Argus Media

Overview

In this episode, Argus examines new US export controls on tungsten scrap and battery black mass, introduced as part of a broader effort to secure domestic critical mineral supply chains. Our experts discuss the immediate market impact, the implications for recyclers and processors, and whether similar measures could spread to other metals and regions.

Covered in this episode

Saudi crude looks relatively cheap for a European buyer, after state-owned Saudi Aramco cut its official formula prices for European buyers by more than expected. This would benefit European refiners in September, who have been scrambling for medium sour crude since the start of the US-Iran war.

In this episode, Argus Crude deputy editor Lina Bulyk and Mediterranean crude reporter Ellanee Kruck discuss how the Mideast Gulf supply will shape Europe’s medium sour markets in September.

Key topics include:

How are ethylene and propylene prices established in one of the world's most influential olefins markets? As trade flows evolve and pricing mechanisms continue to develop, the US market offers valuable insight into how prices are discovered, referenced and negotiated across the olefins value chain.

In this episode, Craig Barry, Lead Olefins Consultant and Michael Camarda, Senior Editorial Lead for US Olefins, discuss the factors shaping ethylene and propylene pricing in the US and what sets the market apart from other major regions.

Listen to learn more abou...

As North American fuel flows shift, El Paso is becoming a more important pricing point for gasoline and diesel moving across the Southwest. In this episode, Amanda Hilow (Distillates Editor, US Products) and Jared Ainsworth (Gasoline Editor) discuss the launch of Argus’ new El Paso assessments, including Argus ULSD fob El Paso and four new gasoline assessments covering regular and premium CBOB. 

The conversation looks at why El Paso’s role is growing as Gulf Coast supply moves west, California refinery capacity tightens, Arizona seeks more secure inland routes and Mexico remains a major outlet for US gasol...

In this episode, Savannah Resources' chief executive Emanuel Proença joins Argus battery materials reporter Chris Welch to discuss the economics behind Barroso's definitive feasibility study, the outlook for European refining projects and how Portugal, Spain and Morocco could form part of a regional battery ecosystem.

Key topics include:

Podcast summary:

This podcast explores how escalating Middle East tensions disrupted crude and clean tanker markets in June-July, driving volatility in freight rates, trade flows and shipping risks.

The discussion focuses also on the growing role of AWRPs in the Middle East and alternative loading routes, including Argus' new clean tanker freight assessments from the Gulf of Oman and India's west coast.

Key Topics Discussed

Asia’s olefins market is highly integrated, with most ethylene consumed internally and only limited volumes available for trade.

In this episode of the Chemical Conversations series, Argus' Sarah Rae, VP for Ethylene and Derivatives, speaks with Toong Shien Lee, Head of Olefins Editorial, about how ethylene and propylene markets in Asia are structured and priced — and what sets them apart from other regions.

Tune in for insights on:

Asia’s olefins market structure and trade flows

Why oversupply is driving buyers toward spot deals

How contra...

As renewable fuel mandates tighten and advanced feedstocks become increasingly important, the HVO market is entering a new phase of growth. In this episode, Argus experts explore the policy, pricing and demand trends shaping renewable diesel markets across Europe, with a particular focus on Germany and the launch of the new Argus Class V HVO assessment.

Key topics:

Germany's rapidly expanding HVO market

The impact of evolving EU renewable fuel policy

Growing demand for advanced biofuels

The launch of the Argus Class V HVO benchmark

HVO...

Global tackifier markets are navigating a period of uncertainty as changing trade flows and shifting feedstock economics continue to influence supply chains.

In this podcast, Leonardo Siqueira, Editor, Pine Chemicals, and Steve Williams, VP, C5 and Hydrocarbon Resins, discuss the outlook for hydrocarbon resins and rosin ester tackifiers. Recent disruptions have highlighted the close relationship between natural and petroleum-derived feedstocks, creating new challenges for buyers navigating an increasingly interconnected market.

Listen to the podcast to:

Understand the factors influencing global tackifier supply and demand

Explore the...

Global supply disruptions, shifting refinery economics and evolving trade flows are reshaping the Americas asphalt market in 2026. In this podcast, Oliver Thompson (Global Lead for Asphalt Quarterly Analytics), James Fernandes (Lead Analyst for North America) and Swasti Dharmadhikari (Lead Analyst for Latin America) examine the impact of higher oil and diesel prices on asphalt market fundamentals, explore regional supply and demand dynamics across North and Latin America, and discuss the outlook for refinery operations, trade flows, infrastructure-led demand and key supply risks through 2030.

Key topics covered:

A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.

In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.

Key topics include:

The scale of CPC Blend export halt and its impact on crude prices

How critical the grade is for Europe

What alternatives European refiners ha...

Strait talk: Conflation in the Gulf

Oil prices have retreated from recent highs, but uncertainty continues to hang over one of the world's most important energy chokepoints. In this edition of Strait Talk, Argus experts examine the latest developments in the Strait of Hormuz, including shifting shipping routes, regional diplomacy, and the implications for global crude markets.

Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial as they unpack what the latest geopolitical developments could mean for energy flows, market sentiment, and the outlook f...

Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets. 

In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels.

From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping d...

In this episode, David looks at the ongoing blockage of the Strait of Hormuz, new threats to shipping in the Red Sea, a new Omani proposal for joint Gulf State oversight of Hormuz transit and the supply crisis facing the diesel market.  

A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.

In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.

Key topics include:

The scale of CPC Blend export halt and its impact on crude prices

How critical the grade is for Europe

What alternatives Eur...

O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB).  Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

Fertilizer Matters EP56: Brazil’s Phosphate Market:
Hear Argus’ essential analysis of what’s driving Brazil’s phosphate market as global price swings,
shifting demand and policy changes reshape buying behaviour. In this episode, we explore which
crops and seasons drive demand, the impact of high international prices on domestic trade, and the
challenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, the
effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in
buying as global fundamentals continue to evolve
Join Tom Ham...

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives to discuss:

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.

Os tópicos discutidos neste episódio incluem:

Evolução de preços dos fertilizantes fosfatados

Disponibilidade de produto importado em me...

Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows.

In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets.

Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding.

They discuss how Europe has avoided jet supply shortages so far, why SAF pricing...

Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil.  Saiba mais acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.

Os tópicos discutidos neste episódio incluem:

Demanda chinesa e oferta a partir de Ormuz

M...

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/TC 238 meeting in Berlin and what they mean for the future of biomass, biocarbon and biochar markets.

Tune in to hear:

·      Why biocarbon and biochar are becoming major focus areas for international standardisation, beyond traditional biomass fuels.

·      The most important new ISO work items launched in Berlin, including testing standards for pyrogenic biocarbons.

·      The remaining gaps in biochar and b...

Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets.

Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answ...

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East. 

This episode of  Global LPG Conversations, was recorded on 8 July as initial hopes of a return to normality on the US-Iran memorandum of understanding were beginning to fade in the wake of renewed air strikes exchanged in the region. And it sees Peter Wilton (Editor, Argus International LPG) speak with Waldemar Jaszczyk (Deputy Editor, European Pricing) and Jack Greenwood (Head of LPG Consulting) in an attempt to...

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloco se movem em direção a fertilizantes de baixo carbono, inclusive aqueles produzidos com hidrogênio renovável. Saiba mais acompanhando a conversa entre Bruno Castro, responsável por precificação de fertilizantes na Argus em São Paulo, e Pamela Machado, responsável pela cobertura de hidrogênio de baixo carbono e derivados na Argus em Paris.

Os tópicos disc...

Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑carbon fertilizers, including those produced using renewable hydrogen. Learn more by following the conversation between Bruno Castro, responsible for fertilizer pricing at Argus in São Paulo, and Pamela Machado, who covers low‑carbon hydrogen and derivatives at Argus in Paris.

Topics discussed in this episode include:

Fertilizer consumption in Brazil and the country’s dependence on imports

Fertilizer price dy...

This week on Strait Talk, we’re taking a closer look at the intersection of geopolitics and oil flows. We’ll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Iran deal, and why that matters for the broader region. We’ll also break down the latest on crude exports from the Middle East Gulf — how much is moving, where it’s going, and what it signals for the global market.

Join Tom Reed, Head of Oil market Analysis,, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior News Re...

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market

How is the Turkish market doing our last update in March

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

Is Iran losing control of the strait of Hormuz, or is it simply moving towards a softer, gentler approach to running it?

In this episode, we're examining the evolving relationship between the United States and Iran following the recently signed memorandum of understanding, and what it could mean for energy flows, regional stability and crude markets across the Middle East. Recent reporting indicates that the agreement aims to halt military escalation and support the reopening of key maritime routes, including the Strait of Hormuz, while creating a framework for further negotiations.

Join Tom Reed, VP – Ch...

O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora B...

Brazil is establishing itself as a potential global leader in sustainable aviation fuel production, leveraging state-backed refineries, abundant feedstock resources, and a distinct blending mandate. In Mexico, infrastructure investments are planned to position the country as a regional SAF marketer. Learn more about the SAF landscape in Latin America by listening to this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, Josh Vence, VP of Operations in charge of biofuels for Hispanic America, and Lucas Boacnin, Business Development Manager focused on energy transition matters.  

Topics discussed in this episode inc...

Brasil se está consolidando como un posible líder mundial en la producción de combustible sostenible de aviación, aprovechando refinerías respaldadas por el gobierno, abundantes recursos de materias primas y un mandato de mezcla diferenciado. En México, se están planificando inversiones en infraestructura para posicionar al país como un comercializador regional de SAF. Conozca más sobre el panorama del SAF en América Latina escuchando esta conversación entre Camila Fontana, subjefa de la oficina de Argus en São Paulo; Josh Vence, vicepresidente de operaciones a cargo de biocombustibles para Hispanoamérica; y Lucas...

In this episode of the Biomass Beat podcast, Argus’ senior reporter Hannah Adler speaks with Michael Wild, president of the International Biomass Torrefaction and Carbonisation Council (IBTC) to unpack what’s really shaping the next phase of torrefied biomass and take a developer-focused look at where the industry stands, and where it’s heading next. 

 Listeners can expect to hear: 

How the torrefied pellets sector is mirroring and diverging from the early wood pellet industry learning curve  

Why feedstock security and logistics, rather than the technology itself, is the biggest conce...

As importações de gasolina por portos das regiões Sul e Sudeste aumentou nos últimos meses, mudando dinâmicas de abastecimento e arbitragem. O movimento ampliou a liquidez à vista em Santos e Paranaguá e a necessidade de indicadores de preços nas transações do combustível nacionalizado nesses portos. Saiba mais acompanhando a conversa entre Maria Carolina Albuquerque, colaboradora da publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.

Os tópicos discutidos neste episódio incluem:

Dinâmicas regionais de abasteci...

Europe’s electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.

In this episode of Power Dispatch, Argus European Electricity Senior Reporter Daniel Craig speaks with UK specialist Tim Santonastaso and market reporters John Horstmann and Jessamy Guest to discuss how these physical constraints are influencing investment strategies, policy developments, and consumption decisions across Europe.

Tune in to hear:<...

A fragile peace, a reopening of the world’s most critical oil artery, and a 60-day window that could reshape global energy dynamics.

In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctions and Iran’s nuclear programme.

Is this a turning point for markets — or just a temporary pause in tensions?

Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle...

In this episode Argus analysts examine how data centre growth for artificial intelligence is driving demand in some of the most exposed minor metal markets. Materials like germanium and indium phosphide are playing a key role in data transfer devices and optical connections within data centres, while gallium nitride power electrics are increasingly deployed to improve energy efficiency. But supply of these metals has been restricted by export controls and geo-political instability just as demand is beginning to boom.

Topics discussed:

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:

Nickel market tightening and its impact on prices

Policy uncertainty in Indonesia

Power competition between nickel and aluminium

Geopolitical tension pose risks to feedstock supply