Strait Talks - Breaking Down the Break down
This episode was recorded on 1 May 2026 Global energy markets are at a turning point—and the Middle East is right at the center. Supply remains constrained by regional tensions, while demand continues...
11 Touko 25min
Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly
Hear Argus’ essential analysis of how the Middle East conflict is impacting the potash market and discover why potash stands out as an anomaly – with demand rising despite the war, defying historical ...
8 Touko 13min
Tightened Supply Chains: Strait of Hormuz & Bitumen Markets
Strait of Hormuz disruption is putting bitumen markets under pressure across Europe and Africa, tightening supply, driving up prices and forcing buyers to rethink purchasing and project plans. Host Ir...
7 Touko 27min
Strait Talk: False Dawn or Real Don?
With tensions in the Middle East continuing to escalate, this episode breaks down the outcome of Project Freedom, Iran’s creation of the Persian Gulf Strait Authority, and the implications for global ...
7 Touko 27min
Global LPG Conversations: From shock to softness: Why the European propane market eased
A closer look at how shifting trade routes and constrained transit are changing propane market dynamics in Europe and beyond. The European propane market has begun to decouple from global price mo...
7 Touko 16min
Falando de Mercado: Escassez de navios no pré-sal
A disponibilidade de embarcações para escoamento de petróleo em alto-mar é um gargalo para a expansão da produção do pré-sal. Participantes de mercado temem que a frota de navios DP seja insuficiente ...
6 Touko 11min
Market Talks: Vessel Shortage in the Pre‑Salt
The availability of vessels for offshore oil transportation is a bottleneck for the expansion of crude production in Brazil. Market participants fear that the fleet of Dynamic Positioning ships will b...
6 Touko 9min
Power Dispatch: Modulate and Modernise: A New Atomic Age?
Nuclear power remains a central topic in today's headlines and policy papers, as policymakers and market participants look for dispatchable low‑carbon generation. Strategies under consideration range ...
1 Touko 22min
