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Argus Media

Argus Media podcast

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  • 53 episodes
  • Avg 19 min
  • English

Episodes 53

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  • #1377
    Thursday · 27 min

    Driving Discussions: Europe's Road Fuels Market Squeeze

    What’s driving record diesel prices and unexpectedly tight gasoline markets in Europe? Join George Maher-Bonnett (Deputy Editor, Argus European Products), Josh Michalowski (Diesel Reporter) and Atishya Nayak (Senior Gasoline Reporter) as they examine the supply disruptions, shifting trade flows and changing demand patterns reshaping Europe’s road fuels markets. In this episode, our experts discuss how geopolitical tensions, low inventories, refinery maintenance and seasonal demand trends are keeping diesel and gasoline markets unusually tight, and what market participants should watch as Europe heads into winter. Listen to discover: Why diesel and gasoline markets remain under pressure The key supply and demand drivers behind recent price strength How changing trade flows are impacting fuel availability across Europe What the outlook is for road fuels markets in the months ahead

  • #1376
    Thursday · 16 min

    Asia-Pacific Base Oils: Supply Disruption or Trade Opportunity?

    In this episode, Guo Harn Hong (Argus Global Lead for Base Oils) is joined by Chu Ren Tan (Senior Base Oils Analyst), Li Li Chng (Associate Editor, Base Oils), Tara Tang (Associate Editor, Base Oils & Waxes) and Victor Hu (Senior Analyst) to discuss how geopolitical tensions, logistical disruptions and shifting trade flows continue to reshape Asia-Pacific base oils markets. While new capacity additions across the region have eased some supply pressures, the lubricant supply chain remains under strain as refiners optimise output streams and downstream blending economics evolve. The discussion explores the impact of changing crude and base oil trade flows, refinery strategies affecting product availability, and the opportunities emerging for market participants amid ongoing disruption. Key themes: Geopolitical tensions and logistical challenges reshaping crude and base oil trade flows New Asia-Pacific capacity easing supply constraints, but not fully resolving market disruption Refinery optimisation and its impact on base oil production and lubricant supply chains Emerging trade opportunities amid shifting regional market dynamics

  • #1375
    Thursday · 27 min

    Strait Talk: Fars News

    In this week's Strait Talk, Argus experts examine a series of developments that could reshape energy markets, from reported peace talks between US representatives and Iran to signs that Saudi Arabia may soon restart crude shipments through its critical East-West pipeline.

  • #1374
    September 17 · 7 min

    Falando de Mercado: Compras de fertilizantes avançam

    As compras de fertilizantes para a segunda safra de milho 2026-27 do Brasil se aceleraram, mas preços acima do esperado pelos agricultores e a ampla janela de compras mantêm as importações de nitrogênio abaixo do nível do ano anterior. Acompanhe a conversa entre Renata Cardarelli e Gisele Augusto, que produzem o relatório Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Parcela das necessidades já supridas de fertilizantes para a safrinha Queda de preços cria oportunidade de compra Guerra no Oriente Média e restrições da China às exportações Preferência por sulfato de amônio El Niño e limitações no crédito agrícola: Perspectiva e reposição de estoques

  • #1373
    September 17 · 7 min

    Market Talks: Fertilizer Demand Accelerates

    Purchases of fertilizers for Brazil's 2026-27 second corn crop have accelerated, but prices remain higher than farmers expected and the extended purchasing window is keeping nitrogen imports below last year's levels. Listen to the discussion between Renata Cardarelli and Gisele Augusto, who produce the Argus Brazil Grains and Fertilizersreport. Topics covered in this episode include: The share of fertilizer requirements already secured for the second corn crop Lower prices creating buying opportunities The Middle East conflict and China's export restrictions Preference for ammonium sulfate El Niño and agricultural credit constraints Market outlook and inventory replenishment strategy

  • #1372
    September 16 · 26 min

    Strait Talk: Mocha Pot-shots

    Freight rates have gone vertical. With tanker costs doubling in September and new threats to Saudi export infrastructure, the economics of oil trade are changing fast. This week on Strait Talk, Argus experts unpack the freight crisis, the growing pressure on Red Sea and Hormuz shipping routes, and what it means for global oil markets. In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.

  • #1371
    September 16 · 15 min

    Driving Discussions: US Gulf Coast Gasoline -Trade Flows and Fall Outlook

    Geopolitics drives mineral markets. Ed Conwayjoins Argus to explore trade wars, rare earths, and if the West can rebuild critical mineral supply chains. The US Gulf Coast gasoline market has undergone notable shifts in 2026, driven by the lasting effects of the US-Iran conflict, changing domestic fuel movements and the seasonal transition to higher-RVP winter gasoline specifications. In this episode of Driving Discussions, Argus experts examine how the temporary Jones Act waiver reshaped Gulf Coast gasoline and blendstock flows, redirecting volumes from the Bahamas to direct shipments between US ports and increasing movements to both the West Coast and Atlantic Coast. The discussion also explores how tightening inventories, strong export demand and ongoing supply concerns have continued to support gasoline prices, even as the summer driving season comes to an end. As the market moves through the fall RVP transition, our specialists analyze evolving blending economics, changing demand for key gasoline components and the supply factors that market participants should watch in the months ahead. Key topics covered: How the US-Iran conflict and Jones Act waiver reshaped Gulf Coast gasoline and blendstock trade flows Why Florida and the Atlantic Coast have become key drivers of Gulf Coast gasoline demand The supply, inventory and export trends supporting gasoline prices despite seasonal demand declines How the fall transition to higher-RVP gasoline is changing blending economics and component demand What refiners, traders and market participants should monitor as regional supply balances evolve Tune in for expert analysis of the market dynamics shaping the US Gulf Coast gasoline sector and the outlook for pricing, trade flows and blending economics heading into the winter gasoline season.

  • #1370
    September 16 · 6 min

    From the Economist's Chair: Oil in Focus episode 4 - A Fork in the Road

    Physical vs. paper disconnect. Crude, diesel and freight markets are signalling stress that futures prices aren't yet capturing — driven by Middle East pipeline disruptions and restricted flows through critical maritime chokepoints. Fragile recovery reversing. A tentative summer rebound in regional exports is losing ground as shipping attacks intensify and instability spreads along key routes. A genuine fork in the road. Either flows are restored and inventories rebuild gradually, or exports fall further — forcing rebalancing through demand destruction: price shocks first, then a broader economic slowdown.

  • #1369
    September 15 · 34 min

    Metal Movers: Ed Conway on the new mineral trade wars

    Argus spot prices for the rare earth compound dysprosium oxide are currently ten times higher in the US than in China. Such a gap reflects a world where geopolitics is increasingly shaping commodity markets. But as broadcaster and author Ed Conway argues, the weaponisation of trade, for critical minerals and beyond, is as old as trade itself. In this episode, Ed joins Argus battery materials reporter Chris Welch to discuss his new book, Trade World: The Ties That Bound Our Past and Could Unravel Our Future, exploring whether the global trade is unravelling after all and whether Europe and the US can rebuild their critical minerals industries once again. Key topics include: Why China's rare earth export controls are not new Can Western carmakers build knowledge in partnerships with China? Why pricing power has shifted from carmakers to their suppliers How BYD resembles Henry Ford's vision for cars The impact of declining standardisation of traded goods on pricing

  • #1368
    September 15 · 13 min

    Driving Discussions: Europe's Shifting Fuel Oil Trade

    Rotterdam’s record-low VLSFO sales reveal how quickly Europe’s marine fuel market is being reshaped by forces at home and abroad. In this episode, Josh Michalowski (Diesel Reporter, Argus European Products) speaks with Bob Wigin (Fuel Oil Reporter, Argus European Products) about the changing balance between VLSFO and HSFO as RED III alters bunker economics and geopolitical disruption reshapes supply. Key themes: Regulatory impact on European bunker demand Middle East disruption redirects European VLSFO to Asia-Pacific Russian VGO tightness and marine fuel blending

  • #1367
    September 15 · 17 min

    Fertilizer Matters EP59: Ammonia hit by Europe’s gas crunch

    Ammonia production across Europe face major consequences due to mounting pressure on European gas markets. Ahead of winter, record-low inventories, conflict in the Middle East as well as Russian and Ukraine, strong Asian demand and maintenance outages are all pushing delivered gas prices to their highest since 2022. Hear Argus’ essential analysis of the impact of the gas market on Europe’s ammonia industry, covering ammonia production costs, prices, influence of CBAM and decarbonisation, risks to ammonia supply this winter, the prospects for Q1 2027 and food security implications. Join Mike Nash, Senior Editor – Fertilizers and Lizzie Lancaster, Deputy Editor - Ammonia as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

  • #1365
    September 9 · 9 min

    Fertilizer Matters EP58: China’s feed phosphate market

    Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact of raw material and production costs on China's feed phosphate sector. We also examine how rising freight rates are shaping export opportunities and take a closer look at tricalcium phosphate (TCP). Join Hui Xuan Lek, Market Reporter – Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What are feed phosphates and what is the relevance of the different grades? VIV Select China Tradeshow: What was the feed phosphate market sentiment at the event? How have prices, demand, raw materials cost and overall production costs impacted the Chinese feed phosphate market? How much of an impact have rising freight costs had on the export market? TCP, Tricalcium Phosphates: How is it produced and why has there been growing demand for it, particularly in Europe and Japan?

  • #1364
    September 9 · 24 min

    Fertilizer Matters EP57: Urea market outlook - getting granular

    Hear Argus’ essential analysis of the urea market outlook — what's left of 2026, and what 2027 has in store. Is it simply going to be more of the same? Does the uncertainty and geopolitical disruption we've seen this year just persist into next year? Where's the upside, where's the downside, and what are the key risks to the forecast? Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

  • #1363
    September 8 · 11 min

    Falando de Mercado: Fees de biodiesel

    Os preços dos contratos de biodiesel para o 5º bimestre subiram em todo o país. Por que, mesmo com uma oferta menor de óleo de soja, os compradores ainda conseguem limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus. Os tópicos discutidos neste episódio incluem: Fees e formas de comercialização de biodiesel Situação do complexo soja que definiu as negociações Margem de esmagamento empurra remuneração do biocombustível Diferenciais por região Levantamento da Argus com produtoras e distribuidoras Perspectivas para fim do ano e 2027

  • #1362
    September 3 · 8 min

    Falando de Mercado: Gás do Povo e o mercado de GLP

    O programa Gás do Povo ampliou o acesso ao gás de cozinha para famílias de baixa renda e alcançou sua meta de inclusão de milhões de beneficiários. No entanto, a iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por precificação de combustíveis fósseis na América do Sul.

  • #1360
    September 3 · 22 min

    Strait Talk: Larak Attack!

    Just when the outlook for the Strait of Hormuz appeared to be stabilising, tensions have escalated again. Following US strikes on Iranian military installations on Larak Island on 30 August, Iran retaliated with further attacks across the region and intensified its targeting of shipping. Saudi vessels have been struck in both the Strait of Hormuz and the Red Sea, while the possibility of further military action against Iranian tankers is raising fears of a new tanker war. In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.

  • #1359
    August 31 · 24 min

    Biomass Beat: The future of biomass in SAF with Nova Pangaea

    In this episode of the Biomass Beat podcast, Argus’ deputy editor Hannah Adler speaks with Nova Pangaea Technologies' Chief Commercial Officer Jonathan Wood to discuss the future of sustainable aviation fuel (SAF), the role of biomass feedstocks, and what it will take for the next generation of SAF projects to secure investment and scale commercially. Tune in for key insights including: Can SAF supply keep up with demand? The feedstock challenge: Which biomass resources, including waste wood, forestry residues, and agricultural waste, are best placed to support long-term SAF growth? Carbon-negative aviation fuels: How Nova Pangaea’s pyrolysis technology and biochar co-production could create additional revenue streams and generate carbon removal credits. Financing the next generation of projects: The role of policy support, including the UK’s proposed Revenue Certainty Mechanism, and the key milestones to watch for Project Speedbird. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

  • #1358
    August 31 · 26 min

    SAF Insights: What’s next for Thailand’s Bangchak in SAF & biofuels?

    Thailand’s SAF market is moving from ambition to production as new capacity comes online and airlines consider their next steps. In this episode of SAF Insights, Sarah Giam (Associate Editor, Asia Biofuels and Net Zero) speaks with Bundit Hansapaiboon (President, Refinery and Marketing Business Group, Bangchak Corporation) about launching Southeast Asia’s third standalone hydrotreated biofuels plant and building a viable market around it. Key topics: Certification as the gateway to global SAF markets Unlocking Thailand’s untapped UCO supply Closing the gap between airline ambition and demand SAF-HVO flexibility as markets develop The next stage of Thailand’s bio-refining transition

Showing 1–20 of 53 episodes