Argus Metal Movers: Can SQM’s Lithium Deal Survive Chile’s Election?

A polêmica em torno da inadimplência de distribuidoras de combustíveis dentro do programa RenovaBio ganhou força quando a ANP voltou atrás na decisão de publicar a lista com os nomes das devedoras de Cbios. A conciliação entre as dinâmicas de mercado e o descumprimento das metas descarbonizadoras é o tema da conversa entre Camila Fontana, chefe adjunta da redação da Argus Brasil, e Rebecca Gompertz, especialista em biometano e Cbios do relatório Argus Brazil Gas Markets.

The transformation of copper trade flows is one of the biggest stories in metals this year. Long known as Dr. Copper for its role as a barometer of global economic health, copper has typically been a stable market—thanks to its diverse supply base and broad industrial demand. But that stability was disrupted by the re-election of Donald Trump and the launch of a Section 232 investigation into US copper imports, triggering a surge in shipments to the US and record-breaking price arbitrage between global exchanges. As copper flooded into the US, stockpiles at COMEX ballooned while buyers in China, the rest of Asia and Europe were left scrambling. Regional premiums spiked, and refined copper became scarce outside the US. Suddenly, copper began behaving more like its volatile base metal peers—unpredictable and reactive to geopolitical shifts. In this episode, Ronan Murphy, editor of Argus Non-Ferrous Markets, speaks with copper experts from the US, China, and Europe to unpack the global ripple effects. What will the US do with all this copper? How are other regions adapting? And what does the rest of the year hold for the global copper market?   In This Episode: Why copper is flooding into the US—and what happens next How China is adapting to a new copper reality How European buyers are dealing with tight supply What the future holds for copper prices and trade flows

Pine chemicals editor Leonardo Siqueira talks with Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about how tariffs are shaping the C5 hydrocarbon (HCR) and pine chemicals markets, including:    Impacts on pricing, supply and demand balances, and current trade flows. Outlook on what the hydrocarbon resins and pine chemicals markets should expect.  This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins services.   Request a free trial or more information for Argus Pine Chemicals service.  Request a free trial or more information for Argus C5 and Hydrocarbon Resins service.  

O aumento da mescla de etanol na gasolina de 27% para 30%, conhecido como E30, deve ampliar a demanda por etanol anidro e diminuir a disponibilidade de matéria-prima para produção do etanol hidratado vendido nos postos. A mudança vem em um contexto de atraso na safra de cana-de-açúcar e clima desfavorável freando a moagem. Ouça a conversa entre as especialistas Maria Lígia Barros e Maria Albuquerque, do relatório Argus Brasil Combustíveis, para entender o impacto do E30 no mercado de combustíveis.  

Our base oils experts in Sao Paulo, Houston and London discuss the most pressing market developments. Listen to Argus experts for the latest developments in US tariffs, postings and Latin America base oil dynamics. Gabriella Twining (Global Editor - Base Oils ), John Dietrich (Deputy Global Editor - Base Oils) and Julio Viana (Reporter) give some detailed insights: With the pause in tariff announcements and a clearer picture of what they look like, get a view of the key implications on the base oils and finished lubricants markets Recent developments that have impacted spot prices Key trends and developments of note in the Brazil market Biggest challenges the market is currently facing in Latin America Interesting takeaways from our inaugural Latin America focussed base oils conference that took place in Miami in May And much more.  

This episode examines how the Israel-Iran conflict and concerns over the Strait of Hormuz sent shockwaves through oil markets, driving up prices and altering trade flows. We also explore the ceasefire’s impact, the potential return of Iranian crude, and its implications ahead of the July 6 OPEC+ meeting. Topics Covered: • Israel-Iran Conflict Escalation: How missile strikes and retaliations rattled oil markets and spiked prices. • Strait of Hormuz Fears: The chokepoint’s strategic importance and its impact on Mideast Gulf crude premiums. • Winners and Losers: How Murban and Oman crude gained a temporary edge due to bypass routes. • Atlantic Basin Crude Surge: Why Brent-linked grades and regional sweet crudes saw a demand boost. • Ceasefire Impact: Market cooldown, but lingering caution and elevated premiums. • Iranian Oil Speculation: Confusion over potential sanction relief and what it could mean for Asian refiners. • Geopolitical Risk vs. Fundamentals: The market’s balancing act ahead of the July 6 OPEC+ meeting.  

As exportações de açúcar pelas usinas brasileiras na safra 2025-26 devem se acelerar no segundo semestre,  em um contexto de excedente de oferta global. Ouça a conversa entre Camila Fontana, chefe adjunta da redação da Argus no Brasil, e Maria Carolina Albuquerque, especialista do relatório Argus Brasil Combustíveis, para saber mais sobre as tendências para o complexo sucroalcooleiro.

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. This week in review’s episode features: Black Lion jumps into Citgo auction with $8bn bid US refinery capacity down in 2024 Phillips 66 to produce CARB for Calif. in Washington Tune in every Monday for your weekly recap of the stories shaping the road fuels market Your Go-To Source for Reliable Road Fuel Prices As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market. Discover our services and see how we can help your business thrive in the ever-changing market landscape: Explore our services  

Middle East conflict has far-reaching implication on oil & LNG markets. In this podcast Xiaoyi Deng, Deputy Editor Nat Gas/LNG and Bob Wigin Senior Reporter Oil Products, unpack implications of this conflict on access to power generation fuels for Egypt and beyond Related products: LNG Daily: https://www.argusmedia.com/en/solutions/products/argus-lng-daily European Natural Gas: https://www.argusmedia.com/en/solutions/products/argus-european-natural-gas European Products: https://www.argusmedia.com/en/solutions/products/argus-european-products