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Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil.  Saiba mais acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.

 

Os tópicos discutidos neste episódio incluem:

• Demanda chinesa e oferta a partir de Ormuz

• Menor disponibilidade de insumos para produção de resinas

• Produção de ésteres de breu no Brasil e China

• Aplicações dos derivados de breu e concorrência com insumos fósseis

• Brasil como produtor e exportador de breu

• Mudança estrutural da demanda e flexibilidade operacional dos compradores

• Formação global dos preços e diversificação

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/TC 238 meeting in Berlin and what they mean for the future of biomass, biocarbon and biochar markets.

Tune in to hear:

·      Why biocarbon and biochar are becoming major focus areas for international standardisation, beyond traditional biomass fuels.

·      The most important new ISO work items launched in Berlin, including testing standards for pyrogenic biocarbons.

·      The remaining gaps in biochar and biocarbon standards, and why issues such as sampling, analysis and surface area testing still need work.

·      The single biggest takeaway from the Berlin meeting: the launch of 11 new work items that signal growing momentum and industry engagement in developing global standards.

 

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Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets.

Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• What’s the mood on the ground?
• What were the key conference themes?
• Sulphur: What were the biggest talking points, and how confident is the market about trade flows through the Strait of Hormuz?
• Phosphates: What’s the market view on India’s phosphoric acid settlement and the US suspension of duties on Moroccan phosphates?
• NPKs: How is the market reacting to stronger buying in India, higher EU tariffs on Russian imports, and falling prices in Brazil?
• How could sulphur, phosphates and NPK markets develop in the second half of the year?
• What is the biggest risk facing sulphur, phosphates and NPKs over the next six months?

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East. 

 

This episode of  Global LPG Conversations, was recorded on 8 July as initial hopes of a return to normality on the US-Iran memorandum of understanding were beginning to fade in the wake of renewed air strikes exchanged in the region. And it sees Peter Wilton (Editor, Argus International LPG) speak with Waldemar Jaszczyk (Deputy Editor, European Pricing) and Jack Greenwood (Head of LPG Consulting) in an attempt to explain how markets and prices have fared in recent weeks and understand what a path back from months of strait of disruption to global supply would look like if peace can return once more. 

 

They examine how Asia absorbed the initial shock, why northwest Europe proved more resilient than expected, and what a slower recovery through Hormuz could mean for supply, freight and pricing into the heating season.

 

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloco se movem em direção a fertilizantes de baixo carbono, inclusive aqueles produzidos com hidrogênio renovável. Saiba mais acompanhando a conversa entre Bruno Castro, responsável por precificação de fertilizantes na Argus em São Paulo, e Pamela Machado, responsável pela cobertura de hidrogênio de baixo carbono e derivados na Argus em Paris.

 

Os tópicos discutidos neste episódio incluem: 

• Consumo de fertilizantes pelo Brasil e dependência do produto importado

• Dinâmica de preços dos fertilizantes atrelada a combustíveis fósseis

• Vantagens e tecnologias de produção de fertilizantes sustentáveis 

• Avanço de projetos no Paraguai e Brasil

• Desafios de infraestrutura e regulamentação

 

Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑carbon fertilizers, including those produced using renewable hydrogen. Learn more by following the conversation between Bruno Castro, responsible for fertilizer pricing at Argus in São Paulo, and Pamela Machado, who covers low‑carbon hydrogen and derivatives at Argus in Paris.

Topics discussed in this episode include:

• Fertilizer consumption in Brazil and the country’s dependence on imports

• Fertilizer price dynamics linked to fossil fuels

• Advantages and technologies for producing sustainable fertilizers

• Progress of projects in Paraguay and Brazil

• Infrastructure and regulatory challenges

This week on Strait Talk, we’re taking a closer look at the intersection of geopolitics and oil flows. We’ll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Iran deal, and why that matters for the broader region. We’ll also break down the latest on crude exports from the Middle East Gulf — how much is moving, where it’s going, and what it signals for the global market.

 

Join Tom Reed, Head of Oil market Analysis,, alongside Dubai-based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior News Reporter and John Ollett, Editor - EMEA Freight on this Strait Talk episode.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market

• How is the Turkish market doing our last update in March

• How the lowering prices affected the market dynamics

• How demand has been for the past 3 months

• What is the current situation in the market

Is Iran losing control of the strait of Hormuz, or is it simply moving towards a softer, gentler approach to running it?

In this episode, we're examining the evolving relationship between the United States and Iran following the recently signed memorandum of understanding, and what it could mean for energy flows, regional stability and crude markets across the Middle East. Recent reporting indicates that the agreement aims to halt military escalation and support the reopening of key maritime routes, including the Strait of Hormuz, while creating a framework for further negotiations.

Join Tom Reed, VP – China, Crude & Oil Products, alongside John Ollett, Editor - EMEA Freight and Dubai-based expert Nader Itayim, Middle East Editor on this Strait Talk episode.

O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.

 

Os temas discutidos neste episódio incluem:

 

• Abordagem regulatória distinta no Brasil

• Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba

• Arcabouços globais e regionais de redução de emissões

• México como mercado estratégico para o desenvolvimento do SAF na região

• Matérias-primas no México: cana-de-açúcar e resíduos