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#1406
Yesterday · 27 min
Global Polymers Market Evaluation Turkey November 2026
In this Turkish-language podcast, Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, discusses: Key developments in the Turkish polymers market over the past month How global supply, demand and feedstock trends are feeding through to Turkish import markets The impact of trade flows and freight conditions on market dynamics The factors shaping the outlook for the months ahead Turkish polymers buyers and sellers operate in close connection with global trade flows, so developments in other regions can quickly shape local prices and sentiment. Argus covers the Turkish PE, PP and PVC markets as part of its global polymers coverage, bringing independent reporting from the region together with a worldwide view.
#1405
Yesterday · 30 min
Strait Talk: Red Sea, Blue Wave
This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks. Key topics covered: The changing US-Israel relationship and Israel's evolving political landscape Increasing US pressure on Iran via Task Force Iron Gate Rising crude flows from Yanbu to Asia and what they signal for regional trade routes A comparison of maritime risk at Bab el-Mandeb versus the Strait of Hormuz Implications for crude, freight and regional markets
#1404
Tuesday · 10 min
Fertilizer Matters EP61: Asia Market Update & Near-Term Outlook
Analysis of Asia's nitrogen, phosphate & potash markets, covering key market drivers, themes and near-term outlook. Hear Argus’ essential update on Asia's fertilizer market, including industry sentiment following IFA's Crossroads Conference. You'll hear key developments in the phosphates, potash and nitrogen markets, the outlook for the months ahead, and key themes leading into the Argus Fertilizer China Conference in Beijing (17-19 Nov 2026). Join Huijun Yao, Associate Editor – Fertilizers, Dinise Chng, Senior Reporter - Ammonia and Nitrogen, and Hui Xuan Lek, Marker Reporter - Phosphates and NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
#1403
November 6 · 18 min
Crude Report: TMX Series Changing Canadian Crude Arbs
Vancouver has a new attraction for Canadian bitumen producers seeking better margins and less dependence on the US Gulf coast market. While the growing supply of heavy Venezuelan crude at the US Gulf is pulling down prices for heavy Canadian crude there, the Asian demand for heavy dilbit blends at Vancouver appears likely to stay strong, boosting prices there. Join our conversation with Argus crude market reporters John Cordner and Matthew La France regarding issues including: How is the growing seasonal diluent content in heavy Canadian dilbits increasing the incentive for Chinese refiners to buy these grades? How do recent moves in volatile waterborne freight markets support demand for crude from Vancouver? How has the recent agreement on permanent tolls for the TMX pipeline helped to lock in positive margins for shippers of crude on that line to Vancouver? Why do many US Gulf coast refiners prefer Venezuelan Merey crude to Canadian heavy grades?
#1402
November 4 · 22 min
Falando de Mercado: Plano de Fertilizantes no Lula 4
O Brasil acaba de passar por mais uma eleição presidencial e, para o agronegócio, uma das perguntas centrais é: como reduzir a dependência externa de fertilizantes sem comprometer a competitividade do produtor rural? Hoje, o país importa mais de 80 por cento dos nutrientes que consome. E o Plano Nacional de Fertilizantes prevê elevar a parcela da produção doméstica. O governo reeleito sinaliza a continuidade do protagonismo da Petrobras para fortalecer a produção nacional, especialmente no segmento de nitrogenados. Saiba mais acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Desafio de abastecimento Competitividade da produção nacional Acesso a gás para produção de nitrogenados Perspectivas para fosfatados e potássicos Bioinsumos Obstáculos para reduzir dependência externa
#1401
November 3 · 28 min
Biomass Beat: Scaling Biocarbon Commercially
In this episode of Biomass Beat, Argus’ Deputy Editor Hannah Adler speaks with Revata Carbon's Global Business Development and Partnerships Manager, Bhuvam Patel, about the opportunities and challenges shaping the biocarbon industry. Revata Carbon converts agricultural residues into biocarbon, offering an alternative use for agricultural waste. Listen for insights on: How cashew nutshell residues are being turned into biocarbon and other value-added products. Why Ivory Coast is emerging as a key location for biocarbon production. The progress biocarbon has made from pilot projects to commercial sales, particularly in heavy industry. Why securing customers is becoming less of a challenge than scaling production and logistics. Argus offers biomass prices, news, analysis, and consulting.  Get more information and request a free trial. 
#1400
November 3 · 19 min
The Renewable Diesel Paradox: Part Two
As US renewable diesel production continues to grow, market participants are looking beyond California for new demand centres. One of the most significant developments has been the emergence of Texas as a growing outlet for renewable diesel volumes, offering producers greater market flexibility. In the second episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) explore how changing incentives, shifting trade flows and regional supply dynamics are influencing renewable diesel markets. The discussion also examines the growing role of Texas and the key trends shaping the market's next phase of growth. Listen to discover: Whether the US is becoming more self-sufficient in renewable diesel production Why Texas is emerging as a renewable diesel market How producers balance opportunities across California, Texas, Canada and Europe How Argus constructs and assesses California R99 prices The key trends that could shape renewable diesel markets going forward
#1399
November 3 · 17 min
The Renewable Diesel Paradox: Part One
US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices. In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's R99 prices to unprecedented highs. Listen to discover: Why renewable diesel production reached record highs in 2026. How changes in California refining tightened supply conditions. What drove R99 prices to record levels in Los Angeles and San Francisco. The relationship between renewable diesel, CARB diesel and broader fuel markets. How policy changes are reshaping imports, exports and domestic production.
#1398
November 3 · 15 min
Falando de mercado: o que muda nos combustíveis com Lula reeleito
A reeleição do presidente Luiz Inácio Lula da Silva aconteceu em um momento de bastante volatilidade. E o resultado tem implicações diferentes para os combustíveis fósseis e biocombustíveis. Saiba mais sobre os impactos desse novo cenário sobre os mercados de diesel, biodiesel e etanol acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora da publicação Argus Brasil Combustíveis. Os tópicos discutidos neste episódio incluem: Dinâmica do câmbio afetando diesel e etanol Paridade internacional e posicionamento dos importadores Prorrogação de subsídios Impacto nas matérias-primas para produção de biodiesel Perspectivas para mandato de biodiesel Adoção do E35
#1397
October 29 · 33 min
Metal Movers: Titanium and the aerospace ramp-up
In this episode, Argus explores the disconnect between an unprecedented outlook for aerospace and defence markets and a partially stunted titanium market. Airbus and Boeing’s combined commercial backlog exceeds 16,000 aircraft, while global geopolitical instability is fuelling historic defence spending and procurement. Yet titanium inventories remain elevated across several market segments, manufacturers and suppliers continue to debate when build rate ramps will translate into sustained titanium orders, while questions around forging and casting capacity and competing end-markets remain open. Argus Non-Ferrous Markets Associate Editor, Samuel Wood, and Reporter Reagan Patrowicz speak with Peter Zimm and Kurt Faller from Charles Edwards Management Consulting.
#1396
October 28 · 19 min
Chemical Conversations: Methanol Market - US-Iran Impacts, Key Shifts & 2027 Outlook
Welcome to Episode 25 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: Ongoing impacts of the US-Iran conflict on the methanol market Why 2026 is shaping up to be a historical year for methanol The outlook for methanol markets through 2027 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
#1395
October 28 · 24 min
Strait Talk: Trick or Trade
Politics, Freight and the Price of Oil As political uncertainty, geopolitical tensions and shifting trade dynamics continue to influence global oil markets, separating meaningful market signals from headline noise is becoming increasingly important. In this episode Argus experts examine the political, economic and market developments shaping crude oil prices, trade flows and supply expectations. From election outcomes and policy decisions to freight market movements and regional conflicts, they explore how these factors are influencing market sentiment and what they could mean for the months ahead. Listen to discover: The relationship between physical crude markets and futures pricing How tanker freight costs are affecting global trade flows The impact of geopolitical developments on oil supply and market confidence What political changes could mean for energy markets and trade policy The key risks, opportunities and market signals participants should be monitoring Gain expert insight into the forces shaping today's oil market and the trends likely to influence trading decisions, risk management and market strategy in the coming months.
#1394
October 26 · 14 min
Fertilizer Matters EP60: Unpacking Kenya’s fertilizer market
Hear Argus’ concise analysis of Kenya’s fertilizer market, covering how it functions as a subsidised fertilizer market, the market reaction to the subsidy scheme, the usage of NPKs, the impact of affordability, acreage, soil acidity and a focus on Kenya’s tea sector. Join Upasruti Biswas, Deputy Editor – Africa Fertilizers and Bede Heren, Senior Fertilizer and Agriculture Sales Specialist as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
#1393
October 22 · 19 min
Reshaping global bitumen markets: Asia in focus
Exploring the global bitumen trends in 2026, with a closer look at how disruption to Middle Eastern oil supplies has exposed the Asia’s reliance on refinery operations and reshaped the region’s bitumen outlook. The global bitumen market has shifted from concerns over demand to the resilience of supply. Asia's limited access to preferred bituminous crude, lower refinery throughput and stronger returns from transport fuels have constrained production and pushed seaborne prices to record highs. Drawing on the latest Argus Bitumen Analytics, Oliver Thompson (Global Lead, Argus Bitumen Analytics), Swasti Dharmadhikari (Lead Bitumen Analyst, Asia) and Sathya Narayanan (Associate Editor, Argus Bitumen) examine how these pressures are changing regional trade and what could support a recovery from 2027. Listen to discover: What is driving the loss in global bitumen production, forecast at only 117mn t despite having 185mn t/yr of installed capacity How crude constraints pushed Asian seaborne prices to record highs Why Middle East-India freight costs have risen from below $100/t to more than $300/t How China’s recovery and India’s demand growth will shape Asia’s outlook through 2030 Argus Bitumen Analytics combines forward-looking global and regional analysis with country-level supply and demand balances covering more than 100 countries. Explore the latest report for deeper insight into the refinery economics, production trends and changing trade flows shaping bitumen markets through 2030.
#1392
October 22 · 7 min
Falando de Mercado: Biocombustíveis no mercado marítimo
Usinas de biodiesel e etanol no Brasil estão de olho no que pode ser uma solução para o superávit da produção: o mercado global de combustíveis marítimos. Conforme as discussões sobre combustíveis alternativos se intensificam no exterior, o governo brasileiro se movimenta para atender aos padrões internacionais e desenvolver o mercado doméstico de biobunker. Neste episódio do Falando de Mercado, Natália Coelho e Gabriel Tassi Lara, responsáveis por precificação de combustíveis marítimos da Argus, falam sobre as expectativas dos participantes desse mercado antes da reunião da Organização Marítima Internacional no final do ano. Os tópicos discutidos neste episódio incluem: Projeto de Lei para criação da política nacional de combustíveis sustentáveis de navegação e consulta pública da ANP Alinhamento com a Organização Marítima Internacional Potencial do etanol de milho de segunda safra Enquadramento na FuelEU Expectativas para reunião da IMO
#1391
October 22 · 8 min
Market Talks: Brazilian Biofuels in Marine Fuels
Biodiesel and ethanol producers in Brazil are looking at what could become a solution to their production surplus: the global marine fuels market. As discussions around alternative fuels gain momentum abroad, the Brazilian government is taking steps to align with international standards and develop the domestic bio-bunker market. In this episode of Market Talks, marine fuels pricing specialists Natália Coelho and Gabriel Tassi Lara discuss market participants’ expectations ahead of the International Maritime Organization (IMO) meeting at the end of the year. Key themes: Proposed legislation to establish Brazil’s National Sustainable Marine Fuels Policy and ANP’s public consultation process Alignment with International Maritime Organization (IMO) regulations The potential of second-crop corn ethanol Compliance with FuelEU requirements Expectations for the upcoming IMO meeting
#1390
October 22 · 27 min
Strait Talk: Election messaging
In this week's Strait Talk, Argus experts examine the intersection of politics, sanctions, shipping and oil flows as the US midterm elections approach and geopolitical tensions continue to shape market sentiment.
#1389
October 21 · 7 min
From Economist’s Chair 6: All this and elections too
Physical vs futures pricing: Rising Middle East spot sales have narrowed Brent futures' discount to North Sea Dated, while producers take on more Hormuz transit and insurance risk as export flows recover. Freight and Hormuz security: Repeated shipping attacks keep freight costs very high, while Asian refiners are seeking lower Middle East term volumes to diversify supply. Diesel tightness and policy response: Diesel cracks remain near triple-digit levels and inventories are low. Policy moves are unlikely to help soon because refinery capacity is stretched and Russian flows are constrained. Macro and political fallout: Fuel prices are stoking inflation and highlighting AI boom/bust risks. The US and Israeli elections and Iran's demands for any reopening of Hormuz add further uncertainty.
#1388
October 16 · 8 min
Falando de Mercado: Hidrogênio geológico ganha força
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 conversa entre Camila Fontana, chefe-adjunta da redação da Argus em São Paulo, e Pamela Machado, colaboradora do relatório Hydrogen and Future Fuels no escritório da Argus em Paris. Os tópicos discutidos neste episódio incluem: Potenciais vantagens do hidrogênio geológico Projetos de exploração já anunciados em vários continentes Potencial de produção em escala comercial Ressalvas e particularidades do hidrogênio como energia Presença de gás hélio em reservatórios Descobertas na América Latina
#1387
October 16 · 8 min
Market Talks: Natural Hydrogen Gains Momentum
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 Bureau Chief at Argus in São Paulo, and Paris-based Pamela Machado, a contributor to the Hydrogen and Future Fuels report. Topics discussed in this episode include: Potential advantages of geological hydrogen Exploration projects already announced across several continents Potential for production at commercial scale Caveats and particular characteristics of hydrogen as an energy source Presence of helium gas in reservoirs Discoveries in Latin America

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