Falando de Mercado: Vetores do mercado de fertilizantes

The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand. Main topics:  OPEC+ production increases and their effect on the Middle East sour crude oversupply Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana Pricing strategies and market share defense by Middle East producers in response to global competition

Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026. Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why did India’s urea tenders increase in comparison to last year?         How did India get itself into this position and when could the next tender come? Where is India with its domestic push for increased self-reliance? Will China be exporting more urea in early 2026? Has there been a ramp up of urea imports into Europe ahead of CBAM? What’s the overall urea market direction as we head into 2026?  

Key topics covered in the podcast: · Is scrap demand in South Asia shifting toward DRI and other feedstocks? · Why have Turkish mills booked strong tonnage for January loading? · What’s next for North African scrap demand heading into early 2025? · Could CBAM reshape global scrap flows in the longer term?

COP30 pushed the clean cooking crisis in Africa higher up the global agenda. US-based non-profit the Clean Cooking Alliance (CCA) has played a central role lifting the issue from international fringes and helping to tackle the financing and policy barriers faced in shifting to cleaner fuels, particularly LPG.  In this episode, Argus' Waldemar Jaszczyk spoke with CCA chief of staff and chief external affairs officer Jillene Belopolsky about what the event delivered and what still needs to happen.

  In November 2025 market participants gathered at the annual Argus Road Fuels Europe Conference in Munich (Germany). Listen to this podcast to discover some of the top takeaways:   Impact of geopolitics on supply into Europe over last couple of years. Product supply kept tight by unplanned refinery outages, planned maintenance works and permanent closures. Cracks across all refined products much more volatile over the last few months and multi-year highs for road fuels in second half of 2025 18-month highs in November in regards to Nigeriam imports of European gasoline after previous declines, despite west Africa's increased gasoline self-sufficiency. The EUs reconsideration of it's 2035 combustion engine vehicle phase out, making space for low carbon or more "carbon neutral" fuels to play a part alongside electrification.

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives, talk about: · Methanol market headlines at the end of 2025 · The Argus Fall 2025 Methanol and Derivatives update · Methanol price outlook · MTBE price volatility and trade flows Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial

O agronegócio brasileiro passou por mudanças significativas no mercado de fertilizantes ao longo do ano, como o aumento das importações de produtos de menor concentração de nutrientes e desafios de crédito. Maior disponibilidade de produto com menor solubilidade, restrição de fertilizante chinês e estratégias para reduzir custos podem mexer com o mercado nos próximos meses. Entenda essas dinâmicas acompanhando a conversa entre Bruno Castro, especialista da publicação Argus Brasil Grãos e Fertilizantes, e Aluísio Teixeira, diretor-presidente do Sindicato da Indústria de Adubos e Corretivos Agrícolas no Paraná (Sindiadubos).

The winter season usually sees a winding down in bitumen activity in terms of construction and road building, but not in 2025. Our experts delve into what has been a surprisingly unseasonal end to 2025. Listen to our market experts – Jonathan Weston (Europe and Asia Lead, and Editor of Argus Bitumen) and Keyvan Hedvat (Europe and Africa Bitumen Editor), give detailed insights into their news snapshots including; - Mediterranean bitumen supply much tighter than usual going into winter low demand season - Med cargo diffs to fuel oil now broadly - and very unusually - in parity with fob Rott diffs - Ongoing positive demand into north African and Black Sea markets - Regional refinery bitumen production restricted - including SRI Augusta and US sanctions affected Bulgarian and Serbian refineries - Arbitrage to the US from Med stays firmly shut after brief opening in Aug/Sept - West Africa, now in dry/bitumen demand season, set to draw more European bitumen.  

Hear Argus’ essential analysis of the latest trends driving unprecedented global increases in sulphur and sulphuric acid prices. This episode explores key market drivers including supply dynamics, demand shifts across key regions – and we review key takeaways from recent industry events

Colonial Pipeline’s rule changes are reshaping the conventional gasoline market, and Argus is leading the way with updated pricing methodology. In this episode, Jared Ainsworth, US Products Gasoline Editor at Argus, Paul Dahlgren, Business Development Manager at Argus, and Maria Eugenia Garcia, Managing Editor of Refined Fuels at DTN, break down what these changes mean for traders, refiners, and marketers. From segregated vs. fungible batches to shifting export flows and margin compression, hear how the market is evolving and what’s next for Argus assessments.  Tune in for expert insights on: Overview of Colonial Pipeline’s new shipping rules and their impact on trade Why segregated vs. fungible batches matter for pricing and risk Global implications of declining domestic demand and rising exports Argus’ methodology update for conventional gasoline assessments Insights into price trends, margin compression, and refinery profitability