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Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows. They discuss: How the conflict has reshaped cost dynamics across the BTX value chain The impact of tightening naphtha supplies, driven by crude volatility and disrupted shipping lanes, on Asian economies Perspectives on mounting feedstock disruptions Coping strategies adopted by producers across different regions The effect of Middle East ...
In this episode, Argus analysts examine the implications of Iran‑related geopolitical tensions for ferrous metals markets. The discussion focuses on how regional developments could influence steel production, raw material flows and trade dynamics, with attention to semi-finished prices, which have risen sharply. The podcast places Iran within the wider Middle East and global steel ecosystem, helping market participants understand where exposure may emerge and which parts of the ferrous value cha...
O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidade de Foz do Iguaçu recebe, de 14 a 16 de abril, o 8º Fórum Sul Brasileiro de Biogás e Biometano, com o tema “Biometano: bem feito, suficiente, bem distribuído”. Acompanhe a conversa entre Rebecca Gompertz, especialista em biometano da Argus, e Felipe Souza Marques, coordenador‑geral do Fórum e diret...
Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next. Join Mike Nash, Senior Editor – Fertilizers, Ruth Sharpe, Global Editor - Ammonia and Maria Mosquera, Global Editor – Sulphur Products as they discuss t...
Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of CBAM and the Middle East war on Chinese ammonia prices. We also introduce the new Argus Ammonia fob China weekly price assessment. Join Ruth Sharpe , Global Editor - Ammonia and Dinise Chng , Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matte...
At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update, our Middle East team breaks down the latest developments and what they mean for exports, prices and regional stability. Tom Reed (VP - China, Crude and Oil Products) joins our Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) for a focused briefing on th...
John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/ In this Crude Report episode, Argus VP of Business Development Jeff Kralowetz talks with waterborne crude reporter, John Cordner , about how demand for Canadian "dilbit" crude has soared in Asia and at the US Gulf coast in the wake of shipping disruptions at the Strait of Hormuz. They also look at the emergence of Western Canadian Select (WCS) at Houston a...
O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, participou de uma visita a lavouras do estado organizada por tradings, corretoras e produtoras de grãos. Ela falou dessa experiência e das condições da safra nessa conversa com a editora Renata Cardarelli. Alguns dos tópicos discutidos: Resultados das amostras...
The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports, took part in a visit to farms in the state organized by trading companies, brokers, and grain producers. She spoke about this experience and the crop conditions in a conversation with editor Renata Cardarelli. Some of the topics discussed: Results o...
The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the conflict, refiners across Europe are feeling the pinch. Argus deputy crude editor, Lina Bulyk, and Mediterranean crude reporter Ellanee Kruck discuss how the war is reshaping European crude flows so far, and possible challenges in the weeks ahead. Topics covered: • How wide a supply gap the conflic...
Join LPG editor Peter Wilton as he quizzes Argus Consulting's Jack Greenwood on what we could see next for LPG prices and fundamentals. How has the war and the closure of the strait of Hormuz affected fundamentals so far? Base case scenarios of the strait of Hormuz being closed for 2 months vs. it opening again this week Why stock draw down is not a long term option The importance of differentiating between propane and butane to understand supply challenges These key insights come from Argus LPG...
Argus Metals Movers discusses the evolving Turkish flat steel market with Tatmetal's Direct Procurement Manager. The conversation covers Turkey's move away from Russian HRC due to stricter EU origin rules, the anticipated impact of EU quota cuts and higher duties, and potential shifts in export destinations like North Africa and the Middle East. It also examines the implications of UK controls on Turkish HDG, new anti-dumping measures against China and South Korea, and how regional geopolitical tensions could affect energy prices and global trade flows.
Recent geopolitical disruption centred in the Middle East is redirecting product movements creating new pressures in the near‑term ethylene outlook. Argus petrochemical consultants Alan Williamson in London and Toon Shien Lee in Singapore provide their initial assessment on how the conflict is impacting the ethylene market balances, particularly on feedstocks and product trade flows, ahead of the Argus Chemicals Forum on 26 March in Houston and AFPM on 29 - 31 March in San Antonio, Texas. Listen...
Argus Dry Freight has launched its latest podcast with Richard Stephenson, a Portfolio Manager and Trader at Pendle Commodity Investment Management Limited, a London based hedge fund specializing in commodity derivatives, with a particular strength in freight derivatives. This episode of Argus Way to Freight explores why Capesize freight rates surged in early 2026 and how Guinea’s bauxite-driven supply dynamics continue to dominate the Atlantic market. Portfolio manager Richard Stephenson breaks...
Listen to our experts ( Toong Shien Lee - Deputy Editor, Erol Musov - Analyst and Jide Tijani - Reporter) analyse how the sudden escalation in US–Iran tensions and the effective closure of the Strait of Hormuz have upended the global naphtha market. With tanker movements collapsing, export hubs damaged and loadings slowing sharply, Asia has absorbed the brunt of the shock, as nearly two‑thirds of its naphtha imports transit the strait. Meanwhile, Europe and the US Gulf Coast remain comparatively...
Um novo marco legal incentivou a competitividade e atraiu o interesse de grandes consumidores para o mercado regulado de gás natural. No entanto, ineficiências, gargalos de infraestrutura e indexação a preços internacionais limitam o aproveitamento do gás produzido no Brasil. Marcos Mortari, responsável pelo relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus, discutem neste episódio: Cenário de oferta e demanda de gás natural no Brasil Principais...
A new regulatory framework has boosted competitiveness and attracted major consumers to the regulated natural gas market in Brazil. However, inefficiencies, infrastructure bottlenecks, and indexation to international fuel prices limit the use of gas produced domestically. Join Marcos Mortari, editor of the Argus Brazil Gas Markets report, and Lucas Boacnin, Business Development Manager at Argus, as they discuss the latest developments in this market: Supply and demand outlook for natural gas in ...
A retirada de sanções ao petróleo e derivados da Venezuela aumentou a disponibilidade de asfalto do país no mercado internacional. O interesse pelo asfalto venezuelano nos EUA impacta outros produtores como Colômbia e Canadá e tem repercussões no Brasil. Saiba mais nesta conversa entre Amance Boutin, gerente de desenvolvimento de negócios na Argus, e Julio Viana, responsável por precificação de asfalto e óleos básicos na América Latina. Alguns dos tópicos deste episódio: Aumento de oferta nos EU...
Hear Argus’ essential analysis of the sustainable and specialty fertilizers sector, covering why this product group is growing in importance for producers, the impact on pricing of volatile trade flows, growing liquidity and CBAM, analysis of Chinese tMAP, NOP, water-soluble NOP, inhibited urea and key factors impacting prices to watch for in 2026. We also introduce a new suite of price assessments from Argus covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea. Join Mike Nash...
Hear Argus’ essential analysis of what’s driving China’s ammonium chloride production expansion, the Chinese projects leading this growth, key export destinations, why demand is growing in Southeast Asia, product substitution from ammonium sulphate and the export outlook. We also introduce the new Argus Ammonium Chloride CFR Southeast Asia weekly price assessment. Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episo...
In this episode, Benedict George (Editor, Argus European Products) and Sarah Raffoul (Manager, Analytics & Consulting) join reporter Isabella Reimi to unpack the rise of mega‑refineries in Asia and the Middle East, the pressures facing Europe’s aging plants, and the shifting trade flows reshaping global fuel markets. Gain clear insights, analysis, and a look at what’s ahead for the industry....
Dila Odluyurt , senior reporter, covering the Turkish PE, PP and PVC markets speaks about: How is the Turkish market doing at the beginning 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 market, or to speak to an expert....
The conflict in the Middle East has had immediate impacts on the LPG market, with some of the biggest single prices increase ever seen With around 30% of global seaborne LPG exports coming from the Mideast Gulf, what does this mean for the global markets and who will be affected the most? In this special episode, our team examine what it means for LPG flows, prices and global availability.
In this episode, Argus explores the forces behind the dramatic surge in global tungsten prices. What began with Chinese export controls has deepened into a structural supply squeeze, leaving both domestic and international consumers struggling with tight availability. Our experts discuss how mining constraints, shifting demand dynamics and limited substitution options are shaping one of the most volatile critical mineral markets of 2026. Covered in this episode: How ageing mines, limited upstrea...
A focused discussion on India’s stainless steel sector covering industry challenges, government policies, raw‑material dependence, trade agreements, CBAM implications, U.S. tariff barriers, and ISSDA’s priorities for 2026–27. Key topics covered in the podcast: Structural challenges in India’s stainless steel Impact of 2026-27 union budget on stainless steel Raw‑material security & import dependence Trade pressures: EU FTA, CBAM & U.S. Tariffs...
As exportações brasileiras de sebo bovino para os EUA despencaram com alterações em políticas de incentivos. No entanto, novos mandatos na Europa e no Brasil prometem realocar volumes e mexer com os preços desse insumo, que é usado na produção de combustíveis, ração animal e itens de higiene e limpeza. Saiba mais acompanhando essa conversa entre Lucas Boacnin, gerente de desenvolvimento de negócios em transição energética da Argus, e João Marinho, responsável por precificação de óleos e gorduras...
In this episode of Chemical Conversations, Argus experts Alan Williamson , Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026. Listen to the latest episode to: Understand how regional supply length and shifting trade flows are shaping near‑term market balance. Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics. Hear how Europe’s cost str...
Argus launched RED-certified sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) fob Strait of Malacca prices in January 2026, to capture growing production capacity and liquidity in the region. Join Alfonso Berrocal (VP, Business Development, Oil Products and SAF) and Sarah Giam (Associate Editor, Biofuels & Net-Zero) as they: Unpack the rationale behind the price launches Share more details on the prices, and how they are assessed Speak about the latest developments on SAF...
The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman’s Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails. Key points include, but are not limited to: Purchasing VLCC vessels and outlook on the VLCC tanker market Ev...
