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
This episode covers the return of flows of Iraqi medium sour Kirkuk crude after two-and-half-years How the Kirkuk grade traded before its halt in March 2023 and why it’s been absent Now the grade is back online, how much is available and how will it trade with the marketing rights belonging to Iraq’s Somo, including the return of the spot market and how that works Will Kirkuk create a place for itself in the Mediterranean crude slate again? Kuganiga Kuganeswaran , Deputy Editor, Crude Oil Lina B...
Oct 15, 2025•11 min•Ep. 1097
Listen to Cobin Eggers, Deputy Editor of the Argus Americas Asphalt report, and Julio Viana, our Brazil-based Senior Reporter, cover the following: Evolution of asphalt demand in Brazil, including drivers of the record demand seen in 2024 What factors made the US a major supply source for Brazil How political, budgetary and seasonal factors influence the market Projections for the end of 2025 and beginning of 2026 Introduction of a price assessment for waterborne cargo delivered to Brazil...
Oct 15, 2025•15 min•Ep. 1096
Com mais de 70 projetos em diferentes estágios de desenvolvimento, o Brasil desponta como um dos principais mercados para o hidrogênio verde. A produção nacional, que inclui rotas inovadoras como a conversão de etanol e biometano, busca atender tanto à demanda interna — especialmente na indústria de fertilizantes — quanto ao mercado externo. Apesar do avanço, gargalos na rede elétrica e desafios regulatórios ainda limitam o crescimento do setor e exigem investimentos para garantir competitividad...
Oct 13, 2025•14 min•Ep. 1095
This episode unpacks how South Korea’s aggressive condensate buying and Russian export disruptions have reshaped Asia’s light ends market. We explore the ripple effects on pricing, trade flows, and regional supply, as well as the impact of Middle East refinery turnarounds. With premiums surging and availability tightening, we look ahead to Q4 and what it means for buyers navigating a volatile condensate and naphtha landscape. Topics Covered: • South Korea’s aggressive condensate buying spree Dri...
Oct 13, 2025•9 min•Ep. 1094
In the latest episode of the Crude Report: TMX Series, Argus Americas Crude west coast reporter John Cordner talks with deputy editor Amanda Smith about Canadian crude exports via the Trans Mountain pipeline. Increased production and more favorable arbitrage economics are expected to boost waterborne exports from the Vancouver area. Topics discussed: Although most Canadian crude exports head to the US, last year’s Trans Mountain Pipeline Expansion (TMX) has provided the conduit to export an aver...
Oct 08, 2025•10 min•Ep. 1093
In this episode of the Biofuels Report, marine fuel reporters Luis Gronda and Natália Coelho explore the International Maritime Organization’s proposed carbon levy for shipping, global reactions to the plan, and what it could mean for the future of marine fuels and emissions targets....
Oct 08, 2025•5 min•Ep. 1092
Como anfitrión de la COP30, Brasil se posiciona como líder en la agenda climática, mientras avanza con ambiciones crecientes en la exploración petrolera. Conozca los temas en juego en la convención de la ONU contra el calentamiento global en esta conversación entre Camila Fontana , sub-jefa de la oficina de Argus en São Paulo, y Lucas Parolin , editor de noticias que cubrirá la COP30 en Belém, en noviembre....
Oct 06, 2025•9 min•Ep. 1091
Ahead of COP30, Brazil is positioning itself as a leader of the climate agenda, while moving ahead with increasing ambitions in oil exploration. Can the host of the UN’s convention against global warming strike a balance? Join the talk between Camila Fontana , deputy bureau chief of the Argus office in Sao Paulo, and Brazil news editor Lucas Parolin , who will be covering the COP30 in Belem in November....
Oct 06, 2025•7 min•Ep. 1090
Anfitrião da COP30, o Brasil se posiciona como líder na agenda climática, ao mesmo tempo em que avança com ambições crescentes na exploração de petróleo. Entenda as pautas em jogo na convenção da ONU contra o aquecimento global nessa conversa entre Camila Fontana , chefe adjunta da redação da Argus em São Paulo, e Lucas Parolin , editor de notícias que fará a cobertura da COP30 em Belém, em novembro....
Oct 06, 2025•8 min•Ep. 1089
In this episode, James Elliott , VP of Business Development, is joined by Dila Odluyurt , Senior Reporter for Polymers, about the shifting landscape in Turkey’s polyethylene and polypropylene markets. From stockpiling triggered by Middle East tensions to cautious buying amid currency volatility, find out what’s driving sentiment, and what might come next. Key topics discussed: - Why Turkish polymer demand remains weak despite price fluctuations - How Middle East tensions and new capacity influen...
Oct 02, 2025•8 min•Ep. 1088
Listen to Argus' analysis of the long steel market, with a particular focus on China. This episode covers: What caused the recent fluctuations in Chinese rebar export prices? How did trade measures affect export sentiment and pricing? What are the market expectations for Chinese rebar and billet exports in the coming months? How did domestic demand trends in August impact export volumes and producer strategies? What is the outlook for China’s steel capacity exit and the role of electric arc furn...
Oct 01, 2025•13 min•Ep. 1087
In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Harshad Kolpyakwar, Head of Product Management and Energy Solutions at FIS Global, explore how technology is transforming carbon markets and helping address key challenges. Harshad leads the vision and product strategy for Aligne, the FIS Energy Trading Risk and Logistics platform. Aligne is a cloud-native, multi-commodity ETRM that streamlines trading, risk, logistics, and reporting across power, gas, LNG, refined products, and em...
Sep 30, 2025•12 min•Ep. 1086
As condições climáticas desfavoráveis, com chuvas fora de época e ondas de calor, além das dificuldades na recuperação do solo após queimadas no ano anterior, estão afetando a produtividade da cana-de-açúcar na safra 2025-26 e levando a revisões nas estimativas de moagem, produção de açúcar e etanol. Ouça as especialistas Maria Lígia Barros e Maria Carolina Albuquerque, do relatório Argus Brasil Combustíveis, para saber os ajustes nas projeções e as reações do mercado em meio a sinais de alerta ...
Sep 29, 2025•6 min•Ep. 1084
Listen to our market experts as they address the following: Assumptions on Venezuela as addressed in the Americas issue of Argus Asphalt Quarterly Analytics report Demand outlook in Latin America and the potential impact the 2026 Brazilian election could have on asphalt consumption Impact of Chevron's reinstated waiver, including what that means for asphalt exports to the US A roundup of the US Gulf Coast and the general US market - key supply and capacity updates Impact of the tariffs, US trade...
Sep 24, 2025•17 min•Ep. 1085
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers speaks with Alex Dӧll , the newly appointed CEO of the Methanol Institute, to discuss: Alex Dӧll’s background and strategic vision for the Methanol Institute and its global initiatives Key takeaways from the Argus Methanol Forum Updates and trends in the gray methanol market Methanol's advancement in marine fuels, plastics, and SAF striving t...
Sep 23, 2025•30 min•Ep. 1083
In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve. In this episode, James Elliott, VP of Business Development, is joined by Sam Hashmi, Global Editor Po...
Sep 23, 2025•8 min•Ep. 1082
The podcast discusses the launch and market reception of the new Norwegian crude grade, Johan Castberg highlighting its unique production setup, high-quality characteristics, and pricing dynamics. Despite logistical challenges and premium pricing, the grade is gaining traction among Northwest European refiners due to its favorable refining properties. Three main topics: Introduction and significance of Johan Castberg crude: A rare standalone field in the Barents Sea, marking a notable expansion ...
Sep 19, 2025•15 min•Ep. 1081
In this episode, Argus’ Waldemar Jaszczyk discusses the future of clean cooking access in Africa with Daniel Wetzel , the head of the Tracking Sustainable Transitions Unit at the International Energy Agency. Daniel joins to take stock of the progress achieved since last year's summit on the issue, during which $2.2bn in public and private funding was pledged until 2030. Building on recent success, Daniel outlines the IEA’s newly released roadmap for all African countries to reach universal acces...
Sep 17, 2025•31 min•Ep. 1080
In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve. This week, we turn to Southeast Asia’s polymer markets, with Yee Ying Ang, Senior Reporter for Polyme...
Sep 17, 2025•6 min•Ep. 1079
Gus Vasquez , Editorial manager, is joined on the podcast by, Giovann Rosales , Associate editor for LPG, to break down how China’s tariffs reshaped global LPG flows and reshuffled cargoes across Asia. She also explores Argentina’s growing role as a regional supplier, driven by rising output from Vaca Muerta and new infrastructure. And lastly, they touch on how pricing strategies are evolving as traders benchmark against global netbacks to stay competitive....
Sep 15, 2025•15 min•Ep. 1078
