Argus Media

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

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

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.

Geopolitics drives mineral markets. Ed Conway joins 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.

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.

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

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

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.

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects

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?

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.

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

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.

Why carmakers are turning to high-manganese chemistries and how Firebird plans to develop a full manganese battery supply chain outside China.

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.

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.

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

Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up. In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority. Key topics include: Cornish Lithium's path to commercial production Whether the UK's 50,000 t/yr lithium target is realistic The biggest barriers facing lithium projects in the UK Why China remains central to the global lithium market The growing importance of supply-chain security and defense

In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine Washington's latest efforts to isolate Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position. The discussion also tackles one of the most important questions in global oil markets today: how much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.

A sharp reduction in Russian diesel exports is creating a new strain on an already fragile global market. In this episode of Driving Discussions, Benedict George (Editor, Argus European Products) and Josh Michalowski (Diesel Market Reporter) discuss how the loss of Russian supply is reshaping trade flows and intensifying pressure across European and international diesel markets. They examine how supply disruption spreads between regions, why Europe remains exposed even without importing Russian diesel directly, and whether refiners and consumers can absorb another period of market tightness. Growing pressures in global diesel supply chains and their wider market impact How shifting trade flows are reshaping diesel markets around the world The factors driving unprecedented volatility in diesel pricing Why global energy markets are becoming increasingly interconnected The challenges facing refiners, traders and fuel consumers in today's market