Argus Media

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.

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 Coas

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 disruptio

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 in

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 (Diese

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

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

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

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,

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 uncertain

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 limita

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 iniciati

Metal Movers: Manganese's battery future, beyond industrial narrative

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

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

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 th

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 Gi

Metal Movers: Can the UK build a lithium industry before it's too late?

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, ba

Strait Talk: Economic Warfare

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 I

Driving Discussions: Why Diesel Markets Are on Edge

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,

Falando de Mercado: Guerra no Oriente Médio e asfalto

A guerra no Oriente Médio alterou fluxos de asfalto e pressionou preços. Entenda os impactos para a América Latina com especialistas.

Global LPG Conversations: Rhine crisis hits European LPG logistics

A look at the logistical, pricing and seasonal consequences of restricted access to Germany’s inland LPG market. Record-low Rhine water levels have brought LPG barge tra