Argus Media

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 discuss: Impacts from the war in Iran Changing trade flows due to demand destruction How will global and regional prices respond Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

Hear Argus’ essential analysis of the impact the Middle East conflict on urea and phosphates 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, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why is the Middle East so important for global urea and phosphates supply? Which urea and phosphates production facilities have been affected? How has this conflict constrained supply of urea and phosphates? How have the markets responded with regard to sentiment, and in particular prices? How have the markets reacted to the ceasefire? How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen? How long could it be before the markets start to settle into some sort of normality? Could this conflict lead to permanent changes to supply and trade flows? What are the key takeaways and what should we watch out for next?

In this episode, Argus explores why copper — long viewed as a stable macro barometer — has entered one of its most turbulent periods in years. From tariff‑driven arbitrage to supply disruptions in Africa and China’s increasingly strained smelter margins, our experts break down the forces shaping the market’s sharp swings and the risks looming over the remainder of 2026.  Covered in this episode: How tariff fears, financial inflows and mine outages pushed copper briefly above $14,000/t Why the Iran conflict introduces both macro headwinds and sulphur‑related supply risks How sulphur disruption affects SX‑EW production in the DRC and Zambia Why China’s smelters continue to operate despite record‑negative TCRCs The outlook for Chinese copper demand in 2026 amid weaker new‑energy sectors

Description:    Resurgent fuel volatility has reignited the case for the UK to reintegrate with the EU’s internal market for electricity and reverse a decoupling sparked by Brexit.   In this episode, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with UK market specialist Tim Santonastaso, alongside power market reporters Bea Leverett and Jessamy Guest, to examine the lessons and pitfalls of market integration efforts elsewhere across Europe.   Listen to discover key insights on: Where market integration stands today The key barriers to further integration across Europe The factors shaping the divide between market ambitions and political delivery   This podcast was created using data and insights from the Argus European Electricity service. Request trial access or more information >>

In this podcast special, Tom Reed (VP – China, Crude and Oil Products) sits down with Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) to unpack the crisis disrupting global energy markets and its wider implications. Two week ceasefire and what is agreed Crude production and export capacity across ME Iran’s demand and their implications

With Southern Africa sourcing over 90pc of its sulphur from the region, the Copperbelt’s copper and cobalt producers are facing halted shipments, refinery shutdowns, and rapidly rising costs. In this episode, noble alloys reporter Roxana Lazar is joined by sulphur and sulphuric acid reporter Fenella Rhodes; senior copper reporter Raghav Jain; and battery materials reporter Chris Welch. The panel explore how these supply-chain shocks are shaping production in the DRC and Zambia, and how far the consequences could spread across global metals markets. Topics covered: The collapse in Middle East sulphur deliveries and its impact on leaching Tightened global sulphur supply including the stalled gulf cargoes The impact on cobalt exports, slowed by quota delays and shipping disruption Whether the conflict is a temporary bottleneck or a structural vulnerability for the Copperbelt

lobal LPG Conversations, Peter Wilton, Jack Greenwood and David Appleton answer listener questions form our recent Webinar, Iran-US War one month on, and offer some initial thoughts on how the market has reacted to the ceasefire and what next should it hold.

  Argentina ha dejado atrás un modelo basado en el crudo convencional para convertirse en un productor claramente dominado por el petróleo de esquisto de Vaca Muerta. Acompaña a Camila Fontana, jefa adjunta de la oficina de Argus en São Paulo, y a Nazareno Ferrero, gerente de desarrollo de negocios de Argus en Buenos Aires, mientras conversan sobre la evolución reciente y las perspectivas de la industria energética en el país sudamericano. Temas tratados: Evolución estructural de la industria de refinación y del petróleo en Argentina Enfoque doméstico de los refinadores y su impacto en la dinámica de exportación Cambio en la matriz exportadora de Escalante a Medanito Nuevo precio del Medanito para Puerto Rosales

  Argentina has moved away from a model based on conventional crude to become a producer clearly dominated by Vaca Muerta shale oil. Join Camila Fontana, deputy bureau chief of the Argus office in São Paulo, and Nazareno Ferrero, business development manager at Argus in Buenos Aires, as they talk about the recent evolution and outlook for the energy industry in the South American country.  Topics discussed:  Structural evolution of the refining and oil industry in Argentina Refiners’ domestic focus and impact on export dynamics Shift in the export matrix from Escalante to Medanito  New Medanito price for Puerto Rosales

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

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.  

  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

  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

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

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.

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?

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  

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

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, participou de uma visita a lavouras do estado organizada por tradings, corretoras e produtoras de grãos. Ela falou dessa experiência e das condições da safra nessa conversa com a editora Renata Cardarelli.     Alguns dos tópicos discutidos:   Resultados das amostras coletadas nas plantações  Impacto das chuvas em cronograma e qualidade das plantas Planos para safra de milho  Projeções para outros estados