Argus Media

Falando de Mercado: Atualizações do mercado pós-Fertilizer Latino Americano

 

A conferência Fertilizer Latino Americano (FLA) foi realizada em Miami no final de janeiro, trazendo discussões sobre abastecimento e mudanças nos fluxos comerciais globais. Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes, conversa com a especialista Gisele Augusto sobre as movimentações desse mercado no Brasil e no Cone Sul desde o evento.  

Alguns dos tópicos debatidos neste episódio: 

·               Ritmo de compra de nitrogenados para a safrinha de milho 

·               Descasamento entre ofertas de compra e venda 

·               Disponibilidade de produto importado no Brasil 

·               Preferências dos agricultores 

·               Produção de caprolactama pela China 

·               Negociações e tendências de preços de diferentes nutrientes 

·               Acesso a crédito pelos agricultores 

Market Talks: Market moves since the Fertilizer Latino Americano conference

 

The Fertilizer Latino Americano (FLA) conference was held in Miami in late January, with discussions about supply and changes in global trade flows. Renata Cardarelli and Gisele Augusto, who both contribute to the Argus Brazil Grains and Fertilizers report, talk about market developments in Brazil and the Southern Cone since the event. 

Some of the topics discussed in this episode: 

·               Pace of nitrogen purchases for the second corn crop 

·               Mismatch between offers and bids 

·               Availability of imported product in Brazil 

·               Farmers’ preferences 

·               China’s caprolactam production 

·               Negotiations and price trends of different nutrients 

·               Farmers’ access to credit 

Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027

As Renewables Obligation support begins to fall away in 2027, the UK’s waste‑wood biomass sector faces a pivotal moment. In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Richard Coulson, Biomass Lead at the Wood Recyclers Association, to unpack what this shift means for recyclers, biomass plants and the wider waste‑wood market and what’s needed to secure the sector’s future.  

Hear expert insights on:

• Why RO closure threatens both waste‑wood capacity and the UK’s emissions reduction strategy. 
• The causes of the current waste‑wood oversupply and whether relief measures are enough. 
• The immediate and long‑term policy actions needed to stabilise the market.

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

Korea Commodities Market Highlights Episode 4

South Korean thermal coal prices dipped slightly amid quiet trading, while major utilities issued large tenders and received guidance to limit Russian coal to about 10% of imports. Weather‑related delays tightened inventories. Wood pellet prices weakened on soft demand. Korea advanced its energy transition with major renewable expansion plans, a new clean‑energy pact with Sweden, and a 25‑billion‑won decarbonisation auction. Electricity prices were frozen despite high winter demand. Refiners prepared for significant spring maintenance that may tighten fuel supply. Base‑oil exports were stable year on year.

Falando de Mercardo: Argentina - El boom del GLP y el impacto en el Cono Sur

Argentina está entrando en una nueva era energética. La reciente liberalización del mercado de GLP—después de décadas de control estatal— esta impulsando crecimiento. Con nuevos proyectos en marcha que van ayudar a levantar la capacidad para procesar y exportar más GLP, Argentina no solo está batiendo récords de exportación: está redefiniendo el mapa energético del Cono Sur y mas alla. 

Global LPG Conversations: Could Ethane's Boom be Stalling?

US ethane output has surged since the country became an exporter. As potential recovery upsides shrink, could that trend slow down? Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs reporter Joseph Barbour in this podcast to discuss historical and future trends in ethane recovery in the US. 

Biomass Beat: The Changing Compliance Landscape for US Biomass Producers

In this episode of the Biomass Beat podcast series, Argus' Hannah Adler speaks with Sarah Crow, CEO of New March Strategies, to discuss how the US biomass sector is responding to newly revised SBP risk ratings. They explore what these changes mean for forest owners, biomass producers, and the supply chains that link them. 

Tune in to hear insights on: 

• What the new SBP risk rating revisions mean for US forest owners and biomass producers— including how the EU’s land-use change and forestry (LULUCF) sector shapes US forestry perspectives.
• How sustainability standards interact across the Atlantic, and the biggest misconceptions Europeans hold about US forestry practices. 
• What producers need do to adapt, from sourcing strategies and supply‑chain due diligence to the rising role of AI, remote sensing, and contractual safeguards. 

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

Methanol Market Trends, China MTO Outlook & MTBE Analysis

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

In this episode, Senior Fuels and Octane consultant Roel Salazar and Dave McCaskill, VP of Methanol & Derivatives discuss:

• Methanol market headlines during the first 2 months of 2026.
• China MTO production and outlook
• Methanol derivative demand and challenges.
• Iranian methanol production
• Global MTBE market analysis

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

Falando de Mercado: E-combustíveis e a descarbonização do transporte marítimo

Os combustíveis sintéticos se destacam como uma rota promissora para alcançar zero emissões líquidas de gases de efeito estufa no transporte marítimo até 2050. Natália Coelho, colaboradora do relatório Argus Marine Fuels, e Pâmela Machado, que cobre hidrogênio e derivados, discutem as oportunidades e desafios em torno desses combustíveis limpos, incluindo o recente adiamento da votação sobre precificação de carbono na Organização Marítima Internacional. 

Market Talks: E-fuels and decarbonization of maritime transport

Synthetic fuels stand out as a promising pathway toward achieving net-zero greenhouse gas emissions in maritime transport by 2050. Natalia Coelho, a contributor to the Argus Marine Fuels report, and Pamela Machado, who covers hydrogen and derivatives, discuss the opportunities and challenges surrounding these clean fuels, including the recent postponement of the International Maritime Organization’s vote on carbon pricing.