
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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 17min

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects
Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects
10 Sep 10min

Fertilizer Matters EP58: China’s feed phosphate market
Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact ...
9 Sep 9min



















