Market Talks: Fertilizer Demand Accelerates
Purchases of fertilizers for Brazil's 2026-27 second corn crop have accelerated, but prices remain higher than farmers expected and the extended purchasing window is keeping nitrogen imports below las...
17 Syys 7min
Strait Talk: Mocha Pot-shots
Freight rates have gone vertical. With tanker costs doubling in September and new threats to Saudi export infrastructure, the economics of oil trade are changing fast. This week on Strait Talk, Argus ...
16 Syys 26min
Driving Discussions: US Gulf Coast Gasoline -Trade Flows and Fall Outlook
Geopolitics drives mineral markets. Ed Conwayjoins Argus to explore trade wars, rare earths, and if the West can rebuild critical mineral supply chains. The US Gulf Coast gasoline market has undergone...
16 Syys 15min
From the Economist's Chair: Oil in Focus episode 4 - A Fork in the Road
Physical vs. paper disconnect. Crude, diesel and freight markets are signalling stress that futures prices aren't yet capturing — driven by Middle East pipeline disruptions and restricted flows throug...
16 Syys 6min
Metal Movers: Ed Conway on the new mineral trade wars
Argus spot prices for the rare earth compound dysprosium oxide are currently ten times higher in the US than in China. Such a gap reflects a world where geopolitics is increasingly shaping commodity m...
15 Syys 34min
Driving Discussions: Europe's Shifting Fuel Oil Trade
Rotterdam’s record-low VLSFO sales reveal how quickly Europe’s marine fuel market is being reshaped by forces at home and abroad. In this episode, Josh Michalowski (Diesel Reporter, Argus European Pro...
15 Syys 13min
Fertilizer Matters EP59: Ammonia hit by Europe’s gas crunch
Ammonia production across Europe face major consequences due to mounting pressure on European gas markets. Ahead of winter, record-low inventories, conflict in the Middle East as well as Russian and U...
15 Syys 17min
