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Argus Media podcast

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  • 33 episodes
  • Avg 19 min
  • English

Episodes 33

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  • #1357
    Thursday · 24 min

    Metal Movers: Can the UK build a lithium industry before it's too late?

    Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up. In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority. Key topics include: Cornish Lithium's path to commercial production Whether the UK's 50,000 t/yr lithium target is realistic The biggest barriers facing lithium projects in the UK Why China remains central to the global lithium market The growing importance of supply-chain security and defense

  • #1356
    Thursday · 27 min

    Strait Talk: Economic Warfare

    In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine Washington's latest efforts to isolate Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position. The discussion also tackles one of the most important questions in global oil markets today: how much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.

  • #1355
    Wednesday · 20 min

    Driving Discussions: Why Diesel Markets Are on Edge

    A sharp reduction in Russian diesel exports is creating a new strain on an already fragile global market. In this episode of Driving Discussions, Benedict George (Editor, Argus European Products) and Josh Michalowski (Diesel Market Reporter) discuss how the loss of Russian supply is reshaping trade flows and intensifying pressure across European and international diesel markets. They examine how supply disruption spreads between regions, why Europe remains exposed even without importing Russian diesel directly, and whether refiners and consumers can absorb another period of market tightness. Growing pressures in global diesel supply chains and their wider market impact How shifting trade flows are reshaping diesel markets around the world The factors driving unprecedented volatility in diesel pricing Why global energy markets are becoming increasingly interconnected The challenges facing refiners, traders and fuel consumers in today's market

  • #1353
    Tuesday · 17 min

    Global LPG Conversations: Rhine crisis hits European LPG logistics

    A look at the logistical, pricing and seasonal consequences of restricted access to Germany’s inland LPG market. Record-low Rhine water levels have brought LPG barge traffic to a near standstill, cutting German buyers off from the ARA hub and disrupting a vital route for European supply. In this episode of Global LPG Conversations, David Appleton (Senior Vice-President, Global LPG) speaks with Waldemar Jaszczyk (Deputy Editor) about how extreme drought is affecting petrochemical demand, inland distribution and LPG pricing across the region. Key themes: German crackers lose access to key butane supplies Limited alternatives: rail and low-water barges struggle to fill the gap Winter supply risk: volatile propane pricing meets low German stocks

  • #1352
    Monday · 46 min

    Metal Movers: Who really controls critical mineral supply chains?

    Critical minerals have become central to geopolitics, industrial policy and the energy transition. But who ultimately controls supply chains, and can western governments realistically challenge China's dominance? In this episode, Argus battery materials reporter Chris Welch speaks with journalist and author Nicolas Niarchos, whose book The Elements of Power: A Story of War, Technology, and the Dirtiest Supply Chain on Earth follows cobalt, copper and other critical minerals from mines in the Democratic Republic of Congo to the industries that depend on them. Key topics include: Whether western financial systems are suited to commodity investing China's influence over markets and even prices The influence of long-term contracts in cobalt over spot markets The reliability of data for industrial pricing benchmarks Whether a focus on extraction neglects the role of surrounding infrastructure The challenges facing governments

  • #1350
    August 21 · 20 min

    Biofuels Forecasting in a Policy-Driven Market

    Record U.S. biofuels compliance mandates, EPA small refinery exemptions, and shifting supply chains continue to influence RIN supply dynamics, adding complexity to increasingly sophisticated forecast models. In this episode, Philip Goughary (Business Development Manager, Renewables and Biofuels) speaks with Zander Capozzola (Principal Consultant, Renewable Fuels) about why understanding the RIN bank is now central to pricing, positioning and compliance risk. The conversation looks at how RIN balances have become more complex in 2026, what “paper blending” means for the market, and why Argus Biofuels Outlook uses live compliance modelling to track policy, production, feedstock and credit signals across a 15-month forecast horizon.

  • #1349
    August 21 · 27 min

    Strait Talk: Scylla and Charybdis

    This week episode, Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial break down the latest developments in Middle East crude logistics, alternative export routes and what they could mean for global oil markets.

  • #1348
    August 20 · 17 min

    Chemical Conversations: Hormuz Supply Shifts, 2026 Demand Decline & Asia and Atlantic Pricing

    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 and the Atlantic Basin Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

  • #1347
    August 20 · 28 min

    Metal Movers: Can lithium be produced without consuming water?

    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 direct lithium extraction and refining The challenge of refining outside China Where governments should focus funding

  • #1346
    August 20 · 24 min

    Chemical Conversations: Can pyrolysis scale in time for PPWR?

    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 its circularity goals and what the industry needs to succeed before 2030. Listen as they discuss: The latest developments in Europe's pyrolysis and chemical recycling markets Whether capacity can scale quickly enough to meet PPWR requirements Investment trends and the outlook for new projects The importance of mass balance rules and regulatory clarity Cost challenges facing chemically recycled polymers How policy can support growth ahead of mandatory recycled content targets Argus is proud to partner with the Chemical Recycling Europe Forum, taking place in Brussels on 29-30 September 2026. Join industry leaders, policymakers and recyclers to discuss the future of circular plastics, including a keynote appearance from Wolfgang Trunk, Team Leader for Plastics and Packaging at the European Commission's DG Environment. Argus Media's Will Collins will also be chairing a session exploring the upgrading challenge facing plastic recycling. Register for the event and connect with the Argus team in Brussels. Register now: https://www.eventbrite.co.uk/e/getting-ready-for-2030-targets-powering-circular-plastics-made-in-europe-tickets-1985497741192

  • #1345
    August 19 · 21 min

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

    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

  • #1344
    August 17 · 17 min

    Chemical Conversations: Inside Europe's Olefins Pricing System

    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.

  • #1343
    August 17 · 17 min

    Can Europe Meet ReFuelEU e-SAF Targets?

    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 >>

  • #1342
    August 14 · 5 min

    Navigating PE & PP Markets in South and West Africa

    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

  • #1340
    August 13 · 12 min

    The Crude Report: Europe eyes cheap and ample Saudi crude

    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

  • #1339
    August 12 · 26 min

    How US Olefins Markets Shape Price Discovery

    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.

  • #1338
    August 11 · 14 min

    Driving Discussions: El Paso’s New Role in US Fuel Pricing

    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.

  • #1337
    August 11 · 23 min

    Metal Movers: Can lithium refining keep pace with Europe’s mining ambitions?

    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

Showing 1–20 of 33 episodes