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Argus Media episodes

  • The Biomass Beat: Torrefied Pellets: Early Lessons and What Comes Next

    In this episode of the Biomass Beat podcast, Argus’ senior reporter Hannah Adler speaks with Michael Wild, president of the International Biomass Torrefaction and Carbonisation Council (IBTC) to unpack what’s really shaping the next phase of torrefied biomass and take a developer-focused look at where the industry stands, and where it’s heading next. 

     

     Listeners can expect to hear: 

     

    • How the torrefied pellets sector is mirroring and diverging from the early wood pellet industry learning curve  

    • Why feedstock security and logistics, rather than the technology itself, is the biggest concern for developing plants.  

    • How shifting demand in Europe could mean for pellet producers and potential retrofits into torrefaction 

    • What still needs to happen on policy, offtake agreements, and standards for the industry to scale.  

       

      Argus offers biomass prices, news, analysis, and consulting. 

       

      Get more information and request a free trial. 

      21 min
    • Falando de Mercado: gasolina importada no Sul/Sudeste

       

      As importações de gasolina por portos das regiões Sul e Sudeste aumentou nos últimos meses, mudando dinâmicas de abastecimento e arbitragem. O movimento ampliou a liquidez à vista em Santos e Paranaguá e a necessidade de indicadores de preços nas transações do combustível nacionalizado nesses portos. Saiba mais acompanhando a conversa entre Maria Carolina Albuquerque, colaboradora da publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.

       

      Os tópicos discutidos neste episódio incluem:

       

      • Dinâmicas regionais de abastecimento, importação e arbitragem

      • Aumento da liquidez e da participação do Centro-Sul nas importações 

      • Novos indicadores de gasolina FCA em Santos e Paranaguá 

      • Leilões da Petrobras

      • Efeitos da guerra no Oriente Médio

        12 min
      • Power Dispatch: Bottlenecked — Pushing Grids to the Limit?

         

        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.

           

           

          Request trial access or more information >>

          35 min
        • Strait Talk: Hormuz Movie

          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.

          28 min
        • Metal Movers: Minor metals in the age of Artificial Intelligence

          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:

          • The role of gallium nitride power electronics in AI data centre infrastructure and how the gallium market outside China could expand to meet demand.
          • How germanium and indium phosphide are used in high-speed data transfer and optical connections within data centres and how these markets are affected by China’s export control policies.
          • The supply constraints faced by the tantalum industry at a time when tantalum demand from the capacitor industry, chip makers, and energy sector is growing rapidly.
          • 20 min
          • Market Talks: Brazilian farmers and El Niño

            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

              6 min
            • Falando de Mercado: Agro brasileiro e El Ninõ

              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 

                7 min
              • Chemical Conversations: Methanol Market Outlook, Iran‑US Agreement & Pricing

                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:

                • Impact of the Iran–US peace agreement on the methanol industry
                • Potential for softer pricing in Asia and slower declines in the Atlantic basin
                • A longer-term outlook for the global methanol market
                • Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

                  21 min

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