Argus Media

The Crude Report | TMX Series: TMX sellers taking to the water?

In the most recent edition of “The Crude Report: TMX sellers taking to the water” Argus reporters Kyle Tsang and David Haydon talk with Argus VP Jeff Kralowetz about onshore and offshore developments that could push Canadian producers to charter ships and sell some of their TMX barrels on a delivered basis.

Key topics covered in the podcast:

• How surprisingly low Aframax rates have made the direct voyage from Vancouver to China both faster and cheaper than going by larger VLCCs.
• Why a larger percentage of TMX cargoes are headed to China in May.
• How the narrower discounts of Alberta heavy grades such as Cold Lake and AWB – along with new tolls on the TMX pipeline – have made the move of crude to Vancouver more challenging.

Podcast | Falando de Mercado: Queda de preços e aumento das importações de diesel no Brasil

O mercado de diesel no Brasil repercute os cortes de preços pela Petrobras e a maior entrada de combustível importado da Rússia. Entenda o que move esse mercado acompanhando a conversa entre Marcos Mortari, especialista em diesel e editor associado do relatório Argus Brasil Combustíveis, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

Fertilizer Matters EP31: EU duties on Russian fertilizer imports | May 2025

Hear Argus’ analysis of the impact of freshly announced EU duties on Russian fertilizer imports into the EU, due to take effect on 1 July 2025. The podcast covers what additional tariffs have been proposed, which products they cover, the significance of Russian fertilizers to the EU, the potential impact on prices and possible alternative supplies for the EU.

Join Mike Nash, Senior Editor - Fertilizers, and Claudia Wlk, Editor – Argus Fertilizer Europe, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key topics covered in the podcast:

• What additional tariffs on Russian fertilizers is the EU proposing?
• What products are covered?
• How significant is Russian fertilizer supply to the EU?
• What is potential impact on prices?
• Could the EU source alternative supplies – and from where?

Related links

• Request a sample report/trial: Argus Fertilizer Europe (price reporting service)
• More information: Argus Fertilizer Europe service
• More information: Argus fertilizer market intelligence services
• Free sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

Podcast | Market Talks: Outlook for Brazilian soybean and corn crops | Argus Media

Forecasts of large soybean and corn crops in the 2024-25 cycle strengthen Brazil’s position in the export market, especially for countries like China, amid the twists and turns of the United States’ tariff policy.

However, domestic demand is also expected to increase, intensifying logistical challenges. Learn more about the supply and demand outlook for the South American country’s agricultural commodities in this conversation between Nathalia Giannetti, member of the team in charge of the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports, and Camila Fontana, Argus’ Deputy Bureau Chief in Sao Paulo.

 

Falando de Mercado: Perspectivas para as safras de soja e milho do Brasil | Argus Media

As projeções de enormes safras de soja e milho na temporada 2024-25 fortalecem a posição do Brasil no mercado de exportação, principalmente para países como a China, em meio às reviravoltas da política tarifária dos Estados Unidos. Mas a demanda doméstica também deve aumentar e intensificar os entraves logísticos.

Saiba mais sobre as perspectivas de oferta e procura por commodities agrícolas nessa conversa entre Nathalia Giannetti, especialista em agricultura e uma das responsáveis pelos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, e Camila Fontana, chefe adjunta de redação da Argus em São Paulo.  

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week in Review for 12 May

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:

• US weekly ULSD stocks hit 10 year low
• Marathon seeks to upgrade Louisiana refinery
• Phillips 66 to sell stake in Europe retail stores

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

As a trusted source in the industry, Argus delivers accurate, timely pricing for gasoline, diesel, jet fuel, RINs, ethanol, and more. Our data equips buyers, sellers, and refiners with the precision necessary to operate confidently in the dynamic market.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:

Explore our services

 

Harnessing AI in the Commodity Markets

In this podcast, experts from Argus Media and Zema Global explore the
importance of data curation, the advantages and disadvantages of vertical
and horizontal AI systems, and the future implications of agentic AI. They
also discuss the critical importance to businesses like Argus Media and
Zema Global of maintaining trust in information in a world of rapidly
exploding data volumes and variability of data quality: both numeric and
textual.

Key topics covered in the podcast:
• Why quality, curated data is critical for using AI effectively
• How vertical vs. horizontal AI systems compare in real-world use
• The potential future implications of “agentic AI”
• The role of data and information providers regarding AI

 

 

Weight of Freight: Asia’s specialised freight falling far

This podcast explores the vital connection between the freight and commodities markets. It focuses on the Asia biofuels freight market, where rates have been tumbled in 2025 and hit the lowest levels not seen in years.

As well as touching on what's covered in our new Argus Specialised Freight report, topics and questions addressed include:

• Breakdown of the precise types of vessels and products in the specialised freight market, especially as "specialised freight" has become an umbrella term

• In regards to long haul voyages, where are products (including palm oil, biofuels, feedstock and chemicals) heading to?

• Across the product spectrum, which products move in the largest volumes?

• With what's been happening in the current affairs space, what impact has this had on the specialised tanker market?

• A look ahead at the most important issues to note for specialised freight

Falando de Mercado: Corredores de navegação buscam transição energética com combustíveis sustentáveis

Deeper dive into VGO, diesel and base oil dynamics

When the interconnectivity between commodities can sometimes be forgotten, this discussion delves into the relationship between oil products at the refinery level.

Gabriella Twining (Global Editor, Argus Oil Products) leads this podcast with our reporters covering key oil markets; Christian Hotten (base oils), Josh Michalowski (diesel) and Isabella Reimi (vacuum gas oil - VGO).

 

Listen now:

• Discover how interconnected some commodities actually are

• How supply/demand dynamics affect availability and production output

• Discuss some key factors that have affected the VGO, diesel and base oil markets and supply

• Explore the knock-on effect on Argus-assessed spot prices and their influence on refinery output