Market Talks: Brazil’s 2024-25 corn crop and a new demand profile

Carbon pricing is becoming a more visible factor in the cost structure of European petrochemicals. Following on from our recent insight paper 'The true cost of EU ETS and CBAM on the European Petrochemical industry', Argus experts Alan Williamson, Victoria Hatherick and Anna Fittock unpack the implications of EU ETS Phase 4 and CBAM for the region’s steam cracker fleet, including: How carbon costs are calculated for EU crackers, and why they vary depending on emissions performance and benchmarking The evolution of ETS pricing and its impact on competitiveness How CBAM is designed to level the playing field and why its limited scope may accelerate downstream import substitution Why indirect costs from ETS, such as higher energy prices, remain a concern for EU producers To find out more about Argus' Light Olefins services, please click here.  

Metal Movers: Battery Materials Outlook The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts. Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector. Key topics covered: Expectations for lithium prices Export controls from the DRC and China The growth of the ESS market Europe’s EV sales recovery

Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market. Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about: How is the Turkish market doing towards the end of the year How the lowering prices affected the market dynamics How demand has been for the past 3 months What is the current situation in the market Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.  

Con la expansión del presal y los avances en la infraestructura offshore, Brasil se acerca a la marca de 4 millones de barriles de petróleo producidos por día. Acompañando este crecimiento, Argus lanzó precios FOB para los crudos Tupi, Mero y Buzios, lo que facilita la comparación con materias primas de otras regiones y la comprensión de los costos para las refinerías. Conozca más en esta conversación entre Camila Fontana, subjefa de la oficina de Argus en Brasil, y João Scheller, especialista del informe Argus Crude. 

With the expansion of the pre-salt fields and advances in offshore infrastructure, Brazil is approaching the milestone of producing 4 million barrels of crude per day. Attentive to this growth, Argus has launched FOB prices for the Tupi, Mero, and Buzios grades, facilitating comparisons with feedstock from other regions and supporting the understanding of refinery costs. Learn more in this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, specialist for the Argus Crude report. 

Com a expansão do pré-sal e avanços na infraestrutura offshore, o Brasil se aproxima da marca de 4 milhões de barris de petróleo produzidos por dia. Acompanhando esse crescimento, a Argus lançou preços FOB para os óleos de Tupi, Mero e Búzios, facilitando a comparação com matéria-prima de outras localidades e o entendimento dos custos para as refinarias. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta de redação no Brasil, e João Scheller, especialista do relatório Argus Crude. 

Join Sigma Lithium CEO for a discussion around the market, price volatility and more. Canadian miner Sigma Lithium has grown its Brazilian project into one of the world's largest hard-rock lithium operations in record time. CEO Ana Cabral joins Argus reporters Chris Welch and Pedro Consoli to discuss shipment strategies during volatile prices, how the firm keeps all-in costs below $600/t. Why Sigma paused shipments during price lows How it maintains second-lowest costs globally Downstream ambitions and waste upcycling Policy, green premiums, and permitting risks

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.  In this episode, Senior Analyst Cassidy Staggers and Dave McCaskill, VP of Methanol & Derivatives, discuss: Update on IMO vote – implications for low-carbon methanol and marine fuel decarbonization efforts Developments in the Asian methanol market Atlantic Basin market response Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.   

Ahead of the OTL Africa Downstream Energy Week in Nigeria, we’re digging into the evolving West African gasoline market.  Join James Gooder and George Maher-Bonnett as they discuss key market changes, refinery developments, regional hub pricing, the uptake of Argus Ebob and Argus' transparency initiative. ·      How has the West African oil market changed after deregulation? ·      What is the impact of Dangote and other upcoming refining projects? ·      Is West Africa becoming a pricing hub for refined products? ·      How is Argus answering the need for all-day price transparency?   Meet the Argus team at Booth S9 at the OTL 2025 Expo.  

Brazil's record-breaking corn crop met with a shift in demand. Driven by ethanol plants and the animal feed sector, domestic consumption has taken space from exports. Listen to the episode featuring Camila Fontana, Deputy Bureau Chief at Argus in Brazil, and Nathalia Giannetti, a specialist contributing to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports.