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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 podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand.
Main topics:
OPEC+ production increases and their effect on the Middle East sour crude oversupply
Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana
Pricing strategies and market share defense by Middle East producers in response to global competition
Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026.
Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Key questions answered in this podcast:
Why did India’s urea tenders increase in comparison to last year?
How did India get itself into this position and when could the next tender come?
Where is India with its domestic push for increased self-reliance?
Will China be exporting more urea in early 2026?
Has there been a ramp up of urea imports into Europe ahead of CBAM?
What’s the overall urea market direction as we head into 2026?
Key topics covered in the podcast:
· Is scrap demand in South Asia shifting toward DRI and other feedstocks?
· Why have Turkish mills booked strong tonnage for January loading?
· What’s next for North African scrap demand heading into early 2025?
· Could CBAM reshape global scrap flows in the longer term?
COP30 pushed the clean cooking crisis in Africa higher up the global agenda. US-based non-profit the Clean Cooking Alliance (CCA) has played a central role lifting the issue from international fringes and helping to tackle the financing and policy barriers faced in shifting to cleaner fuels, particularly LPG.
In this episode, Argus' Waldemar Jaszczyk spoke with CCA chief of staff and chief external affairs officer Jillene Belopolsky about what the event delivered and what still needs to happen.
In November 2025 market participants gathered at the annual Argus Road Fuels Europe Conference in Munich (Germany). Listen to this podcast to discover some of the top takeaways:
Impact of geopolitics on supply into Europe over last couple of years.
Product supply kept tight by unplanned refinery outages, planned maintenance works and permanent closures.
Cracks across all refined products much more volatile over the last few months and multi-year highs for road fuels in second half of 2025
18-month highs in November in regards to Nigeriam imports of European gasoline after previous declines, despite west Africa's increased gasoline self-sufficiency.
The EUs reconsideration of it's 2035 combustion engine vehicle phase out, making space for low carbon or more "carbon neutral" fuels to play a part alongside electrification.
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, talk about:
· Methanol market headlines at the end of 2025
· The Argus Fall 2025 Methanol and Derivatives update
· Methanol price outlook
· MTBE price volatility and trade flows
Argus offers methanol prices, news, analysis, forecasts, and consulting.
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O agronegócio brasileiro passou por mudanças significativas no mercado de fertilizantes ao longo do ano, como o aumento das importações de produtos de menor concentração de nutrientes e desafios de crédito. Maior disponibilidade de produto com menor solubilidade, restrição de fertilizante chinês e estratégias para reduzir custos podem mexer com o mercado nos próximos meses. Entenda essas dinâmicas acompanhando a conversa entre Bruno Castro, especialista da publicação Argus Brasil Grãos e Fertilizantes, e Aluísio Teixeira, diretor-presidente do Sindicato da Indústria de Adubos e Corretivos Agrícolas no Paraná (Sindiadubos).
The winter season usually sees a winding down in bitumen activity in terms of construction and road building, but not in 2025. Our experts delve into what has been a surprisingly unseasonal end to 2025.
Listen to our market experts – Jonathan Weston (Europe and Asia Lead, and Editor of Argus Bitumen) and Keyvan Hedvat (Europe and Africa Bitumen Editor), give detailed insights into their news snapshots including;
- Mediterranean bitumen supply much tighter than usual going into winter low demand season
- Med cargo diffs to fuel oil now broadly - and very unusually - in parity with fob Rott diffs
- Ongoing positive demand into north African and Black Sea markets
- Regional refinery bitumen production restricted - including SRI Augusta and US sanctions affected Bulgarian and Serbian refineries
- Arbitrage to the US from Med stays firmly shut after brief opening in Aug/Sept
- West Africa, now in dry/bitumen demand season, set to draw more European bitumen.
Hear Argus’ essential analysis of the latest trends driving unprecedented global increases in sulphur and sulphuric acid prices. This episode explores key market drivers including supply dynamics, demand shifts across key regions – and we review key takeaways from recent industry events
Colonial Pipeline’s rule changes are reshaping the conventional gasoline market, and Argus is leading the way with updated pricing methodology.
In this episode, Jared Ainsworth, US Products Gasoline Editor at Argus, Paul Dahlgren, Business Development Manager at Argus, and Maria Eugenia Garcia, Managing Editor of Refined Fuels at DTN, break down what these changes mean for traders, refiners, and marketers. From segregated vs. fungible batches to shifting export flows and margin compression, hear how the market is evolving and what’s next for Argus assessments.
Tune in for expert insights on:
Overview of Colonial Pipeline’s new shipping rules and their impact on trade
Why segregated vs. fungible batches matter for pricing and risk
Global implications of declining domestic demand and rising exports
Argus’ methodology update for conventional gasoline assessments
Insights into price trends, margin compression, and refinery profitability
La COP30 terminó sin definir una hoja de ruta para superar la dependencia global de los combustibles fósiles. ¿Qué frenó el avance de las discusiones? Conozca los bastidores de la conferencia climática en esta conversación entre Camila Fontana, subjefa de la redacción de Argus en Brasil, y el editor Lucas Parolin, quien participó en el evento en Belém.
Cop 30 ended without defining a roadmap to overcome the global dependence on fossil fuels. What stalled the progress of the discussions? Learn about the behind-the-scenes of the climate conference in this conversation between Camila Fontana, deputy bureau chief of Argus in Brazil, and editor Lucas Parolin, who attended the event in Belem.
A COP30 terminou sem a definição de um roteiro para superar a dependência global dos combustíveis fósseis. O que travou o avanço das discussões? Saiba sobre os bastidores da conferência climática nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e o editor Lucas Parolin, que participou do evento em Belém.
Discover how Citroniq is transforming ethanol into bio-polypropylene through its E₂O process, driving sustainable plastics innovation.
In this first episode, Kelly Knopp, CEO and Co-founder of Citroniq, shares how the company is transforming ethanol into bio-polypropylene through its innovative E₂O process.
Listen to learn:
Citroniq’s approach to bio-based polypropylene
How scale and technology choices influence commercial viability
Why bio-polypropylene stands out among plastics for sustainability impact
Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.
What was the impact of IMO 2025 legislation in supply and demand of the fuel oil market?
Which bunker market regulations will come into effect or become more impactful in 2026?
What challenges will the bunker market face to comply with new changes?
Isabella Reimi, Oil product reporter, Hussein Al-Khalisy, Biofuels associate editor and Bob Wigin, Oil products senior reporter share answers to these questions and more in this episode.
In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Roby Crean, Business Development Manager at South Pole, discuss the evolving CORSIA market and its implications for airlines and carbon project developers.
Tune in for expert insights on:
Supply challenges from strict eligibility criteria
Measures to unlock eligible credits, including insurance and regional progress
Demand uncertainty and regional differences in compliance readiness
Pricing trends across spot, forward, and futures contracts
Key developments shaping market maturity and liquidity
Learn more about the Argus Carbon service: Argus Carbon
Goiás despontou como importante fornecedor de etanol para outras regiões do Brasil — e uma parcela cada vez maior dessa produção vem do milho. Do lado da demanda, o consumo dentro do estado e a paridade de preços apresentam maior volatilidade do que no resto do país. Entenda a dinâmica do mercado goiano acompanhando a conversa entre Gabrielle Moreira, responsável pelo relatório Argus Brasil Combustíveis, e as especialistas do setor sucroalcooleiro Maria Lígia Barros e Maria Carolina Albuquerque.
Mideast Gulf VLCC rates have surged and fallen throughout the second half of the year. This podcast goes over recent changes to the market, including India's recent shift away from Russian crude oil toward a Mideast Gulf supply and the resulting rally of tanker demand.
Key Points:
- Opec production target increases
- India's shift away from Russian crude
- Market outlook for the next quarter
Hear Argus’ essential analysis of how CBAM’s implementation in Jan 2026 is set to impact Europe – the world’s biggest ammonia import hub. In this episode, we recap what CBAM is, how we’re incorporating CBAM and the Argus Carbon Intensity Index into our ammonia price assessments, the ammonia industry’s readiness for CBAM and the additional costs importers could face.
Join Ruth Sharpe, Editor – Ammonia and Mike Nash, Senior Editor - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Related links
More information: Argus Ammonia price reporting service
Request a sample report/trial: Argus Ammonia
More information: Ammonia short and mid to long-term outlook services
Webinar: Clean and conventional ammonia outlook
Free sign up: Argus Fertilizer Market Highlights
Fertilizer Matters podcast series
A tabela de frete mínimo da Agência Nacional de Transportes Terrestres colocou em prática um novo sistema de fiscalização, trazendo incertezas para o setor de transportes e impactado os fretes rodoviários. As taxas dispararam nas rotas de fertilizantes partindo dos portos de Santos e Paranaguá em direção a Mato Grosso, Minas Gerais e Goiás. Neste episódio, Camila Fontana, chefe adjunta da redação da Argus Brasil, conversa com João Petrini, um dos responsáveis pelo relatório Argus Brasil Grãos e Fertilizantes, e especialista em logística.
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