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Argus Media podcast

  1. Fertilizer Matters EP47: Middle East Conflict - Impact on Urea & Phosphates Markets

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    Fertilizer Matters EP47: Middle East Conflict - Impact on Urea & Phosphates Markets

    Hear Argus’ essential analysis of the impact the Middle East conflict on urea and phosphates markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next. Join Mike Nash, Senior Editor – Fertilizers, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why is the Middle East so important for global urea and phosphates supply? Which urea and phosphates production facilities have been affected? How has this conflict constrained supply of urea and phosphates? How have the markets responded with regard to sentiment, and in particular prices? How have the markets reacted to the ceasefire? How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen? How long could it be before the markets start to settle into some sort of normality? Could this conflict lead to permanent changes to supply and trade flows? What are the key takeaways and what should we watch out for next?

    30 min
  2. Metal Movers: Copper’s Volatile New Landscape | Argus Media

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    Metal Movers: Copper’s Volatile New Landscape | Argus Media

    In this episode, Argus explores why copper — long viewed as a stable macro barometer — has entered one of its most turbulent periods in years. From tariff‑driven arbitrage to supply disruptions in Africa and China’s increasingly strained smelter margins, our experts break down the forces shaping the market’s sharp swings and the risks looming over the remainder of 2026.  Covered in this episode: How tariff fears, financial inflows and mine outages pushed copper briefly above $14,000/t Why the Iran conflict introduces both macro headwinds and sulphur‑related supply risks How sulphur disruption affects SX‑EW production in the DRC and Zambia Why China’s smelters continue to operate despite record‑negative TCRCs The outlook for Chinese copper demand in 2026 amid weaker new‑energy sectors

    33 min
  3. The Power Dispatch: (Re)integrating Europe's power market

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    The Power Dispatch: (Re)integrating Europe's power market

    Description:    Resurgent fuel volatility has reignited the case for the UK to reintegrate with the EU’s internal market for electricity and reverse a decoupling sparked by Brexit.   In this episode, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with UK market specialist Tim Santonastaso, alongside power market reporters Bea Leverett and Jessamy Guest, to examine the lessons and pitfalls of market integration efforts elsewhere across Europe.   Listen to discover key insights on: Where market integration stands today The key barriers to further integration across Europe The factors shaping the divide between market ambitions and political delivery   This podcast was created using data and insights from the Argus European Electricity service. Request trial access or more information >>

    29 min
  4. Strait Talk: Pause or Peace?

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    Strait Talk: Pause or Peace?

    In this podcast special, Tom Reed (VP – China, Crude and Oil Products) sits down with Dubai‑based experts Nader Itayim (Middle East Editor) and Bachar Halabi (Senior Correspondent) to unpack the crisis disrupting global energy markets and its wider implications. Two week ceasefire and what is agreed Crude production and export capacity across ME Iran’s demand and their implications

    31 min
  5. Metal Movers: Strait of Hormuz - How Sulphur is Impacting the Copperbelt

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    Metal Movers: Strait of Hormuz - How Sulphur is Impacting the Copperbelt

    With Southern Africa sourcing over 90pc of its sulphur from the region, the Copperbelt’s copper and cobalt producers are facing halted shipments, refinery shutdowns, and rapidly rising costs. In this episode, noble alloys reporter Roxana Lazar is joined by sulphur and sulphuric acid reporter Fenella Rhodes; senior copper reporter Raghav Jain; and battery materials reporter Chris Welch. The panel explore how these supply-chain shocks are shaping production in the DRC and Zambia, and how far the consequences could spread across global metals markets. Topics covered: The collapse in Middle East sulphur deliveries and its impact on leaching Tightened global sulphur supply including the stalled gulf cargoes The impact on cobalt exports, slowed by quota delays and shipping disruption Whether the conflict is a temporary bottleneck or a structural vulnerability for the Copperbelt

    22 min
  6. Global LPG Conversations

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    Global LPG Conversations

    lobal LPG Conversations, Peter Wilton, Jack Greenwood and David Appleton answer listener questions form our recent Webinar, Iran-US War one month on, and offer some initial thoughts on how the market has reacted to the ceasefire and what next should it hold.

    18 min
  7. Hablando de Mercado: Petróleo de esquisto en Argentina

    8 AVR.

    Hablando de Mercado: Petróleo de esquisto en Argentina

    Argentina ha dejado atrás un modelo basado en el crudo convencional para convertirse en un productor claramente dominado por el petróleo de esquisto de Vaca Muerta. Acompaña a Camila Fontana, jefa adjunta de la oficina de Argus en São Paulo, y a Nazareno Ferrero, gerente de desarrollo de negocios de Argus en Buenos Aires, mientras conversan sobre la evolución reciente y las perspectivas de la industria energética en el país sudamericano. Temas tratados: Evolución estructural de la industria de refinación y del petróleo en Argentina Enfoque doméstico de los refinadores y su impacto en la dinámica de exportación Cambio en la matriz exportadora de Escalante a Medanito Nuevo precio del Medanito para Puerto Rosales

    19 min
  8. Market Talks: Shale oil surge in Argentina

    8 AVR.

    Market Talks: Shale oil surge in Argentina

    Argentina has moved away from a model based on conventional crude to become a producer clearly dominated by Vaca Muerta shale oil. Join Camila Fontana, deputy bureau chief of the Argus office in São Paulo, and Nazareno Ferrero, business development manager at Argus in Buenos Aires, as they talk about the recent evolution and outlook for the energy industry in the South American country.  Topics discussed:  Structural evolution of the refining and oil industry in Argentina Refiners’ domestic focus and impact on export dynamics Shift in the export matrix from Escalante to Medanito  New Medanito price for Puerto Rosales

    16 min
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À propos

Argus Media podcast

Informations

  • Création
    Argus Media
  • Années d’activité
    2019 - 2026
  • Épisodes
    996
  • Classification
    Tous publics
  • Copyright
    © 2025 Argus Media Group Copyright
  • Site web de l’émission
    Argus Media

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