Argus Media

A recent disruption to loadings of Caspian light sour CPC Blend, one of Europe's largest crude import streams, has shaken up the market that already struggles with lower Mideast Gulf supply.

 

In this episode Argus deputy crude editor Lina Bulyk and Russia-Caspian crude reporter Melissa Gurusinghe discuss how the region reacted to the halt of CPC Blend loadings.

 

Key topics include:

• The scale of CPC Blend export halt and its impact on crude prices

• How critical the grade is for Europe

• What alternatives European refiners have turned to

Listen now to understand how European buyers are responding and what comes next.

Strait talk: Conflation in the Gulf

Oil prices have retreated from recent highs, but uncertainty continues to hang over one of the world's most important energy chokepoints. In this edition of Strait Talk, Argus experts examine the latest developments in the Strait of Hormuz, including shifting shipping routes, regional diplomacy, and the implications for global crude markets.

Tom Reed is joined by John Olett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial as they unpack what the latest geopolitical developments could mean for energy flows, market sentiment, and the outlook for traders and industry participants.

Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets. 

In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels.

From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead.

Topics covered include:

• The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand
• How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption
• The growing role of LNG and biofuels in the energy transition
• Key market trends to watch across marine fuels and power generation demand

In this episode, David looks at the ongoing blockage of the Strait of Hormuz, new threats to shipping in the Red Sea, a new Omani proposal for joint Gulf State oversight of Hormuz transit and the supply crisis facing the diesel market.  

O mercado de biometano avançou da fase do desenho regulatório e começa a olhar de perto para execução, vetores de oferta e demanda e formação de preços. Os próximos passos vão depender em grande medida do papel dos Certificados de Garantia de Origem do Biometano (CGOB).  Saiba mais acompanhando a conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, Rebecca Gompertz, editora associada do relatório Argus Brazil Gas Markets, e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

 

Os tópicos discutidos neste episódio incluem:

 

• Resoluções de ANP e regras de emissão 

• Preocupações de produtores, comercializadores e potenciais compradores

• Equilíbrio entre oferta e demanda e formação de preços

• Fungibilidade e reconhecimento de outros certificados ambientais

• Uso do CGOB em estratégias de descarbonização

• Possibilidades de evolução do mercado no médio prazo

Fertilizer Matters EP56: Brazil’s Phosphate Market:

Hear Argus’ essential analysis of what’s driving Brazil’s phosphate market as global price swings,
shifting demand and policy changes reshape buying behaviour. In this episode, we explore which
crops and seasons drive demand, the impact of high international prices on domestic trade, and the
challenges ahead of September’s soybean planting. We also discuss Mosaic’s production cuts, the
effects of the US lifting duties on Moroccan imports, and whether Brazil could see a late surge in
buying as global fundamentals continue to evolve

Join Tom Hampson, Global Editor – Phosphates and Bruno Castro, Market Reporter – Fertilizers as
they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What are the key crops. products and seasons impacting the Brazilian phosphate market

How have global high prices and demand destruction impacted Brazil’s domestic market?

How is the upcoming soybean planting season in September being impacted?

How are Brazilian buyers responding to Mosaic cutting production in Brazil?

Has US suspending countervailing duties on Moroccan phosphate imports worried the
Brazilian market?

Should we expect last-minute surge of buying from Brazil

How are global phosphate market fundamentals developing?

 

 

Related links
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More information: Phosphate short and mid to long-term outlook services
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Fertilizer Matters podcast series

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 to discuss:

• A recap of geopolitical tensions since March
• Current dynamic within the Middle East and Strait of Hormuz
• Methanol outlook for China going forward into Q4

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

O ritmo de compras de fertilizantes para a safra brasileira de soja 2026-27 segue atrasado em comparação com o ano passado. Preços acima do esperado pelos agricultores e impactos geopolíticos pesam nas decisões de compra, enquanto os preços das commodities agrícolas seguem abaixo do ano anterior. Saiba mais nesta conversa entre Bruno Castro e Gisele Augusto, colaboradores do relatório Argus Brasil Grãos e Fertilizantes.

 

Os tópicos discutidos neste episódio incluem:

• Evolução de preços dos fertilizantes fosfatados

• Disponibilidade de produto importado em meio a tensões geopolíticas

• Produção doméstica de fosfatados 

• Suspensão de tarifa dos EUA a Marrocos

• Volumes remanescentes e potencial redução da aplicação de adubos

Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows.

In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets.

Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding.

They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.