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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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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.
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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.
In this episode, host Waldemar Jaszczyk is joined by Peter Wilton and Efcharis Sgourou to discuss the record breaking influx of US LPG into northwest Europe, what has driven the surge, and what to expect for the rest of the winter season.
Join Blake Hurtik, Editorial Manager for Metals at Argus, and Marialuisa Rincon, Deputy Editor of Argus Scrap Markets, as they discuss Argus’ new finished steel price assessments in Mexico.
Gain insight into the evolving dynamics of the Mexican steel market, including the impact of US tariffs, shifting trade flows, and domestic sourcing trends. Learn how Argus is bringing transparency to a market diverging from its northern neighbor, and how local pricing in pesos and dollars reflects real business practices.
Key topics covered in the podcast:
Why Mexico’s steel market is diverging from the US'
The role of tariffs and protectionist policies in shaping demand
Argus’ new hot-rolled coil assessments in northeast Mexico
How scrap pricing connects to finished steel production
Mexico’s position in the global steel landscape
Acompaña a Sergio Meana, gerente de desarrollo de negocios de América Latina, en una conversación con Marialuisa Rincón, editora adjunta subeditora de Argus Scrap Markets, sobre el lanzamiento de las evaluaciones de precios de acero terminado en México.
Conoce la evolución del mercado mexicano del acero, incluyendo el impacto de los aranceles estadounidenses, los cambios en los flujos comerciales y las tendencias de abastecimiento nacional. Descubre cómo Argus aporta transparencia a un mercado que se está desvinculando de su vecino del norte, y cómo los precios en pesos y dólares reflejan las prácticas reales del negocio.
Temas clave abordados en el podcast:
• Por qué el mercado mexicano del acero se está desvinculando del de EE. UU.
• El papel de los aranceles y las políticas proteccionistas en la demanda
• Nuevas evaluaciones de acero laminado en caliente en el noreste de México
• Cómo los precios de la chatarra se relacionan con la producción de acero terminado
• La posición de México en el panorama global del acero
Para más episodios y cobertura del mercado de metales, visita https://www.argusmedia.com/es/solutions/products/argus-global-steel
Key topics covered in the podcast:
What are market participants expecting for iron ore demand in the fourth quarter and early 2026, particularly from China and other major steel-producing regions?
How are steelmakers adjusting procurement strategies in response to diverging trends between iron ore and coking coal?
What is the role of the 61pc Fe index, and how does it compare to the established 62pc benchmark?
El mundo está acelerando el uso de combustible sostenible para la aviación y desarrollando proyectos para atender esta creciente demanda. Las aerolíneas trabajan para reducir las emisiones mientras las autoridades, incluso en América Latina, reevalúan sus marcos regulatorios y los mandatos de biocombustibles. Camila Fontana, subjefa de la oficina de Argus en Sao Paulo, recibe Josh Vence, vicepresidente de operaciones y desarrollo de negocios enfocado en SAF y biocombustibles, y Julio Faldín, vicepresidente senior de desarrollo de negocios en Latinoamérica, para explorar el mercado global de SAF, el progreso de América Latina y cómo Argus apoya la transparencia y la formación de precios en ese espacio.
The world is accelerating the use of sustainable aviation fuel and developing projects to meet this growing demand. Airlines are working to reduce emissions while authorities, including those in Latin America, are reassessing their regulatory frameworks and biofuel mandates. Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, hosts Josh Vance, VP of Operations and Business Development focused on SAF and biofuels, and Lucas Boacnin, Business Development Manager focused on energy transition, for a conversation about the global SAF market, Latin America's progress and how Argus supports transparency and pricing in this evolving space.
O mundo está acelerando a utilização de combustível sustentável de aviação e desenvolvendo projetos para atender a essa demanda crescente. Companhias aéreas trabalham para reduzir emissões enquanto autoridades, inclusive na América Latina, reavaliam seus marcos regulatórios e mandatos de biocombustíveis. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, recebe Josh Vence, vice-presidente de Operações e Desenvolvimento de Negócios com foco em SAF e biocombustíveis, e Lucas Boacnin, gerente de Desenvolvimento de Negócios com foco em transição energética, para discutir o mercado global de SAF, os avanços regionais e as referências dos preços Argus para o produto.
La industria siderúrgica mexicana se ubica como la segunda más grande en América Latina y continúa creciendo. Los nuevos precios de la chatarra ferrosa de Monterrey/Saltillo de Argus están ya disponibles para ofrecer oportunidades alternativas de indexación a los fabricantes de acero y recicladores cuando buscan comprar o vender chatarra.
Escuche a Sergio Meana, gerente de desarrollo de negocios de América Latina, y a Marialuisa Rincón, subeditora de metales de Estados Unidos, conversar sobre el mercado mexicano y los fundamentos que respaldan el lanzamiento.
Servicios Relacionadas: Argus Scrap Markets
El envío de petróleo argentino a China demuestra el interés de Asia en la producción de los campos de Vaca Muerta. Los productores argentinos planean expandir el flujo de exportación del crudo tipo Medanito hacia otros mercados. Conoce más siguiendo la conversación entre Camila Fontana, subjefa de la oficina de Argos en Brasil, y João Scheller, responsable por la cobertura del mercado petrolero en América del Sur, para el informe Argus Crude.
A ida de petróleo argentino para a China demonstra o interesse da Ásia na produção dos campos de Vaca Muerta. Produtores argentinos planejam expandir o fluxo de exportação de óleo do tipo Medanito para outros mercados. Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta de redação da Argus no Brasil, e João Scheller, responsável pela cobertura do mercado de petróleo na América do Sul para o relatório Argus Crude.
The shipment of Argentinian oil to China highlights Asia’s interest in the production from the Vaca Muerta fields. Argentinian producers are planning to expand the export flow of Medanito crude to other markets. Learn more by following the conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, who covers the South American oil market for the Argus Crude report.
Los agricultores de Argentina han aumentado el uso de fertilizantes este año, ante perspectivas favorables para las cosechas de maíz y trigo. En todo el Cono Sur, los productores han estado reemplazando los fertilizantes con alta concentración de nitrógeno y fósforo por productos de menor concentración, en respuesta a los precios y a las fluctuaciones en la disponibilidad global de fertilizantes. Conozca más siguiendo la conversación entre la especialista en fertilizantes Renata Cardarelli, el especialista en agricultura Jeffrey Lewis y Camila Fontana, jefa adjunta de la oficina de Argus en Brasil.
Agricultores da Argentina ampliaram a utilização de fertilizantes este ano, diante de perspectivas favoráveis para as safras de milho e trigo. Em todo o Cone Sul, fazendeiros têm substituído os adubos de alta concentração de nitrogênio e fósforo por produtos de concentração mais baixa, reagindo aos preços e a oscilações na disponibilidade global de fertilizantes. Saiba mais acompanhando a conversa entre a especialista em adubos Renata Cardarelli, o especialista em agricultura Jeffrey Lewis, e Camila Fontana, chefe adjunta da redação da Argus no Brasil.
Farmers in Argentina have increased their use of fertilizers this year, driven by favorable prospects for corn and wheat crops. Across the Southern Cone, producers have been replacing fertilizers with high concentrations of nitrogen and phosphorus with lower-concentration products, responding to prices and fluctuations in global fertilizer availability. Learn more by listening the conversation between fertilizer expert Renata Cardarelli, agriculture expert Jeffrey Lewis, and Camila Fontana, Deputy Bureau Chief at Argus in Brazil.
Carbon pricing is becoming a more visible factor in the cost structure of European petrochemicals. Following on from our recent insight paper 'The true cost of EU ETS and CBAM on the European Petrochemical industry', Argus experts Alan Williamson, Victoria Hatherick and Anna Fittock unpack the implications of EU ETS Phase 4 and CBAM for the region’s steam cracker fleet, including:
How carbon costs are calculated for EU crackers, and why they vary depending on emissions performance and benchmarking
The evolution of ETS pricing and its impact on competitiveness
How CBAM is designed to level the playing field and why its limited scope may accelerate downstream import substitution
Why indirect costs from ETS, such as higher energy prices, remain a concern for EU producers
To find out more about Argus' Light Olefins services, please click here.
Metal Movers: Battery Materials Outlook
The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts.
Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector.
Key topics covered:
Expectations for lithium prices
Export controls from the DRC and China
The growth of the ESS market
Europe’s EV sales recovery
Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market.
Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:
How is the Turkish market doing towards the end of the year
How the lowering prices affected the market dynamics
How demand has been for the past 3 months
What is the current situation in the market
Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.
Con la expansión del presal y los avances en la infraestructura offshore, Brasil se acerca a la marca de 4 millones de barriles de petróleo producidos por día. Acompañando este crecimiento, Argus lanzó precios FOB para los crudos Tupi, Mero y Buzios, lo que facilita la comparación con materias primas de otras regiones y la comprensión de los costos para las refinerías. Conozca más en esta conversación entre Camila Fontana, subjefa de la oficina de Argus en Brasil, y João Scheller, especialista del informe Argus Crude.
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