Argus Media

Falando de Mercado: O conflito no Oriente Médio e as perspectivas para fertilizantes na safra 2025-26

O conflito entre Israel e Irã já provoca impactos no mercado global de fertilizantes, com ataques a estruturas de produção de gás abalando a cadeia de suprimentos. No Brasil, as compras de nutrientes para a safra 2025-2026 de soja e de milho estão avançando, mas a disponibilidade de produto e o impacto das políticas chinesas nos fosfatados também afetam a dinâmica do mercado. Ouça a conversa entre Camila Fontana, chefe adjunta da Argus Media no Brasil, e Gisele Augusto, especialista do relatório Argus Brasil Grãos e Fertilizantes, para saber mais sobre geopolítica e produção agrícola.  

 

Market Talks: Conflict in the Middle East and the outlook for the Brazilian fertilizer market in the 2025-26 crop cycle

The conflict between Israel and Iran is already having an impact on the global fertilizer market, with attacks on gas production facilities disrupting the supply chain. In Brazil, nutrient purchases for the 2025-2026 soybean and corn crops are moving forward, but product availability and the impact of Chinese policies on phosphates are also affecting market dynamics. Listen to the conversation between Camila Fontana, deputy bureau chief of the Argus office in Brazil, and Gisele Augusto one of the experts behind the the Argus Brazil Grains and Fertilizers report, to learn more about geopolitics and agricultural production.  

Metal Movers: Are Central Asian states ready to meet global demand for critical minerals?

Central Asia's vast yet mostly untapped mineral wealth is garnering global
attention at a moment of rising competition for critical minerals. The
European Union and the United States are increasingly focusing on the
raw materials of a region that has often been overlooked.

Ellie Saklatvala, Senior Editor of Argus Non-Ferrous Markets, recently
discussed the current state of mineral production in Central Asia with
Cristina Belda, Argus' Associate Editor, and reporter Maeve Flaherty. They
examined what the region needs to realise its full potential in the coming
years and explored how these developments could alter the landscape of
critical minerals.

Covered this episode:

• The mineral resources of Central Asian countries
• Tajikistan's role as a supplier of antimony
• Kazakhstan and the shifting trade flows of chrome metal
• Challenges related to infrastructure, logistics, and geological data
• The geopolitical dynamics of the region

Speakers:
• Ellie Saklatvala, Editorial Lead for non-ferrous metals at Argus
• Cristina Belda, Associate Editor for metals at Argus
• Maeve Flaherty, Reporter for metals at Argus

Weight of Freight: US-China tariffs trade tensions send VLGC markets into a tailspin

US-China trade tensions sent shockwaves through the LPG freight markets this spring, triggering route diversions, new trade flows and a surge in freight rates. Uncertainty continues to cloud the market even after a temporary tariff reprieve.

Listen to Yohanna Pinheiro, LPG Freight Reporter at Argus, and Freight Editor John Ollett as they unpack how shifting trade dynamics, cautious Chinese buyers, and longer voyages via the Cape of Good Hope are reshaping the global LPG freight.

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week in Review for 9 June

Stay informed with Fuels Focus, the essential podcast from Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with
the knowledge to navigate the market complexities with confidence.

This week in review’s episode features:
• Casey's quarterly fuel margins rise
• Chevron to boost air monitoring at Calif refinery
• Valero reaches settlement on alleged safety violations

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Podcast | Falando de Mercado: Players da indústria de óleos básicos debatem tendências do mercado na Argus Base Oils LatAm Conference

O mercado de óleos básicos e lubrificantes da América Latina se adapta à indecisão da política comercial dos Estados Unidos enquanto as importações avançam na região. Julio Viana, especialista em óleos básicos da Argus para a América Latina e integrante da equipe responsável pelo relatório Argus Base
Oils, compartilha os destaques da Argus Base Oils Latin America Conference em Miami, incluindo óleos básicos renováveis, biolubrificantes e veículos elétricos. Acompanhe a conversa de Julio com Camila Fontana, chefe adjunta de redação da Argus no Brasil.

 

#óleosbásicos #lubrificantes #ArgusMedia

Global LPG Conversations: Asia-Pacific market update during 90-day tariff reduction

In this edition, London-based LPG Editor Peter Wilton and Singapore-based LPG Editor Frances Goh discuss current market dynamics in China and the wider Asia-Pacific region during the 90-day reduction in Chinese LPG tariffs on US LPG from 145pc to 10pc.

Fertilizer Matters EP32: China’s Purified Phosphoric Acid Market, June 2025

Hear Argus’ analysis of China’s purified phosphoric acid (PPA) market, focusing on demand, production processes and grades, influence of the electric vehicle market – as well as an introduction to Argus' new China PPA price assessments. Join Thomas Hampson, Editor, Phosphates and Yohanna Jing, Analyst, Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Complimentary Market insight paper – Download here:

• China’s PPA Market – growing non-fertilizer demand, forecast & new price assessments

Key topics covered in the podcast:

• What is Purified Phosphoric Acid (PPA)?
• Analysing PPA production processes - 'thermal' vs 'wet'
• The different uses of PPA, across industrial, food, and electronic grades
• What are the key influences on PPA prices, from a production standpoint?
• What’s driving PPA's growth in China, and how influential is the Electric Vehicle market?
• Analysing PPA exports from China
• Argus’ new China PPA price assessments

 

Related links

• Complimentary paper: China’s PPA Market – growing non-fertilizer demand, forecast & new price assessments
• More information: Argus Phosphates price reporting service
• Request a sample report/trial: Argus Phosphates
• More information: Phosphate short and mid to long-term outlook services
• Free sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

Hablando de Mercado: Los asuntos más destacados de la Conferencia Argus Rio Crude | Argus Media

El crecimiento y los desafíos en la producción de petróleo en Vaca Muerta, el aumento de la producción en Brasil y la subasta de petróleo del presal por la PPSA fueron algunos de los temas más populares de la Conferencia Argus Rio Crude en mayo. João Scheller, responsable de la cobertura de los mercados petroleros en Argentina, Colombia, Ecuador y Guyana, presenta los aspectos más destacados del evento en esta conversación con Camila Fontana, subjefa de la oficina de Argus en Brasil.  

Market Talks: Argus Rio Crude Conference Recap | Argus Media

Oil production growth and challenges in Vaca Muerta, rising production in Brazil, and the pre-salt oil auction by PPSA were some of the hottest topics at the Argus Rio Crude Conference in May. João Scheller, responsible for covering oil markets in Argentina, Colombia, Ecuador, and Guyana, presents the highlights of the event in this conversation with Camila Fontana, deputy bureau chief of the Argus office in Brazil.