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Argus Media episodes

  • The Crude Report: Europe faces CPC Blend loadings disruption

    A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.

     

    In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.

     

    Key topics include:

     

    • The scale of CPC Blend export halt and its impact on crude prices

    • How critical the grade is for Europe

    • What alternatives European refiners have turned to

       

      Listen now to understand how European buyers are responding and what comes next.

      15 min
    • Falando de Mercado: biometano deixa a teoria e avança

      O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB).  Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

       

      Os tópicos discutidos neste episódio incluem:

       

      • Resoluções de ANP e regras de emissão 

      • Preocupações de produtores, comercializadores e potenciais compradores

      • Equilíbrio entre oferta e demanda e formação de preços

      • Fungibilidade e reconhecimento de outros certificados ambientais

      • Uso do CGOB em estratégias de descarbonização

      • Possibilidades de evolução do mercado no médio prazo

        23 min
      • Fertilizer Matters EP56: Brazil’s Phosphate Market
        Fertilizer Matters EP56: Brazil’s Phosphate Market:

        Hear Argus’ essential analysis of what’s driving Brazil’s phosphate market as global price swings,
        shifting demand and policy changes reshape buying behaviour. In this episode, we explore which
        crops and seasons drive demand, the impact of high international prices on domestic trade, and the
        challenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, the
        effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in
        buying as global fundamentals continue to evolve

        Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, Market Reporter – Fertilizers as
        they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

        Key questions answered in this podcast:

        What are the key crops. products and seasons impacting the Brazilian phosphate market

        How have global high prices and demand destruction impacted Brazil’s domestic market?

        How is the upcoming soybean planting season in September being impacted?

        How are Brazilian buyers responding to Mosaic cutting production in Brazil?

        Has US suspending countervailing duties on Moroccan phosphate imports worried the
        Brazilian market?

        Should we expect last-minute surge of buying from Brazil

        How are global phosphate market fundamentals developing?


         
         
        Related links
        Argus Phosphate price reporting service | More info | Request trial
        More information: Phosphate short and mid to long-term outlook services
        Free newsletter sign up: Argus Fertilizer Market Highlights
        Fertilizer Matters podcast series
        12 min
      • Chemical Conversations: Methanol Market - Geopolitics, Hormuz & China Q4 Outlook

        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 to discuss:

        • A recap of geopolitical tensions since March
        • Current dynamic within the Middle East and Strait of Hormuz
        • Methanol outlook for China going forward into Q4
        • Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

          28 min
        • Falando de Mercado: alta nos fertilizantes da soja

          O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.

           

          Os tópicos discutidos neste episódio incluem:

          • Evolução de preços dos fertilizantes fosfatados

          • Disponibilidade de produto importado em meio a tensões geopolíticas

          • Produção doméstica de fosfatados 

          • Suspensão de tarifa dos EUA a Marrocos

          • Volumes remanescentes e potencial redução da aplicação de adubos

            6 min
          • Strait talk: From Bab to worse

            Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows.

            In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.

            28 min
          • SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze

            Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets.

            Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding.

            They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.

            16 min
          • Falando de Mercado: químicos de pinus e petróleo

            Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil.  Saiba mais acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.

             

            Os tópicos discutidos neste episódio incluem:

            • Demanda chinesa e oferta a partir de Ormuz

            • Menor disponibilidade de insumos para produção de resinas

            • Produção de ésteres de breu no Brasil e China

            • Aplicações dos derivados de breu e concorrência com insumos fósseis

            • Brasil como produtor e exportador de breu

            • Mudança estrutural da demanda e flexibilidade operacional dos compradores

            • Formação global dos preços e diversificação

              9 min
            • How ISO is shaping the future of pyrogenic biocarbon

              In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/TC 238 meeting in Berlin and what they mean for the future of biomass, biocarbon and biochar markets.


              Tune in to hear:

              ·      Why biocarbon and biochar are becoming major focus areas for international standardisation, beyond traditional biomass fuels.

              ·      The most important new ISO work items launched in Berlin, including testing standards for pyrogenic biocarbons.

              ·      The remaining gaps in biochar and biocarbon standards, and why issues such as sampling, analysis and surface area testing still need work.

              ·      The single biggest takeaway from the Berlin meeting: the launch of 11 new work items that signal growing momentum and industry engagement in developing global standards.

               

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

               

              Get more information and request a free trial. 

              27 min

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