Strait Talk: Red Sea, Blue Wave

O mineral complexo vem ganhando espaço entre as opções de fertilizantes utilizadas pelo agronegócio no Brasil. Entenda as perspectivas para a importação dos nutrientes para a próxima safra acompanhando a conversa entre Gisele Augusto e João Petrini, colaboradores do relatório Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Comparação entre minerais complexos e SSP Evolução do uso no Brasil China e Oriente Médio impactam disponibilidade Demanda para a safra de soja 2027-2028 Preços, custos e acesso a crédito

Complex minerals are gaining ground among the fertilizer options used by farmers in Brazil. Learn about the outlook for nutrient imports for the next crop by listening to the conversation between Gisele Augusto and João Petrini, contributors to the Argus Brazil Grains and Fertilizers report. Topics discussed in this episode include: Comparison between complex minerals and SSP Evolution of their use in Brazil China and the Middle East affect availability Demand for the 2027-2028 soybean crop Prices, costs and access to credit

How is West Africa weathering global supply shocks? Explore Dangote's impact, regional fuel security and the markets reshaping global trade. West Africa is emerging as one of the most closely watched oil markets in the world. In this episode, following the recent OTL conference in Nigeria Benedict George (Editor – Argus European Products) George Maher-Bonnett (Deputy Editor – Argus European Products) discuss how the region is navigating global supply disruptions and rising prices. Listen as they examine the growing influence of the Dangote refinery, its role in improving regional fuel supply and how shifting trade flows are changing West Africa's position in global energy markets. The discussion also explores supply security, new refining capacity and the increasing role of Argus benchmark prices in supporting market transparency across the region. This episode covers: How the Dangote refinery is reshaping West African fuel markets The region's response to global supply disruptions and price Growing fuel self-sufficiency in Nigeria and beyond New refinery projects and regional expansion plans The role of Argus pricing in market transparency and trade What lies ahead for West Africa's evolving oil market

Explore how regulation, infrastructure and supply are shaping the prospects for LNG, biodiesel and ethanol across the Americas. As the shipping industry moves towards decarbonisation, the Americas are taking a different path from Europe in the search for lower-emission marine fuels. In this episode, Argus marine fuels reporter Gabriel Tassi Lara speaks with Adrian Tolson, president of the International Bunker Industry Association (IBIA), about the fuels gaining traction across the region, from LNG in North America and the Caribbean to biodiesel and ethanol in South America. The conversation explores the practical realities behind these fuel pathways, including biodiesel regulation, LNG bunkering infrastructure and the availability of alcohol-based fuels. Tolson also shares his perspective on how regional advantages, investment decisions and upcoming IMO discussions could influence the direction of marine fuel adoption in the years ahead.

Critical minerals have moved from an energy-transition concern to a strategic priority for governments and industries worldwide. In the first episode of this four-part mini-series, Argus experts examine how supply chains became concentrated, why China’s strength extends beyond mining into processing and manufacturing, and what it will take to establish commercially sustainable alternatives. 

In this Turkish-language podcast, Dila Odluyurt, senior reporter covering the Turkish PE, PP and PVC markets, discusses: Key developments in the Turkish polymers market over the past month How global supply, demand and feedstock trends are feeding through to Turkish import markets The impact of trade flows and freight conditions on market dynamics The factors shaping the outlook for the months ahead Turkish polymers buyers and sellers operate in close connection with global trade flows, so developments in other regions can quickly shape local prices and sentiment. Argus covers the Turkish PE, PP and PVC markets as part of its global polymers coverage, bringing independent reporting from the region together with a worldwide view.

This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks. Key topics covered: The changing US-Israel relationship and Israel's evolving political landscape Increasing US pressure on Iran via Task Force Iron Gate Rising crude flows from Yanbu to Asia and what they signal for regional trade routes A comparison of maritime risk at Bab el-Mandeb versus the Strait of Hormuz Implications for crude, freight and regional markets

Analysis of Asia's nitrogen, phosphate & potash markets, covering key market drivers, themes and near-term outlook. Hear Argus’ essential update on Asia's fertilizer market, including industry sentiment following IFA's Crossroads Conference. You'll hear key developments in the phosphates, potash and nitrogen markets, the outlook for the months ahead, and key themes leading into the Argus Fertilizer China Conference in Beijing (17-19 Nov 2026). Join Huijun Yao, Associate Editor – Fertilizers, Dinise Chng, Senior Reporter - Ammonia and Nitrogen, and Hui Xuan Lek, Marker Reporter - Phosphates and NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.  

Vancouver has a new attraction for Canadian bitumen producers seeking better margins and less dependence on the US Gulf coast market. While the growing supply of heavy Venezuelan crude at the US Gulf is pulling down prices for heavy Canadian crude there, the Asian demand for heavy dilbit blends at Vancouver appears likely to stay strong, boosting prices there. Join our conversation with Argus crude market reporters John Cordner and Matthew La France regarding issues including: How is the growing seasonal diluent content in heavy Canadian dilbits increasing the incentive for Chinese refiners to buy these grades? How do recent moves in volatile waterborne freight markets support demand for crude from Vancouver? How has the recent agreement on permanent tolls for the TMX pipeline helped to lock in positive margins for shippers of crude on that line to Vancouver? Why do many US Gulf coast refiners prefer Venezuelan Merey crude to Canadian heavy grades?

O Brasil acaba de passar por mais uma eleição presidencial e, para o agronegócio, uma das perguntas centrais é: como reduzir a dependência externa de fertilizantes sem comprometer a competitividade do produtor rural? Hoje, o país importa mais de 80 por cento dos nutrientes que consome. E o Plano Nacional de Fertilizantes prevê elevar a parcela da produção doméstica.  O governo reeleito sinaliza a continuidade do protagonismo da Petrobras para fortalecer a produção nacional, especialmente no segmento de nitrogenados. Saiba mais acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Desafio de abastecimento  Competitividade da produção nacional Acesso a gás para produção de nitrogenados Perspectivas para fosfatados e potássicos Bioinsumos   Obstáculos para reduzir dependência externa