technology, cost, feedstock availability. Argus offers methanol price...
Jun 06, 2025•19 min•Ep. 1019
In this podcast, Argus Air Daily editor Michael Ball and US West Coast carbon reporter Denise Cathey discuss the latest updates around California’s cap-and-trade program. This program is at a critical juncture as state legislators eye a potential extension of the program from 2030 out to 2045 this session while market participants remain in limbo waiting for details on the California Air Resources Board long-delayed rulemaking to increase stringency. Key topics covered in the podcast: Why the de...
Jun 02, 2025•11 min•Ep. 1018
Criado para estimular a transição energética, o Programa Nacional de Biocombustíveis (RenovaBio) enfrenta um aumento de inadimplência que tem impactos diretos no mercado de etanol, com grandes usinas evitando vender a distribuidoras inadimplentes. Saiba mais sobre essa dinâmica acompanhando a conversa entre Marcos Mortari, editor associado do relatório Argus Brasil Combustíveis, e Maria Lígia Barros, especialista em etanol da publicação.
Jun 02, 2025•15 min•Ep. 1017
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: • USAC RBOB diffs near one-month low • US retail motor fuel prices fall • Chevron lose...
Jun 02, 2025•3 min•Ep. 1016
In this episode of The Crude Report – APAC Series, Adam McCarthy and Fabian Ng explore the impact of recent sanctions on Russian crude exports from the Far East. They unpack how trade flows, pricing, and buyer behaviour have evolved in response to geopolitical pressures. Key Topics Discussed: * The initial disruption and quick recovery of ESPO and Sokol crude exports despite US sanctions * Creative workarounds like ship-to-ship transfers and vessel substitutions to maintain export volumes * Shif...
May 30, 2025•15 min•Ep. 1015
In today’s episode of the Argus Biomass Podcast, Argus’ Hannah Adler discusses innovations in shipping with Di Gilpin , founder and CEO of Smart Green Shipping. Gilpin joins to discuss the launch of their sea trials report and the innovative FastRig wing sail technology — a retrofittable, automated sail system designed to slash emissions and fuel use in global shipping. We will explore: How FastRig technology works, and why it is particularly promising for biomass carriers. How international reg...
May 28, 2025•27 min•Ep. 1014
Chemical Conversations: Turkish Polymers Market Update
May 27, 2025•37 min•Ep. 1013
Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: House passes budget bill EPA to set biofuels mandate soon Phillips 66 shareholders spl...
May 27, 2025•4 min•Ep. 1012
In the most recent edition of “The Crude Report: TMX sellers taking to the water” Argus reporters Kyle Tsang and David Haydon talk with Argus VP Jeff Kralowetz about onshore and offshore developments that could push Canadian producers to charter ships and sell some of their TMX barrels on a delivered basis. Key topics covered in the podcast: How surprisingly low Aframax rates have made the direct voyage from Vancouver to China both faster and cheaper than going by larger VLCCs. Why a larger perc...
May 27, 2025•17 min•Ep. 1011
O mercado de diesel no Brasil repercute os cortes de preços pela Petrobras e a maior entrada de combustível importado da Rússia. Entenda o que move esse mercado acompanhando a conversa entre Marcos Mortari, especialista em diesel e editor associado do relatório Argus Brasil Combustíveis, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.
May 27, 2025•13 min•Ep. 1010
Hear Argus’ analysis of the impact of freshly announced EU duties on Russian fertilizer imports into the EU, due to take effect on 1 July 2025. The podcast covers what additional tariffs have been proposed, which products they cover, the significance of Russian fertilizers to the EU, the potential impact on prices and possible alternative supplies for the EU. Join Mike Nash , Senior Editor - Fertilizers, and Claudia Wlk , Editor – Argus Fertilizer Europe, as they discuss these topics in the late...
May 22, 2025•11 min•Ep. 1009
Forecasts of large soybean and corn crops in the 2024-25 cycle strengthen Brazil’s position in the export market, especially for countries like China, amid the twists and turns of the United States’ tariff policy. However, domestic demand is also expected to increase, intensifying logistical challenges. Learn more about the supply and demand outlook for the South American country’s agricultural commodities in this conversation between Nathalia Giannetti, member of the team in charge of the Argus...
May 19, 2025•10 min•Ep. 1008
As projeções de enormes safras de soja e milho na temporada 2024-25 fortalecem a posição do Brasil no mercado de exportação, principalmente para países como a China, em meio às reviravoltas da política tarifária dos Estados Unidos. Mas a demanda doméstica também deve aumentar e intensificar os entraves logísticos. Saiba mais sobre as perspectivas de oferta e procura por commodities agrícolas nessa conversa entre Nathalia Giannetti, especialista em agricultura e uma das responsáveis pelos relatór...
May 19, 2025•11 min•Ep. 1007
