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Falando de Mercado: Mineral complexo ganha espaço no agronegócio
O mineral complexo vem ganhando espaço entre as opções de fertilizantes utilizadas pelo agronegócio no Brasil. Entenda as perspectivas para a importação dos nutrientes para a próxima safra acompanhando a conversa entre Gisele Augusto e João Petrini, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.
Os tópicos discutidos neste episódio incluem:
Comparação entre minerais complexos e SSP Evolução do uso no Brasil China e Oriente Médio impactam disponibilidade Demanda para a safra de soja 2027-2028 Preços, custos e acesso a créditoMarket Talks: Complex minerals become a more prevalent option among Brazilian farmers
Complex minerals are gaining ground among the fertilizer options used by farmers in Brazil. Learn about the outlook for nutrient imports for the next crop by listening to the conversation between Gisele Augusto and João Petrini, contributors to the Argus Brazil Grains and Fertilizers report.
Topics discussed in this episode include:
Comparison between complex minerals and SSP Evolution of their use in Brazil China and the Middle East affect availability Demand for the 2027-2028 soybean crop Prices, costs and access to creditWest African refined products markets and the US-Iran war
How is West Africa weathering global supply shocks? Explore Dangote's impact, regional fuel security and the markets reshaping global trade.
West Africa is emerging as one of the most closely watched oil markets in the world. In this episode, following the recent OTL conference in Nigeria Benedict George (Editor – Argus European Products) George Maher-Bonnett (Deputy Editor – Argus European Products) discuss how the region is navigating global supply disruptions and rising prices.
Listen as they examine the growing influence of the Dangote refinery, its role in improving regional fuel supply and how shifting trade flows are...
Alternative marine fuels in the Americas: What comes next?
Explore how regulation, infrastructure and supply are shaping the prospects for LNG, biodiesel and ethanol across the Americas.
As the shipping industry moves towards decarbonisation, the Americas are taking a different path from Europe in the search for lower-emission marine fuels.
In this episode, Argus marine fuels reporter Gabriel Tassi Lara speaks with Adrian Tolson, president of the International Bunker Industry Association (IBIA), about the fuels gaining traction across the region, from LNG in North America and the Caribbean to biodiesel and ethanol in South America.
The conversation explores the practical realities behind...
Metal Movers: Critical minerals - Why supply chains became vulnerable
Critical minerals have moved from an energy-transition concern to a strategic priority for governments and industries worldwide. In the first episode of this four-part mini-series, Argus experts examine how supply chains became concentrated, why China’s strength extends beyond mining into processing and manufacturing, and what it will take to establish commercially sustainable alternatives.
Global Polymers Market Evaluation Turkey November 2026
In this Turkish-language podcast, Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, discusses:
Key developments in the Turkish polymers market over the past month
How global supply, demand and feedstock trends are feeding through to Turkish import markets
The impact of trade flows and freight conditions on market dynamics
The factors shaping the outlook for the months ahead
Turkish polymers buyers and sellers operate in close connection with global trade flows, so developments in other regions can quickly shape local prices and sentiment. Argus covers...
Strait Talk: Red Sea, Blue Wave
This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks.
Key topics covered:
landscape Increasing US pressure on Iran via Task Force Iron Gate Rising crude flows from Yanbu to Asia and what they signal for
regional trade routes A comparison of maritime risk at Bab el-Mandeb versus the Strait
of Hormuz Implications for crude, freight and regional markets
Fertilizer Matters EP61: Asia Market Update & Near-Term Outlook
Analysis of Asia's nitrogen, phosphate & potash markets, covering key market drivers, themes and near-term outlook.
Hear Argus’ essential update on Asia's fertilizer market, including industry sentiment following IFA's Crossroads Conference. You'll hear key developments in the phosphates, potash and nitrogen markets, the outlook for the months ahead, and key themes leading into the Argus Fertilizer China Conference in Beijing (17-19 Nov 2026).
Join Huijun Yao, Associate Editor – Fertilizers, Dinise Chng, Senior Reporter - Ammonia and Nitrogen, and Hui Xuan Lek, Marker Reporter - Phosphates and NPKs as they discuss these topics in the latest episode of Argu...
Crude Report: TMX Series Changing Canadian Crude Arbs
Vancouver has a new attraction for Canadian bitumen producers seeking better margins and less dependence on the US Gulf coast market. While the growing supply of heavy Venezuelan crude at the US Gulf is pulling down prices for heavy Canadian crude there, the Asian demand for heavy dilbit blends at Vancouver appears likely to stay strong, boosting prices there.
Join our conversation with Argus crude market reporters John Cordner and Matthew La France regarding issues including:
How is the growing seasonal diluent content in heavy Canadian dilbits increasing the incentive for Chinese refiners to buy these...Falando de Mercado: Plano de Fertilizantes no Lula 4
O Brasil acaba de passar por mais uma eleição presidencial e, para o agronegócio, uma das perguntas centrais é: como reduzir a dependência externa de fertilizantes sem comprometer a competitividade do produtor rural?
Hoje, o país importa mais de 80 por cento dos nutrientes que consome. E o Plano Nacional de Fertilizantes prevê elevar a parcela da produção doméstica.
O governo reeleito sinaliza a continuidade do protagonismo da Petrobras para fortalecer a produção nacional, especialmente no segmento de nitrogenados. Saiba mais acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e...
Biomass Beat: Scaling Biocarbon Commercially
In this episode of Biomass Beat, Argus’ Deputy Editor Hannah Adler speaks with Revata Carbon's Global Business Development and Partnerships Manager, Bhuvam Patel, about the opportunities and challenges shaping the biocarbon industry. Revata Carbon converts agricultural residues into biocarbon, offering an alternative use for agricultural waste.
Listen for insights on:
How cashew nutshell residues are being turned into biocarbon and other value-added products. Why Ivory Coast is emerging as a key location for biocarbon production. The progress biocarbon has made from pilot projects to commercial sales, particularly in heavy industry. Why securing customers is becoming less of...The Renewable Diesel Paradox: Part Two
As US renewable diesel production continues to grow, market participants are looking beyond California for new demand centres. One of the most significant developments has been the emergence of Texas as a growing outlet for renewable diesel volumes, offering producers greater market flexibility.
In the second episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) explore how changing incentives, shifting trade flows and regional supply dynamics are influencing renewable diesel markets. The discussion also examines the growing role of Texas and the...
The Renewable Diesel Paradox: Part One
US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices.
In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's...
Falando de mercado: o que muda nos combustíveis com Lula reeleito
A reeleição do presidente Luiz Inácio Lula da Silva aconteceu em um momento de bastante volatilidade. E o resultado tem implicações diferentes para os combustíveis fósseis e biocombustíveis.
Saiba mais sobre os impactos desse novo cenário sobre os mercados de diesel, biodiesel e etanol acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora da publicação Argus Brasil Combustíveis.
Os tópicos discutidos neste episódio incluem:
Dinâmica do câmbio afetando diesel e etanol Paridade internacional e posicionamento dos importadores Pro...Metal Movers: Titanium and the aerospace ramp-up
In this episode, Argus explores the disconnect between an unprecedented outlook for aerospace and defence markets and a partially stunted titanium market. Airbus and Boeing’s combined commercial backlog exceeds 16,000 aircraft, while global geopolitical instability is fuelling historic defence spending and procurement. Yet titanium inventories remain elevated across several market segments, manufacturers and suppliers continue to debate when build rate ramps will translate into sustained titanium orders, while questions around forging and casting capacity and competing end-markets remain open.
Argus Non-Ferrous Markets Associate Editor, Samuel Wood, and Reporter Reagan Patrowicz speak with Peter Zimm and Kurt Fa...
Chemical Conversations: Methanol Market - US-Iran Impacts, Key Shifts & 2027 Outlook
Welcome to Episode 25 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series.
In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:
Ongoing impacts of the US-Iran conflict on the methanol market Why 2026 is shaping up to be a historical year for methanol The outlook for methanol markets through 2027Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
Strait Talk: Trick or Trade
Politics, Freight and the Price of Oil
As political uncertainty, geopolitical tensions and shifting trade dynamics continue to influence global oil markets, separating meaningful market signals from headline noise is becoming increasingly important.
In this episode Argus experts examine the political, economic and market developments shaping crude oil prices, trade flows and supply expectations. From election outcomes and policy decisions to freight market movements and regional conflicts, they explore how these factors are influencing market sentiment and what they could mean for the months ahead.
Listen to dis...
Fertilizer Matters EP60: Unpacking Kenya’s fertilizer market
Hear Argus’ concise analysis of Kenya’s fertilizer market, covering how it functions as a subsidised fertilizer market, the market reaction to the subsidy scheme, the usage of NPKs, the impact of affordability, acreage, soil acidity and a focus on Kenya’s tea sector.
Join Upasruti Biswas, Deputy Editor – Africa Fertilizers and Bede Heren, Senior Fertilizer and Agriculture Sales Specialist as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Reshaping global bitumen markets: Asia in focus
Exploring the global bitumen trends in 2026, with a closer look at how disruption to Middle Eastern oil supplies has exposed the Asia’s reliance on refinery operations and reshaped the region’s bitumen outlook.
The global bitumen market has shifted from concerns over demand to the resilience of supply. Asia's limited access to preferred bituminous crude, lower refinery throughput and stronger returns from transport fuels have constrained production and pushed seaborne prices to record highs.
Drawing on the latest Argus Bitumen Analytics, Oliver Thompson (Global Lead, Argus Bitumen Analytics), Swasti Dharmadhikari (Lead Bitumen Analyst, Asia) and...
Falando de Mercado: Biocombustíveis no mercado marítimo
Usinas de biodiesel e etanol no Brasil estão de olho no que pode ser uma solução para o superávit da produção: o mercado global de combustíveis marítimos. Conforme as discussões sobre combustíveis alternativos se intensificam no exterior, o governo brasileiro se movimenta para atender aos padrões internacionais e desenvolver o mercado doméstico de biobunker. Neste episódio do Falando de Mercado, Natália Coelho e Gabriel Tassi Lara, responsáveis por precificação de combustíveis marítimos da Argus, falam sobre as expectativas dos participantes desse mercado antes da reunião da Organ...
Market Talks: Brazilian Biofuels in Marine Fuels
Biodiesel and ethanol producers in Brazil are looking at what could become a solution to their production surplus: the global marine fuels market. As discussions around alternative fuels gain momentum abroad, the Brazilian government is taking steps to align with international standards and develop the domestic bio-bunker market. In this episode of Market Talks, marine fuels pricing specialists Natália Coelho and Gabriel Tassi Lara discuss market participants’ expectations ahead of the International Maritime Organization (IMO) meeting at the end of the year.
Key themes:
Proposed legislation to establish Brazil’s National Sustainable Marin...
Strait Talk: Election messaging
In this week's Strait Talk, Argus experts examine the intersection of politics, sanctions, shipping and oil flows as the US midterm elections approach and geopolitical tensions continue to shape market sentiment.
From Economist’s Chair 6: All this and elections too
Physical vs futures pricing: Rising Middle East spot sales have narrowed Brent futures' discount to North Sea Dated, while producers take on more Hormuz transit and insurance risk as export flows recover.
Freight and Hormuz security: Repeated shipping attacks keep freight costs very high, while Asian refiners are seeking lower Middle East term volumes to diversify supply. Diesel tightness and policy response: Diesel cracks remain near triple-digit levels and inventories are low. Policy moves are unlikely to help soon because refinery capacity is stretched and Russian flows are constrained. Macro and political fallout: Fuel prices are stoking inflation...Falando de Mercado: Hidrogênio geológico ganha força
Os recursos de hidrogênio presentes no subsolo podem oferecer uma forma completamente diferente de produzir hidrogênio de baixo carbono. Investidores estão apostando nessa tecnologia, governos estão concedendo licenças de exploração e acordos comerciais já estão sendo firmados. Mas, apesar do entusiasmo, ainda existem grandes incertezas em relação a aspectos científicos e comerciais. Acompanhe a conversa entre Camila Fontana, chefe-adjunta da redação da Argus em São Paulo, e Pamela Machado, colaboradora do relatório Hydrogen and Future Fuels no escritório da Argus em Paris.
Os tópicos discuti...
Market Talks: Natural Hydrogen Gains Momentum
Hydrogen resources found underground could offer a completely different way of producing low-carbon hydrogen. Investors are betting on this technology, governments are granting exploration licenses, and commercial agreements are already being signed. But despite the excitement, major scientific and commercial uncertainties still remain. Listen to the conversation between Camila Fontana, Deputy Bureau Chief at Argus in São Paulo, and Paris-based Pamela Machado, a contributor to the Hydrogen and Future Fuels report.
Topics discussed in this episode include:
Potential advantages of geological hydrogen
Exploration projects already announced acro...
Strait Talk: Black Hole Sums
In this week's Strait Talk, Argus experts examine why freight rates are rising so rapidly, whether increasing Middle East exports are driving demand for tankers, and what the implications are for crude-importing regions such as Europe and Asia.
As shipping costs climb, the economics of oil trading are becoming increasingly strained. Freight premiums are adding tens of dollars per barrel to delivered crude costs, raising questions about demand destruction and the sustainability of current market pricing.
From Economist’s Chair: Oil in Focus “Storm on the Water”
Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast
In this week's episode, David notes the easing of prices since September highs as recovery in crude pipeline and tanker flows has been absorbed by the market. But attacks on vessels in the Strait of Hormuz are if anything increasing, physical prices are still signalling alarm and further draws in already-tight distillate stocks are on the agenda. As the Atlantic hurricane season progresses, attention is turning towards Gulf Coast diesel and LNG exports.
SAF Insights: Scaling SAF in the Business Aviation Sector
Business aviation is moving SAF from early adoption to everyday airport operations, bringing new demands around fuel quality, logistics and customer confidence. In this episode of SAF Insights, Louise Burke (Senior Vice President, Oil Products and Global Aviation and Renewables) speaks with Keith Sawyer (Manager, Alternative Fuels, Avfuel Corporation) about the practical steps required to deliver certified SAF across a growing US network.
Key themes
Scaling SAF from pilot projects to nationwide supply Certification and traceability: ASTM and ISCC requirements Growth opportunities: Feedstocks, blending hubs and regional demandAirport adoption: The role of customers and...
Trade Flows: The Changing Economics of Renewable Diesel
Record US biofuel mandates, shifting trade flows and growing demand in Europe are creating new opportunities and challenges for renewable diesel markets around the world.
Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook
Welcome to Episode 24 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series.
In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives and Becky Zhang, Argus lead methanol consultant on:
Argus Methanol & Ammonia Conference recap Pricing trends, supply constraints, and trade flow adjustments in Asia/China Outlook for Atlantic Basin considering ongoing political tensions in the Middle EastArgus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives
As renewable generation continues to expand and extreme weather phenomena become more frequent, managing weather risk is becoming increasingly important for energy companies. Conventional hedging strategies can help manage price exposure, but they do not always address the financial impact of unexpected weather patterns on demand, generation or trading positions.
As a result, weather derivatives are gaining greater attention. In this episode, Argus European Electricity Editor Helen Senior and Deputy Editor Apostolos Tsarikas talk with Pierre Buisson, Senior Weather and Energy Structurer, and Theresa Kammel, Weather Trader and Originator at Munich Re, to discuss how these products...
Strait Talk: Thin diesel
In this week's Strait Talk: Thin Diesel, Argus experts examine how the market has changed following the Houthi maritime ban on Saudi-linked shipping and attacks on key refining infrastructure. Product exports through the Bab el-Mandeb Strait have fallen sharply, while fresh warnings to shipowners and repeated attacks on the Jizan refinery have increased uncertainty for fuel exporters and buyers alike.
Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping
As biocarbon production scales up and international trade expands, transport regulations are emerging as one of the industry's biggest challenges.
In this episode of Biomass Beat, Hannah Adler, Deputy Editor of Biomass, speaks with Captain Bulut Kartal, General Manager at Control Union North America, to discuss why the lack of a dedicated International Maritime Solid Bulk Cargoes Code (IMSBC) schedule is creating uncertainty across the supply chain and what regulators are doing to address it.
Tune in for insights on:
The difference between the IMDG (International Maritime Dangerous Goods Code) and IMSBC Codes, and...Global LPG Conversations: China’s LPG Storage Boom - Growth and Security
Geopolitical conflict and Middle Eastern supply disruption are increasing the value of larger, more flexible LPG and ethane inventories in China. In this episode of Global LPG Conversations, Matt Scotland (Editor, LPG World) speaks with Celia Chen (Lead LPG Analyst) about how growing supply concerns are reshaping storage investment decisions.
Listen to discover:
Why China is adding more than 700,000t of LPG and ethane storage How trade tensions are reshaping butane and ethane infrastructure The growing role of storage in strengthening supply security Why tight propane availability could limit strategic stockbuildingThe discussion draws on...
Driving Discussions: Europe's Road Fuels Market Squeeze
What’s driving record diesel prices and unexpectedly tight gasoline markets in Europe? Join George Maher-Bonnett (Deputy Editor, Argus European Products), Josh Michalowski (Diesel Reporter) and Atishya Nayak (Senior Gasoline Reporter) as they examine the supply disruptions, shifting trade flows and changing demand patterns reshaping Europe’s road fuels markets.
In this episode, our experts discuss how geopolitical tensions, low inventories, refinery maintenance and seasonal demand trends are keeping diesel and gasoline markets unusually tight, and what market participants should watch as Europe heads into winter.
Listen to discover:
Why diesel and gasoline markets remain...Asia-Pacific Base Oils: Supply Disruption or Trade Opportunity?
In this episode, Guo Harn Hong (Argus Global Lead for Base Oils) is joined by Chu Ren Tan (Senior Base Oils Analyst), Li Li Chng (Associate Editor, Base Oils), Tara Tang (Associate Editor, Base Oils & Waxes) and Victor Hu (Senior Analyst) to discuss how geopolitical tensions, logistical disruptions and shifting trade flows continue to reshape Asia-Pacific base oils markets. While new capacity additions across the region have eased some supply pressures, the lubricant supply chain remains under strain as refiners optimise output streams and downstream blending economics evolve.
The discussion explores the impact of changing c...
Strait Talk: Fars News
In this week's Strait Talk, Argus experts examine a series of developments that could reshape energy markets, from reported peace talks between US representatives and Iran to signs that Saudi Arabia may soon restart crude shipments through its critical East-West pipeline.
Falando de Mercado: Compras de fertilizantes avançam
As compras de fertilizantes para a segunda safra de milho 2026-27 do Brasil se aceleraram, mas preços acima do esperado pelos agricultores e a ampla janela de compras mantêm as importações de nitrogênio abaixo do nível do ano anterior. Acompanhe a conversa entre Renata Cardarelli e Gisele Augusto, que produzem o relatório Argus Brasil Grãos e Fertilizantes.
Os tópicos discutidos neste episódio incluem:
Parcela das necessidades já supridas de fertilizantes para a safrinha
Queda de preços cria oportunidade de compra
G...
Market Talks: Fertilizer Demand Accelerates
Purchases of fertilizers for Brazil's 2026-27 second corn crop have accelerated, but prices remain higher than farmers expected and the extended purchasing window is keeping nitrogen imports below last year's levels. Listen to the discussion between Renata Cardarelli and Gisele Augusto, who produce the Argus Brazil Grains and Fertilizersreport.
Topics covered in this episode include:
The share of fertilizer requirements already secured for the second corn crop
Lower prices creating buying opportunities
The Middle East conflict and China's export restrictions
Preference for ammonium sulfate
E...
Strait Talk: Mocha Pot-shots
Freight rates have gone vertical.
With tanker costs doubling in September and new threats to Saudi export infrastructure, the economics of oil trade are changing fast.
This week on Strait Talk, Argus experts unpack the freight crisis, the growing pressure on Red Sea and Hormuz shipping routes, and what it means for global oil markets.
In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.
