Argus Media

Os recursos de hidrogênio presentes no subsolo podem oferecer uma forma completamente diferente de produzir hidrogênio de baixo carbono. Investidores estão apostando nessa tecnologia, governos estão concedendo licenças de exploração e acordos comerciais já estão sendo firmados. Mas, apesar do entusiasmo, ainda existem grandes incertezas em relação a aspectos científicos e comerciais. Acompanhe a c...

  Hydrogen resources found underground could offer a completely different way of producing low-carbon hydrogen. Investors are betting on this technology, governments are granting exploration licenses, and commercial agreements are already being signed. But despite the excitement, major scientific and commercial uncertainties still remain. Listen to the conversation between Camila Fontana, Deputy B...

In this week's Strait Talk, Argus experts examine why freight rates are rising so rapidly, whether increasing Middle East exports are driving demand for tankers, and what the implications are for crude-importing regions such as Europe and Asia. As shipping costs climb, the economics of oil trading are becoming increasingly strained. Freight premiums are adding tens of dollars per barrel to deliver...

Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast   In this week's episode, David notes the easing of prices since September highs as recovery in crude pipeline and tanker flows has been absorbed by the market. But attacks on vessels in the Strait of Hormuz are if anything increasing, physical prices are stil...

Business aviation is moving SAF from early adoption to everyday airport operations, bringing new demands around fuel quality, logistics and customer confidence. In this episode of SAF Insights, Louise Burke (Senior Vice President, Oil Products and Global Aviation and Renewables) speaks with Keith Sawyer (Manager, Alternative Fuels, Avfuel Corporation) about the practical steps required to deliver...

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.

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/Chin...

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 a...

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 al...

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) sc...

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 700,0...

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 discus...

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...

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.

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...

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 o...

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...

Geopolitics drives mineral markets. Ed Conway joins 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 epis...

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 g...

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 repor...

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 supp...

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...

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects

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). J...

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 the uncertainty and geopolitical disruption we've seen this year just persist into next year? Where's the upside, where's the downside, and what are the key risks to the forecast? Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst a...