Europe’s electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.

In this episode of Power Dispatch, Argus European Electricity Senior Reporter Daniel Craig speaks with UK specialist Tim Santonastaso and market reporters John Horstmann and Jessamy Guest to discuss how these physical constraints are influencing investment strategies, policy developments, and consumption decisions across Europe.

Tune in to hear:

Where grid constraints are most severe

Which innovative policies are making a difference

How conditions look for Europe’s energy islands

This podcast was created using data and insights from the Argus European Electricity service.

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A fragile peace, a reopening of the world’s most critical oil artery, and a 60-day window that could reshape global energy dynamics.

In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctions and Iran’s nuclear programme.

Is this a turning point for markets — or just a temporary pause in tensions?

Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor and Bachar Halabi, Senior Correspondent on this Strait Talk episode.

In this episode Argus analysts examine how data centre growth for artificial intelligence is driving demand in some of the most exposed minor metal markets. Materials like germanium and indium phosphide are playing a key role in data transfer devices and optical connections within data centres, while gallium nitride power electrics are increasingly deployed to improve energy efficiency. But supply of these metals has been restricted by export controls and geo-political instability just as demand is beginning to boom.

Topics discussed:

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:

Nickel market tightening and its impact on prices

Policy uncertainty in Indonesia

Power competition between nickel and aluminium

Geopolitical tension pose risks to feedstock supply

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country’s main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets.

Topics discussed in this episode include:

How the pattern affects Brazil’s main agricultural regions

Crop volumes and yields during El Niño cycles

Outlook for soybean and corn crops in the central-west

Outlook for crops in the south region

Agricultores se preparam para a chegada do El Niño nos próximos meses. O fenômeno climático afeta as principais regiões produtoras do País de formas diferentes, mas traz ameaças à produção e ao rendimento das lavouras. Saiba mais acompanhando a conversa entre Renata Cardarelli, editora do Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora desta publicação e do relatório global Argus AgriMarkets.  

Os tópicos discutidos neste episódio incluem:  

Como fenômeno se manifesta nas principais regiões agrícolas no Brasil  

Produção e produtividade das safras em ciclos de El Nino  

Perspectivas para as safras de soja e milho no Centro-Oeste  

Perspectivas para a região Sul 

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 on:

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

In this episode, Michael Ball, editor of Air Daily speaks with carbon reporter Ida Balakrishna as she examines the recent surge in RGGI allowance prices and the market forces driving unprecedented volatility. The discussion explores how Virginia’s earlier-than-expected return is raising supply concerns, alongside rising emissions, growing data center-driven power demand, and shifting compliance strategies. They also unpack recent auction surprises, seasonal demand factors, and potential regulatory responses shaping the outlook for the RGGI market.

Key Takeaways:

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners’ decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain.

Key themes:

Diesel cracks: $46/bbl in June, more than double seasonal norms

Refiners prioritise middle distillates over base oils despite uplift

Group 3 imports collapse after Gulf supply halts, pushing prices to records

Summer demand risk: strong diesel runs vs tightening base oil availability