Argus Media

Fertilizer Matters EP52: China’s Potash Market

Hear Argus’ essential analysis of China’s potash market, focusing on China’s 2026 MOP contract, developments in China’s domestic market, importer and trader pricing, China’s domestic dual pricing system, impact of the Middle East War and expectations for China’s 2027 MOP contract.

Join Huijun Yao, Editor – Asia Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash and NPKs, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• What impact has China’s 2026 MOP contract had?
• What are the latest developments in China’s domestic potash market?
• Why are major importers keeping their prices steady, despite traders’ prices softening slightly?
• What influence does China’s domestic dual pricing system have?
• How is the Middle East war and its impact affecting Chinese importers’ views on this yea’rs MOP supply?
• What are the expectations for China’s 2027 MOP contract?

Related links

• Argus Potash price reporting service | More info | Request trial
• Argus NPKs price reporting service | More info | Request trial
• More information: Potash short and mid to long-term outlook services
• Free newsletter sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

 

 

Strait Talk: UNCLOS the strait!

In this special podcast episode, our experts take a closer look at how the Hormuz situation is unfolding — from the implications of Iran’s evolving stance on transit and tolls, to the impact of US enforcement measures — and what it all means for oil flows, regional trade dynamics, and global market sentiment in the weeks ahead.

Türkiye emissions trading system: Setup, Barriers & Outlook

Türkiye’s emissions trading system (ETS) pilot phase has been delayed by a year and is now expected to start from early 2027. 

In this episode, Erisa Senerdem speaks with Oğuz Tosun, CEO of Climate Balanced, on the system’s setup, challenges, and timelines. They also discuss whether Türkiye’s role as host of COP31 could accelerate the launch of the pilot phase, and what prices might look like once the market starts operating.

Tune in for expert insights on:

• Türkiye ETS compliance set up, challenges

• Offsetting: national, other carbon credit standards

• How Cop-31 may accelerate Türkiye’s ETS launch

• What could Türkiye ETS prices look like?
  
  

Learn more about the Argus Carbon service

Falando de Mercado: América Latina e biocombustíveis

A América Latina avança como potência global em biocombustíveis em um momento de forte crescimento na demanda.  O Brasil lidera o movimento, com políticas públicas e investimentos que posicionam a região como decisiva na transição para a energia limpa. Acompanhe a conversa entre Maria Lígia Barros, responsável por precificação de etanol na Argus, Natalia Dalle Cort, responsável por precificação de biodiesel, e Lucas Boacnin, gerente de desenvolvimento de negócios. Os três adiantam alguns dos temas que serão discutidos durante a conferência que a Argus promove em São Paulo entre 15 e 17 de junho. 

Alguns dos tópicos deste episódio:  

• Novos mandatos globais aumentam demanda por biocombustíveis 

• Maior demanda por biocombustíveis na Ásia 

• Brasil como fornecedor internacional de insumos 

• Descarbonização do transporte marítimo  

• Produção e demanda doméstica de etanol 

• Alta das exportações brasileiras de biodiesel  

Trading and risk management trends in southeast Asia's agriculture market

Experts assess risk management, spot buying trends, and pulses demand dynamics amid volatility and geopolitical pressures in Southeast Asia.

Chemical Conversations: Polyurethanes Global Outlook

In this episode of Chemical Conversations, Argus’ James Elliott speaks with global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments and what they could mean for the market in the months ahead.

Ahead of Europur’s annual conference on 9 - 11 June 2026, the team discuss:

• What is the latest in terms of the European isocyanate supply and demand balance?
• How are the new MDI and TDI trade flows between Europe and the US driving market change?
• What is the global isocyanates outlook for the second half of 2026?

Laura Tovey-Fall will be presenting on 'The Flexible PU Foam Market Outlook: Upstream & Downstream' at Europur's conference on Wednesday 10th June 2026. Click here (chemicals@argusmedia.com) to request a meeting or find out more about Argus Isocyanates. 

Global LPG Conversations: US butane flows surge to meet Asia’s demand

Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans.

The war in Iran and the Strait of Hormuz blockade have shaken LPG trade flows, sending delivered butane prices in Asia to multi-year highs and leaving buyers racing to secure alternative supply. US producers and exporters are stepping in fast—but can export capacity and logistics keep up with this unprecedented demand?

Host Anu Agarwal (Vice President, Business Development, Argus Oil in Asia) is joined by Amy Strahan (Editor, LPG North America) to examine how Gulf Coast terminals and Mont Belvieu storage are operating at full capacity to keep cargoes moving, and why looming bottlenecks could reshape prices and trade flows in the months ahead.

Base Oils Disrupted: War-Driven Supply Tightness

In this special edition episode, we discuss the impact of the US–Iran conflict and the closure of the Strait of Hormuz on the global base oil markets. Even as trade flows evolve, Group III supply remains limited, driving price spikes in the US and Europe. Market participants look towards Asia as supply is showing signs of a recovery and China’s growing output is reducing its reliance on imports. We examine shifting arbitrage, demand erosion from high prices, and the near-term supply outlook amid persistent geopolitical uncertainty.

Fertilizer Matters EP51: North American Fertilizers - To Re-Export or Not Re-Export

Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/officials reaction to market conditions and the potential impact of removing CVDs.

Join Calder Jett, Editor – North American Fertilizer and Taylor Zavala, Deputy Editor – North American Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. 

Key questions answered in this podcast:

• How has the Middle East war impacted the North American fertilizer market?
• Why have US traders decided they’d rather export phosphates than sell domestically?
• Are we seeing similar dynamics play out in the urea market?
• How have Indian urea buy tenders impacted Nola urea prices?
• How are US politicians and government officials reacting to market conditions faced by farmers?
• Could removing countervailing duties (CVDs) have a big impact on the phosphate market – and potentially lower the cost of fertilizer in the US?

Related links

• Argus North American Fertilizer price reporting service | More info | Request trial
• Argus Nitrogen price reporting service | More info | Request trial
• Argus Phosphates price reporting service | More info | Request trial
• More information: Phosphate short and mid to long-term outlook services
• Free newsletter sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

 

 

Power Dispatch: Storage Wars - Batteries and Dams in focus

Here is the podcast description to post on podbean:

 

In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with Deputy Editor Apostolos Tsarikas to learn more about how intermittent renewables are transforming the European power system, sparking a rush for grid flexibility through energy storage, whether battery or otherwise. They are joined by market reporters James Doran and Ilenia Reale to discover the lessons and pitfalls from the storage race so far, and to consider hydropower’s role in a flexible, green grid.

 

Listen to discover key insights on:

·      Storage success stories

·      Where is deployment struggling, and why?

·      The role for hydropower: Should it be more of a policy focus?

 

This podcast was created using data and insights from the Argus European Electricity service.

 

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