Argus Media

Fertilizer Matters EP37: Phosphates – India and Pakistan

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

Curbing oil market risk in 2026

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

Back from the fields: Ukraine and Romania wheat crop tour results (December 2025)

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

The Crude Report: USGC waterborne crude

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.

Recycled polymers market and drivers - what to watch in 2026

 

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.

Chemical Conversations: Biochemicals in Focus - Episode 2

Our Biochemicals podcast mini-series continues, exploring how leading companies are shaping the biochemicals and bioplastics market. Across all episodes, we cover technology choices, feedstocks, investment trends, and the role of sustainable solutions in global supply chains.

In this second podcast, Roy Yang, Department Manager, Sustainable Material Solutions at CHIMEI, shares the company’s approach to sustainability and bio-attributed products.

Listen to the latest episode to find out:

• How CHIMEI’s Ecologue portfolio supports circular and bio-based solutions
• Why second-generation feedstocks like used cooking oil are gaining traction
• What sectors and regions show the strongest appetite for bio-attributed plastics

Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.

Falando de Mercado: Biodiesel e a cadeia da soja no Brasil

O aumento da mescla obrigatória de biodiesel no diesel limita a exportação de óleo de soja, principal insumo do biocombustível, e exige maior capacidade de processamento da oleaginosa. Natalia Dalle Cort e João Marinho, especialistas do relatório Argus Brasil Combustíveis, conversam sobre a cadeia de biodiesel e as tendências de precificação desses produtos.

The Crude Report APAC Series: Middle East Sour Crude

The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand.

Main topics: 

• OPEC+ production increases and their effect on the Middle East sour crude oversupply
• Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana
• Pricing strategies and market share defense by Middle East producers in response to global competition

Fertilizer Matters EP36: Urea – India, China and the impact of CBAM

Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026.

Join Harry Minihan, Global Editor – Nitrogen 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:

• Why did India’s urea tenders increase in comparison to last year?        
• How did India get itself into this position and when could the next tender come?
• Where is India with its domestic push for increased self-reliance?
• Will China be exporting more urea in early 2026?
• Has there been a ramp up of urea imports into Europe ahead of CBAM?
• What’s the overall urea market direction as we head into 2026?

 

Metal Movers: Tracking ferrous scrap demand drivers ahead of Q1

Key topics covered in the podcast:

· Is scrap demand in South Asia shifting toward DRI and other feedstocks?

· Why have Turkish mills booked strong tonnage for January loading?

· What’s next for North African scrap demand heading into early 2025?

· Could CBAM reshape global scrap flows in the longer term?