Stait Talk: Economic Warfere

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 limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus.   Os tópicos discutidos neste episódio incluem:   Fees e formas de comercialização de biodiesel  Situação do complexo soja que definiu as negociações  Margem de esmagamento empurra remuneração do biocombustível Diferenciais por região Levantamento da Argus com produtoras e distribuidoras Perspectivas para fim do ano e 2027

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 iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por precificação de combustíveis fósseis na América do Sul.

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

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 Island on 30 August, Iran retaliated with further attacks across the region and intensified its targeting of shipping. Saudi vessels have been struck in both the Strait of Hormuz and the Red Sea, while the possibility of further military action against Iranian tankers is raising fears of a new tanker war. In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.

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 the future of sustainable aviation fuel (SAF), the role of biomass feedstocks, and what it will take for the next generation of SAF projects to secure investment and scale commercially. Tune in for key insights including: Can SAF supply keep up with demand?  The feedstock challenge: Which biomass resources, including waste wood, forestry residues, and agricultural waste, are best placed to support long-term SAF growth? Carbon-negative aviation fuels: How Nova Pangaea’s pyrolysis technology and biochar co-production could create additional revenue streams and generate carbon removal credits. Financing the next generation of projects: The role of policy support, including the UK’s proposed Revenue Certainty Mechanism, and the key milestones to watch for Project Speedbird. Argus offers biomass prices, news, analysis, and consulting.  Get more information and request a free trial. 

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 Giam (Associate Editor, Asia Biofuels and Net Zero) speaks with Bundit Hansapaiboon (President, Refinery and Marketing Business Group, Bangchak Corporation) about launching Southeast Asia’s third standalone hydrotreated biofuels plant and building a viable market around it. Key topics: Certification as the gateway to global SAF markets Unlocking Thailand’s untapped UCO supply Closing the gap between airline ambition and demand SAF-HVO flexibility as markets develop The next stage of Thailand’s bio-refining transition

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, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up. In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority.  Key topics include: Cornish Lithium's path to commercial production Whether the UK's 50,000 t/yr lithium target is realistic The biggest barriers facing lithium projects in the UK Why China remains central to the global lithium market The growing importance of supply-chain security and defense

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 Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position. The discussion also tackles one of the most important questions in global oil markets today: how much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.

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 Iran economically, the state of Iran's domestic economy and whether mounting hardship could influence Tehran's negotiating position. The discussion also tackles one of the most important questions in global oil markets today: how much crude is actually getting out of the Strait of Hormuz? With estimates varying widely and volatility remaining elevated, the answer has major implications for oil prices, trade flows and market sentiment.

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, Argus European Products) and Josh Michalowski (Diesel Market Reporter) discuss how the loss of Russian supply is reshaping trade flows and intensifying pressure across European and international diesel markets. They examine how supply disruption spreads between regions, why Europe remains exposed even without importing Russian diesel directly, and whether refiners and consumers can absorb another period of market tightness. Growing pressures in global diesel supply chains and their wider market impact How shifting trade flows are reshaping diesel markets around the world The factors driving unprecedented volatility in diesel pricing Why global energy markets are becoming increasingly interconnected The challenges facing refiners, traders and fuel consumers in today's market