Argus Media

Argus Media

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Argus Media episodes

  • Metal Movers: Savannah CEO eyes imminent lithium conversion deal

    In this episode, Emmanuel Proença, chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch, reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks.

    The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices.

    Key topics include:

    • Savannah’s plans for domestic lithium conversion
    • How Barroso aims to compete on cost
    • Progress toward the summer feasibility study
    • Evolving offtake options in Europe
    • What rising lithium prices mean for project timing
    • 24 min
    • Fertilizer Matters EP41: China’s Ammonium Sulphate Market

       

      Hear Argus’ essential analysis of the ammonium sulphate (AS) market with a focus on China as the world’s largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment.

      Join Harry Minihan, Global Editor – Nitrogen, Dinise Chng, Senior Reporter – Fertilizers, and Dana Hjeij, Associate Editor - Nitrogen as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.


      Key questions answered in this podcast:


      · How have increasing demand and growing domestic capacity helped establish China as the world’s largest exporter of ammonium sulphate
      · How have Chinese caprolactum producers addressed low margins?
      · Which Southeast Asian countries import standard Chinese AS, and how could this demand evolve?
      · Why are some South East Asian importers substituting AS for ammonium chloride?
      · How is the European market’s domestic production developing?
      · Which AS grades does Europe prefer and how much do they import from China?
      · What impact is CBAM implementation having on the market?
      · How are AS prices, demand and premiums evolving globally and in key markets like China and Europe?
      · Why did Argus launch the Ammonium Sulphate fob China (caprolactum grade) daily price assessment, and how does it enhance price transparency?


      Related links

      · Argus Nitrogen price reporting service | More info | Request trial


      · More information: Urea short and mid to long-term outlook services

      · Free newsletter sign up: Argus Fertilizer Market Highlights


      · Fertilizer Matters podcast series

      11 min
    • Falando de Mercado: O petróleo venezuelano e o impacto nos preços regionais

      A captura de Nicolás Maduro pelos EUA mudou a dinâmica do mercado de petróleo venezuelano, inserindo barris antes sancionados no mercado global e pressionando preços de óleos pesados na América Latina. Conrado Mazzoni, gerente de desenvolvimento de negócios da Argus, conversa com João Scheller, especialista em petróleo da Argus, sobre como esses fluxos podem afetar Colômbia, Equador, Brasil e o Golfo americano nos próximos mesesarg

      18 min
    • Argus Weekly Korea Commodities Insights Episode 3

      South Korea’s LNG market in December 2025 was shaped by fluctuating demand signals, short-lived weather-driven buying, strategic LNG cargo diversions, and strong momentum in the LNG shipbuilding sector. Market participants continued to weigh inventory levels, fuel-switching economics, and rising import costs amid geopolitical and currency pressures.

      6 min
    • Argus Weekly Korea Commodities Insights Episode 2

      Welcome to Argus Korea Commodities Insights, your go-to source for the latest developments shaping South Korea’s energy, industrial, and trade sectors. Today we’re diving into the key stories since January 1, 2026. Let’s get started.

      5 min
    • Fertilizer Matters EP40: Brazil’s Ammonium Sulphate Market

      Hear Argus’ essential analysis of the ammonium sulphate (AS) market in Brazil, covering why demand is growing, how AS and urea fit in Brazilian crop nutrition, why AS imports overtook urea in 2025 and key price and demand trends globally and in Brazil. We also introduce the new Argus compacted Ammonium Sulphate cfr Brazil daily price assessment.

      Join Harry Minihan, Global Editor – Nitrogen, Upasruti Biswas, Senior Reporter – Fertilizers, and Bruno Castro, Reporter – Grains and Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

       

      Key questions answered in this podcast:

      · What is ammonium sulphate, why is it important and why has demand for it grown?

      · Which Brazilian crops are best suited to AS/urea – and when is AS substituted for urea?

      · What role does AS play in Brazil, and how significant is Brazil in the global AS market?

      · Why did AS imports into Brazil overtake urea in 2025, and could this trend continue?

      · How are AS prices and demand evolving globally and in key markets like Brazil and India?

      · Why did Argus launch the compacted Ammonium Sulphate cfr Brazil daily price assessment, and how does it improve price transparency?

       

      18 min
    • Falando de Mercado: A volta do diesel russo ao mercado brasileiro

      Os fluxos de diesel russo para o mercado brasileiro voltaram com força total neste início de 2026. Mas será que esse protagonismo veio para ficar? Acompanhe a conversa entre Marcos Mortari, um dos responsáveis pela publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus. 

      9 min
    • Market Talks: Russian diesel returns to the Brazilian market

      Russian diesel has made a comeback in Brazil at the start of 2026. But is this renewed dominance here to stay? Listen to this conversation between Marcos Mortari, who works for the Argus Brazil Motor Fuels publication, and Argus Business Development Manager Amance Boutin. 

      9 min
    • Faraday CEO: Europe’s LFP gap is a strategic opportunity for the UK

      Faraday Institution CEO, Professor Martin Freer, speaks with Chris Welch, reporter for Argus Battery Materials, about the evidence behind the UK Gigafactory Commission’s new report, entitled ‘Britain’s Battery Future’. Freer notes that while the Commission does not favour one chemistry over another, Europe’s lack of LFP manufacturing represents a genuine opportunity for local investment if LFP is to play a role in EVs and grid storage. In the interview, Freer also addresses UK energy costs, the need for an automotive OEM to anchor cell production, and the principles behind “conditional collaboration” with China.

      Key topics:

      • UK policy shift from “open for business” to active deal making

      • Energy cost competitiveness and site readiness

      • Conditional collaboration with China

      • Linking cathode manufacturing to EV and gigafactory investment

      21 min

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