Argus Media

Hear Argus’ essential analysis fertilizer demand destruction, as the impact the Middle East conflict continues to shake global markets. This episode focuses on what demand destruction is, why it’shappening and how the ripple effects could hit North America, South America and Europe. We also explore whether farmers are delaying application, if crop margins are collapsing, food inflation – and how g...

In episode one of “Oil in Focus” David notes a weakening oil complex since mid-May, despite scant progress in re-opening the Hormuz Strait. He suggests that Iran may struggle for widespread acceptance of proposed transit fees, leaving commodity flows minimal. But there’s evidence that demand restraint and stock draws for now are capping price rises.

Hear Argus’ essential analysis of the what’s driving Australia’s phosphate market, focusing on the impact of the Middle East conflict, current market dynamics, Australian’s phosphate projects, import trends, how Argus’ weekly MAP 10-50 fca Geelong price assessment has reacted and Australian market sentiment on next season. Join Tom Hampson , Global Editor – Phosphates and Susy Cornford , Market Re...

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) is joined by Atishya Nayak (Senior Gasoline Reporter - European Products Report) and Jide Tijani (Naphtha Reporter — European Products Report) to examine how the US driving season and the US–Iran conflict are influencing gasoline and naphtha markets in Europe — from exports and arbitrage shifts to blending economics a...

In this episode of Driving Discussions, Argus editors Jared Ainsworth , US gasoline editor, and Stephanie Crawford, associate editor and US Atlantic coast gasoline reporter, analyze how the US–Iran conflict has rapidly reshaped gasoline fundamentals ahead of the summer driving season. What began as a well-supplied market has tightened significantly, with exports rising, imports lagging, and region...

Hear Argus’ essential analysis of China’s potash market, focusing on China’s 2026 MOP contract, developments in China’s domestic market, importer and trader pricing, China’s domestic dual pricing system, impact of the Middle East War and expectations for China’s 2027 MOP contract. Join Huijun Yao , Editor – Asia Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash and NPKs, as they disc...

In this special podcast episode, our experts take a closer look at how the Hormuz situation is unfolding — from the implications of Iran’s evolving stance on transit and tolls, to the impact of US enforcement measures — and what it all means for oil flows, regional trade dynamics, and global market sentiment in the weeks ahead.

Türkiye’s emissions trading system (ETS) pilot phase has been delayed by a year and is now expected to start from early 2027.  In this episode, Erisa Senerdem speaks with Oğuz Tosun, CEO of Climate Balanced, on the system’s setup, challenges, and timelines. They also discuss whether Türkiye’s role as host of COP31 could accelerate the launch of the pilot phase, and what prices might look like once...

A América Latina avança como potência global em biocombustíveis em um momento de forte crescimento na demanda.  O Brasil lidera o movimento, com políticas públicas e investimentos que posicionam a região como decisiva na transição para a energia limpa. Acompanhe a conversa entre Maria Lígia Barros, responsável por precificação de etanol na Argus, Natalia Dalle Cort, responsável por precificação de...

Experts assess risk management, spot buying trends, and pulses demand dynamics amid volatility and geopolitical pressures in Southeast Asia.

In this episode of Chemical Conversations, Argus’ James Elliott speaks with global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments and what they could mean for the market in the months ahead. Ahead of Europur’s annual conference on 9 - 11 June 2026, the team discuss: What is the latest in terms of the European isocyanate supply...

Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans. The war in Iran and the Strait of Hormuz blockade have shaken LPG trade flows, sending delivered butane prices in Asia to multi-year highs and leaving buyers racing to secure alternative supply. US producers and exporters are stepping in fast—but can export capacity an...

In this special edition episode, we discuss the impact of the US–Iran conflict and the closure of the Strait of Hormuz on the global base oil markets. Even as trade flows evolve, Group III supply remains limited, driving price spikes in the US and Europe. Market participants look towards Asia as supply is showing signs of a recovery and China’s growing output is reducing its reliance on imports. W...

Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/officials reaction to market conditions and the potential impact of removing CVDs. Join Calder Jett , Editor – North American Fertilizer and Taylor Zavala , Deputy Editor – North American Fertilizer as the...

Here is the podcast description to post on podbean:   In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with Deputy Editor Apostolos Tsarikas to learn more about how intermittent renewables are transforming the European power system, sparking a rush for grid flexibility through energy storage, whether battery or otherwise. They are joined by...

Hear Argus’ essential analysis of what’s driving changing trade flows in Southeast Asia’s phosphate market, focusing on the impact of the Middle East war, China’s export constraints, buyers diversifying supply chains, rising DAP price and affordability pressures, weak crop prices and potential El Niño implications. Join Huijun Yao , Editor – Asia Fertilizers and Hui Xuan Lek , Market Reporter – Fe...

Editor Peter Wilton is joined by LPG World editor Matt Scotland and reporter Yasmin Zaman to unpack the latest findings from the Global LPG Storage Survey. They explore how clean cooking policies are driving modest capacity growth, a surge in project pipelines particularly in sub-Saharan Africa and what rising geopolitical tensions and shifting trade flows mean for future infrastructure investment...

Chinese flat steel prices rose sharply in early May, supported by stronger domestic sentiment, tighter export conditions and heightened geopolitical risks. Annie Wang, senior analyst at Argus Media, discusses how these factors, along with firming semi-finished steel prices, are shaping market dynamics in China and influencing global ferrous trade. Key topics covered in the podcast: • Drivers behin...

In this episode, Argus examines the intensifying supply squeeze in global aluminum markets following the outbreak of the US-Iran war and the closure of the Strait of Hormuz. With inventories at historically low levels and competition for units increasing across regions, supply security has become the dominant concern for consumers. Our experts explore how trade flows, premiums and secondary market...

Discussões climáticas estão em um momento de transição, com alguns países querendo cada vez mais foco em combustíveis fósseis e menos em emissões, enquanto outros seguem resistentes a essa mudança. Acompanhe a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin.    Alguns dos tópicos deste episódio:    Foco anterior no papel das emissões de carbono...

Las discusiones climáticas atraviesan un momento de transición, con algunos países que buscan cada vez más centrarse en los combustibles fósiles y menos en las emisiones, mientras que otros se mantienen resistentes a este cambio. Siga la conversación entre Camila Fontana, subdirectora de la redacción de Argus en Brasil, y el editor Lucas Parolin.    Algunos de los temas de este episodio:    Enfoqu...

Climate discussions are at a moment of transition, with some countries increasingly calling for greater focus on fossil fuels and less emphasis on emissions, while others remain resistant to this shift. Follow the conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin.  Some of the topics in this episode:    Previous focus on the role of carbon emissi...

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: ·  Continued impacts from the war in Iran ·  Global market update on prices, trade flows and supply and demand ·  Update on low-carbon methanol projects and post-IMO spring m...

Argus and CME Group discuss the price signals, trading activity and risk tools emerging around higher-GHG ethanol.

In this episode, Anna Prokhorova (Senior reporter - waste feedstocks, Biofuels, Argus Media) is joined by Arezki Djelouadji (partner, Greenea) to explore the reasons behind the disconnect — from UCO’s structural pricing link to Ucome, to the role of blend walls, growing demand from HVO and SAF, and the rise of feedstock flexibility. They also look at shifting global trade flows and what changing U...