Argus Media

Welcome to Episode 23 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 on: How supply dynamics in the Strait of Hormuz are leading to tightening market conditions Why global methanol demand is set to decrease in 2026 The pricing outlook for Asia...

In this episode, ElectraLith chief executive Charlie McGill explains how the company's electrochemical extraction and refining technology aims to eliminate water and chemical use during processing, while helping bring new lithium resources into production. Key topics include: ElectraLith's Captura partnership and pilot programme Why water is becoming a key lithium constraint The economics of direc...

As the Packaging and Packaging Waste Regulation (PPWR) begins to take effect, the industry faces significant questions around investment, scale-up, recycled content targets and mass balance accounting. In this episode of Chemicals Conversations, Argus speaks with Valentijn De Neve , CEO of BlueAlp and President of Chemical Recycling Europe, about the role pyrolysis can play in helping Europe meet...

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...

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,...

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,...

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 p...

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 di...

  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 f...

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.  T...

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 Bar...

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...

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 oth...

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...

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...

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,...

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...

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 b...

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 deve...

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.  

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, edito...

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 al...

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...

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...

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 ex...