Argus Media

Strait Talk: Vance more with feeling 02.07.2026 27p

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 – China, Crude & Oil Products, alongside John Ollett, Editor - EMEA Freight and Dubai-based expert Nader Itayim, Middle East Editor on this Strait Talk episode.

Falando de Mercado: SAF avança no Brasil e México 01.07.2026 8p

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 Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética. Os temas discutidos neste episódio incluem: Abordagem regulatória distinta no Brasil Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba Arcabouços globais e regionais de redução de emissões México como mercado estratégico para o desenvolvimento do SAF na região Matérias-primas no México: cana-de-açúcar e resíduos

Market Talks: SAF advances in Brazil and Mexico 01.07.2026 7p

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 include: Distinct regulatory approach in Brazil Feedstocks in Brazil: soybean oil, coprocessing, cover crops and macauba Global and regional emission reduction frameworks Mexico as a critical market for SAF development in the region Feedstocks in Mexico: sugarcane and waste-based

Hablando de Mercado: SAF avanza en Brasil y México 01.07.2026 7p

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 Boacnin, gerente de desarrollo de negocios enfocado en la transición energética. Los temas tratados en este episodio incluyen: Enfoque regulatorio diferenciado en Brasil Materias primas en Brasil: aceite de soja, coprocesamiento, cultivos de cobertura y macaúba Marcos globales y regionales de reducción de emisiones México como un mercado clave para el desarrollo del SAF en la región Materias primas en México: caña de azúcar y residuos

The Biomass Beat: Torrefied Pellets: Early Lessons and What Comes Next 29.06.2026 20p

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 concern for developing plants. How shifting demand in Europe could mean for pellet producers and potential retrofits into torrefaction What still needs to happen on policy, offtake agreements, and standards for the industry to scale. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

Falando de Mercado: gasolina importada no Sul/Sudeste 25.06.2026 11p

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 abastecimento, importação e arbitragem Aumento da liquidez e da participação do Centro-Sul nas importações Novos indicadores de gasolina FCA em Santos e Paranaguá Leilões da Petrobras Efeitos da guerra no Oriente Médio

From the Economist's Chair - Oil in Focus podcast series Episode 2 24.06.2026 6p

Power Dispatch: Bottlenecked — Pushing Grids to the Limit? 24.06.2026 34p

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: Where grid constraints are most severe Which innovative policies are making a difference How conditions look for Europe’s energy islands This podcast was created using data and insights from the Argus European Electricity service. Request trial access or more information >>

Strait Talk: Hormuz Movie 22.06.2026 27p

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 East Editor and Bachar Halabi, Senior Correspondent on this Strait Talk episode.

Metal Movers: Nickel and aluminium markets shaped by Indonesia policies and global disruptions 19.06.2026 11p

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

Market Talks: Brazilian farmers and El Niño 18.06.2026 5p

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country’s main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets. Topics discussed in this episode include: How the pattern affects Brazil’s main agricultural regions Crop volumes and yields during El Niño cycles Outlook for soybean and corn crops in the central-west Outlook for crops in the south region

Falando de Mercado: Agro brasileiro e El Ninõ 18.06.2026 6p

Agricultores se preparam para a chegada do El Niño nos próximos meses. O fenômeno climático afeta as principais regiões produtoras do País de formas diferentes, mas traz ameaças à produção e ao rendimento das lavouras. Saiba mais acompanhando a conversa entre Renata Cardarelli, editora do Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora desta publicação e do relatório global Argus AgriMarkets. Os tópicos discutidos neste episódio incluem: Como fenômeno se manifesta nas principais regiões agrícolas no Brasil Produção e produtividade das safras em ciclos de El Nino Perspectivas para as safras de soja e milho no Centro-Oeste Perspectivas para a região Sul

Chemical Conversations: Methanol Market Outlook, Iran‑US Agreement & Pricing 17.06.2026 20p

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 on: Impact of the Iran–US peace agreement on the methanol industry Potential for softer pricing in Asia and slower declines in the Atlantic basin A longer-term outlook for the global methanol market Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Virginia is for RGGI Lovers | Argus Media 16.06.2026 13p

In this episode, Michael Ball, editor of Air Daily speaks with carbon reporter Ida Balakrishna as she examines the recent surge in RGGI allowance prices and the market forces driving unprecedented volatility. The discussion explores how Virginia’s earlier-than-expected return is raising supply concerns, alongside rising emissions, growing data center-driven power demand, and shifting compliance strategies. They also unpack recent auction surprises, seasonal demand factors, and potential regulatory responses shaping the outlook for the RGGI market. Key Takeaways: Market volatility and price surges driven by Virginia's re-entry into RGGI in July Rising energy demand which is shaping emissions outlook and allowance demand Compliance deadlines and evolving regulatory expectations influencing trading behavior External drivers including seasonal demand patterns and auction outcomes

Base Oils in Focus as Diesel Margins Dominate 16.06.2026 18p

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners’ decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain. Key themes: Diesel cracks: $46/bbl in June, more than double seasonal norms Refiners prioritise middle distillates over base oils despite uplift Group 3 imports collapse after Gulf supply halts, pushing prices to records Summer demand risk: strong diesel runs vs tightening base oil availability

Biomass Beat: Understanding biocoal, biochar and biocarbon 15.06.2026 22p

Podcast description: The biomass industry is increasingly partaking in conversations around carbonised biomass, but confusion still arises over which term is the correct one, and what each term means. In this episode of the Biomass Beat, host Hannah Adler speaks with Chris Wiberg of Biomass Energy Lab (BEL) to unpack the complexities behind biocoal, biocarbon, biochar and charcoal, exploring how these materials are defined, produced, and used across industries ranging from energy to agriculture. In this episode, you'll discover: A clear breakdown of terminology in the biocarbon sector- and why so many products sound similar but can differ How product specifications and feedstocks vary, from high-grade wood to waste-based An exploration of end uses, including energy generation, soil health, industrial inputs, and carbon removal Insights into market development and standardisation, and why clearer definitions can unlock further investment Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

Hablando de Mercado: gasolina global fragmentada 15.06.2026 8p

La guerra en Medio Oriente fragmentó el mercado global de gasolina y creó dinámicas regionales de precios distintas. Los compradores de combustible en América Latina y en otras regiones se ven obligados a gestionar mejor sus riesgos con herramientas de arbitraje geográfico y de calidad, como los escaladores de RVP y octanaje. Escuche las discusiones sobre estas tendencias entre Nazareno Ferrero, gerente sénior de desarrollo de negocios de Argus en Buenos Aires, y Camila Fontana, sub jefa de la redacción en São Paulo. Los temas discutidos en este episodio incluyen: Flujos de gasolina y patrones de precios antes y después de la guerra Referencias globales de precios Asia pasa de equilibrada a deficitaria en gasolina Europa y la Costa del Golfo ganan importancia como proveedores globales Uso de escaladores de RVP y octanaje en las decisiones de negociación

Market Talks: fragmented gasoline market 15.06.2026 7p

The war in the Middle East fragmented the global gasoline market and created distinct regional pricing dynamics. Fuel buyers in Latin America and beyond are forced to better manage their risks with geographic and quality arbitrage tools, like RVP and octane scalers. To learn more, listen to this conversation between Nazareno Ferrero, Argus Senior Business Development Manager based in Buenos Aires, and Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo. Topics discussed on this the episode include: Gasoline flows and price patterns before and after the war Global price benchmarks Asia shifts from balanced to short in gasoline Europe and the Gulf Coast gains importance as a global suppliers Using RVP and octane scalers in trading decisions

Falando de Mercado: gasolina global fragmentada 15.06.2026 8p

A guerra no Oriente Médio fragmentou o mercado global de gasolina e criou dinâmicas regionais de precificação distintas. Compradores de combustível na América Latina e em outras regiões são forçados a gerenciar melhor seus riscos com ferramentas de arbitragem geográfica e de qualidade, como os escaladores de RVP e octanagem. Ouça as discussões sobre essas tendências entre Nazareno Ferrero, gerente sênior de desenvolvimento de negócios da Argus em Buenos Aires, e Camila Fontana, chefe adjunta da redação em São Paulo. Os tópicos discutidos neste episódio incluem: Fluxos de gasolina e padrões de preços antes e depois da guerra Referências globais de preços Ásia passa de equilibrada para deficitária em gasolina Europa e Costa do Golfo ganham importância como fornecedores globais Uso de escaladores de RVP e octanagem nas decisões de negociação

Weight of Freight: US–Iran conflict reshapes tanker markets 15.06.2026 10p

This podcast explores how the ongoing conflict in the Middle East has disrupted global tanker markets, with a focus on both crude and clean petroleum product (CPP) shipping. The discussion focuses on the impact of the US–Iran war on freight rates, trade flows, vessel movements, supply chains, and the outlook for tanker markets in Asia and globally.