Strait Talk: Red Sea, Blue Wave

Critical minerals have moved from an energy-transition concern to a strategic priority for governments and industries worldwide. In the first episode of this four-part mini-series, Argus experts examine how supply chains became concentrated, why China’s strength extends beyond mining into processing and manufacturing, and what it will take to establish commercially sustainable alternatives. 

In this Turkish-language podcast, Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, discusses: Key developments in the Turkish polymers market over the past month How global supply, demand and feedstock trends are feeding through to Turkish import markets The impact of trade flows and freight conditions on market dynamics The factors shaping the outlook for the months ahead Turkish polymers buyers and sellers operate in close connection with global trade flows, so developments in other regions can quickly shape local prices and sentiment. Argus covers the Turkish PE, PP and PVC markets as part of its global polymers coverage, bringing independent reporting from the region together with a worldwide view.

This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks. Key topics covered: The changing US-Israel relationship and Israel's evolving political landscape Increasing US pressure on Iran via Task Force Iron Gate Rising crude flows from Yanbu to Asia and what they signal for regional trade routes A comparison of maritime risk at Bab el-Mandeb versus the Strait of Hormuz Implications for crude, freight and regional markets

Analysis of Asia's nitrogen, phosphate & potash markets, covering key market drivers, themes and near-term outlook. Hear Argus’ essential update on Asia's fertilizer market, including industry sentiment following IFA's Crossroads Conference. You'll hear key developments in the phosphates, potash and nitrogen markets, the outlook for the months ahead, and key themes leading into the Argus Fertilizer China Conference in Beijing (17-19 Nov 2026). Join Huijun Yao, Associate Editor – Fertilizers, Dinise Chng, Senior Reporter - Ammonia and Nitrogen, and Hui Xuan Lek, Marker Reporter - Phosphates and NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.  

Vancouver has a new attraction for Canadian bitumen producers seeking better margins and less dependence on the US Gulf coast market. While the growing supply of heavy Venezuelan crude at the US Gulf is pulling down prices for heavy Canadian crude there, the Asian demand for heavy dilbit blends at Vancouver appears likely to stay strong, boosting prices there. Join our conversation with Argus crude market reporters John Cordner and Matthew La France regarding issues including: How is the growing seasonal diluent content in heavy Canadian dilbits increasing the incentive for Chinese refiners to buy these grades? How do recent moves in volatile waterborne freight markets support demand for crude from Vancouver? How has the recent agreement on permanent tolls for the TMX pipeline helped to lock in positive margins for shippers of crude on that line to Vancouver? Why do many US Gulf coast refiners prefer Venezuelan Merey crude to Canadian heavy grades?

O Brasil acaba de passar por mais uma eleição presidencial e, para o agronegócio, uma das perguntas centrais é: como reduzir a dependência externa de fertilizantes sem comprometer a competitividade do produtor rural? Hoje, o país importa mais de 80 por cento dos nutrientes que consome. E o Plano Nacional de Fertilizantes prevê elevar a parcela da produção doméstica.  O governo reeleito sinaliza a continuidade do protagonismo da Petrobras para fortalecer a produção nacional, especialmente no segmento de nitrogenados. Saiba mais acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Desafio de abastecimento  Competitividade da produção nacional Acesso a gás para produção de nitrogenados Perspectivas para fosfatados e potássicos Bioinsumos   Obstáculos para reduzir dependência externa

In this episode of Biomass Beat, Argus’ Deputy Editor Hannah Adler speaks with Revata Carbon's Global Business Development and Partnerships Manager, Bhuvam Patel, about the opportunities and challenges shaping the biocarbon industry. Revata Carbon converts agricultural residues into biocarbon, offering an alternative use for agricultural waste. Listen for insights on: How cashew nutshell residues are being turned into biocarbon and other value-added products. Why Ivory Coast is emerging as a key location for biocarbon production. The progress biocarbon has made from pilot projects to commercial sales, particularly in heavy industry. Why securing customers is becoming less of a challenge than scaling production and logistics. Argus offers biomass prices, news, analysis, and consulting.  Get more information and request a free trial. 

As US renewable diesel production continues to grow, market participants are looking beyond California for new demand centres. One of the most significant developments has been the emergence of Texas as a growing outlet for renewable diesel volumes, offering producers greater market flexibility. In the second episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) explore how changing incentives, shifting trade flows and regional supply dynamics are influencing renewable diesel markets. The discussion also examines the growing role of Texas and the key trends shaping the market's next phase of growth.   Listen to discover: Whether the US is becoming more self-sufficient in renewable diesel production Why Texas is emerging as a renewable diesel market How producers balance opportunities across California, Texas, Canada and Europe How Argus constructs and assesses California R99 prices The key trends that could shape renewable diesel markets going forward

US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices. In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's R99 prices to unprecedented highs.   Listen to discover: Why renewable diesel production reached record highs in 2026. How changes in California refining tightened supply conditions. What drove R99 prices to record levels in Los Angeles and San Francisco. The relationship between renewable diesel, CARB diesel and broader fuel markets. How policy changes are reshaping imports, exports and domestic production.

A reeleição do presidente Luiz Inácio Lula da Silva aconteceu em um momento de bastante volatilidade. E o resultado tem implicações diferentes para os combustíveis fósseis e biocombustíveis. Saiba mais sobre os impactos desse novo cenário sobre os mercados de diesel, biodiesel e etanol acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora da publicação Argus Brasil Combustíveis. Os tópicos discutidos neste episódio incluem: Dinâmica do câmbio afetando diesel e etanol Paridade internacional e posicionamento dos importadores Prorrogação de subsídios Impacto nas matérias-primas para produção de biodiesel Perspectivas para mandato de biodiesel Adoção do E35