Argus Media

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  Metal Movers: Critical minerals scrap - the new resource nationalism? 19.08.2026 21мин

  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 What the new US restrictions on tungsten scrap and battery black mass mean for exporters, recyclers and consumers How the measures are affecting prices, trade flows and domestic processing capacity in the US Why tungsten and battery materials are increasingly being treated as strategic resources Whether similar export controls could be extended to other critical minerals and non-ferrous scrap streams How the European Union is approaching scrap retention and critical raw material security The long-term implications for recyclers, global trade and vertical integration across metals supply chains Speakers Ronan Murphy, Editor, Argus Non-Ferrous Markets Reagan Patrowicz, Reporter, Critical Minerals Markets Cristina Belda, Associate Editor, Battery Materials Zach Schumacher, Editor, Argus Scrap Markets
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  Chemical Conversations: Inside Europe's Olefins Pricing System 17.08.2026 17мин

  For decades, Europe's ethylene and propylene markets have relied on monthly contract settlements to establish pricing across the value chain. But changing market dynamics, greater discounting and a smaller pool of negotiators are prompting discussion about how pricing could evolve in the years ahead. In this episode of the Chemical Conversations series, Alan Williamson, Argus Olefins Consultant, speaks with Alex Sands, Head of European Olefins Editorial, about the evolution of Europe's pricing system, the role of spot markets, and the factors driving conversations around new pricing benchmarks. Tune in for insights on: Why monthly contract prices remain the foundation of European olefins trading The feedstock, supply-demand and spot market signals that influence settlements How Europe's pricing system differs from those used in Asia and the US Why shrinking participation in negotiations is prompting discussion about alternatives How new Argus price indices could provide additional transparency and commercial flexibility This episode is part of the Olefins Market Structure & Pricing podcast series, where Argus experts examine how ethylene and propylene markets operate across Asia, Europe and the US. The series explores the pricing mechanisms, commercial practices and market dynamics that underpin regional olefins trade, while highlighting how pricing approaches continue to evolve.
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  Can Europe Meet ReFuelEU e-SAF Targets? 17.08.2026 17мин

  Hear Argus' hydrogen experts assess whether Europe can meet ReFuelEU Aviation targets and what this means for e-SAF growth.   Tune in for key insights on: How the EU SAF project pipeline is developing — from announced plans to the few projects reaching FID. Why meeting early-year targets looks increasingly difficult and the volumes required in real terms. Positive signs for e-SAF: policy momentum, new funding commitments and EU ETS incentives supporting uptake. The scale of the cost gap to conventional jet fuel, and which regions offer the lowest production costs. The key cost drivers and what actions could narrow the gap — power prices, electrolyser costs and CO₂ sourcing.   This episode features data and analysis drawn from the Argus Hydrogen and Future Fuels service. Request a free trial or more information >>
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  Navigating PE & PP Markets in South and West Africa 14.08.2026 5мин

  The Polyethylene and Polypropylene markets across South and West Africa continue to evolve in response to shifting global trade flows, changing supplier strategies and regional demand dynamics.   In our latest podcast, Dila Odluyurt, Senior Reporter, Chemicals explore the key factors shaping these markets, including:   The impact of ongoing geopolitical tensions and conflict on supply chains and product availability How suppliers have adjusted pricing strategies in response to changing market conditions Seasonal demand patterns and purchasing trends across key African markets Feedstock considerations and how market participants manage procurement and supply security Emerging opportunities and challenges for buyers, traders and distributors What market participants should watch in the months ahead
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  The Crude Report: Europe eyes cheap and ample Saudi crude 13.08.2026 12мин

  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 do Aramco and Somo official prices for September compare to rival spot grades How does Aramco export its barrels amid the US-Iran war and Houthi threats What does this mean for the European medium sour market next month
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  How US Olefins Markets Shape Price Discovery 12.08.2026 26мин

    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 about:   Why the US market has become a key reference point for global ethylene and propylene pricing. How spot market activity has changed the way market participants assess value and negotiate contracts. The differences between US ethylene and propylene markets, including the growing role of pricing indexes. What expanding exports and changing market fundamentals could mean for olefins pricing in the years ahead.  This episode is part of the Olefins Market Structure & Pricing podcast series, where Argus experts share insights into the pricing mechanisms and market dynamics shaping ethylene and propylene markets across Asia, Europe and the US. Bringing together perspectives from each major region, the series highlights why pricing practices differ across global olefins markets, how prices are established and referenced, and the market fundamentals that influence commercial pricing decisions.
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  Driving Discussions: El Paso’s New Role in US Fuel Pricing 11.08.2026 14мин

  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 gasoline exports.    
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  Metal Movers: Can lithium refining keep pace with Europe’s mining ambitions? 11.08.2026 23мин

  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: Results from Savannah's definitive feasibility study Why Barroso can remain competitive without European refining The role of AMG and other offtake options Lithium demand growth beyond EVs Challenges facing policymakers and investors in critical minerals markets
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  Weight of Freight: The cost of maritime uncertainty in June-July 10.08.2026 15мин

  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 Escalating security risks in the Strait of Hormuz, Gulf of Oman, Red Sea and Bab el-Mandeb. The impact of the conflict on crude tanker freight rates and vessel availability. Volatility in CPP tanker markets across the LR2, LR1 and MR segments. Rising AWRPs and their influence on freight costs. Alternative loading routes and the launch of Argus' new clean freight assessments from the Gulf of Oman and India's west coast.
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  Asia’s Olefin Market Structure and Pricing 10.08.2026 14мин

  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 contract prices are settled and formulas applied How PDH economics are shaping Asian propylene prices   This episode is part of the 'Olefins Market Structure & Pricing' podcast series, where Argus experts share insights into the pricing mechanisms and market dynamics shaping ethylene and propylene markets across Asia, Europe and the US. Bringing together perspectives from each region, the Argus team highlight why pricing practices differ across global olefins markets and the market fundamentals that influence commercial pricing decisions.   Listen to the other episodes in the series for a global view of olefins markets, and check back soon for upcoming releases.   Learn more about Argus' Polymers Analytics service covering supply-demand fundamentals, capacities and detailed expert insight for the polyethylene and polypropylene markets: https://view.argusmedia.com/polymers-analytics.html
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  Advanced HVO markets: Introducing class V price assessment 07.08.2026 17мин

  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 commoditisation and pricing
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  Hydrocarbon and Rosin Ester Tackifier Outlook 07.08.2026 12мин

  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 relationship between hydrocarbon resin and rosin ester markets Hear how geopolitics and feedstock availability has impacted pricing Identify key trends shaping market developments in the months ahead   This podcast draws on insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins.   Argus will be attending the World Adhesives Conference (WAC) in London, 16-18 September. Visit our stand to speak to our market specialists about the latest developments in tackifiers, pine chemicals and hydrocarbon resins. Click here to register. 
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  Roadblocks and Resilience: Americas Asphalt Outlook 31.07.2026 16мин

  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: Impact of global supply disruptions on asphalt markets North and Latin American supply-demand outlooks Venezuela's recovery and regional supply uncertainty Brazil's infrastructure-driven demand outlook The role of imports and regional trade flows Refinery economics and key market risks through 2030
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  The Crude Report: Europe faces CPC Blend loadings disruption 30.07.2026 10мин

  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 have turned to Listen now to understand how European buyers are responding and what comes next.
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  Strait Talk: Conflation in the Gulf 30.07.2026 27мин

  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 for traders and industry participants.
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  Driving Discussions: Fuel Oil in an Era of Geopolitics & Alternative Fuels 29.07.2026 25мин

  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 decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead. Topics covered include: The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption The growing role of LNG and biofuels in the energy transition Key market trends to watch across marine fuels and power generation demand
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  From the Economist's Chair: Oil in Focus episode 3 - Crazy Water. 29.07.2026 7мин

  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.  
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  Falando de Mercado: biometano deixa a teoria e avança 27.07.2026 22мин

  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.   Os tópicos discutidos neste episódio incluem:   Resoluções de ANP e regras de emissão  Preocupações de produtores, comercializadores e potenciais compradores Equilíbrio entre oferta e demanda e formação de preços Fungibilidade e reconhecimento de outros certificados ambientais Uso do CGOB em estratégias de descarbonização Possibilidades de evolução do mercado no médio prazo
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  Fertilizer Matters EP56: Brazil’s Phosphate Market 27.07.2026 11мин

  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 whichcrops and seasons drive demand, the impact of high international prices on domestic trade, and thechallenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, theeffects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge inbuying as global fundamentals continue to evolve Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, Market Reporter – Fertilizers asthey discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.Key questions answered in this podcast:What are the key crops. products and seasons impacting the Brazilian phosphate marketHow have global high prices and demand destruction impacted Brazil’s domestic market?How is the upcoming soybean planting season in September being impacted?How are Brazilian buyers responding to Mosaic cutting production in Brazil?Has US suspending countervailing duties on Moroccan phosphate imports worried theBrazilian market?Should we expect last-minute surge of buying from BrazilHow are global phosphate market fundamentals developing?     Related linksArgus Phosphate price reporting service | More info | Request trialMore information: Phosphate short and mid to long-term outlook servicesFree newsletter sign up: Argus Fertilizer Market HighlightsFertilizer Matters podcast series
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  Chemical Conversations: Methanol Market - Geopolitics, Hormuz & China Q4 Outlook 23.07.2026 27мин

  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: A recap of geopolitical tensions since March Current dynamic within the Middle East and Strait of Hormuz Methanol outlook for China going forward into Q4 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.