Argus Media

Falando de Mercado: Ambições do Brasil na COP30

Anfitrião da COP30, o Brasil se posiciona como líder na agenda climática, ao mesmo tempo em que avança com ambições crescentes na exploração de petróleo. Entenda as pautas em jogo na convenção da ONU contra o aquecimento global nessa conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Lucas Parolin, editor de notícias que fará a cobertura da COP30 em Belém, em novembro.

Chemical Conversations: K-Show Plastics Preview - Turkish Market Trends

In this episode, James Elliott, VP of Business Development, is joined by Dila Odluyurt, Senior Reporter for Polymers, about the shifting landscape in Turkey’s polyethylene and polypropylene markets. From stockpiling triggered by Middle East tensions to cautious buying amid currency volatility, find out what’s driving sentiment, and what might come next.

Key topics discussed:

- Why Turkish polymer demand remains weak despite price fluctuations

- How Middle East tensions and new capacity influenced stockpiling

- On-the-ground insights from Gaziantep end users and contract pricing trends

- Expectations for further PP price declines and cautious buying behaviour

Metal Movers: China Long Steel – Domestic Strength vs Export Pressure

Listen to Argus' analysis of the long steel market, with a particular focus on China.

This episode covers:

• What caused the recent fluctuations in Chinese rebar export prices?

• How did trade measures affect export sentiment and pricing?

• What are the market expectations for Chinese rebar and billet exports in the coming months?

• How did domestic demand trends in August impact export volumes and producer strategies?

• What is the outlook for China’s steel capacity exit and the role of electric arc furnaces?

Navigating Carbon Markets: Technology, Transparency, and Future Growth

In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Harshad Kolpyakwar, Head of Product Management and Energy Solutions at FIS Global, explore how technology is transforming carbon markets and helping address key challenges.

Harshad leads the vision and product strategy for Aligne, the FIS Energy Trading Risk and Logistics platform. Aligne is a cloud-native, multi-commodity ETRM that streamlines trading, risk, logistics, and reporting across power, gas, LNG, refined products, and emissions. With ~20 years in energy market data and analytics, Harshad focuses on simplifying energy market complexity, integrating emissions management, and enabling clients to scale confidently.

Tune in for expert insights on:

• Current challenges in carbon markets, including transparency and pricing issues

• VCM facing issues with lack of standardisation, project integrity, and demanding due diligence

• How ETRM systems address market and operational challenges

• The future growth potential for carbon markets

Falando de Mercado: Qualidade da cana 2025-26 em alerta

As condições climáticas desfavoráveis, com chuvas fora de época e ondas de calor, além das dificuldades na recuperação do solo após queimadas no ano anterior, estão afetando a produtividade da cana-de-açúcar na safra 2025-26 e levando a revisões nas estimativas de moagem, produção de açúcar e etanol. Ouça as especialistas Maria Lígia Barros e Maria Carolina Albuquerque, do relatório Argus Brasil Combustíveis, para saber os ajustes nas projeções e as reações do mercado em meio a sinais de alerta nos contratos de etanol e mudanças no mix. 

What next for the US, Venezuela and Americas asphalt market?

Listen to our market experts as they address the following:

• Assumptions on Venezuela as addressed in the Americas issue of Argus Asphalt Quarterly Analytics report 

• Demand outlook in Latin America and the potential impact the 2026 Brazilian election could have on asphalt consumption 

• Impact of Chevron's reinstated waiver, including what that means for asphalt exports to the US

• A roundup of the US Gulf Coast and the general US market - key supply and capacity updates

• Impact of the tariffs, US trade policies and scrutiny of government budgets

• A brief look into Canadian asphalt production

• And much more

Chemical Conversations: Methanol Institute Initiatives, Gray Methanol Trends & Sustainability Advances

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

In this episode, Senior Analyst Cassidy Staggers speaks with Alex Dӧll, the newly appointed CEO of the Methanol Institute, to discuss:

• Alex Dӧll’s background and strategic vision for the Methanol Institute and its global initiatives

• Key takeaways from the Argus Methanol Forum

• Updates and trends in the gray methanol market

• Methanol's advancement in marine fuels, plastics, and SAF striving toward sustainability and decarbonization

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

 

K-Show Plastics Preview: European PE/PP Market Developments

In the lead-up to K, the world’s largest plastics and rubber event, our limited podcast series, ‘K-show plastics preview’, features Argus experts discussing the latest market developments across key polymer and feedstock sectors. From pricing trends and policy shifts to regional supply dynamics, the series offers timely insights to help industry participants stay informed and ahead of the curve.

 

In this episode, James Elliott, VP of Business Development, is joined by Sam Hashmi, Global Editor Polymers, for an in-depth discussion on the evolving US–Europe polyolefins trade relationship and the impact of tariffs on the European market.

 

Key topics discussed:

 

• What the latest import duty proposals could mean for market confidence and pricing.

• Why European producers are watching US polyethylene imports, and what’s next for polypropylene.

• Outlook for demand as the industry heads into K-Show and beyond.

The Crude Report: Johan Castberg, new North Sea crude grade

The podcast discusses the launch and market reception of the new Norwegian crude grade, Johan Castberg highlighting its unique production setup, high-quality characteristics, and pricing dynamics. Despite logistical challenges and premium pricing, the grade is gaining traction among Northwest European refiners due to its favorable refining properties.

Three main topics:

• Introduction and significance of Johan Castberg crude: A rare standalone field in the Barents Sea, marking a notable expansion in Norway’s oil production.
• Crude quality and market reception: Castberg is slightly heavier but low in sulphur, with high yields of valuable distillates, making it attractive to European refiners.
• Trading logistics and pricing: The grade trades at a premium and is limited to local markets due to shuttle tanker constraints and higher transport costs.

 

Global LPG Conversations: LPG key to universal clean cooking access in Africa by 2040

In this episode, Argus’ Waldemar Jaszczyk discusses the future of clean cooking access in Africa with Daniel Wetzel, the head of the Tracking Sustainable Transitions Unit at the International Energy Agency. Daniel joins to take stock of the progress achieved since last year's summit on the issue, during which $2.2bn in public and private funding was pledged until 2030. Building on recent success, Daniel outlines the IEA’s newly released roadmap for all African countries to reach universal access to clean cooking by 2040, describing LPG as the “workhorse” of the move away from harmful traditional cooking fuels such as wood, charcoal, and kerosene.