Argus Media

Jaksot

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  From the Economist's Chair: Oil in Focus episode 4 - A Fork in the Road 16.09.2026 6min

  Physical vs. paper disconnect. Crude, diesel and freight markets are signalling stress that futures prices aren't yet capturing — driven by Middle East pipeline disruptions and restricted flows through critical maritime chokepoints. Fragile recovery reversing. A tentative summer rebound in regional exports is losing ground as shipping attacks intensify and instability spreads along key routes. A genuine fork in the road. Either flows are restored and inventories rebuild gradually, or exports fall further — forcing rebalancing through demand destruction: price shocks first, then a broader economic slowdown.
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  Metal Movers: Ed Conway on the new mineral trade wars 15.09.2026 34min

  Argus spot prices for the rare earth compound dysprosium oxide are currently ten times higher in the US than in China. Such a gap reflects a world where geopolitics is increasingly shaping commodity markets. But as broadcaster and author Ed Conway argues, the weaponisation of trade, for critical minerals and beyond, is as old as trade itself. In this episode, Ed joins Argus battery materials reporter Chris Welch to discuss his new book, Trade World: The Ties That Bound Our Past and Could Unravel Our Future, exploring whether the global trade is unravelling after all and whether Europe and the US can rebuild their critical minerals industries once again. Key topics include: Why China's rare earth export controls are not new Can Western carmakers build knowledge in partnerships with China? Why pricing power has shifted from carmakers to their suppliers How BYD resembles Henry Ford's vision for cars The impact of declining standardisation of traded goods on pricing
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  Driving Discussions: Europe's Shifting Fuel Oil Trade 15.09.2026 13min

  Rotterdam’s record-low VLSFO sales reveal how quickly Europe’s marine fuel market is being reshaped by forces at home and abroad. In this episode, Josh Michalowski (Diesel Reporter, Argus European Products) speaks with Bob Wigin (Fuel Oil Reporter, Argus European Products) about the changing balance between VLSFO and HSFO as RED III alters bunker economics and geopolitical disruption reshapes supply. Key themes: Regulatory impact on European bunker demand Middle East disruption redirects European VLSFO to Asia-Pacific Russian VGO tightness and marine fuel blending
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  Fertilizer Matters EP59: Ammonia hit by Europe’s gas crunch 15.09.2026 17min

  Ammonia production across Europe face major consequences due to mounting pressure on European gas markets. Ahead of winter, record-low inventories, conflict in the Middle East as well as Russian and Ukraine, strong Asian demand and maintenance outages are all pushing delivered gas prices to their highest since 2022. Hear Argus’ essential analysis of the impact of the gas market on Europe’s ammonia industry, covering ammonia production costs, prices, influence of CBAM and decarbonisation, risks to ammonia supply this winter, the prospects for Q1 2027 and food security implications.Join Mike Nash, Senior Editor – Fertilizers and Lizzie Lancaster, Deputy Editor - Ammonia as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
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  Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects 10.09.2026 10min

  Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects
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  Fertilizer Matters EP58: China’s feed phosphate market 09.09.2026 9min

  Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact of raw material and production costs on China's feed phosphate sector. We also examine how rising freight rates are shaping export opportunities and take a closer look at tricalcium phosphate (TCP). Join Hui Xuan Lek, Market Reporter – Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What are feed phosphates and what is the relevance of the different grades? VIV Select China Tradeshow: What was the feed phosphate market sentiment at the event? How have prices, demand, raw materials cost and overall production costs impacted the Chinese feed phosphate market? How much of an impact have rising freight costs had on the export market? TCP, Tricalcium Phosphates: How is it produced and why has there been growing demand for it, particularly in Europe and Japan?  
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  Fertilizer Matters EP57: Urea market outlook - getting granular 09.09.2026 24min

  Hear Argus’ essential analysis of the urea market outlook — what's left of 2026,and what 2027 has in store. Is it simply going to be more of the same? Does theuncertainty and geopolitical disruption we've seen this year just persist into nextyear? Where's the upside, where's the downside, and what are the key risks tothe forecast? Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst as they discussthese topics in the latest episode of Argus' Fertilizer Matters podcast series.
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  Falando de Mercado: Fees de biodiesel 08.09.2026 11min

  Os preços dos contratos de biodiesel para o 5º bimestre subiram em todo o país. Por que, mesmo com uma oferta menor de óleo de soja, os compradores ainda conseguem limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus.   Os tópicos discutidos neste episódio incluem:   Fees e formas de comercialização de biodiesel  Situação do complexo soja que definiu as negociações  Margem de esmagamento empurra remuneração do biocombustível Diferenciais por região Levantamento da Argus com produtoras e distribuidoras Perspectivas para fim do ano e 2027
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  Falando de Mercado: Gás do Povo e o mercado de GLP 03.09.2026 8min

  O programa Gás do Povo ampliou o acesso ao gás de cozinha para famílias de baixa renda e alcançou sua meta de inclusão de milhões de beneficiários. No entanto, a iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por precificação de combustíveis fósseis na América do Sul.
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  Metal Movers: Manganese's battery future, beyond industrial narrative 03.09.2026 21min

  Why carmakers are turning to high-manganese chemistries and how Firebird plans to develop a full manganese battery supply chain outside China.
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  Strait Talk: Larak Attack! 03.09.2026 22min

  Just when the outlook for the Strait of Hormuz appeared to be stabilising, tensions have escalated again. Following US strikes on Iranian military installations on Larak Island on 30 August, Iran retaliated with further attacks across the region and intensified its targeting of shipping. Saudi vessels have been struck in both the Strait of Hormuz and the Red Sea, while the possibility of further military action against Iranian tankers is raising fears of a new tanker war. 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.
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  Biomass Beat: The future of biomass in SAF with Nova Pangaea 31.08.2026 24min

  In this episode of the Biomass Beat podcast, Argus’ deputy editor Hannah Adler speaks with Nova Pangaea Technologies' Chief Commercial Officer Jonathan Wood to discuss the future of sustainable aviation fuel (SAF), the role of biomass feedstocks, and what it will take for the next generation of SAF projects to secure investment and scale commercially. Tune in for key insights including: Can SAF supply keep up with demand?  The feedstock challenge: Which biomass resources, including waste wood, forestry residues, and agricultural waste, are best placed to support long-term SAF growth? Carbon-negative aviation fuels: How Nova Pangaea’s pyrolysis technology and biochar co-production could create additional revenue streams and generate carbon removal credits. Financing the next generation of projects: The role of policy support, including the UK’s proposed Revenue Certainty Mechanism, and the key milestones to watch for Project Speedbird. Argus offers biomass prices, news, analysis, and consulting.  Get more information and request a free trial. 
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  SAF Insights: What’s next for Thailand’s Bangchak in SAF & biofuels? 31.08.2026 26min

  Thailand’s SAF market is moving from ambition to production as new capacity comes online and airlines consider their next steps. In this episode of SAF Insights, Sarah Giam (Associate Editor, Asia Biofuels and Net Zero) speaks with Bundit Hansapaiboon (President, Refinery and Marketing Business Group, Bangchak Corporation) about launching Southeast Asia’s third standalone hydrotreated biofuels plant and building a viable market around it. Key topics: Certification as the gateway to global SAF markets Unlocking Thailand’s untapped UCO supply Closing the gap between airline ambition and demand SAF-HVO flexibility as markets develop The next stage of Thailand’s bio-refining transition
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  Metal Movers: Can the UK build a lithium industry before it's too late? 27.08.2026 24min

  Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up. In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority.  Key topics include: Cornish Lithium's path to commercial production Whether the UK's 50,000 t/yr lithium target is realistic The biggest barriers facing lithium projects in the UK Why China remains central to the global lithium market The growing importance of supply-chain security and defense
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  Strait Talk: Economic Warfare 27.08.2026 27min

  In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine Washington's latest efforts to isolate Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position. The discussion also tackles one of the most important questions in global oil markets today: how much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.
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  Driving Discussions: Why Diesel Markets Are on Edge 26.08.2026 20min

  A sharp reduction in Russian diesel exports is creating a new strain on an already fragile global market. In this episode of Driving Discussions, Benedict George (Editor, Argus European Products) and Josh Michalowski (Diesel Market Reporter) discuss how the loss of Russian supply is reshaping trade flows and intensifying pressure across European and international diesel markets. They examine how supply disruption spreads between regions, why Europe remains exposed even without importing Russian diesel directly, and whether refiners and consumers can absorb another period of market tightness. Growing pressures in global diesel supply chains and their wider market impact How shifting trade flows are reshaping diesel markets around the world The factors driving unprecedented volatility in diesel pricing Why global energy markets are becoming increasingly interconnected The challenges facing refiners, traders and fuel consumers in today's market  
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  Falando de Mercado: Guerra no Oriente Médio e asfalto 26.08.2026 8min

  A guerra no Oriente Médio alterou fluxos de asfalto e pressionou preços. Entenda os impactos para a América Latina com especialistas.
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  Global LPG Conversations: Rhine crisis hits European LPG logistics 25.08.2026 17min

  A look at the logistical, pricing and seasonal consequences of restricted access to Germany’s inland LPG market. Record-low Rhine water levels have brought LPG barge traffic to a near standstill, cutting German buyers off from the ARA hub and disrupting a vital route for European supply. In this episode of Global LPG Conversations, David Appleton (Senior Vice-President, Global LPG) speaks with Waldemar Jaszczyk (Deputy Editor) about how extreme drought is affecting petrochemical demand, inland distribution and LPG pricing across the region. Key themes: German crackers lose access to key butane supplies Limited alternatives: rail and low-water barges struggle to fill the gap Winter supply risk: volatile propane pricing meets low German stocks
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  Metal Movers: Who really controls critical mineral supply chains? 24.08.2026 46min

  Critical minerals have become central to geopolitics, industrial policy and the energy transition. But who ultimately controls supply chains, and can western governments realistically challenge China's dominance? In this episode, Argus battery materials reporter Chris Welch speaks with journalist and author Nicolas Niarchos, whose book The Elements of Power: A Story of War, Technology, and the Dirtiest Supply Chain on Earth follows cobalt, copper and other critical minerals from mines in the Democratic Republic of Congo to the industries that depend on them. Key topics include: Whether western financial systems are suited to commodity investing China's influence over markets and even prices The influence of long-term contracts in cobalt over spot markets The reliability of data for industrial pricing benchmarks Whether a focus on extraction neglects the role of surrounding infrastructure The challenges facing governments
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  Chemical Conversations: Global Polymers Market Evaluation Turkey August 2026 21.08.2026 33min

  Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, speaks about: Key developments in the Turkish polymers market since July How freight conditions have affected market dynamics The current market landscape and key factors influencing the outlook