The Biofuels Report: Feedstock vs Fuel - Why UCO Isn’t Keeping Pace?
In this episode Anna Prokhorova talks with Arreski of Green Air about why used cooking oil (UCO) prices in Europe have stayed relatively flat despite geopolitical shocks that have driven up other energy markets. They explain that UCO behaves unlike typical energy commodities because its supply is highly fragmented, pricing is opaque, and it is tied to the B7 blend wall and the Yukomi (biodiesel) market, which limits demand. The discussion also covers the growing flexibility of feedstock choices, shifting global trade flows—especially the impact of U.S. policy—and the long‑term outlook as SAF and other mandates could eventually boost UCO demand.
Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly
In this episode, Argus senior editor Mike Nash talks with global potash editor Julia Campbell about how the Middle East conflict is affecting the potash market. While direct supply of MOP (mineral oil‑based potash) remains stable, higher oil and gas...
Tightened Supply Chains: Strait of Hormuz & Bitumen Markets
In this episode of The Asphalt Story, Irina, Kayvan, and Oliver discuss how the Strait of Hormuz disruption is tightening bitumen supplies for European and African markets. They explain that reduced crude flows from Iran, Saudi Arabia, and Iraq are...
Global LPG Conversations: From Shock to Softness: Why the European Propane Market Eased
In this episode, Argus editors Peter Wilton and Efkaris Skourou examine why European propane prices have softened despite a global supply shock caused by the war in Ukraine. They explain that steady U.S. LPG imports into Northwest Europe, driven by...
Market Talks: Vessel Shortage in the Pre‑Salt
In this episode Conrado Mazzoni and João Scheller discuss Brazil’s booming crude oil production and the critical role of Dynamic Positioning (DP) vessels in the pre‑sale logistics chain. They explain that Brazil operates the world’s largest DP fleet—about 49 of...
Biomass Beat: Key Takeaways From the Argus Biomass Conference
The Argus Biomass Conference highlighted a surprisingly upbeat mood across the biomass supply chain, driven by record‑high European industrial pellet prices and strong demand ahead of the heating season. Participants discussed price spreads between Europe, Asia, and premium pellets, the...
Driving Discussions: ARDA South Africa Rundown
In this Argus Media European Products podcast, deputy editor George Mayer‑Bonnet recaps the ARDA conference in South Africa, highlighting Africa’s heavy reliance on imported road and jet fuels and the recent price spikes caused by Middle‑East supply disruptions. He discusses...
Negative Emissions: Biochar’s Test as a Scalable CO2 Removal
In this Argus Carbon episode, senior reporter Balaji Shanbagh Raj interviews Kavin Kumar Kandaswamy, CEO of Procline, about biochar as a scalable negative emissions technology. Kavin explains how Procline tackles feedstock constraints by sourcing invasive species across South Asia and...
Insuring Corsia: What Lies Ahead?
In this episode, Argus Media reporter Alexandra Luca talks with Chris Stater, founder and CEO of OCA, the first carbon‑insurance provider approved by Gold Standard and Verra for the CORSIA market. They discuss how insurance mitigates double‑counting risk, OCA’s role...
SAF Insights: European SAF Market Holds Breath on Jet Price Surge
The episode examines how the Middle East conflict has driven European jet fuel prices from about $800 to over $1,900 per tonne, more than doubling them and widening the gap with crude and diesel. SAF (HEFA-SPK) prices also rose, but...
Fertilizer Matters EP48: Feed Phosphates Market Fundamentals
In this episode, Argus experts explain that feed phosphates—calcium and phosphorus supplements for livestock, poultry, and aquaculture—are a major driver of non‑fertiliser P2O5 demand, with China producing over half of the global 9 million tonnes and exporting 1.3 million tonnes. Prices have...
Chemical Conversations: South Korea BTX Rationalisation and Global Impact
In this episode, Argus analyst Santosh and senior aromatics reporter Junlee dissect South Korea's sweeping petrochemical rationalisation, driven by persistently low benzene NAFTA spreads, China’s self‑sufficiency surge, and a global economic slowdown. The government has mandated a 20% cut—about 2.7‑3.7 million...
Back From the Fields: Romania and Ukraine Crop Tours Apr 26
In this episode Angelica and Claudia review their March virtual crop tours of Ukraine and Romania, updating the 2026‑27 wheat forecasts to 23.5 Mt for Ukraine (down 0.4 Mt due to a smaller harvested area but with yields steady at 4.6 t/ha) and...
Global LPG Conversations: Could the UK’s Renewable Heat Obligation Secure LPG’s Future?
In this episode, Waldemar Jasczyk talks with George Webb, CEO of the Liquid Gas UK Association, about the UK’s push for a Renewable Heat Obligation (RHO) to secure a future for renewable liquid gases (RLG) in off‑grid heating. Webb explains...
Metal Movers: Copper’s Volatile New Landscape | Argus Media
The episode dissects copper’s recent volatility, tracing a 2025‑2026 price surge to a mix of tight physical supply, looming U.S. tariffs, and a wave of financial speculation that pushed LME prices above $14,000 per tonne. Experts explain how lower ore...
The Power Dispatch: (Re)integrating Europe's Power Market
The episode examines the renewed push for the United Kingdom to re‑enter the EU internal electricity market amid heightened fuel volatility and the EU's Carbon Border Adjustment Mechanism (CBAM). Tim Santonastazo explains that the EU Council has authorized negotiations, but...
Metal Movers: Strait of Hormuz - How Sulphur Is Impacting the Copperbelt
In this joint Argus Fertilizers and Argus Metals episode, the hosts examine how the Middle East conflict, especially the closure of the Strait of Hormuz, has choked sulfur shipments that feed the African copper belt’s leaching operations. Sulfur prices in...
Global LPG Conversations
In this episode of Global LPG Conversations, Argus SVP David Appleton and consulting head Jack Greenwood field unanswered questions from a recent webinar, focusing on the market fallout from the April 8 cease‑fire announcement between the US and Iran. They...
The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve
The episode breaks down the EPA’s final rule on the Renewable Fuel Standard (RFS) for 2026‑27, highlighting higher biofuel mandates, reduced RIN credits for renewable diesel and SAF, and a new import‑feedstock rent scheme slated for 2028. Cole Martin explains...
Chemical Conversations: BTX Market Pressures Amid Middle East Conflict
In this episode, host Santosh talks with Ashish Kulkarni, Lead Aromatics Consultant at Argus, about how the Middle East conflict is driving crude price volatility and tightening NAFTA supplies, which in turn is squeezing benzene, toluene and xylene (BTX) markets...
Metal Movers: How the Iran Conflict Is Impacting Steel Markets
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
Fertilizer Matters EP44: Chinese Ammonia Market
In this episode, Argus senior reporter Denise Cheng talks with ammonia market editor Roof Sharp about the launch of Argus' new China FOB ammonia price assessment and the shifting dynamics of China's ammonia trade. China, once a major importer, is...
Strait Talk: Crisis in the Gulf
In this episode Tom Reid of Argus discusses the escalating Hormuz crisis with Dubai‑based colleagues Nada Itayim and Bashar al‑Halabi. They examine the U.S. deployment of the USS Tripoli, the strategic importance of Iran’s Kharg Island as a major oil export...
Crude Report: Hormuz Disruptions Put Canadian Export Crude in the Global Spotlight
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
The Crude Report: Crude on War
In this episode of the Argus Crude Report, Lina Bullock and Mediterranean reporter Eleni Krak discuss how the Middle‑East Gulf War is reshaping crude supplies for European refiners. They explain that Europe faces a loss of roughly 600,000 barrels per...
Argus Metals Movers: Turkey's Flat Steel Trade Patterns Set to Shift in 2026
In this episode, Argus senior reporter Elife Iboğlu and Tolga Yi Tekiciler, procurement manager at Tatmetal, discuss Turkey’s flat steel market amid tightening EU anti‑dumping and origin rules, upcoming EU quota cuts, and the loss of the UK’s galvanized‑steel exemption....
Weight of Freight: Guinea’s Grip on the Capesize Market
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of...
Driving Discussions: US-Iran Conflict Reshapes the Global Naphtha Market
The episode examines how the US‑Iran conflict and the closure of the Strait of Hormuz have triggered a sharp supply shock for naphtha in Asia, inflating spreads, freight and war‑risk premiums while Europe and the US Gulf Coast remain buffered....
Market Talks: Challenges in Brazil’s Natural Gas Market
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
Fertilizer Matters EP44: Sustainable & Specialty Fertilizers Market
In this episode, senior editor Mike Nash explains the rapidly growing sustainable and specialty fertilizers market, highlighting its high margins, lower volumes, and focus on nutrient‑use efficiency products such as water‑soluble fertilizers, inhibited urea, and micronutrient blends. He discusses the...
Fertilizer Matters EP43: China’s Ammonium Chloride Market
In this episode, host Hui‑Jin Yao and senior nitrogen reporter Denise Cheng examine China's rapidly expanding ammonium chloride (AC) market, highlighting a surge in domestic production tied to soda‑ash by‑product capacity and new projects both in China and Indonesia. They...
Driving Discussions: The New Map of Global Refining
The episode explores how the global refining landscape has shifted, with rapid capacity growth in Asia, the Middle East, and Africa—especially China and India—while Europe and North America face widespread closures due to higher costs, stricter regulations, and declining demand....
Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
Metal Movers: Inside the Global Tungsten Squeeze
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
Metals Movers: Stainless Insights with ISSDA’s President
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
SAF Insights: Introducing Argus' SAF & HVO Fob Straits Assessments
In this episode, Argus’s Sarah and VP of Business Development Alfonso introduce the new FOB Strait of Malacca price assessments for Sustainable Aviation Fuel (SAF) and Hydrotreated Vegetable Oil (HVO) in the Asia‑Pacific region. They explain why the assessments are...
Weight of Freight: Talking Tankers with Asyad’s CEO
In this episode, Argus's Way to Freight talks with Dr. Ibrahim Alnathiri, CEO of Asyad Shipping, about the company’s aggressive fleet renewal and expansion, including the recent purchase of three VLCCs and four other newbuilds. Alnathiri explains how a younger,...
Market Talks: Market Moves Since the Fertilizer Latino Americano Conference
In this episode, Argus Brazil editor Renata Cardarelli and fertilizer specialist Gisele Augusto review how Brazil and the Southern Cone fertilizer markets have evolved a month after the Fertilizer Latino-Americano (FLA) conference. They note a sharp slowdown in RIA deals,...
Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027
The episode examines the looming loss of Renewables Obligation (RO) support for UK waste‑wood biomass plants in 2027 and the resulting risk of a 3 million‑ton oversupply of waste wood. Richard Coulson of the Wood Recyclers Association explains how the sector...
Korea Commodities Market Highlights Episode 4
The episode reviews South Korea's energy commodities market, noting a modest dip in thermal coal prices and major tenders favoring Indonesian, Australian, and Canadian supplies while limiting Russian and Chinese coal. It highlights the government's push to cap Russian coal...
Methanol Market Trends, China MTO Outlook & MTBE Analysis
In this episode, senior fuels consultant Roel Salazar and VP of Methanol & Derivatives Dave McCaskill review the first two months of 2026 methanol market headlines, focusing on price movements, supply dynamics, and demand shifts. They examine China’s methanol‑to‑olefins (MTO)...
Driving Discussions: The Gasoline Glut - Markets Out of Balance
The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...
Asia’s Bitumen Shift: Trade Flows, Freight, and Future Demand
The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to...
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Weight of Freight: Suez Uncertainty- Implications for Clean Tankers and Diesel”
Erika Tsirikou and Josh Michalowski discuss how ongoing Red Sea tensions are forcing tankers to bypass the Suez Canal and the potential reopening of the canal by 2026. They examine the resulting pressure on clean LR1 and LR2 freight rates,...