Synthetic fuels stand out as a promising pathway toward achieving net-zero greenhouse gas emissions in maritime transport by 2050. Natalia Coelho, a contributor to the Argus Marine Fuels report, and Pamela Machado, who covers hydrogen and derivatives, discuss the opportunities and challenges surrounding these clean fuels, including the recent postponement of the International Maritime Organization’s vote on carbon pricing.
Feb 20, 2026•8 min•Ep. 1187
Los combustibles sintéticos se destacan como una vía prometedora para alcanzar emisiones netas cero de gases de efecto invernadero en el transporte marítimo para 2050. Natalia Coelho, colaboradora del informe Argus Marine Fuels, y Pamela Machado, quien cubre el hidrógeno y derivados, analizan las oportunidades y desafíos en torno a estos combustibles limpios, incluida la reciente postergación de la votación sobre la tarificación del carbono en la Organización Marítima Internacional....
Feb 20, 2026•10 min•Ep. 1186
As part of our 5-part series looking into the outlook for refined products in 2026, this episode takes a deep dive into the global gasoline market. The global gasoline market saw unseasonable strength in the final quarter of 2025, and this episode breaks down what’s behind it. We also discuss how EV adoption, policy shifts, and blending mandates are reshaping demand across key regions, assess the impact of new mega‑refineries on traditional trade flows, and highlight the critical drivers to watc...
Feb 18, 2026•41 min•Ep. 1185
In this episode, our market experts examine how shifting trade flows, growing shipping uncertainty and evolving supply dynamics are reshaping the global bitumen landscape in 2026. Importers across Asia are navigating longer voyage times, tighter vessel availability and escalating freight costs, all of which are creating greater unpredictability in securing prompt cargoes. The discussion also delves into Asia‑Pacific’s rapidly changing supply picture, driven in part by a sharp rise in Chinese exp...
Feb 13, 2026•21 min•Ep. 1184
Hear Argus’ essential analysis of what’s driving China’s green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM. Join Huijun Yao , Editor – Fertilizers and Dinise Chng , Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast se...
Feb 11, 2026•8 min•Ep. 1183
In this episode, Vulcan Energy CEO Cris Moreno joins Argus reporters Chris Welch and Avinash Govind to discuss the company’s latest progress at its Lionheart project in southwest Germany, following the start of new geothermal drilling activity to support Phase One development in Landau. Key topics include: Scaling from pilots to full scale DLE and electrolysis Drilling outcomes at LSC 1A and 1B, and potential partnerships with oil majors Vulcan’s exposure to German and EU policy Phase Two and Th...
Feb 10, 2026•22 min•Ep. 1182
Huge US propane inventories and the outlook for Chinese LPG demand were top of mind at Argus’ LPG forum in February. Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs editor Amy Strahan in this podcast to discuss trends and the global outlook discussed in this week’s LPG presentations in Houston.
Feb 09, 2026•8 min•Ep. 1181
Ongoing tensions in the Red Sea are diverting tanker vessels away from the Suez Canal. Erika Tsirikou and Josh Michalowski break down the latest developments and what they mean for clean tanker and diesel markets. Key Points Prospect of a return to Suez Canal in 2026 Effect on clean LR1 and LR2 rates Impact on European middle distillate markets of return to Suez...
Feb 06, 2026•12 min•Ep. 1180
In this episode, Emmanuel Proença , chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch , reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks. The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices. Key topic...
Feb 04, 2026•24 min•Ep. 1179
Part of a 5-part podcast series looking at the outlook of the refined products market in 2026
Feb 04, 2026•27 min•Ep. 1178
Hear Argus’ essential analysis of the ammonium sulphate (AS) market with a focus on China as the world’s largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment. Join Harry Minihan , Global Editor – Nitrogen, Dinise Chng , Senior Reporter – Fertilizers, and Dana Hje...
Feb 04, 2026•11 min•Ep. 1177
A captura de Nicolás Maduro pelos EUA mudou a dinâmica do mercado de petróleo venezuelano, inserindo barris antes sancionados no mercado global e pressionando preços de óleos pesados na América Latina. Conrado Mazzoni, gerente de desenvolvimento de negócios da Argus, conversa com João Scheller, especialista em petróleo da Argus, sobre como esses fluxos podem afetar Colômbia, Equador, Brasil e o Golfo americano nos próximos mesesarg
Feb 04, 2026•18 min•Ep. 1176
South Korea’s LNG market in December 2025 was shaped by fluctuating demand signals, short-lived weather-driven buying, strategic LNG cargo diversions, and strong momentum in the LNG shipbuilding sector. Market participants continued to weigh inventory levels, fuel-switching economics, and rising import costs amid geopolitical and currency pressures.
Jan 28, 2026•6 min•Ep. 1175
Welcome to Argus Korea Commodities Insights , your go-to source for the latest developments shaping South Korea’s energy, industrial, and trade sectors. Today we’re diving into the key stories since January 1, 2026. Let’s get started.
Jan 28, 2026•4 min•Ep. 1174
Hear Argus’ essential analysis of the ammonium sulphate (AS) market in Brazil, covering why demand is growing, how AS and urea fit in Brazilian crop nutrition, why AS imports overtook urea in 2025 and key price and demand trends globally and in Brazil. We also introduce the new Argus compacted Ammonium Sulphate cfr Brazil daily price assessment. Join Harry Minihan, Global Editor – Nitrogen, Upasruti Biswas, Senior Reporter – Fertilizers, and Bruno Castro, Reporter – Grains and Fertilizers as the...
Jan 27, 2026•17 min•Ep. 1173
Os fluxos de diesel russo para o mercado brasileiro voltaram com força total neste início de 2026. Mas será que esse protagonismo veio para ficar? Acompanhe a conversa entre Marcos Mortari, um dos responsáveis pela publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.
Jan 27, 2026•9 min•Ep. 1172
Russian diesel has made a comeback in Brazil at the start of 2026. But is this renewed dominance here to stay? Listen to this conversation between Marcos Mortari, who works for the Argus Brazil Motor Fuels publication, and Argus Business Development Manager Amance Boutin.
Jan 27, 2026•9 min•Ep. 1171
Faraday Institution CEO, Professor Martin Freer, speaks with Chris Welch , reporter for Argus Battery Materials, about the evidence behind the UK Gigafactory Commission’s new report, entitled ‘Britain’s Battery Future’. Freer notes that while the Commission does not favour one chemistry over another, Europe’s lack of LFP manufacturing represents a genuine opportunity for local investment if LFP is to play a role in EVs and grid storage. In the interview, Freer also addresses UK energy costs, the...
Jan 26, 2026•21 min•Ep. 1170
Hear Argus’ essential analysis of China’s phosphate export market, focusing on DAP and MAP quotas, NP and NPS exports, the decline in phosphate exports, changing regional trade flows, when exports could be resumed, impact of the sulphur price rally and China’s phosphate production capacity outlook. Join Huijun Yao , Editor – Asia Fertilizers and Johann Jing, Market Analyst, Phosphate, Potash and NPK as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. K...
Jan 21, 2026•16 min•Ep. 1169
In this episode, Hannah Adler , Senior Reporter on the biomass desk, explores developments in carbon capture and storage (CCS) and how it can be implemented in the biomass sphere. She’s joined by Jon Cartlidge , Commercial Director at Battelle, to discuss: Why Battelle moved into carbon storage after decades as a nonprofit research leader. Which sectors—like ethanol, biofuels, and heavy industry—are leading the charge in adopting CCS and why. Battelle’s vision for scaling CCS by 2030, including ...
Jan 21, 2026•17 min•Ep. 1168
O Brasil é o terceiro maior produtor mundial e o segundo maior exportador de farelo de soja. A Argus está lançando um indicador de diferenciais portuários para o farelo em Paranaguá, auxiliando a tomada de decisão por esmagadoras e outros participantes dos mercados de grãos e proteínas dentro e fora do país. Saiba mais acompanhando essa conversa entre Renata Cardarelli, responsável pela publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora do mesmo relatório e da publ...
Jan 20, 2026•8 min•Ep. 1167
Brazil is the third-largest producer and the second-largest exporter of soybean meal. Argus is launching a port differentials indicator for soybean meal in Paranagua, supporting decision-making for crushers and other participants in the grain and protein markets in Brazil and abroad. Learn more by following this conversation between Renata Cardarelli, who is in charge of the Argus Brazil Grains and Fertilizers publication, and Nathalia Giannetti, contributor to the same report and to Argus AgriM...
Jan 20, 2026•7 min•Ep. 1166
From the hiccups of the US–China tariff war and sanctions to refinery and petrochemical closures, the northwest European LPG market faced unprecedented upheaval in 2025. Peter Wilton, editor of International LPG , is joined by the LPG London team to discuss the major trends that shaped the past year, as well as the emerging patterns that could influence prices and flows in the year ahead.
Jan 19, 2026•21 min•Ep. 1165
Hear Argus’ essential analysis of the EU’s proposal to suspend CBAM for fertilizers. This episode clarifies the importance of Article 27A, outlines the potential suspension process and timeline, reveals the political influences of France, Italy and the EU Mercosur trade agreement, assesses the current impact on importers and EU farmers, and reviews the EU’s proposed suspension of tariffs on urea and ammonia. Join Mike Nash , Senior Editor – Fertilizers, Dafydd ab Iago , EU Correspondent and Aida...
Jan 15, 2026•23 min•Ep. 1164
A conferência Fertilizer Latinoamericano (FLA) acontece em Miami entre 26 e 28 de janeiro. Gisele Augusto e Bruno Castro, colaboradores da publicação Argus Brasil Grãos e Fertilizantes, antecipam os principais assuntos que serão discutidos nesse evento que reúne cerca de 400 empresas e representantes de mais de 50 países.
Jan 14, 2026•10 min•Ep. 1163
The Fertilizer Latinoamericano (FLA) conference will take place in Miami from January 26 to 28. Gisele Augusto and Bruno Castro, contributors to the Argus Brazil Grains and Fertilizers report, preview the main topics that will be discussed at the event, which brings together around 400 companies and representatives from more than 50 countries.
Jan 14, 2026•9 min•Ep. 1162
Argentina produjo una gran cosecha de trigo, con alta productividad pero bajo contenido de proteína. Jeffrey Lewis, especialista del servicio Argus AgriMarkets, viajó al país por invitación de la Bolsa de Cereales y Productos de Bahía Blanca y compartió sus impresiones del viaje con Renata Cardarelli, responsable del informe Argus Brasil Granos y Fertilizantes.
Jan 12, 2026•9 min•Ep. 1161
A Argentina produziu uma grande safra de trigo, com elevada produtividade mas baixo teor de proteína. Jeffrey Lewis, especialista do serviço Argus AgriMarkets, viajou ao país a convite da Bolsa de Cereais e Produtos de Bahia Blanca e compartilhou suas impressões da viagem com Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes.
Jan 12, 2026•9 min•Ep. 1160
Argentina produced a large wheat crop, with high yields but low protein content. Jeffrey Lewis, an Argus AgriMarkets specialist, traveled to the country at the invitation of the Bahia Blanca Grain and Products Exchange and shared his impressions of the trip with Renata Cardarelli, who is responsible for the Argus Brazil Grains and Fertilizers report.
Jan 12, 2026•9 min•Ep. 1159
Our Global Lead for Base Oils, Guo Harn Hong, drives the conversation with Argus market experts Li Li Chng, Tara Tang, Victor Hu and Chu Ren Tan on how the Asia-Pacific base oils market performed in 2025 and what to look out for in 2026. Listen now to discover: Market performance in 2025 and what market participants should expect this year New plant start-ups in India and expected repercussions on regional trade flows Rising production in Saudi Arabia and the impact on the Middle Eastern market ...
Jan 08, 2026•16 min•Ep. 1158
