Argus Media

Fertilizer Matters EP40: Brazil’s Ammonium Sulphate Market

Hear Argus’ essential analysis of the ammonium sulphate (AS) market in Brazil, covering why demand is growing, how AS and urea fit in Brazilian crop nutrition, why AS imports overtook urea in 2025 and key price and demand trends globally and in Brazil. We also introduce the new Argus compacted Ammonium Sulphate cfr Brazil daily price assessment.

Join Harry Minihan, Global Editor – Nitrogen, Upasruti Biswas, Senior Reporter – Fertilizers, and Bruno Castro, Reporter – Grains and Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

 

Key questions answered in this podcast:

· What is ammonium sulphate, why is it important and why has demand for it grown?

· Which Brazilian crops are best suited to AS/urea – and when is AS substituted for urea?

· What role does AS play in Brazil, and how significant is Brazil in the global AS market?

· Why did AS imports into Brazil overtake urea in 2025, and could this trend continue?

· How are AS prices and demand evolving globally and in key markets like Brazil and India?

· Why did Argus launch the compacted Ammonium Sulphate cfr Brazil daily price assessment, and how does it improve price transparency?

 

Falando de Mercado: A volta do diesel russo ao mercado brasileiro

Os fluxos de diesel russo para o mercado brasileiro voltaram com força total neste início de 2026. Mas será que esse protagonismo veio para ficar? Acompanhe a conversa entre Marcos Mortari, um dos responsáveis pela publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus. 

Market Talks: Russian diesel returns to the Brazilian market

Russian diesel has made a comeback in Brazil at the start of 2026. But is this renewed dominance here to stay? Listen to this conversation between Marcos Mortari, who works for the Argus Brazil Motor Fuels publication, and Argus Business Development Manager Amance Boutin. 

Faraday CEO: Europe’s LFP gap is a strategic opportunity for the UK

Faraday Institution CEO, Professor Martin Freer, speaks with Chris Welch, reporter for Argus Battery Materials, about the evidence behind the UK Gigafactory Commission’s new report, entitled ‘Britain’s Battery Future’. Freer notes that while the Commission does not favour one chemistry over another, Europe’s lack of LFP manufacturing represents a genuine opportunity for local investment if LFP is to play a role in EVs and grid storage. In the interview, Freer also addresses UK energy costs, the need for an automotive OEM to anchor cell production, and the principles behind “conditional collaboration” with China.

Key topics:

• UK policy shift from “open for business” to active deal making

• Energy cost competitiveness and site readiness

• Conditional collaboration with China

• Linking cathode manufacturing to EV and gigafactory investment

Fertilizer Matters EP39: China’s phosphate export market

Hear Argus’ essential analysis of China’s phosphate export market, focusing on DAP and MAP quotas, NP and NPS exports, the decline in phosphate exports, changing regional trade flows, when exports could be resumed, impact of the sulphur price rally and China’s phosphate production capacity outlook.

Join Huijun Yao, Editor – Asia Fertilizers and Johann Jing, Market Analyst, Phosphate, Potash and NPK as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• How has China’s phosphate export market evolved?
• How are DAP and MAP export quotas implemented?
• What is China’s expected approach to NP and NPS exports?
• Why have China’s phosphate exports declined over the past year, and how has this reshaped regional trade flows?
• When might China resume DAP and MAP exports, and how is the sulphur price rally influencing this?
• What is the outlook for China’s phosphate production capacity?

Related links

• Argus Phosphates price reporting service | More info | Request trial
• More information: Phosphate short and mid to long-term outlook services
• Free sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

Biomass Beat: Carbon Capture and Biomass, Battelle’s Roadmap

In this episode, Hannah Adler, Senior Reporter on the biomass desk, explores developments in carbon capture and storage (CCS) and how it can be implemented in the biomass sphere. She’s joined by Jon Cartlidge, Commercial Director at Battelle, to discuss:

• Why Battelle moved into carbon storage after decades as a nonprofit research leader.
• Which sectors—like ethanol, biofuels, and heavy industry—are leading the charge in adopting CCS and why.
• Battelle’s vision for scaling CCS by 2030, including technical challenges and innovations.

Argus offers biomass prices, news, analysis, and consulting. Request a free trial or more information.

Falando de Mercado: Novo indicador para o farelo de soja brasileiro

O Brasil é o terceiro maior produtor mundial e o segundo maior exportador de farelo de soja. A Argus está lançando um indicador de diferenciais portuários para o farelo em Paranaguá, auxiliando a tomada de decisão por esmagadoras e outros participantes dos mercados de grãos e proteínas dentro e fora do país. Saiba mais acompanhando essa conversa entre Renata Cardarelli, responsável pela publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora do mesmo relatório e da publicação Argus AgriMarkets.  

Market Talks: New indicator for Brazilian soybean meal

Brazil is the third-largest producer and the second-largest exporter of soybean meal. Argus is launching a port differentials indicator for soybean meal in Paranagua, supporting decision-making for crushers and other participants in the grain and protein markets in Brazil and abroad. Learn more by following this conversation between Renata Cardarelli, who is in charge of the Argus Brazil Grains and Fertilizers publication, and Nathalia Giannetti, contributor to the same report and to Argus AgriMarkets.

Global LPG Conversations: Unpacking 2025’s LPG upheaval in NWE

From the hiccups of the US–China tariff war and sanctions to refinery and petrochemical closures, the northwest European LPG market faced unprecedented upheaval in 2025. Peter Wilton, editor of International LPG, is joined by the LPG London team to discuss the major trends that shaped the past year, as well as the emerging patterns that could influence prices and flows in the year ahead.

Fertilizer Matters EP38: CBAM – EU to suspend implementation for fertilizers?

Hear Argus’ essential analysis of the EU’s proposal to suspend CBAM for fertilizers. This episode clarifies the importance of Article 27A, outlines the potential suspension process and timeline, reveals the political influences of France, Italy and the EU Mercosur trade agreement, assesses the current impact on importers and EU farmers, and reviews the EU’s proposed suspension of tariffs on urea and ammonia.

 

Join Mike Nash, Senior Editor – Fertilizers, Dafydd ab Iago, EU Correspondent and Aidan Hall, Market Reporter – Fertilizers as they discuss and analyse this key development in the latest episode of Argus' Fertilizer Matters podcast series.

 

Key questions answered in this podcast:

 

·        What is the Article 27 A proposal and why is it important in relation to a potential suspension of CBAM for fertilizers?

 

·        What ‘serious and ‘unforeseen’ circumstances could influence an EU Commission decision on suspension?

 

·        What political factors are shaping this issue, including the positions of France and Italy and the status of the EU–Mercosur trade agreement?

 

·        If the EU chose to suspend CBAM for fertilizers, what steps would the process involve, and how long would implementation take?

 

·        How is this uncertainty currently affecting fertilizer importers and European farmers?

 

·        What’s the latest on the EU’s proposed suspension of tariffs on urea and ammonia?

 

Related links

 

·        Request Access: Argus Fertilizer CBAM Cost Calculator*

 

·        Learn more on Argus fertilizer price reporting services

 

·        Watch our CBAM webinar series

 

·        Free newsletter sign up: Argus Fertilizer Market Highlights

 

·        Fertilizer Matters podcast series

 

*The calculator is provided as part of Argus fertilizer price reporting services. Request a trial to our services to access the calculator