Argus Media

MEPC 84: What’s at stake in global shipping’s decarbonization debate?

The International Maritime Organization’s MEPC 84 meeting will set the course for how fast and how far global shipping decarbonizes. From contested carbon pricing to redefining fuel standards, these negotiations will influence billions in investment and the future energy mix.

Join Argus experts Siew Hua Seah and Gabriel Tassi as they break down:

• Why the Net-Zero Framework is dominating the agenda
• How competing proposals from key nations could reshape targets

What the uncertainty means for fuels, compliance, and market participants

Strait Talk: Truce or Dare?

As the Hormuz conflict enters week nine, Argus experts provide on‑the‑ground Middle East insight into unfolding geopolitical developments and their impact on global energy markets.

With the ceasefire extended yet the US naval blockade of the Strait of Hormuz remaining in place, uncertainty continues to shape oil flows, prices and market sentiment. In this latest video update, Argus analysts examine the current situation, assess risks to supply, and outline possible recovery scenarios amid ongoing Iran‑US hostilities.

Tom Reed, VP – China, Crude and Oil Products, is joined by Dubai‑based experts Nader Itayim, Middle East Editor, and Bachar Halabi, Senior Correspondent, to unpack the crisis disrupting global oil markets — and what it could mean in the weeks ahead.

Driving Discussions: Turbulence Ahead - The Jet Fuel Supply Crisis

In this episode, our experts, Oliver Thompson (Jet Fuel Analyst), Amaar Khan (Jet Fuel Reporter) and Yawen Lu (Associate Editor) discuss the most severe shock the jet fuel market has ever faced.

Triggered by escalating US–Iran tensions and disruption through the strait of Hormuz, the crisis has left the market grappling with acute supply shortages and rising price volatility. We explore the Middle East’s pivotal role in supply and the mounting pressure on Europe and Asia. We also examine how refinery run cuts, export halts, and volatility between physical and paper markets are intensifying uncertainty.

Listen for a deep dive into what’s happening, why it matters, and how this unprecedented situation could redefine the jet fuel market in the months ahead.

Hablando de Mercado: Alza de combustibles y transición energética

 

El aumento vertiginoso de los precios de los combustibles debido a la guerra en Medio Oriente se convirtió en un factor clave en las discusiones sobre la transición energética. Con las economías globales sacudidas por interrupciones en el suministro, las autoridades reunidas en Colombia esperan demostrar que el mundo tiene alternativas viables a los combustibles fósiles. Para conocer más sobre este tema, escucha esta conversación entre el editor Lucas Parolin, y Camila Fontana, subjefa de la oficina de Argus en São Paulo.

 

 

Aquí algunos de los temas tratados en este episodio:

 

• Ampliación de los esfuerzos de los acuerdos climáticos anteriores 

• Prioridades en la reducción de dependencias y subsidios

• Vulnerabilidad económica frente a aumentos de precios e interrupciones de suministro

• Intereses de los países productores de petróleo

• Disposición de los países a cooperar

Market Talks: Fuel price surge and energy transition

 

Soaring fuel prices due to the war in the Middle East became a key factor in energy transition discussions. With global economies rattled by supply disruptions, authorities gathering in Colombia hope to show that the world has viable alternatives to fossil fuels. To learn more about this topic, listen to this conversation between Argus editor Lucas Parolin and Camila Fontana, deputy bureau chief of the Argus office in Sao Paulo. 

 

 

Here are some of the topics discussed in this episode:

 

• Expansion of efforts from previous climate agreements 

• Priorities in reducing dependencies and subsidies

• Economic vulnerability to price increases and supply disruptions

• Interests of oil-producing countries

• Willingness of countries to cooperate

Falando de Mercado: Alta dos combustíveis e transição energética

 

A disparada dos preços dos combustíveis devido à guerra no Oriente Médio se tornou um fator essencial nas discussões sobre transição energética. Com as economias globais abaladas por interrupções no fornecimento, autoridades reunidas na Colômbia esperam mostrar que o mundo tem alternativas viáveis aos combustíveis fósseis. Para saber mais sobre este tema, ouça esta conversa entre o editor da Argus, Lucas Parolin, e Camila Fontana, chefe adjunta da redação em São Paulo.

 

 

Aqui estão alguns dos tópicos discutidos neste episódio:

 

• Ampliação de esforços dos acordos climáticos anteriores

• Prioridades na redução de dependências e subsídios

• Vulnerabilidade econômica a altas de preços e interrupções de oferta

•  Interesses dos países produtores de petróleo

• Disposição dos países à cooperação

Back from the fields: Romania and Ukraine crop tours Apr 26

Stay ahead with Argus’ latest Black Sea crop insights. Our experts review March virtual crop tour findings for Ukraine and Romania’s wheat and rapeseed outlooks.

• Updated Ukraine wheat forecast: 23.5mn t for 2026-27

• Romania wheat production revised upward to 12.7mn t

• Key risks for rapeseed crops after difficult planting conditions

• Farmers plan to replant with corn, sunflower or soybeans

Global LPG Conversations: Could the UK’s Renewable Heat Obligation secure LPG’s future?

In this episode, Waldemar Jaszczyk speaks to George Webb, Chief Executive of Liquid Gas UK, to unpack the sector’s support for a 10% Renewable Heat Obligation by 2030. Webb lays out why the industry sees the RHO as key to securing LPG’s future in the off‑grid energy mix and scaling up renewable liquid gases — and why the plan only adds up if government delivers targeted policy support.

Chemical Conversations: Methanol Trends, Price Outlook & Middle East Conflict

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 discuss:

• Impacts from the war in Iran
• Changing trade flows due to demand destruction
• How will global and regional prices respond

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

Fertilizer Matters EP47: Middle East Conflict - Impact on Urea & Phosphates Markets

Hear Argus’ essential analysis of the impact the Middle East conflict on urea and phosphates markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next.

Join Mike Nash, Senior Editor – Fertilizers, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• Why is the Middle East so important for global urea and phosphates supply?
• Which urea and phosphates production facilities have been affected?
• How has this conflict constrained supply of urea and phosphates?
• How have the markets responded with regard to sentiment, and in particular prices?
• How have the markets reacted to the ceasefire?
• How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen?
• How long could it be before the markets start to settle into some sort of normality?
• Could this conflict lead to permanent changes to supply and trade flows?
• What are the key takeaways and what should we watch out for next?