Metal Movers: Antimony: A critical mineral market upended by China’s export license

Gus Vasquez, Editorial manager, is joined on the podcast by, Giovann Rosales, Associate editor for LPG, to break down how China’s tariffs reshaped global LPG flows and reshuffled cargoes across Asia. She also explores Argentina’s growing role as a regional supplier, driven by rising output from Vaca Muerta and new infrastructure. And lastly, they touch on how pricing strategies are evolving as traders benchmark against global netbacks to stay competitive.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve. In this episode, James Elliott, VP of Business Development, is joined by George Barsted, Chemicals Market Reporter, for a deep dive into the latest developments in the European PVC market. Key topics discussed: Market challenges and margin pressures European PVC producers are facing. Recent PVC plant closures across Europe. Key demand drivers for PVC in the European market. Rise in Asian imports following trade shifts.

El mercado global de gas licuado de petróleo se está reorganizando ante las tensiones comerciales que han impactado los flujos de GLP exportado desde Estados Unidos hacia los principales centros de consumo en Asia. En América Latina, varios países están desarrollando proyectos de infraestructura, y Argentina podría convertirse en un proveedor importante de gas gracias al yacimiento de Vaca Muerta. Conozca más escuchando Gustavo Vásquez, gerente editorial de Crudo y GLP para las Américas en Argus, y Giovann Rosales, editora asociada de GLP de las Américas en Argus. 

O mercado global de gás liquefeito de petróleo vem se reorganizando diante das tensões comerciais que impactaram os fluxos do GLP exportado dos Estados Unidos para os grandes centros consumidores da Ásia. Na América Latina, vários países desenvolvem projetos de infraestrutura e a Argentina pode se tornar uma fornecedora importante de gás a partir do campo de Vaca Muerta. Saiba mais ouvindo a entrevista de Vanessa Viola, vice-presidente executiva da Argus para a América Latina e head global de GLP, a Camila Fontana, chefe adjunta de redação da Argus no Brasil. 

Listen to gain insight into how the critical mineral has been impacted by recent export controls Join Ellie Saklatvala, global metals editorial lead, as she delves into the antimony market with fellow antimony experts, Cristina Belda, associate editor, and Zach Schumacher, US metals editor, to gain insight into how the critical mineral has been impacted by recent export controls coming from China.

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.  In our second episode, we turn our attention to the Polyethylene Transaction Index (PTI), with Terry Glass, Vice President for Polymers, joining James Elliott, VP Business Development, to explain how the index works and why it matters. Key topics discussed What the PTI is, how it’s calculated, and why it was developed in response to rising US polyethylene exports. How the index supports resin producers, converters, brand owners and investors with early-month pricing clarity and resin-type granularity. Why PTI offers a neutral, transparent view of domestic prices. Click here to receive the PTI on the first working day of every month. Want to speak to our experts at K? Click here to book a meeting.  

Latest Driving Discussion episode featuring Benedict George - Editor, Argus European Products, Atishya Nayak - Gasoline Reporter and Jide Tijani - Naphtha Reporter

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.  In our first episode, we explore recycled polymers and plastics, with Will Collins, Global Editor for Recycled Polymers, and Chloe Kinner, Editor for Recycled Polymers, joining James Elliott, VP Business Development, to discuss the latest developments in the market. Key topics discussed:  Market developments over the summer and forward-looking insights for autumn. Sustainability commitments shaping demand in recycled polyolefins and PET. Impact of recent plant closures on the recycling industry. Want to speak to our experts at K? Click here to book a meeting.  

Most attention on the global gasoline landscape has traditionally been focused on Europe, the US and Singapore, but the Mideast Gulf has been making huge strides in recent years. 2024 saw refining capacity in the Mideast Gulf and Indian Ocean region increase to over 10.5mn b/d from 7.8mn b/d in 2017. And in the same time period, gasoline production grew from 1.7mn b/d to nearly 2.4mn b/d and exports from 270,000 b/d to 654,000 b/d. Listen to this podcast as our experts provide an update on developments and how Argus has created the first assessment to properly reflect the transformation: • Summary of the major trading regions and the pricing benchmarks in each • Delve into the evolving dynamics and fundamentals of the Mideast Gulf • Why the Mideast Gulf region needs an independent price assessment  • Introduction to Argus fob Mideast Gulf Gasoline (MEBOB) • And much more

Explore the role LPG plays in petrochemicals with Argus VP Sarah Rae and LPG VP, David Appleton. From China’s shifting propylene demand and ethane cracking trends to Europe’s cracker closures and the future of bio-feedstocks, this episode dives into market dynamics, sustainability challenges, and long-term outlooks shaping the global olefins landscape.