Market Talks: Conflict in the Middle East and the outlook for the Brazilian fertilizer market in the 2025-26 crop cycle
Argus Media23 Kesä 2025

Market Talks: Conflict in the Middle East and the outlook for the Brazilian fertilizer market in the 2025-26 crop cycle

The conflict between Israel and Iran is already having an impact on the global fertilizer market, with attacks on gas production facilities disrupting the supply chain. In Brazil, nutrient purchases for the 2025-2026 soybean and corn crops are moving forward, but product availability and the impact of Chinese policies on phosphates are also affecting market dynamics. Listen to the conversation between Camila Fontana, deputy bureau chief of the Argus office in Brazil, and Gisele Augusto one of the experts behind the the Argus Brazil Grains and Fertilizers report, to learn more about geopolitics and agricultural production.  

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Fertilizer Matters EP44: Chinese Ammonia Market

Fertilizer Matters EP44: Chinese Ammonia Market

Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of...

31 Maalis 10min

Strait Talk: Crisis in the Gulf

Strait Talk: Crisis in the Gulf

At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update,...

31 Maalis 28min

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/  In this Crude Report episode, Argus VP of Business Develo...

30 Maalis 16min

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

30 Maalis 34min

Falando de Mercado: Clima e safra de soja 2025-26

Falando de Mercado: Clima e safra de soja 2025-26

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarket...

25 Maalis 8min

Market Talks: 2025–26 Soybean Crop Outlook

Market Talks: 2025–26 Soybean Crop Outlook

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarket...

25 Maalis 8min

The Crude Report: Crude on War

The Crude Report: Crude on War

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the...

25 Maalis 13min

Global LPG Conversations: Scenario analysis for LPG markets disrupted by Gulf war

Global LPG Conversations: Scenario analysis for LPG markets disrupted by Gulf war

Join LPG editor Peter Wilton as he quizzes Argus Consulting's Jack Greenwood on what we could see next for LPG prices and fundamentals. How has the war and the closure of the strait of Hormuz affecte...

24 Maalis 25min

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