Tightened Supply Chains: Strait of Hormuz & Bitumen Markets

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 Irina Vinogradova (Senior Manager, Analytics & Consulting) is joined by Argus experts Keyvan Hedvat (Europe & Africa Editor, Argus Bitumen Reports) and Oliver Thompson (Analyst, Europe Consulting Team) to break down where the pressure is building most, how the market is responding and what it means for the months ahead.

Key themes:

  • Price shock: $382/t in February, above $607/t in March, with further upside risk
  • Europe refinery strain, lower bitumen yields and tighter regional supply
  • South Africa’s growing reliance on imports and increased vulnerability to disrupted Middle East flows
  • 2026 outlook shaped by tighter balances, with Africa’s bitumen imports forecast at 2.7mn t

Please note, this podcast was recorded recently during ongoing market volatility. For the latest insights and data, explore Argus bitumen and asphalt coverage

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1000)

Falando de Mercado: químicos de pinus e petróleo

Falando de Mercado: químicos de pinus e petróleo

Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversif...

17 Juli 8min

How ISO is shaping the future of pyrogenic biocarbon

How ISO is shaping the future of pyrogenic biocarbon

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/...

17 Juli 26min

Fertilizer Matters EP55: Market sentiment after IFA’s Annual conference

Fertilizer Matters EP55: Market sentiment after IFA’s Annual conference

Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the y...

16 Juli 37min

LPG Markets Under Middle East Conflict Pressure

LPG Markets Under Middle East Conflict Pressure

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East.    This episod...

13 Juli 29min

Falando de Mercado: fertilizantes sustentáveis no Mercosul

Falando de Mercado: fertilizantes sustentáveis no Mercosul

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloc...

9 Juli 6min

Market Talks: Sustainable Fertilizers in Mercosur

Market Talks: Sustainable Fertilizers in Mercosur

Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑c...

9 Juli 6min

Strait talk: O(h)man — not again…

Strait talk: O(h)man — not again…

This week on Strait Talk, we’re taking a closer look at the intersection of geopolitics and oil flows. We’ll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Ir...

9 Juli 27min

Global Polymers Market Evaluation Turkey July 2026

Global Polymers Market Evaluation Turkey July 2026

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market How is the Turkish marke...

6 Juli 24min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
dynastin
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
borslunch-2
rss-borslunch
rss-dagen-med-di
rss-veckans-trade
rss-hos-psykologen
rss-dr-bjorklund