Argus Media
Business og økonomiPolitikk og nyheterArgus Media podcast
Siste episoder av Argus Media podcast
- Chemical Conversations: K-Show Plastics Preview - Turkish Market Trends (00:07:54)
In this episode, James Elliott, VP of Business Development, is joined by Dila Odluyurt, Senior Reporter for Polymers, about the shifting landscape in Turkey’s polyethylene and polypropylene markets. From stockpiling triggered by Middle East tensions to cautious buying amid currency volatility, find out what’s driving sentiment, and what might come next. Key topics discussed: - Why Turkish polymer demand remains weak despite price fluctuations - How Middle East tensions and new capacity influenced stockpiling - On-the-ground insights from Gaziantep end users and contract pricing trends - Expectations for further PP price declines and cautious buying behaviour
- Metal Movers: China Long Steel – Domestic Strength vs Export Pressure (00:13:27)
Listen to Argus' analysis of the long steel market, with a particular focus on China. This episode covers: What caused the recent fluctuations in Chinese rebar export prices? How did trade measures affect export sentiment and pricing? What are the market expectations for Chinese rebar and billet exports in the coming months? How did domestic demand trends in August impact export volumes and producer strategies? What is the outlook for China’s steel capacity exit and the role of electric arc furnaces?
- Navigating Carbon Markets: Technology, Transparency, and Future Growth (00:11:40)
In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Harshad Kolpyakwar, Head of Product Management and Energy Solutions at FIS Global, explore how technology is transforming carbon markets and helping address key challenges. Harshad leads the vision and product strategy for Aligne, the FIS Energy Trading Risk and Logistics platform. Aligne is a cloud-native, multi-commodity ETRM that streamlines trading, risk, logistics, and reporting across power, gas, LNG, refined products, and emissions. With ~20 years in energy market data and analytics, Harshad focuses on simplifying energy market complexity, integrating emissions management, and enabling clients to scale confidently. Tune in for expert insights on: Current challenges in carbon markets, including transparency and pricing issues VCM facing issues with lack of standardisation, project integrity, and demanding due diligence How ETRM systems address market and operational challenges The future growth potential for carbon markets
- Falando de Mercado: Qualidade da cana 2025-26 em alerta (00:05:35)
As condições climáticas desfavoráveis, com chuvas fora de época e ondas de calor, além das dificuldades na recuperação do solo após queimadas no ano anterior, estão afetando a produtividade da cana-de-açúcar na safra 2025-26 e levando a revisões nas estimativas de moagem, produção de açúcar e etanol. Ouça as especialistas Maria Lígia Barros e Maria Carolina Albuquerque, do relatório Argus Brasil Combustíveis, para saber os ajustes nas projeções e as reações do mercado em meio a sinais de alerta nos contratos de etanol e mudanças no mix.
- What next for the US, Venezuela and Americas asphalt market? (00:16:45)
Listen to our market experts as they address the following: Assumptions on Venezuela as addressed in the Americas issue of Argus Asphalt Quarterly Analytics report Demand outlook in Latin America and the potential impact the 2026 Brazilian election could have on asphalt consumption Impact of Chevron's reinstated waiver, including what that means for asphalt exports to the US A roundup of the US Gulf Coast and the general US market - key supply and capacity updates Impact of the tariffs, US trade policies and scrutiny of government budgets A brief look into Canadian asphalt production And much more
- Chemical Conversations: Methanol Institute Initiatives, Gray Methanol Trends & Sustainability Advances (00:30:00)
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers speaks with Alex Dӧll, the newly appointed CEO of the Methanol Institute, to discuss: Alex Dӧll’s background and strategic vision for the Methanol Institute and its global initiatives Key takeaways from the Argus Methanol Forum Updates and trends in the gray methanol market Methanol's advancement in marine fuels, plastics, and SAF striving toward sustainability and decarbonization Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
- K-Show Plastics Preview: European PE/PP Market Developments (00:07:52)
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 Sam Hashmi, Global Editor Polymers, for an in-depth discussion on the evolving US–Europe polyolefins trade relationship and the impact of tariffs on the European market. Key topics discussed: What the latest import duty proposals could mean for market confidence and pricing. Why European producers are watching US polyethylene imports, and what’s next for polypropylene. Outlook for demand as the industry heads into K-Show and beyond.
- The Crude Report: Johan Castberg, new North Sea crude grade (00:15:11)
The podcast discusses the launch and market reception of the new Norwegian crude grade, Johan Castberg highlighting its unique production setup, high-quality characteristics, and pricing dynamics. Despite logistical challenges and premium pricing, the grade is gaining traction among Northwest European refiners due to its favorable refining properties. Three main topics: Introduction and significance of Johan Castberg crude: A rare standalone field in the Barents Sea, marking a notable expansion in Norway’s oil production. Crude quality and market reception: Castberg is slightly heavier but low in sulphur, with high yields of valuable distillates, making it attractive to European refiners. Trading logistics and pricing: The grade trades at a premium and is limited to local markets due to shuttle tanker constraints and higher transport costs.
- Global LPG Conversations: LPG key to universal clean cooking access in Africa by 2040 (00:30:35)
In this episode, Argus’ Waldemar Jaszczyk discusses the future of clean cooking access in Africa with Daniel Wetzel, the head of the Tracking Sustainable Transitions Unit at the International Energy Agency. Daniel joins to take stock of the progress achieved since last year's summit on the issue, during which $2.2bn in public and private funding was pledged until 2030. Building on recent success, Daniel outlines the IEA’s newly released roadmap for all African countries to reach universal access to clean cooking by 2040, describing LPG as the “workhorse” of the move away from harmful traditional cooking fuels such as wood, charcoal, and kerosene.
- Chemical Conversations: K-show plastics preview: Transparent polymers pricing in Southeast Asia (00:06:26)
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. This week, we turn to Southeast Asia’s polymer markets, with Yee Ying Ang, Senior Reporter for Polymers, and Timo Tumuscheit, VP Business Development for Chemicals in Asia, joining James Elliott to unpack the region’s pricing dynamics and Argus’ methodology. Key topics discussed: How seasonal shifts and trade policy are influencing polymer demand across Southeast Asia’s key markets. How Argus assesses polyethylene (PE) and polypropylene (PP) prices in Southeast Asia, including how spot market activity and market sentiment are captured. The role of transparency and multi-source verification in building market confidence.
- Global LPG Conversations: Global LPG Trade Shifts: China Tariffs, US Exports & Argentina’s Rise (00:15:18)
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.
- Chemical Conversations: K-show plastics preview: PVC in focus (00:07:22)
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.
- Hablando de Mercado/ Argus Global LPG Conversations: Flujos globales de GLP y oportunidades en América Latina (00:17:46)
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.
- Falando de Mercado: Fluxos globais de GLP e oportunidades na América Latina (00:15:21)
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.
- Metal Movers: Antimony: A critical mineral market upended by China’s export license (00:21:28)
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.
- Chemical Conversations: K-show plastics preview - PTI (00:08:16)
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.
- Why does Europe keep leaving gasoline and naphtha on the shelf? (00:22:58)
Latest Driving Discussion episode featuring Benedict George - Editor, Argus European Products, Atishya Nayak - Gasoline Reporter and Jide Tijani - Naphtha Reporter
- Chemical Conversations: K-show plastics preview: Recycled polymers (00:14:33)
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.
- Driving Discussions: Mideast Gulf - The gasoline rising star (00:14:31)
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
- Global LPG Conversations: LPG’s key role in petrochemicals (00:17:58)
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.
- NextFuel’s Torrefaction Tech in Finland (00:13:20)
In this episode, Hannah Adler, Argus Senior Reporter for biomass, is joined by Audun Sommerli Time, Chief Marketing Officer at NextFuel, to explores how torrefaction technology is creating coal-replacing fuel from alternative feedstocks. Key topics of the podcast include: The commissioning of a new torrefaction factory in Finland, built with Taaleri How NextFuel’s technology turns alternative feedstocks into coal-replacing fuel Key industries that could adopt torrefied briquettes Future projects and regional expansion plans for NextFuel Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.
- Metal Movers: What to expect for Turkish flat steel exports in 2H 2025 (00:11:08)
In this episode How did Turkish HRC, CRC and HDG exports develop in the first half? What are the expectations for 4Q shipments and pricing? How could Turkey offset a potential drop in EU exports with CBAM on the horizon? Learn more about Argus Global Steel here: https://www-preview.web.argusmedia.tech/en/solutions/products/argus-global-steel?utm_source=marketo&utm_medium=organic&utm_campaign=glo-gmtc-met-2025-06-25-metal-movers-podcast-series&utm_content=productinformation-podcast-ad
- Falando de Mercado: A competitividade do diesel russo no mercado brasileiro (00:15:30)
A Rússia forneceu 60% do diesel importado pelo Brasil no primeiro semestre, mas movimentações geopolíticas e comerciais podem impactar esse fluxo. Saiba mais sobre a competitividade do produto russo no mercado brasileiro acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Marcos Mortari, um dos especialistas responsáveis pela publicação Argus Brasil Combustíveis.
- Chemical Conversations: Methanol Market Developments, Regional Dynamics & IMO Outlook (00:19:12)
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Argus Global Methanol Consultant Dave McCaskill and Senior Analyst Cassidy Staggers deliver insights into the: Key trends shaping the methanol market this summer Impact of regional dynamics on pricing direction Perspectives on the upcoming IMO decision in October Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. For more information on attending the Methanol Forum in Houston on Sept 8–10 and connecting with the Argus methanol team, please contact Cassidy Staggers at cassidy.staggers@argusmedia.com.
- Chemical Conversations: Global Ethylene Market Recap and Outlook (00:12:58)
Argus’s global petrochemical consultants (Sarah Rae from London, Craig Barry from Houston, and Toon Shien Lee from Singapore), gathered to discuss the latest trends and key issues in the global ethylene market, as well as their market prospects for major economies in the coming years, ahead of the Argus Chemicals Forum on 22 September and EPCA on 23–25 October. Key topics in the podcast are: • Examining the reasons for the continued strength of ethylene prices in the US and its impact on exports. Will US ethane exports continue to rise? • Will the capacity rationalisations tighten the market balance and, in that case, will margins improve? • How are regional cracker expansions and trade dynamics influencing ethane demand, and what does this mean for the global industry?