Argus Media

In this episode of Biomass Beat, Argus’ Deputy Editor Hannah Adler speaks with Revata Carbon's Global Business Development and Partnerships Manager, Bhuvam Patel, about the opportunities and challenges shaping the biocarbon industry. Revata Carbon converts agricultural residues into biocarbon, offering an alternative use for agricultural waste.

Listen for insights on:

• How cashew nutshell residues are being turned into biocarbon and other value-added products.
• Why Ivory Coast is emerging as a key location for biocarbon production.
• The progress biocarbon has made from pilot projects to commercial sales, particularly in heavy industry.
• Why securing customers is becoming less of a challenge than scaling production and logistics.

Argus offers biomass prices, news, analysis, and consulting. 

Get more information and request a free trial. 

As US renewable diesel production continues to grow, market participants are looking beyond California for new demand centres. One of the most significant developments has been the emergence of Texas as a growing outlet for renewable diesel volumes, offering producers greater market flexibility.

In the second episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) explore how changing incentives, shifting trade flows and regional supply dynamics are influencing renewable diesel markets. The discussion also examines the growing role of Texas and the key trends shaping the market's next phase of growth.

 

Listen to discover:

• Whether the US is becoming more self-sufficient in renewable diesel production

• Why Texas is emerging as a renewable diesel market

• How producers balance opportunities across California, Texas, Canada and Europe

• How Argus constructs and assesses California R99 prices

• The key trends that could shape renewable diesel markets going forward

US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices.

In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's R99 prices to unprecedented highs.

 

Listen to discover:

• Why renewable diesel production reached record highs in 2026.

• How changes in California refining tightened supply conditions.

• What drove R99 prices to record levels in Los Angeles and San Francisco.

• The relationship between renewable diesel, CARB diesel and broader fuel markets.

• How policy changes are reshaping imports, exports and domestic production.

A reeleição do presidente Luiz Inácio Lula da Silva aconteceu em um momento de bastante volatilidade. E o resultado tem implicações diferentes para os combustíveis fósseis e biocombustíveis.

Saiba mais sobre os impactos desse novo cenário sobre os mercados de diesel, biodiesel e etanol acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora da publicação Argus Brasil Combustíveis.

Os tópicos discutidos neste episódio incluem:

• Dinâmica do câmbio afetando diesel e etanol
• Paridade internacional e posicionamento dos importadores
• Prorrogação de subsídios
• Impacto nas matérias-primas para produção de biodiesel
• Perspectivas para mandato de biodiesel

Adoção do E35

In this episode, Argus explores the disconnect between an unprecedented outlook for aerospace and defence markets and a partially stunted titanium market. Airbus and Boeing’s combined commercial backlog exceeds 16,000 aircraft, while global geopolitical instability is fuelling historic defence spending and procurement. Yet titanium inventories remain elevated across several market segments, manufacturers and suppliers continue to debate when build rate ramps will translate into sustained titanium orders, while questions around forging and casting capacity and competing end-markets remain open.

Argus Non-Ferrous Markets Associate Editor, Samuel Wood, and Reporter Reagan Patrowicz speak with Peter Zimm and Kurt Faller from Charles Edwards Management Consulting.

Welcome to Episode 25 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series.

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:

• Ongoing impacts of the US-Iran conflict on the methanol market
• Why 2026 is shaping up to be a historical year for methanol
• The outlook for methanol markets through 2027

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 

Politics, Freight and the Price of Oil

 

As political uncertainty, geopolitical tensions and shifting trade dynamics continue to influence global oil markets, separating meaningful market signals from headline noise is becoming increasingly important.

 

In this episode Argus experts examine the political, economic and market developments shaping crude oil prices, trade flows and supply expectations. From election outcomes and policy decisions to freight market movements and regional conflicts, they explore how these factors are influencing market sentiment and what they could mean for the months ahead.

 

Listen to discover:

• The relationship between physical crude markets and futures pricing

• How tanker freight costs are affecting global trade flows

• The impact of geopolitical developments on oil supply and market confidence

• What political changes could mean for energy markets and trade policy

• The key risks, opportunities and market signals participants should be monitoring

Gain expert insight into the forces shaping today's oil market and the trends likely to influence trading decisions, risk management and market strategy in the coming months.

Hear Argus’ concise analysis of Kenya’s fertilizer market, covering how it functions as a subsidised fertilizer market, the market reaction to the subsidy scheme, the usage of NPKs, the impact of affordability, acreage, soil acidity and a focus on Kenya’s tea sector.

Join Upasruti Biswas, Deputy Editor – Africa Fertilizers and Bede Heren, Senior Fertilizer and Agriculture Sales Specialist as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Exploring the global bitumen trends in 2026, with a closer look at how disruption to Middle Eastern oil supplies has exposed the Asia’s reliance on refinery operations and reshaped the region’s bitumen outlook.

The global bitumen market has shifted from concerns over demand to the resilience of supply. Asia's limited access to preferred bituminous crude, lower refinery throughput and stronger returns from transport fuels have constrained production and pushed seaborne prices to record highs.

Drawing on the latest Argus Bitumen Analytics, Oliver Thompson (Global Lead, Argus Bitumen Analytics), Swasti Dharmadhikari (Lead Bitumen Analyst, Asia) and Sathya Narayanan (Associate Editor, Argus Bitumen) examine how these pressures are changing regional trade and what could support a recovery from 2027.

 

Listen to discover:

• What is driving the loss in global bitumen production, forecast at only 117mn t despite having 185mn t/yr of installed capacity

• How crude constraints pushed Asian seaborne prices to record highs

• Why Middle East-India freight costs have risen from below $100/t to more than $300/t

• How China’s recovery and India’s demand growth will shape Asia’s outlook through 2030

 

Argus Bitumen Analytics combines forward-looking global and regional analysis with country-level supply and demand balances covering more than 100 countries. Explore the latest report for deeper insight into the refinery economics, production trends and changing trade flows shaping bitumen markets through 2030.

 

Usinas de biodiesel e etanol no Brasil estão de olho no que pode ser uma solução para o superávit da produção: o mercado global de combustíveis marítimos. Conforme as discussões sobre combustíveis alternativos se intensificam no exterior, o governo brasileiro se movimenta para atender aos padrões internacionais e desenvolver o mercado doméstico de biobunker. Neste episódio do Falando de Mercado, Natália Coelho e Gabriel Tassi Lara, responsáveis por precificação de combustíveis marítimos da Argus, falam sobre as expectativas dos participantes desse mercado antes da reunião da Organização Marítima Internacional no final do ano.

 

Os tópicos discutidos neste episódio incluem: 

 

• Projeto de Lei para criação da política nacional de combustíveis sustentáveis de navegação e consulta pública da ANP

• Alinhamento com a Organização Marítima Internacional

• Potencial do etanol de milho de segunda safra

• Enquadramento na FuelEU

• Expectativas para reunião da IMO