Argus Media

A Argentina se prepara para deixar a posição de importadora líquida de combustíveis automotivos e acelerar a exportação de diesel e gasolina. Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flávia Alemi, que cobre combustíveis na América do Sul, conversam sobre o que está atrás dessa virada. 

Argus' Santosh Navada discussed with Ashish Kulkarni, Argus' lead aromatics consultant, the key drivers behind aromatics demand in 2025 and assess the critical factors likely to influence paraxylene–naphtha spreads in the coming months. They discuss:

• Outlook on the Northeast Asia aromatics market

• Perspective on China’s anti-involution initiative and South Korea petrochemical rationalization

• Reason behind the recent PX price surge in Asia observed in December

• Implications of the US tariffs on the aromatics market

• Key bullish and bearish factors that could influence aromatics market 

Further details and additional insights are available from Argus Aromatics experts and Argus publications, including:

• Argus Toluene, Xylenes and Derivatives
• Argus Toluene and Xylenes Outlook
• Argus Toluene and Xylenes Analytics
• Argus Consulting

 

In this episode, Alexandra Luca speaks with Oliver Chornous, CFO of Ch4mber Technologies, a leading project developer of orphan oil well plugging projects in North America. They discuss the rise of these projects, recent challenges, and what these developments mean for carbon credit buyers and project developers.

Tune in for expert insights on:

• The scale and impact of orphan wells

• Key methodology and integrity standards

• Pricing trends and market dynamics

• Corporate demand and compliance market prospects

In this episode, Hannah Adler, Senior Biomass Reporter, explores how changes in the UK’s renewable policy and certificate markets are shaping the outlook for the biomass market. She’s joined by Giulio Bajona, Deputy Editor for Global Energy Certificates, to discuss:  

• What CfD reforms, sustainability consultations, and EU regulatory delays mean for the REGO market, and ultimately biomass generators.

• If policy changes, such as UK sustainability rules and the EUDR, will act as price drivers in 2026, or if they are still too far out to matter?

• What factors have contributed to the current bearish trend in certificate prices?

 

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

Request a free trial or more information

Louise Burke speaks with Damien McLoughlin, CCO of FlyORO, about solving SAF supply chain challenges. FlyORO, a Singapore-based tech firm, offers patented modular blending units deployable from production sites to airports, enabling flexible, distributed SAF delivery.

In the podcast they highlight issues downstream of production and the need for localized solutions to avoid “haves and have-nots” among airports. They also address growing demand for SAF certificates and Scope 3 flexibility, stressing robust traceability, and finally book-and-claim as vital for scaling SAF demand, complementing physical deployment with credibility.

Hear Argus’ essential analysis of phosphate market in India and Pakistan, focusing on how DAP prices are developing, the status of contract negotiations, DAP exports from China, TSP exports from Morrocco and the market outlook for 1Q 2026.

Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter –
Phosphates and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest
episode of Argus' Fertilizer Matters podcast series.


Key questions answered in this podcast:

- What were the key market sentiments from the Fertilizer Association of India conference
- How have DAP prices developed in December?
- Chinese exports to India to be delayed in 2026?
- How are 1Q phosphoric acid contract negotiations developing?
- How has Pakistan fared with this year’s high season compared with previous years?
- Why has the differential between DAP cfr Pakistan and DAP cfr India fluctuated?
- How could domestic DAP Pakistan prices and demand develop in 1Q 2026?
- How have India and Pakistan reacted to Morocco’s push to move more TSP into South Asia

In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026.

Watch this video podcast to discover:

- The biggest risk-management lessons of 2025

- Which market players are most exposed and vulnerable to risk in the current environment

- A dive into whether building risk models is getting more complex

- Actions market participants should take to prepare for potential market volatility in 2026

- Emerging risk to look out for in 2026 and stress scenarios being run

Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours.

Angelika Melikian, Senior Editorial Analyst

Alexey Yeromin, Senior Analyst

In the latest episode of the Crude Report: Argus Americas Crude associate editor Andrea Agee talks with US waterborne crude reporter Nicole Linares about how sanctions on Russian oil are reshaping global trade flows and creating new opportunities for US barrels in Europe and Asia.

• Structural shifts in European crude slates as countries move away from Russian crude and increase imports of US medium sours and light sweets.
• Asia’s diversification strategy, including Pakistan’s first US crude cargo and South Korea’s record imports of US crude.
• India’s growing demand and its balancing act between Russian and US crude supplies.
  Key factors driving buyer decisions such as sanctions risk and supply reliability to freight costs and refinery needs.
• What to expect for US crude flows in 2026 and how a potential easing of sanctions could impact global trade patterns.

 

As 2026 approaches, recycled polymer markets face pivotal changes driven by virgin price movements, sustainability mandates, and evolving legislation.

 

 

Listen now to find out:

 

• How virgin PET and polyolefin price trends are shaping recycled markets

• How recycled premiums and discounts to virgin are changing and what this means for cost-saving vs sustainability applications

• How seasonality in PET and PP bale prices influences forecasting

• The impact of Europe’s plastic waste export ban under the Waste Shipment Regulation on flexible polyolefins and global trade flows

• What evolving legislation and chemical recycling developments could mean for the outlook

 

Click here to join for our upcoming Waste Shipment Regulation (WSR) webinar for a deep dive into the expected impact on Europe and Asia chemical market dynamics.

 

 

Plus, register your interest for the launch of the Argus Recycled Polymers Outlook, delivering monthly 24-month forecasts for recycled PET and polyolefins across key regions, alongside chemical recycling capacity and legislative updates.