Welcome to Argus Weekly Korea Commodities Insights, the go-to source for what’s shaping South Korea’s energy and commodities markets. This week’s edition covers three major stories that could change the game for power generation, coal imports, and industrial investment.
A Argentina se prepara para deixar a posição de importadora líquida de combustíveis automotivos e acelerar a exportação de diesel e gasolina. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flávia Alemi, que cobre combustíveis na América do Sul, conversam sobre o que está atrás dessa virada.
Argentina se prepara para dejar de ser importadora neta de combustibles para automotores y acelerar la exportación de diésel y gasolina. Camila Fontana, subjefa de redacción de Argus en São Paulo, y Flavia Alemi, especialista en combustibles en América del Sur, analizan qué hay detrás de este cambio.
Argentina is making headlines as the country moves from being a net importer of transportation fuels to potentially becoming an exporter. Camila Fontana, Deputy Bureau Chief of Argus in Brazil, and Flavia Alemi, who covers motor fuels in South America, discuss what is behind the transition.
Argus' Santosh Navada discussed with Ashish Kulkarni, Argus' lead aromatics consultant, the key drivers behind aromatics demand in 2025 and assess the critical factors likely to influence paraxylene–naphtha spreads in the coming months. They discuss: Outlook on the Northeast Asia aromatics market Perspective on China’s anti-involution initiative and South Korea petrochemical rationalization Reason behind the recent PX price surge in Asia observed in December Implications of the US tariffs on the...
In this episode, Alexandra Luca speaks with Oliver Chornous, CFO of Ch4mber Technologies, a leading project developer of orphan oil well plugging projects in North America. They discuss the rise of these projects, recent challenges, and what these developments mean for carbon credit buyers and project developers. Tune in for expert insights on: The scale and impact of orphan wells Key methodology and integrity standards Pricing trends and market dynamics Corporate demand and compliance market pr...
In this episode, Hannah Adler, Senior Biomass Reporter, explores how changes in the UK’s renewable policy and certificate markets are shaping the outlook for the biomass market. She’s joined by Giulio Bajona, Deputy Editor for Global Energy Certificates, to discuss: What CfD reforms, sustainability consultations, and EU regulatory delays mean for the REGO market, and ultimately biomass generators. If policy changes, such as UK sustainability rules and the EUDR, will act as price drivers in 2026,...
Louise Burke speaks with Damien McLoughlin, CCO of FlyORO, about solving SAF supply chain challenges. FlyORO, a Singapore-based tech firm, offers patented modular blending units deployable from production sites to airports, enabling flexible, distributed SAF delivery. In the podcast they highlight issues downstream of production and the need for localized solutions to avoid “haves and have-nots” among airports. They also address growing demand for SAF certificates and Scope 3 flexibility, stress...
Hear Argus’ essential analysis of phosphate market in India and Pakistan, focusing on how DAP prices are developing, the status of contract negotiations, DAP exports from China, TSP exports from Morrocco and the market outlook for 1Q 2026. Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter – Phosphates and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered ...
In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026. Watch this video podcast to discover: - The biggest risk-management lessons of 2025 - Which market players are most exposed and vulnerable to risk in the current environment - A dive into whether building risk models is getting more complex - Actions mark...
Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours. Angelika Melikian , Senior Editorial Analyst Alexey Yeromin , Senior Analyst...
In the latest episode of the Crude Report: Argus Americas Crude associate editor Andrea Agee talks with US waterborne crude reporter Nicole Linares about how sanctions on Russian oil are reshaping global trade flows and creating new opportunities for US barrels in Europe and Asia. Structural shifts in European crude slates as countries move away from Russian crude and increase imports of US medium sours and light sweets. Asia’s diversification strategy, including Pakistan’s first US crude cargo ...
As 2026 approaches, recycled polymer markets face pivotal changes driven by virgin price movements, sustainability mandates, and evolving legislation. Listen now to find out: How virgin PET and polyolefin price trends are shaping recycled markets How recycled premiums and discounts to virgin are changing and what this means for cost-saving vs sustainability applications How seasonality in PET and PP bale prices influences forecasting The impact of Europe’s plastic waste export ban under the Wast...
Our Biochemicals podcast mini-series continues, exploring how leading companies are shaping the biochemicals and bioplastics market. Across all episodes, we cover technology choices, feedstocks, investment trends, and the role of sustainable solutions in global supply chains. In this second podcast, Roy Yang , Department Manager, Sustainable Material Solutions at CHIMEI, shares the company’s approach to sustainability and bio-attributed products. Listen to the latest episode to find out: How CHI...
O aumento da mescla obrigatória de biodiesel no diesel limita a exportação de óleo de soja, principal insumo do biocombustível, e exige maior capacidade de processamento da oleaginosa. Natalia Dalle Cort e João Marinho, especialistas do relatório Argus Brasil Combustíveis, conversam sobre a cadeia de biodiesel e as tendências de precificação desses produtos.
The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand. Main topics: OPEC+ production increases and their effect on the Middle East sour crude oversupply Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana Pricing strategies and...
Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026. Join Harry Minihan , Global Editor – Nitrogen and Mike Nash , Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why did India’s urea tenders increase in comparison to last ye...
Key topics covered in the podcast: · Is scrap demand in South Asia shifting toward DRI and other feedstocks? · Why have Turkish mills booked strong tonnage for January loading? · What’s next for North African scrap demand heading into early 2025? · Could CBAM reshape global scrap flows in the longer term?
COP30 pushed the clean cooking crisis in Africa higher up the global agenda. US-based non-profit the Clean Cooking Alliance (CCA) has played a central role lifting the issue from international fringes and helping to tackle the financing and policy barriers faced in shifting to cleaner fuels, particularly LPG. In this episode, Argus' Waldemar Jaszczyk spoke with CCA chief of staff and chief external affairs officer Jillene Belopolsky about what the event delivered and what still needs to happen....
The Argus Road Fuels Europe Conference highlighted the continent's volatile fuel market, driven by geopolitical impacts, unplanned refinery outages, and permanent closures leading to tight supply and multi-year high cracks. Discussions also covered the evolving West African gasoline market with the Dangote refinery and the EU's reconsideration of its 2035 combustion engine phase-out, creating space for low-carbon fuels like ethers. The German economy's significant role in European road fuels and broader policy debates underscore the complex future of the sector.
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill , VP of Methanol & Derivatives, talk about: · Methanol market headlines at the end of 2025 · The Argus Fall 2025 Methanol and Derivatives update · Methanol price outlook · MTBE price volatility and trade flows Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information a...
O agronegócio brasileiro passou por mudanças significativas no mercado de fertilizantes ao longo do ano, como o aumento das importações de produtos de menor concentração de nutrientes e desafios de crédito. Maior disponibilidade de produto com menor solubilidade, restrição de fertilizante chinês e estratégias para reduzir custos podem mexer com o mercado nos próximos meses. Entenda essas dinâmicas acompanhando a conversa entre Bruno Castro, especialista da publicação Argus Brasil Grãos e Fertili...
Argus experts Jonathan Weston and Keyvan Hedvat delve into the unexpectedly unseasonal strength of the Mediterranean bitumen market at the close of 2025. They highlight key factors such as refinery issues, US sanctions impacting production, and strong demand from North African and Black Sea markets, which have kept prices unusually high. The discussion also covers the closing US arbitrage, growing demand from West and South Africa, and provides a mixed outlook for European demand in 2026, alongside updates on Argus services and upcoming events.
Hear Argus’ essential analysis of the latest trends driving unprecedented global increases in sulphur and sulphuric acid prices. This episode explores key market drivers including supply dynamics, demand shifts across key regions – and we review key takeaways from recent industry events
Colonial Pipeline’s rule changes are reshaping the conventional gasoline market, and Argus is leading the way with updated pricing methodology. In this episode, Jared Ainsworth , US Products Gasoline Editor at Argus, Paul Dahlgren , Business Development Manager at Argus, and Maria Eugenia Garcia, Managing Editor of Refined Fuels at DTN, break down what these changes mean for traders, refiners, and marketers. From segregated vs. fungible batches to shifting export flows and margin compression, he...
La COP30 terminó sin definir una hoja de ruta para superar la dependencia global de los combustibles fósiles. ¿Qué frenó el avance de las discusiones? Conozca los bastidores de la conferencia climática en esta conversación entre Camila Fontana, subjefa de la redacción de Argus en Brasil, y el editor Lucas Parolin, quien participó en el evento en Belém.
A COP30 terminou sem a definição de um roteiro para superar a dependência global dos combustíveis fósseis. O que travou o avanço das discussões? Saiba sobre os bastidores da conferência climática nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin, que participou do evento em Belém.
Cop 30 ended without defining a roadmap to overcome the global dependence on fossil fuels. What stalled the progress of the discussions? Learn about the behind-the-scenes of the climate conference in this conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin, who attended the event in Belem.
Discover how Citroniq is transforming ethanol into bio-polypropylene through its E₂O process, driving sustainable plastics innovation. In this first episode, Kelly Knopp, CEO and Co-founder of Citroniq, shares how the company is transforming ethanol into bio-polypropylene through its innovative E₂O process. Listen to learn: Citroniq’s approach to bio-based polypropylene How scale and technology choices influence commercial viability Why bio-polypropylene stands out among plastics for sustainabil...
What was the impact of IMO 2025 legislation in supply and demand of the fuel oil market? Which bunker market regulations will come into effect or become more impactful in 2026? What challenges will the bunker market face to comply with new changes? Isabella Reimi, Oil product reporter, Hussein Al-Khalisy, Biofuels associate editor and Bob Wigin, Oil products senior reporter share answers to these questions and more in this episode.
