Argus Media

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:

• Nickel market tightening and its impact on prices

• Policy uncertainty in Indonesia

• Power competition between nickel and aluminium

• Geopolitical tension pose risks to feedstock supply

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country’s main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets.

 

Topics discussed in this episode include:

 

• How the pattern affects Brazil’s main agricultural regions

• Crop volumes and yields during El Niño cycles

• Outlook for soybean and corn crops in the central-west

• Outlook for crops in the south region

Agricultores se preparam para a chegada do El Niño nos próximos meses. O fenômeno climático afeta as principais regiões produtoras do País de formas diferentes, mas traz ameaças à produção e ao rendimento das lavouras. Saiba mais acompanhando a conversa entre Renata Cardarelli, editora do Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, colaboradora desta publicação e do relatório global Argus AgriMarkets.  

 

Os tópicos discutidos neste episódio incluem:  

 

• Como fenômeno se manifesta nas principais regiões agrícolas no Brasil  

• Produção e produtividade das safras em ciclos de El Nino  

• Perspectivas para as safras de soja e milho no Centro-Oeste  

• Perspectivas para a região Sul 

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

In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on:

• Impact of the Iran–US peace agreement on the methanol industry
• Potential for softer pricing in Asia and slower declines in the Atlantic basin
• A longer-term outlook for the global methanol market

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

In this episode, Michael Ball, editor of Air Daily speaks with carbon reporter Ida Balakrishna as she examines the recent surge in RGGI allowance prices and the market forces driving unprecedented volatility. The discussion explores how Virginia’s earlier-than-expected return is raising supply concerns, alongside rising emissions, growing data center-driven power demand, and shifting compliance strategies. They also unpack recent auction surprises, seasonal demand factors, and potential regulatory responses shaping the outlook for the RGGI market.

Key Takeaways:

• Market volatility and price surges driven by Virginia's re-entry into RGGI in July
• Rising energy demand which is shaping emissions outlook and allowance demand
• Compliance deadlines and evolving regulatory expectations influencing trading behavior
• External drivers including seasonal demand patterns and auction outcomes

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners’ decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain.

 

Key themes:

 

• Diesel cracks: $46/bbl in June, more than double seasonal norms

• Refiners prioritise middle distillates over base oils despite uplift

• Group 3 imports collapse after Gulf supply halts, pushing prices to records

• Summer demand risk: strong diesel runs vs tightening base oil availability

 

Podcast description:

 

The biomass industry is increasingly partaking in conversations around carbonised biomass, but confusion still arises over which term is the correct one, and what each term means.

 

In this episode of the Biomass Beat, host Hannah Adler speaks with Chris Wiberg of Biomass Energy Lab (BEL) to unpack the complexities behind biocoal, biocarbon, biochar and charcoal, exploring how these materials are defined, produced, and used across industries ranging from energy to agriculture.

 

In this episode, you'll discover:

 

• A clear breakdown of terminology in the biocarbon sector- and why so many products sound similar but can differ

• How product specifications and feedstocks vary, from high-grade wood to waste-based

• An exploration of end uses, including energy generation, soil health, industrial inputs, and carbon removal

• Insights into market development and standardisation, and why clearer definitions can unlock further investment

 

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

 

La guerra en Medio Oriente fragmentó el mercado global de gasolina y creó dinámicas regionales de precios distintas. Los compradores de combustible en América Latina y en otras regiones se ven obligados a gestionar mejor sus riesgos con herramientas de arbitraje geográfico y de calidad, como los escaladores de RVP y octanaje. Escuche las discusiones sobre estas tendencias entre Nazareno Ferrero, gerente sénior de desarrollo de negocios de Argus en Buenos Aires, y Camila Fontana, sub jefa de la redacción en São Paulo.

 

Los temas discutidos en este episodio incluyen: 

• Flujos de gasolina y patrones de precios antes y después de la guerra 

• Referencias globales de precios 

• Asia pasa de equilibrada a deficitaria en gasolina 

• Europa y la Costa del Golfo ganan importancia como proveedores globales 

• Uso de escaladores de RVP y octanaje en las decisiones de negociación 

 

The war in the Middle East fragmented the global gasoline market and created distinct regional pricing dynamics. Fuel buyers in Latin America and beyond are forced to better manage their risks with geographic and quality arbitrage tools, like RVP and octane scalers. To learn more, listen to this conversation between Nazareno Ferrero, Argus Senior Business Development Manager based in Buenos Aires, and Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo.

 

Topics discussed on this the episode include: 

• Gasoline flows and price patterns before and after the war  

• Global price benchmarks  

• Asia shifts from balanced to short in gasoline  

• Europe and the Gulf Coast gains importance as a global suppliers 

• Using RVP and octane scalers in trading decisions 

 

A guerra no Oriente Médio fragmentou o mercado global de gasolina e criou dinâmicas regionais de precificação distintas. Compradores de combustível na América Latina e em outras regiões são forçados a gerenciar melhor seus riscos com ferramentas de arbitragem geográfica e de qualidade, como os escaladores de RVP e octanagem.  Ouça as discussões sobre essas tendências entre Nazareno Ferrero, gerente sênior de desenvolvimento de negócios da Argus em Buenos Aires, e Camila Fontana, chefe adjunta da redação em São Paulo. 

 

Os tópicos discutidos neste episódio incluem: 

• Fluxos de gasolina e padrões de preços antes e depois da guerra 

• Referências globais de preços 

• Ásia passa de equilibrada para deficitária em gasolina 

• Europa e Costa do Golfo ganham importância como fornecedores globais 

• Uso de escaladores de RVP e octanagem nas decisões de negociação