Argus Media

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects

Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact of raw material and production costs on China's feed phosphate sector. We also examine how rising freight rates are shaping export opportunities and take a closer look at tricalcium phosphate (TCP).

Join Hui Xuan Lek, Market Reporter – Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• What are feed phosphates and what is the relevance of the different grades?
• VIV Select China Tradeshow: What was the feed phosphate market sentiment at the event?
• How have prices, demand, raw materials cost and overall production costs impacted the Chinese feed phosphate market?
• How much of an impact have rising freight costs had on the export market?
• TCP, Tricalcium Phosphates: How is it produced and why has there been growing demand for it, particularly in Europe and Japan?

 

Hear Argus’ essential analysis of the urea market outlook — what's left of 2026,
and what 2027 has in store. Is it simply going to be more of the same? Does the
uncertainty and geopolitical disruption we've seen this year just persist into next
year? Where's the upside, where's the downside, and what are the key risks to
the forecast?

Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst as they discuss
these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Os preços dos contratos de biodiesel para o 5º bimestre subiram em todo o país. Por que, mesmo com uma oferta menor de óleo de soja, os compradores ainda conseguem limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus.

 

Os tópicos discutidos neste episódio incluem:

 

• Fees e formas de comercialização de biodiesel 

• Situação do complexo soja que definiu as negociações 

• Margem de esmagamento empurra remuneração do biocombustível

• Diferenciais por região

• Levantamento da Argus com produtoras e distribuidoras

• Perspectivas para fim do ano e 2027

O programa Gás do Povo ampliou o acesso ao gás de cozinha para famílias de baixa renda e alcançou sua meta de inclusão de milhões de beneficiários. No entanto, a iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por precificação de combustíveis fósseis na América do Sul.

Why carmakers are turning to high-manganese chemistries and how Firebird plans to develop a full manganese battery supply chain outside China.

Just when the outlook for the Strait of Hormuz appeared to be stabilising, tensions have escalated again.

Following US strikes on Iranian military installations on Larak Island on 30 August, Iran retaliated with further attacks across the region and intensified its targeting of shipping. Saudi vessels have been struck in both the Strait of Hormuz and the Red Sea, while the possibility of further military action against Iranian tankers is raising fears of a new tanker war.

In this week's episode, Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial examine the military, shipping and market developments shaping Middle East crude flows.

In this episode of the Biomass Beat podcast, Argus’ deputy editor Hannah Adler speaks with Nova Pangaea Technologies' Chief Commercial Officer Jonathan Wood to discuss the future of sustainable aviation fuel (SAF), the role of biomass feedstocks, and what it will take for the next generation of SAF projects to secure investment and scale commercially.

Tune in for key insights including:

• Can SAF supply keep up with demand? 
• The feedstock challenge: Which biomass resources, including waste wood, forestry residues, and agricultural waste, are best placed to support long-term SAF growth?
• Carbon-negative aviation fuels: How Nova Pangaea’s pyrolysis technology and biochar co-production could create additional revenue streams and generate carbon removal credits.
• Financing the next generation of projects: The role of policy support, including the UK’s proposed Revenue Certainty Mechanism, and the key milestones to watch for Project Speedbird.

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

Get more information and request a free trial. 

Thailand’s SAF market is moving from ambition to production as new capacity comes online and airlines consider their next steps. In this episode of SAF Insights, Sarah Giam (Associate Editor, Asia Biofuels and Net Zero) speaks with Bundit Hansapaiboon (President, Refinery and Marketing Business Group, Bangchak Corporation) about launching Southeast Asia’s third standalone hydrotreated biofuels plant and building a viable market around it.

Key topics:

• Certification as the gateway to global SAF markets
• Unlocking Thailand’s untapped UCO supply
• Closing the gap between airline ambition and demand
• SAF-HVO flexibility as markets develop
• The next stage of Thailand’s bio-refining transition

Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up.

In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority. 

Key topics include:

• Cornish Lithium's path to commercial production
• Whether the UK's 50,000 t/yr lithium target is realistic
• The biggest barriers facing lithium projects in the UK
• Why China remains central to the global lithium market
• The growing importance of supply-chain security and defense