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#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
#1336
August 10 · 15 min
Weight of Freight: The cost of maritime uncertainty in June-July
Podcast summary: This podcast explores how escalating Middle East tensions disrupted crude and clean tanker markets in June-July, driving volatility in freight rates, trade flows and shipping risks. The discussion focuses also on the growing role of AWRPs in the Middle East and alternative loading routes, including Argus' new clean tanker freight assessments from the Gulf of Oman and India's west coast. Key Topics Discussed Escalating security risks in the Strait of Hormuz, Gulf of Oman, Red Sea and Bab el-Mandeb. The impact of the conflict on crude tanker freight rates and vessel availability. Volatility in CPP tanker markets across the LR2, LR1 and MR segments. Rising AWRPs and their influence on freight costs. Alternative loading routes and the launch of Argus' new clean freight assessments from the Gulf of Oman and India's west coast.
#1335
August 10 · 14 min
Asia’s Olefin Market Structure and Pricing
Asia’s olefins market is highly integrated, with most ethylene consumed internally and only limited volumes available for trade. In this episode of the Chemical Conversations series, Argus' Sarah Rae, VP for Ethylene and Derivatives, speaks with Toong Shien Lee, Head of Olefins Editorial, about how ethylene and propylene markets in Asia are structured and priced — and what sets them apart from other regions. Tune in for insights on: Asia’s olefins market structure and trade flows Why oversupply is driving buyers toward spot deals How contract prices are settled and formulas applied How PDH economics are shaping Asian propylene prices 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 region, the Argus team highlight why pricing practices differ across global olefins markets and the market fundamentals that influence commercial pricing decisions. Listen to the other episodes in the series for a global view of olefins markets, and check back soon for upcoming releases. Learn more about Argus' Polymers Analytics service covering supply-demand fundamentals, capacities and detailed expert insight for the polyethylene and polypropylene markets: https://view.argusmedia.com/polymers-analytics.html
#1334
August 7 · 17 min
Advanced HVO markets: Introducing class V price assessment
As renewable fuel mandates tighten and advanced feedstocks become increasingly important, the HVO market is entering a new phase of growth. In this episode, Argus experts explore the policy, pricing and demand trends shaping renewable diesel markets across Europe, with a particular focus on Germany and the launch of the new Argus Class V HVO assessment. Key topics: Germany's rapidly expanding HVO market The impact of evolving EU renewable fuel policy Growing demand for advanced biofuels The launch of the Argus Class V HVO benchmark HVO commoditisation and pricing
#1333
August 7 · 12 min
Hydrocarbon and Rosin Ester Tackifier Outlook
Global tackifier markets are navigating a period of uncertainty as changing trade flows and shifting feedstock economics continue to influence supply chains. In this podcast, Leonardo Siqueira, Editor, Pine Chemicals, and Steve Williams, VP, C5 and Hydrocarbon Resins, discuss the outlook for hydrocarbon resins and rosin ester tackifiers. Recent disruptions have highlighted the close relationship between natural and petroleum-derived feedstocks, creating new challenges for buyers navigating an increasingly interconnected market. Listen to the podcast to: Understand the factors influencing global tackifier supply and demand Explore the relationship between hydrocarbon resin and rosin ester markets Hear how geopolitics and feedstock availability has impacted pricing Identify key trends shaping market developments in the months ahead This podcast draws on insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins. Argus will be attending the World Adhesives Conference (WAC) in London, 16-18 September. Visit our stand to speak to our market specialists about the latest developments in tackifiers, pine chemicals and hydrocarbon resins. Click here to register.
#1332
July 31 · 16 min
Roadblocks and Resilience: Americas Asphalt Outlook
Global supply disruptions, shifting refinery economics and evolving trade flows are reshaping the Americas asphalt market in 2026. In this podcast, Oliver Thompson (Global Lead for Asphalt Quarterly Analytics), James Fernandes (Lead Analyst for North America) and Swasti Dharmadhikari (Lead Analyst for Latin America) examine the impact of higher oil and diesel prices on asphalt market fundamentals, explore regional supply and demand dynamics across North and Latin America, and discuss the outlook for refinery operations, trade flows, infrastructure-led demand and key supply risks through 2030. Key topics covered: Impact of global supply disruptions on asphalt markets North and Latin American supply-demand outlooks Venezuela's recovery and regional supply uncertainty Brazil's infrastructure-driven demand outlook The role of imports and regional trade flows Refinery economics and key market risks through 2030
#1331
July 30 · 10 min
The Crude Report: Europe faces CPC Blend loadings disruption
A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply. In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings. Key topics include: The scale of CPC Blend export halt and its impact on crude prices How critical the grade is for Europe What alternatives European refiners have turned to Listen now to understand how European buyers are responding and what comes next.
#1330
July 30 · 27 min
Strait Talk: Conflation in the Gulf
Strait talk: Conflation in the Gulf Oil prices have retreated from recent highs, but uncertainty continues to hang over one of the world's most important energy chokepoints. In this edition of Strait Talk, Argus experts examine the latest developments in the Strait of Hormuz, including shifting shipping routes, regional diplomacy, and the implications for global crude markets. Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial as they unpack what the latest geopolitical developments could mean for energy flows, market sentiment, and the outlook for traders and industry participants.
#1329
July 29 · 25 min
Driving Discussions: Fuel Oil in an Era of Geopolitics & Alternative Fuels
Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets. In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels. From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead. Topics covered include: The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption The growing role of LNG and biofuels in the energy transition Key market trends to watch across marine fuels and power generation demand
#1328
July 29 · 7 min
From the Economist's Chair: Oil in Focus episode 3 - Crazy Water.
In this episode, David looks at the ongoing blockage of the Strait of Hormuz, new threats to shipping in the Red Sea, a new Omani proposal for joint Gulf State oversight of Hormuz transit and the supply crisis facing the diesel market.
#1327
July 27 · 22 min
Falando de Mercado: biometano deixa a teoria e avança
O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB). Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética. Os tópicos discutidos neste episódio incluem: Resoluções de ANP e regras de emissão Preocupações de produtores, comercializadores e potenciais compradores Equilíbrio entre oferta e demanda e formação de preços Fungibilidade e reconhecimento de outros certificados ambientais Uso do CGOB em estratégias de descarbonização Possibilidades de evolução do mercado no médio prazo
#1326
July 27 · 11 min
Fertilizer Matters EP56: Brazil’s Phosphate Market
Fertilizer Matters EP56: Brazil’s Phosphate Market: Hear Argus’ essential analysis of what’s driving Brazil’s phosphate market as global price swings, shifting demand and policy changes reshape buying behaviour. In this episode, we explore which crops and seasons drive demand, the impact of high international prices on domestic trade, and the challenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, the effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in buying as global fundamentals continue to evolve Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, Market Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What are the key crops. products and seasons impacting the Brazilian phosphate market How have global high prices and demand destruction impacted Brazil’s domestic market? How is the upcoming soybean planting season in September being impacted? How are Brazilian buyers responding to Mosaic cutting production in Brazil? Has US suspending countervailing duties on Moroccan phosphate imports worried the Brazilian market? Should we expect last-minute surge of buying from Brazil How are global phosphate market fundamentals developing? Related links Argus Phosphate price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series
#1325
July 23 · 27 min
Chemical Conversations: Methanol Market - Geopolitics, Hormuz & China Q4 Outlook
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 to discuss: A recap of geopolitical tensions since March Current dynamic within the Middle East and Strait of Hormuz Methanol outlook for China going forward into Q4 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
#1324
July 23 · 5 min
Falando de Mercado: alta nos fertilizantes da soja
O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Evolução de preços dos fertilizantes fosfatados Disponibilidade de produto importado em meio a tensões geopolíticas Produção doméstica de fosfatados Suspensão de tarifa dos EUA a Marrocos Volumes remanescentes e potencial redução da aplicação de adubos

Showing 21–38 of 38 episodes