Argus Media

The transformation of copper trade flows is one of the biggest stories in metals this year. Long known as Dr. Copper for its role as a barometer of global economic health, copper has typically been a stable market—thanks to its diverse supply base and broad industrial demand. But that stability was disrupted by the re-election of Donald Trump and the launch of a Section 232 investigation into US copper imports, triggering a surge in shipments to the US and record-breaking price arbitrage between global exchanges.

As copper flooded into the US, stockpiles at COMEX ballooned while buyers in China, the rest of Asia and Europe were left scrambling. Regional premiums spiked, and refined copper became scarce outside the US. Suddenly, copper began behaving more like its volatile base metal peers—unpredictable and reactive to geopolitical shifts.

In this episode, Ronan Murphy, editor of Argus Non-Ferrous Markets, speaks with copper experts from the US, China, and Europe to unpack the global ripple effects. What will the US do with all this copper? How are other regions adapting? And what does the rest of the year hold for the global copper market?

In This Episode:

Pine chemicals editor Leonardo Siqueira talks with Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about how tariffs are shaping the C5 hydrocarbon (HCR) and pine chemicals markets, including:   

Impacts on pricing, supply and demand balances, and current trade flows.

Outlook on what the hydrocarbon resins and pine chemicals markets should expect. 

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins services.  

Request a free trial or more information for Argus Pine Chemicals service. 

Request a free trial or more information for Argus C5 and Hydrocarbon Resins service.

Our base oils experts in Sao Paulo, Houston and London discuss the most pressing market developments.

Listen to Argus experts for the latest developments in US tariffs, postings and Latin America base oil dynamics.

Gabriella Twining (Global Editor - Base Oils ), John Dietrich (Deputy Global Editor - Base Oils) and Julio Viana (Reporter) give some detailed insights:

As exportações de açúcar pelas usinas brasileiras na safra 2025-26 devem se acelerar no segundo semestre,  em um contexto de excedente de oferta global.

Ouça a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e Maria Carolina Albuquerque, especialista do relatório Argus Brasil Combustíveis, para saber mais sobre as tendências para o complexo sucroalcooleiro.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Tune in every Monday for your weekly recap of the stories shaping the road fuels market

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Middle East conflict has far-reaching implication on oil & LNG markets. In this podcast Xiaoyi Deng, Deputy Editor Nat Gas/LNG and Bob Wigin Senior Reporter Oil Products, unpack implications of this conflict on access to power generation fuels for Egypt and beyond

Related products:

LNG Daily: https://www.argusmedia.com/en/solutions/products/argus-lng-daily

European Natural Gas: https://www.argusmedia.com/en/solutions/products/argus-european-natural-gas

European Products: https://www.argusmedia.com/en/solutions/products/argus-european-products 

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Your Go-To Source for Reliable Road Fuel Prices

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape: