Argus Media

In this episode, our market experts examine how shifting trade flows, growing shipping uncertainty and evolving supply dynamics are reshaping the global bitumen landscape in 2026. Importers across Asia are navigating longer voyage times, tighter vessel availability and escalating freight costs, all of which are creating greater unpredictability in securing prompt cargoes. The discussion also delves into Asia‑Pacific’s rapidly changing supply picture, driven in part by a sharp rise in Chinese exports. Competitive pricing from China is increasingly redefining traditional trade relationships across Vietnam, Malaysia and Thailand. The episode further explores how infrastructure spending trends are diverging across major regional markets. China faces slowing growth, while India, Southeast Asia and Australia continue to benefit from stronger project pipelines. These contrasting demand trajectories highlight how broader economic conditions, government investment and market maturity are influencing consumption patterns. Collectively, these factors illustrate a bitumen market in transition, shaped by new trade routes, shifting competitiveness and evolving regional demand.

Hear Argus’ essential analysis of what’s driving China’s green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM. Join Huijun Yao, Editor – Fertilizers 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: What’s driving China’s surge in green ammonia production in 2026? Which major Chinese projects will lead this production growth? What renewable energy sources will power these projects? Will China export green ammonia, and which sectors are the likely buyers? How might China’s production, port capacity and storage expand by 2027? How could Chinese green ammonia be priced relative to conventional ammonia? How could green ammonia premiums and CBAM influence global demand? Related links Argus Ammonia 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

In this episode, Vulcan Energy CEO Cris Moreno joins Argus reporters Chris Welch and Avinash Govind to discuss the company’s latest progress at its Lionheart project in southwest Germany, following the start of new geothermal drilling activity to support Phase One development in Landau.   Key topics include: Scaling from pilots to full scale DLE and electrolysis Drilling outcomes at LSC 1A and 1B, and potential partnerships with oil majors Vulcan’s exposure to German and EU policy Phase Two and Three growth plans across the Upper Rhine Valley Updated offtake timelines and qualification pathways

Huge US propane inventories and the outlook for Chinese LPG demand were top of mind at Argus’ LPG forum in February. Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs editor Amy Strahan in this podcast to discuss trends and the global outlook discussed in this week’s LPG presentations in Houston. 

Ongoing tensions in the Red Sea are diverting tanker vessels away from the Suez Canal. Erika Tsirikou and Josh Michalowski break down the latest developments and what they mean for clean tanker and diesel markets. Key Points  Prospect of a return to Suez Canal in 2026 Effect on clean LR1 and LR2 rates Impact on European middle distillate markets of return to Suez

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

Part of a 5-part podcast series looking at the outlook of the refined products market in 2026

  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

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

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.

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.

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?  

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. 

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. 

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

Hear Argus’ essential analysis of China’s phosphate export market, focusing on DAP and MAP quotas, NP and NPS exports, the decline in phosphate exports, changing regional trade flows, when exports could be resumed, impact of the sulphur price rally and China’s phosphate production capacity outlook. Join Huijun Yao, Editor – Asia Fertilizers and Johann Jing, Market Analyst, Phosphate, Potash and NPK as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: How has China’s phosphate export market evolved? How are DAP and MAP export quotas implemented? What is China’s expected approach to NP and NPS exports? Why have China’s phosphate exports declined over the past year, and how has this reshaped regional trade flows? When might China resume DAP and MAP exports, and how is the sulphur price rally influencing this? What is the outlook for China’s phosphate production capacity? Related links Argus Phosphates price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series

In this episode, Hannah Adler, Senior Reporter on the biomass desk, explores developments in carbon capture and storage (CCS) and how it can be implemented in the biomass sphere. She’s joined by Jon Cartlidge, Commercial Director at Battelle, to discuss: Why Battelle moved into carbon storage after decades as a nonprofit research leader. Which sectors—like ethanol, biofuels, and heavy industry—are leading the charge in adopting CCS and why. Battelle’s vision for scaling CCS by 2030, including technical challenges and innovations. Argus offers biomass prices, news, analysis, and consulting. Request a free trial or more information.

O Brasil é o terceiro maior produtor mundial e o segundo maior exportador de farelo de soja. A Argus está lançando um indicador de diferenciais portuários para o farelo em Paranaguá, auxiliando a tomada de decisão por esmagadoras e outros participantes dos mercados de grãos e proteínas dentro e fora do país. Saiba mais acompanhando essa conversa entre Renata Cardarelli, responsável pela publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora do mesmo relatório e da publicação Argus AgriMarkets.  

Brazil is the third-largest producer and the second-largest exporter of soybean meal. Argus is launching a port differentials indicator for soybean meal in Paranagua, supporting decision-making for crushers and other participants in the grain and protein markets in Brazil and abroad. Learn more by following this conversation between Renata Cardarelli, who is in charge of the Argus Brazil Grains and Fertilizers publication, and Nathalia Giannetti, contributor to the same report and to Argus AgriMarkets.

From the hiccups of the US–China tariff war and sanctions to refinery and petrochemical closures, the northwest European LPG market faced unprecedented upheaval in 2025. Peter Wilton, editor of International LPG, is joined by the LPG London team to discuss the major trends that shaped the past year, as well as the emerging patterns that could influence prices and flows in the year ahead.