Argus Media

The Weight of Freight: Mideast Gulf VLCC rate volatility

Mideast Gulf VLCC rates have surged and fallen throughout the second half of the year. This podcast goes over recent changes to the market, including India's recent shift away from Russian crude oil toward a Mideast Gulf supply and the resulting rally of tanker demand. 

Key Points: 

- Opec production target increases

- India's shift away from Russian crude

- Market outlook for the next quarter  

 

Fertilizer Matters EP36: CBAM and Ammonia – are importers and the industry ready?

Hear Argus’ essential analysis of how CBAM’s implementation in Jan 2026 is set to impact Europe – the world’s biggest ammonia import hub. In this episode, we recap what CBAM is, how we’re incorporating CBAM and the Argus Carbon Intensity Index into our ammonia price assessments, the ammonia industry’s readiness for CBAM and the additional costs importers could face.

Join Ruth Sharpe, Editor – Ammonia and Mike Nash, Senior Editor - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Related links

• More information: Argus Ammonia price reporting service
• Request a sample report/trial: Argus Ammonia
• More information: Ammonia short and mid to long-term outlook services
• Webinar: Clean and conventional ammonia outlook
• Free sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

Falando de Mercado: Impactos da tabela mínima de fretes rodoviários

A tabela de frete mínimo da Agência Nacional de Transportes Terrestres colocou em prática um novo sistema de fiscalização, trazendo incertezas para o setor de transportes e impactado os fretes rodoviários. As taxas dispararam nas rotas de fertilizantes partindo dos portos de Santos e Paranaguá em direção a Mato Grosso, Minas Gerais e Goiás. Neste episódio, Camila Fontana, chefe adjunta da redação da Argus Brasil, conversa com João Petrini, um dos responsáveis pelo relatório Argus Brasil Grãos e Fertilizantes, e especialista em logística.

Global LPG Conversations: NWE imports of US LPG breach all-time high

In this episode, host Waldemar Jaszczyk is joined by Peter Wilton and Efcharis Sgourou to discuss the record breaking influx of US LPG into northwest Europe, what has driven the surge, and what to expect for the rest of the winter season.

Metal Movers: Argus Launches Mexican Steel Assessments

Join Blake Hurtik, Editorial Manager for Metals at Argus, and Marialuisa Rincon, Deputy Editor of Argus Scrap Markets, as they discuss Argus’ new finished steel price assessments in Mexico.

Gain insight into the evolving dynamics of the Mexican steel market, including the impact of US tariffs, shifting trade flows, and domestic sourcing trends. Learn how Argus is bringing transparency to a market diverging from its northern neighbor, and how local pricing in pesos and dollars reflects real business practices.

Key topics covered in the podcast:

• Why Mexico’s steel market is diverging from the US'

• The role of tariffs and protectionist policies in shaping demand

• Argus’ new hot-rolled coil assessments in northeast Mexico

• How scrap pricing connects to finished steel production

• Mexico’s position in the global steel landscape

Hablando de Mercado: Argus lanza evaluaciones de precios de acero terminado en México

Acompaña a Sergio Meana, gerente de desarrollo de negocios de América Latina, en una conversación con Marialuisa Rincón, editora adjunta subeditora de Argus Scrap Markets, sobre el lanzamiento de las evaluaciones de precios de acero terminado en México.

Conoce la evolución del mercado mexicano del acero, incluyendo el impacto de los aranceles estadounidenses, los cambios en los flujos comerciales y las tendencias de abastecimiento nacional. Descubre cómo Argus aporta transparencia a un mercado que se está desvinculando de su vecino del norte, y cómo los precios en pesos y dólares reflejan las prácticas reales del negocio.

Temas clave abordados en el podcast:
• Por qué el mercado mexicano del acero se está desvinculando del de EE. UU.
• El papel de los aranceles y las políticas proteccionistas en la demanda
• Nuevas evaluaciones de acero laminado en caliente en el noreste de México
• Cómo los precios de la chatarra se relacionan con la producción de acero terminado
• La posición de México en el panorama global del acero

Para más episodios y cobertura del mercado de metales, visita https://www.argusmedia.com/es/solutions/products/argus-global-steel

Metal Movers: Iron Ore – Market Recovery and Procurement Trends

Key topics covered in the podcast:

• What are market participants expecting for iron ore demand in the fourth quarter and early 2026, particularly from China and other major steel-producing regions?

• How are steelmakers adjusting procurement strategies in response to diverging trends between iron ore and coking coal?

• What is the role of the 61pc Fe index, and how does it compare to the established 62pc benchmark?

Hablando de Mercado: Perspectiva global sobre el combustible sostenible para la aviación

El mundo está acelerando el uso de combustible sostenible para la aviación y desarrollando proyectos para atender esta creciente demanda. Las aerolíneas trabajan para reducir las emisiones mientras las autoridades, incluso en América Latina, reevalúan sus marcos regulatorios y los mandatos de biocombustibles. Camila Fontana, subjefa de la oficina de Argus en Sao Paulo, recibe Josh Vence, vicepresidente de operaciones y desarrollo de negocios enfocado en SAF y biocombustibles, y Julio Faldín, vicepresidente senior de desarrollo de negocios en Latinoamérica, para explorar el mercado global de SAF, el progreso de América Latina y cómo Argus apoya la transparencia y la formación de precios en ese espacio.

Market Talks: Global Outlook for Sustainable Aviation Fuel

The world is accelerating the use of sustainable aviation fuel and developing projects to meet this growing demand. Airlines are working to reduce emissions while authorities, including those in Latin America, are reassessing their regulatory frameworks and biofuel mandates. Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, hosts Josh Vance, VP of Operations and Business Development focused on SAF and biofuels, and Lucas Boacnin, Business Development Manager focused on energy transition, for a conversation about the global SAF market, Latin America's progress and how Argus supports transparency and pricing in this evolving space. 

Falando de Mercado: Perspectiva global para o combustível sustentável de aviação

O mundo está acelerando a utilização de combustível sustentável de aviação e desenvolvendo projetos para atender a essa demanda crescente. Companhias aéreas trabalham para reduzir emissões enquanto autoridades, inclusive na América Latina, reavaliam seus marcos regulatórios e mandatos de biocombustíveis. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, recebe Josh Vence, vice-presidente de Operações e Desenvolvimento de Negócios com foco em SAF e biocombustíveis, e Lucas Boacnin, gerente de Desenvolvimento de Negócios com foco em transição energética, para discutir o mercado global de SAF, os avanços regionais e as referências dos preços Argus para o produto.