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:

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.

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.

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:

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.  

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.

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

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:

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

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