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Argus is a leading provider of price assessments, intelligence and market data on a variety of global energy and commodities markets.
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The conflict in the Middle East has had immediate impacts on the LPG market, with some of the biggest single prices increase ever seen With around 30% of global seaborne LPG exports coming from the Mideast Gulf, what does this mean for the global markets and who will be affected the most? In this special episode, our team examine what it means for LPG flows, prices and global availability.
In this episode, Argus explores the forces behind the dramatic surge in global tungsten prices. What began with Chinese export controls has deepened into a structural supply squeeze, leaving both domestic and international consumers struggling with tight availability. Our experts discuss how mining constraints, shifting demand dynamics and limited substitution options are shaping one of the most volatile critical mineral markets of 2026.
Covered in this episode:
How ageing mines, limited upstream investment and reduced output have created a structural shortage in Chinese tungsten supply
The impact of China’s export controls on global availability — and why its domestic market is now feeling the squeeze as intensely as overseas buyers
Whether substitution with molybdenum, niobium, titanium or ceramics can meaningfully reduce demand for tungsten carbide and mill products
The limits of recycling in Europe and North America — and the scope for China and Japan to expand recycling to ease supply constraints
When global tungsten prices might peak, how long historically high levels may persist, and how new mine capacity from South Korea, Kazakhstan and Europe could reshape the market from 2027 onward
A focused discussion on India’s stainless steel sector covering industry challenges, government policies, raw‑material dependence, trade agreements, CBAM implications, U.S. tariff barriers, and ISSDA’s priorities for 2026–27.
Key topics covered in the podcast:
Structural challenges in India’s stainless steel
Impact of 2026-27 union budget on stainless steel
Raw‑material security & import dependence
Trade pressures: EU FTA, CBAM & U.S. Tariffs
As exportações brasileiras de sebo bovino para os EUA despencaram com alterações em políticas de incentivos. No entanto, novos mandatos na Europa e no Brasil prometem realocar volumes e mexer com os preços desse insumo, que é usado na produção de combustíveis, ração animal e itens de higiene e limpeza. Saiba mais acompanhando essa conversa entre Lucas Boacnin, gerente de desenvolvimento de negócios em transição energética da Argus, e João Marinho, responsável por precificação de óleos e gorduras e um dos colaboradores do relatório Argus Brasil Combustíveis.
Alguns dos tópicos debatidos neste episódio:
Dados sobre a oferta de sebo bovino no Brasil
Fatores redutores da demanda pelos EUA
Potencial de crescimento da demanda pela Europa
Demanda doméstica pela indústria de biodiesel
In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026.
Listen to the latest episode to:
Understand how regional supply length and shifting trade flows are shaping near‑term market balance.
Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics.
Hear how Europe’s cost structure, ETS exposure and rationalisation activity are influencing competitiveness.
Explore how rising global capacity additions are affecting North America’s export position and derivative margins.
If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:chemicals@argusmedia.com
Additionally you can find out more about Argus’ Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.
Argus launched RED-certified sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) fob Strait of Malacca prices in January 2026, to capture growing production capacity and liquidity in the region. Join Alfonso Berrocal (VP, Business Development, Oil Products and SAF) and Sarah Giam (Associate Editor, Biofuels & Net-Zero) as they:
Unpack the rationale behind the price launches
Share more details on the prices, and how they are assessed
Speak about the latest developments on SAF policy, and how regional SAF and HVO markets might pan out in future
You can find the detailed methodology for these prices and others in the Argus Biofuels report here.
The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman’s Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails.
Key points include, but are not limited to:
Purchasing VLCC vessels and outlook on the VLCC tanker market
Evolving role of refineries in the Middle East and how a shipowner views market trends
Alternative fuels, shipping technologies and fleet renewal
Charter agreements, long-term vs spot
How shipping responds to geopolitics
Canadian LPG firms are increasingly vying for more space in the crowded global LPG market, actively pushing to diversify their exports away from the US. At the same time, Canadian NGL production continues to rise. Calgary’s LPG reporter Dennis Kovtun shares with us the western Canadian NGL pricing outlook.
A conferência Fertilizer Latino Americano (FLA) foi realizada em Miami no final de janeiro, trazendo discussões sobre abastecimento e mudanças nos fluxos comerciais globais. Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes, conversa com a especialista Gisele Augusto sobre as movimentações desse mercado no Brasil e no Cone Sul desde o evento.
Alguns dos tópicos debatidos neste episódio:
· Ritmo de compra de nitrogenados para a safrinha de milho
· Descasamento entre ofertas de compra e venda
· Disponibilidade de produto importado no Brasil
· Preferências dos agricultores
· Produção de caprolactama pela China
· Negociações e tendências de preços de diferentes nutrientes
· Acesso a crédito pelos agricultores
The Fertilizer Latino Americano (FLA) conference was held in Miami in late January, with discussions about supply and changes in global trade flows. Renata Cardarelli and Gisele Augusto, who both contribute to the Argus Brazil Grains and Fertilizers report, talk about market developments in Brazil and the Southern Cone since the event.
Some of the topics discussed in this episode:
· Pace of nitrogen purchases for the second corn crop
· Mismatch between offers and bids
· Availability of imported product in Brazil
· Farmers’ preferences
· China’s caprolactam production
· Negotiations and price trends of different nutrients
· Farmers’ access to credit
As Renewables Obligation support begins to fall away in 2027, the UK’s waste‑wood biomass sector faces a pivotal moment. In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Richard Coulson, Biomass Lead at the Wood Recyclers Association, to unpack what this shift means for recyclers, biomass plants and the wider waste‑wood market and what’s needed to secure the sector’s future.
Hear expert insights on:
Why RO closure threatens both waste‑wood capacity and the UK’s emissions reduction strategy.
The causes of the current waste‑wood oversupply and whether relief measures are enough.
The immediate and long‑term policy actions needed to stabilise the market.
Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.
South Korean thermal coal prices dipped slightly amid quiet trading, while major utilities issued large tenders and received guidance to limit Russian coal to about 10% of imports. Weather‑related delays tightened inventories. Wood pellet prices weakened on soft demand. Korea advanced its energy transition with major renewable expansion plans, a new clean‑energy pact with Sweden, and a 25‑billion‑won decarbonisation auction. Electricity prices were frozen despite high winter demand. Refiners prepared for significant spring maintenance that may tighten fuel supply. Base‑oil exports were stable year on year.
Argentina está entrando en una nueva era energética. La reciente liberalización del mercado de GLP—después de décadas de control estatal— esta impulsando crecimiento. Con nuevos proyectos en marcha que van ayudar a levantar la capacidad para procesar y exportar más GLP, Argentina no solo está batiendo récords de exportación: está redefiniendo el mapa energético del Cono Sur y mas alla.
US ethane output has surged since the country became an exporter. As potential recovery upsides shrink, could that trend slow down? Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs reporter Joseph Barbour in this podcast to discuss historical and future trends in ethane recovery in the US.
In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Sarah Crow, CEO of New March Strategies, to discuss how the US biomass sector is responding to newly revised SBP risk ratings. They explore what these changes mean for forest owners, biomass producers, and the supply chains that link them.
Tune in to hear insights on:
What the new SBP risk rating revisions mean for US forest owners and biomass producers— including how the EU’s land-use change and forestry (LULUCF) sector shapes US forestry perspectives.
How sustainability standards interact across the Atlantic, and the biggest misconceptions Europeans hold about US forestry practices.
What producers need do to adapt, from sourcing strategies and supply‑chain due diligence to the rising role of AI, remote sensing, and contractual safeguards.
Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.
In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives discuss:
Methanol market headlines during the first 2 months of 2026.
China MTO production and outlook
Methanol derivative demand and challenges.
Iranian methanol production
Global MTBE market analysis
Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
Os combustíveis sintéticos se destacam como uma rota promissora para alcançar zero emissões líquidas de gases de efeito estufa no transporte marítimo até 2050. Natália Coelho, colaboradora do relatório Argus Marine Fuels, e Pâmela Machado, que cobre hidrogênio e derivados, discutem as oportunidades e desafios em torno desses combustíveis limpos, incluindo o recente adiamento da votação sobre precificação de carbono na Organização Marítima Internacional.
Synthetic fuels stand out as a promising pathway toward achieving net-zero greenhouse gas emissions in maritime transport by 2050. Natalia Coelho, a contributor to the Argus Marine Fuels report, and Pamela Machado, who covers hydrogen and derivatives, discuss the opportunities and challenges surrounding these clean fuels, including the recent postponement of the International Maritime Organization’s vote on carbon pricing.
Los combustibles sintéticos se destacan como una vía prometedora para alcanzar emisiones netas cero de gases de efecto invernadero en el transporte marítimo para 2050. Natalia Coelho, colaboradora del informe Argus Marine Fuels, y Pamela Machado, quien cubre el hidrógeno y derivados, analizan las oportunidades y desafíos en torno a estos combustibles limpios, incluida la reciente postergación de la votación sobre la tarificación del carbono en la Organización Marítima Internacional.
As part of our 5-part series looking into the outlook for refined products in 2026, this episode takes a deep dive into the global gasoline market.
The global gasoline market saw unseasonable strength in the final quarter of 2025, and this episode breaks down what’s behind it. We also discuss how EV adoption, policy shifts, and blending mandates are reshaping demand across key regions, assess the impact of new mega‑refineries on traditional trade flows, and highlight the critical drivers to watch as we move into 2026.
Gasoline cracks surprised to the upside in late 2025, peaking in November across Europe and Asia as widespread refinery maintenance in Asia and the Middle East tightened supply. But moving further into 2026, gasoline cracks are expected to come under pressure from more consistent gasoline supply and lengthening balances, particularly in the Atlantic Basin.
Listen to our market experts, Emma Pike - Gasoline Analyst, George Maher-Bonnett – Deputy Editor and Asill Bardh – Senior Reporter, as they discuss the latest developments shaping the global gasoline market, reflect on how it evolved through 2025, and outline the critical drivers to watch as we move into 2026.
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