Argus Media

Épisodes

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  Trade Flows: The Changing Economics of Renewable Diesel 02.10.2026 20min

  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.
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  Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook 30.09.2026 24min

  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 East Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 
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  Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives 30.09.2026 32min

  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 work and where the market is headed. Listen to discover key insights on: How are weather derivatives used to manage and hedge weather risk? Who are the biggest market players and which products are the most liquid? How is the market expected to evolve in the coming years? This podcast was created using data and insights from the Argus European Electricity service Request trial access or more information >>
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  Strait Talk: Thin diesel 30.09.2026 28min

  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.
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  Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping 30.09.2026 17min

  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 why it matters for bulk biocarbon shipments. How new IMO transport requirements are impacting producers, traders, and shipowners. Why regulators focus on a material's properties rather than whether it's called biochar, biocarbon, biocoal or torrefied biomass. What a future regulatory framework for biocarbon could look like, and the key milestones the industry should watch. Argus offers biomass prices, news, analysis, and consulting.  Get more information and request a free trial. 
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  Global LPG Conversations: China’s LPG Storage Boom - Growth and Security 30.09.2026 8min

  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 stockbuilding The discussion draws on the Global LPG Storage Survey, available to LPG World subscribers through Argus Direct. Explore the survey data for detailed information on LPG and ethane storage capacity, infrastructure developments and major projects across China, the wider Asia-Pacific region, and the rest of the world. 
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  Driving Discussions: Europe's Road Fuels Market Squeeze 24.09.2026 27min

  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 under pressure The key supply and demand drivers behind recent price strength How changing trade flows are impacting fuel availability across Europe What the outlook is for road fuels markets in the months ahead
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  Asia-Pacific Base Oils: Supply Disruption or Trade Opportunity? 24.09.2026 16min

  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 crude and base oil trade flows, refinery strategies affecting product availability, and the opportunities emerging for market participants amid ongoing disruption.   Key themes: Geopolitical tensions and logistical challenges reshaping crude and base oil trade flows New Asia-Pacific capacity easing supply constraints, but not fully resolving market disruption Refinery optimisation and its impact on base oil production and lubricant supply chains Emerging trade opportunities amid shifting regional market dynamics
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  Strait Talk: Fars News 24.09.2026 27min

  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.
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  Falando de Mercado: Compras de fertilizantes avançam 17.09.2026 7min

  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 Guerra no Oriente Média e restrições da China às exportações  Preferência por sulfato de amônio El Niño e limitações no crédito agrícola:  Perspectiva e reposição de estoques
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  Market Talks: Fertilizer Demand Accelerates 17.09.2026 7min

  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 El Niño and agricultural credit constraints Market outlook and inventory replenishment strategy
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  Strait Talk: Mocha Pot-shots 16.09.2026 26min

  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.
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  Driving Discussions: US Gulf Coast Gasoline -Trade Flows and Fall Outlook 16.09.2026 15min

  Geopolitics drives mineral markets. Ed Conwayjoins Argus to explore trade wars, rare earths, and if the West can rebuild critical mineral supply chains. The US Gulf Coast gasoline market has undergone notable shifts in 2026, driven by the lasting effects of the US-Iran conflict, changing domestic fuel movements and the seasonal transition to higher-RVP winter gasoline specifications. In this episode of Driving Discussions, Argus experts examine how the temporary Jones Act waiver reshaped Gulf Coast gasoline and blendstock flows, redirecting volumes from the Bahamas to direct shipments between US ports and increasing movements to both the West Coast and Atlantic Coast. The discussion also explores how tightening inventories, strong export demand and ongoing supply concerns have continued to support gasoline prices, even as the summer driving season comes to an end. As the market moves through the fall RVP transition, our specialists analyze evolving blending economics, changing demand for key gasoline components and the supply factors that market participants should watch in the months ahead. Key topics covered: How the US-Iran conflict and Jones Act waiver reshaped Gulf Coast gasoline and blendstock trade flows Why Florida and the Atlantic Coast have become key drivers of Gulf Coast gasoline demand The supply, inventory and export trends supporting gasoline prices despite seasonal demand declines How the fall transition to higher-RVP gasoline is changing blending economics and component demand What refiners, traders and market participants should monitor as regional supply balances evolve Tune in for expert analysis of the market dynamics shaping the US Gulf Coast gasoline sector and the outlook for pricing, trade flows and blending economics heading into the winter gasoline season.
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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.