Argus Media

Argus Media

Download on the App Store

Argus Media episodes

  • Falando de Mercado: Petróleo de xisto na Argentina

    A Argentina deixou para trás um modelo fundamentado no petróleo convencional e se tornou um produtor claramente dominado pelo petróleo de xisto de Vaca Muerta. Acompanhe a conversa entre Camila Fontana, chefe-adjunta da redação da Argus em São Paulo, e Nazareno Ferrero, gerente de desenvolvimento de negócios da Argus em Buenos Aires, sobre a evolução recente e as perspectivas da indústria de energia no país sul-americano.


    Tópicos discutidos:

    • Evolução estrutural da indústria de refino e petróleo na Argentina

    • Foco doméstico dos refinadores e impacto na dinâmica de exportação

    • Mudança na matriz de exportação de Escalante para Medanito

    • Novo preço do Medanito para Puerto Rosales

      15 min
    • The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve

      Listen to a detailed breakdown of the new US biofuel blend mandates and what they mean for farm and fuel markets. Our Renewable Fuel Standard experts – Cole Martin, associate editor and Matthew Cope, senior reporter – dig into how the record-high quotas are already influencing demand for crops, production margins at biofuel plants and ultimately the price drivers pay at the pump.

       

      29 min
    • Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

       

      Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows.

       

      They discuss:

       

      • How the conflict has reshaped cost dynamics across the BTX value chain

      • The impact of tightening naphtha supplies, driven by crude volatility and disrupted shipping lanes, on Asian economies

      • Perspectives on mounting feedstock disruptions

      • Coping strategies adopted by producers across different regions

      • The effect of Middle East conflict on downstream industry dynamics

         

        Further details and additional insight are available from Argus aromatics experts and Argus publications, including:

         

        Argus Toluene, Xylenes and Derivatives | Argus Toluene and Xylenes Outlook | Argus Toluene and Xylenes Analytics | Argus Consulting

        20 min
      • Metal Movers: How the Iran Conflict is Impacting Steel Markets

         

        In this episode, Argus analysts examine the implications of Iran‑related geopolitical tensions for ferrous metals markets. The discussion focuses on how regional developments could influence steel production, raw material flows and trade dynamics, with attention to semi-finished prices, which have risen sharply.


        The podcast places Iran within the wider Middle East and global steel ecosystem, helping market participants understand where exposure may emerge and which parts of the ferrous value chain are most sensitive to disruption.

         

        Key points covered

        • Iran’s role in regional and global ferrous metals and steel supply chains

        • Potential impacts of strikes on Iran plants on production and exports

        • Risks to raw material availability, logistics, trade flows and energy prices

        • Implications for regional and international steel pricing

        • What steel producers, traders and consumers should monitor going forward

          20 min
        • Falando de Mercado: Potencial do biometano no Sul

          O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidade de Foz do Iguaçu recebe, de 14 a 16 de abril, o 8º Fórum Sul Brasileiro de Biogás e Biometano, com o tema “Biometano: bem feito, suficiente, bem distribuído”. Acompanhe a conversa entre Rebecca Gompertz, especialista em biometano da Argus, e Felipe Souza Marques, coordenador‑geral do Fórum e diretor‑presidente do CIBiogás. 

           

          Alguns dos tópicos discutidos:

           

          • Geração de negócios a partir de certificados e digestato

          • Mandato, CGOB e LRCAP

          • Ritmo de conexão da rede

          • Integração com cooperativas do agronegócio

          • Perspectiva para investimentos

            19 min
          • Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

            Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia

            markets, focusing on production, logistical constraints, price surges across both daily and weekly
            price assessments, trade flow developments, the potential for permanent changes to supply and
            trade dynamics, key takeaways and what to watch out for next.

            Join Mike Nash, Senior Editor – Fertilizers, Ruth Sharpe, Global Editor - Ammonia and Maria

            Mosquera, Global Editor – Sulphur Products as they discuss these topics in the latest episode of
            Argus' Fertilizer Matters podcast series.

            33 min
          • Fertilizer Matters EP44: Chinese Ammonia Market

            Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of CBAM and the Middle East war on Chinese ammonia prices. We also introduce the new Argus Ammonia fob China weekly price assessment.

            Join Ruth Sharpe, Global Editor - Ammonia and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

            Key questions answered in this podcast:

            • Could China become a net exporter of ammonia in 2026?
            • Why did Chinese ammonia exports surge in Q4 2025 — and where did they go?
            • Why is Chinese ammonia typically more expensive than ammonia sourced from Southeast Asia and the Middle East?
            • What’s driving China’s growth in ammonia production, and where is this new supply coming from?
            • What are the most likely destinations for Chinese ammonia exports?
            • How have CBAM and the Middle East war impacted Chinese ammonia prices?
            • Why did Argus launch the Ammonia fob China weekly price assessment, and how does it enhance price transparency?
            • 11 min
            • Strait Talk: Crisis in the Gulf

              At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update, our Middle East team breaks down the latest developments and what they mean for exports, prices and regional stability.


              Tom Reed (VP - China, Crude and Oil Products) joins our Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) for a focused briefing on the crisis shaping global energy.

              Listen to discover: 

              • What the latest military movements signal.
              • Oil market impact: Where production has been lost — and why it matters.
              • Damage assessment: How long it may take for fields and refineries to recover.
              • Logistics disruption: The challenges of restarting flows through Hormuz.
              • And much more
              • The Strait of Hormuz is the world’s most critical oil corridor. With flows severely constrained and repairs expected to take months - if not years - this episode delivers the essential insight market participants need now.


                Please note this, podcast was recorded on 30 March - Keep up-to-date with the latest market developments here

                 

                29 min
              • Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

                John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/

                 In this Crude Report episode, Argus VP of Business Development Jeff Kralowetz talks with waterborne crude reporter, John Cordner, about how demand for Canadian "dilbit" crude has soared in Asia and at the US Gulf coast in the wake of shipping disruptions at the Strait of Hormuz. They also look at the emergence of Western Canadian Select (WCS) at Houston as a strong regional reference price and benchmark   Key Topics covered:

                • How pooling of WCS and Cold Lake trades at Houston has created an exceptionally liquid and transparent price index
                • How Asian demand for distillate-rich crude is likely to increase the region's buying of Canadian dilbit, both from Vancouver and Houston
                • How strong crack spreads at the US Gulf coast have strengthened WCS Houston vs the light benchmark WTI Houston
                • Who is continuing to buy Canadian dilbit at the US Gulf coast
                • They also share details on the upcoming Argus Canada Biofuels and Crude Forums on April 22 at the Calgary Petroleum Club where attendees will have a chance to meet Argus crude, freight, and consulting teams for live market discussion and networking.   Register here: https://view.argusmedia.com/canada-forum-2026

                  17 min

                About Argus Media

                From the publisher's feed

                Argus Media podcast

                More shows like Argus Media

                Freakonomics Radio by Freakonomics Radio + Stitcher

                Freakonomics Radio

                31,930 Listeners

                Fareed Zakaria GPS by CNN Podcasts

                Fareed Zakaria GPS

                3,385 Listeners

                Exchanges by Goldman Sachs

                Exchanges

                968 Listeners

                Macro Voices by Erik Townsend

                Macro Voices

                3,065 Listeners

                Masters in Business by Bloomberg

                Masters in Business

                2,171 Listeners

                Odd Lots by Bloomberg

                Odd Lots

                1,960 Listeners

                Energy Gang by Wood Mackenzie

                Energy Gang

                1,248 Listeners

                Columbia Energy Exchange by Columbia University

                Columbia Energy Exchange

                400 Listeners

                Oil Markets by S&P Global Commodity Insights

                Oil Markets

                27 Listeners

                ICIS - energy podcasts by ICIS Energy

                ICIS - energy podcasts

                2 Listeners

                Thoughts on the Market by Morgan Stanley

                Thoughts on the Market

                1,295 Listeners

                The Journal. by The Wall Street Journal & Spotify Studios

                The Journal.

                6,063 Listeners

                The HC Commodities Podcast by Paul Chapman, HC Group

                The HC Commodities Podcast

                153 Listeners

                Reuters World News by Reuters

                Reuters World News

                298 Listeners

                Unhedged by Financial Times

                Unhedged

                190 Listeners