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  1. Chemical Conversations: Assessing the Middle East conflict’s impact on the global ethylene outlook

    4 HR AGO

    Chemical Conversations: Assessing the Middle East conflict’s impact on the global ethylene outlook

    Recent geopolitical disruption centred in the Middle East is redirecting product movements creating new pressures in the near‑term ethylene outlook.     Argus petrochemical consultants Alan Williamson in London and Toon Shien Lee in Singapore provide their initial assessment on how the conflict is impacting the ethylene market balances, particularly on feedstocks and product trade flows, ahead of the Argus Chemicals Forum on 26 March in Houston and AFPM on 29 - 31 March in San Antonio, Texas.     Listen to the latest episode to hear:   What is the immediate and likely short‑term impact on the forecast for ethylene balances and regional outlooks across Europe, Asia and the US The key dynamics shaping the coming months, including feedstock and product availability, pricing dynamics and underlying demand signals How varying regional exposure and adaptability may influence near‑term market conditions

    19 min
  2. Weight of Freight: Guinea’s Grip on the Capesize Market

    5 HR AGO

    Weight of Freight: Guinea’s Grip on the Capesize Market

    Argus Dry Freight has launched its latest podcast with Richard Stephenson, a Portfolio Manager and Trader at Pendle Commodity Investment Management Limited, a London based hedge fund specializing in commodity derivatives, with a particular strength in freight derivatives. This episode of Argus Way to Freight explores why Capesize freight rates surged in early 2026 and how Guinea’s bauxite-driven supply dynamics continue to dominate the Atlantic market. Portfolio manager Richard Stephenson breaks down the impact of Guinea’s political volatility, bunker price spikes linked to the Middle East crisis, and the fragile economics of FOB bauxite supply. The discussion also examines the first cargoes from the Simandou project and what rising Atlantic iron ore flows mean for tonne‑miles and the forward freight curve. Main topics: Why Q1 2026 Capesize rates spiked:unexpected restart of SD Mining’s licence, large bauxite volumes from Guinea, and short-covering in a weak market. Netback pressure on Guinea’s exporters:bunker-driven freight inflation pushing delivered costs above $30/t and squeezing FOB margins to breakeven levels. Political and regulatory risks in Guinea:licence revocations, potential supply caps, and how markets misprice the probability of disruptions across the freight curve. Simandou’s early shipments:slow initial loadings, expected ramp-up, limited near-term freight impact due to internalised logistics, but rising long-haul iron ore flows supporting tonne‑miles. Market outlook for 2026:near-term downside risks from Guinea disruptions and elevated bunkers, with possible Q3-Q4 support from Vale volumes and probable normalisation in the Middle East.

    21 min
  3. Driving Discussions: US-Iran conflict reshapes the global naphtha market

    5 DAYS AGO

    Driving Discussions: US-Iran conflict reshapes the global naphtha market

    Listen to our experts (Toong Shien Lee - Deputy Editor, Erol Musov - Analyst and Jide Tijani - Reporter) analyse how the sudden escalation in US–Iran tensions and the effective closure of the Strait of Hormuz have upended the global naphtha market.   With tanker movements collapsing, export hubs damaged and loadings slowing sharply, Asia has absorbed the brunt of the shock, as nearly two‑thirds of its naphtha imports transit the strait. Meanwhile, Europe and the US Gulf Coast remain comparatively stable thanks to more diverse supply chains and stronger domestic production.  The podcast also explores how petrochemical producers across Asia are responding and how the tightness may cascade through ethylene, propylene and polymer markets. Medium‑term fundamentals are discussed: weak petrochemical margins, the impact of new cracking capacity in China and South Korea, and the growing role of gasoline blending in managing naphtha balances.   Find out what these shifts mean for naphtha balances in the months ahead, how long Asia’s supply shock could last, and the key market signals to watch as the industry navigates one of its most volatile periods in years.

    35 min
  4. Falando de Mercado: Desafios do gás natural no Brasil

    5 DAYS AGO

    Falando de Mercado: Desafios do gás natural no Brasil

    Um novo marco legal incentivou a competitividade e atraiu o interesse de grandes consumidores para o mercado regulado de gás natural. No entanto, ineficiências, gargalos de infraestrutura e indexação a preços internacionais limitam o aproveitamento do gás produzido no Brasil. Marcos Mortari, responsável pelo relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus, discutem neste episódio:    Cenário de oferta e demanda de gás natural no Brasil  Principais impedimentos ao desenvolvimento do mercado  Precificação atrelada a índices internacionais   Novo preço Argus para o mercado doméstico

    9 min
  5. Market Talks: Challenges in Brazil’s natural gas market

    5 DAYS AGO

    Market Talks: Challenges in Brazil’s natural gas market

    A new regulatory framework has boosted competitiveness and attracted major consumers to the regulated natural gas market in Brazil. However, inefficiencies, infrastructure bottlenecks, and indexation to international fuel prices limit the use of gas produced domestically. Join Marcos Mortari, editor of the Argus Brazil Gas Markets report, and Lucas Boacnin, Business Development Manager at Argus, as they discuss the latest developments in this market:    Supply and demand outlook for natural gas in Brazil  Key barriers to market development  Pricing linked to international benchmarks  Argus’s new domestic market price  LNG imports

    7 min
  6. Falando de Mercado: Asfalto venezuelano retorna ao mercado

    16 MAR

    Falando de Mercado: Asfalto venezuelano retorna ao mercado

    A retirada de sanções ao petróleo e derivados da Venezuela aumentou a disponibilidade de asfalto do país no mercado internacional. O interesse pelo asfalto venezuelano nos EUA impacta outros produtores como Colômbia e Canadá e tem repercussões no Brasil. Saiba mais nesta conversa entre Amance Boutin, gerente de desenvolvimento de negócios na Argus, e Julio Viana, responsável por precificação de asfalto e óleos básicos na América Latina.     Alguns dos tópicos deste episódio:    Aumento de oferta nos EUA  Competição entre produtores das Américas e do Mediterrâneo  Demanda no Brasil em ano eleitoral

    6 min
  7. Fertilizer Matters EP44: Sustainable & Specialty Fertilizers Market

    16 MAR

    Fertilizer Matters EP44: Sustainable & Specialty Fertilizers Market

    Hear Argus’ essential analysis of the sustainable and specialty fertilizers sector, covering why this product group is growing in importance for producers, the impact on pricing of volatile trade flows, growing liquidity and CBAM, analysis of Chinese tMAP, NOP, water-soluble NOP, inhibited urea and key factors impacting prices to watch for in 2026. We also introduce a new suite of price assessments from Argus covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea. Join Mike Nash, Senior Editor – Fertilizers and Upasruti Biswas, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.   Key questions answered in this podcast:   Why are sustainable and specialty fertilizers growing in importance for producers and how are these products categorized? How have volatile trade flows, market uncertainty and regulations like CBAM affected prices? How has the growth of this market segment and rising liquidity increased the need for price transparency? What can be learnt from the case of Chinese tMAP, through its growing importance for industrial applications such as the EV battery market? How is CBAM impacting prices, for example NOP – and is it driving buyers substituting to European water-soluble SOP? What are the complexities involved in pricing inhibited urea? What factors could drive price volatility in sustainable and specialty fertilizers in 2026? How do Argus’ new price assessments covering NOP, tMAP, MKP, CN, Water-soluble SOP, NPKs and inhibited urea improve price transparency?

    18 min
  8. Fertilizer Matters EP43: China’s Ammonium Chloride Market

    16 MAR

    Fertilizer Matters EP43: China’s Ammonium Chloride Market

    Hear Argus’ essential analysis of what’s driving China’s ammonium chloride production expansion, the Chinese projects leading this growth, key export destinations, why demand is growing in Southeast Asia, product substitution from ammonium sulphate and the export outlook. We also introduce the new Argus Ammonium Chloride CFR Southeast Asia weekly price assessment. Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What’s driving China’s growth in ammonium chloride production? Which major Chinese projects will lead this production growth? Will China’s expanding ammonium chloride capacity support more exports? Why is Southeast Asia’s demand growing, and how is this influencing trade flows? What impact is the ammonium chloride vs ammonium sulphate price gap having on buyers? Will Chinese ammonium chloride exports continue to grow? The need for a price benchmark and why CFR Southeast Asia Assessment Why did Argus launch the Ammonium Chloride CFR Southeast Asia weekly price assessment, and how does it enhance price transparency?

    9 min
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About

Argus Media podcast

Information

  • Creator
    Argus Media
  • Years Active
    2019 - 2026
  • Episodes
    996
  • Rating
    Clean
  • Copyright
    © 2025 Argus Media Group Copyright
  • Show Website
    Argus Media

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