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by Argus Media
Argus Media podcast
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- 2 days ago18 min
Crude Report: TMX Series Changing Canadian Crude Arbs
Vancouver has a new attraction for Canadian bitumen producers seeking better margins and less dependence on the US Gulf coast market. While the growing supply of heavy Venezuelan crude at the US Gulf is pulling down prices for heavy Canadian crude there, the Asian demand for heavy dilbit blends at Vancouver appears likely to stay strong, boosting prices there. Join our conversation with Argus crude market reporters John Cordner and Matthew La France regarding issues including: How is the growing seasonal diluent content in heavy Canadian dilbits increasing the incentive for Chinese refiners to buy these grades? How do recent moves in volatile waterborne freight markets support demand for crude from Vancouver? How has the recent agreement on permanent tolls for the TMX pipeline helped to lock in positive margins for shippers of crude on that line to Vancouver? Why do many US Gulf coast refiners prefer Venezuelan Merey crude to Canadian heavy grades?
- 4 days ago22 min
Falando de Mercado: Plano de Fertilizantes no Lula 4
O Brasil acaba de passar por mais uma eleição presidencial e, para o agronegócio, uma das perguntas centrais é: como reduzir a dependência externa de fertilizantes sem comprometer a competitividade do produtor rural? Hoje, o país importa mais de 80 por cento dos nutrientes que consome. E o Plano Nacional de Fertilizantes prevê elevar a parcela da produção doméstica. O governo reeleito sinaliza a continuidade do protagonismo da Petrobras para fortalecer a produção nacional, especialmente no segmento de nitrogenados. Saiba mais acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes. Os tópicos discutidos neste episódio incluem: Desafio de abastecimento Competitividade da produção nacional Acesso a gás para produção de nitrogenados Perspectivas para fosfatados e potássicos Bioinsumos Obstáculos para reduzir dependência externa
- 5 days ago28 min
Biomass Beat: Scaling Biocarbon Commercially
In this episode of Biomass Beat, Argus’ Deputy Editor Hannah Adler speaks with Revata Carbon's Global Business Development and Partnerships Manager, Bhuvam Patel, about the opportunities and challenges shaping the biocarbon industry. Revata Carbon converts agricultural residues into biocarbon, offering an alternative use for agricultural waste. Listen for insights on: How cashew nutshell residues are being turned into biocarbon and other value-added products. Why Ivory Coast is emerging as a key location for biocarbon production. The progress biocarbon has made from pilot projects to commercial sales, particularly in heavy industry. Why securing customers is becoming less of a challenge than scaling production and logistics. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.
- 6 days ago19 min
The Renewable Diesel Paradox: Part Two
As US renewable diesel production continues to grow, market participants are looking beyond California for new demand centres. One of the most significant developments has been the emergence of Texas as a growing outlet for renewable diesel volumes, offering producers greater market flexibility. In the second episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) explore how changing incentives, shifting trade flows and regional supply dynamics are influencing renewable diesel markets. The discussion also examines the growing role of Texas and the key trends shaping the market's next phase of growth. Listen to discover: Whether the US is becoming more self-sufficient in renewable diesel production Why Texas is emerging as a renewable diesel market How producers balance opportunities across California, Texas, Canada and Europe How Argus constructs and assesses California R99 prices The key trends that could shape renewable diesel markets going forward
- 6 days ago17 min
The Renewable Diesel Paradox: Part One
US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices. In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's R99 prices to unprecedented highs. Listen to discover: Why renewable diesel production reached record highs in 2026. How changes in California refining tightened supply conditions. What drove R99 prices to record levels in Los Angeles and San Francisco. The relationship between renewable diesel, CARB diesel and broader fuel markets. How policy changes are reshaping imports, exports and domestic production.
- 6 days ago15 min
Falando de mercado: o que muda nos combustíveis com Lula reeleito
A reeleição do presidente Luiz Inácio Lula da Silva aconteceu em um momento de bastante volatilidade. E o resultado tem implicações diferentes para os combustíveis fósseis e biocombustíveis. Saiba mais sobre os impactos desse novo cenário sobre os mercados de diesel, biodiesel e etanol acompanhando a conversa entre Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora da publicação Argus Brasil Combustíveis. Os tópicos discutidos neste episódio incluem: Dinâmica do câmbio afetando diesel e etanol Paridade internacional e posicionamento dos importadores Prorrogação de subsídios Impacto nas matérias-primas para produção de biodiesel Perspectivas para mandato de biodiesel Adoção do E35
- 1 weeks ago33 min
Metal Movers: Titanium and the aerospace ramp-up
In this episode, Argus explores the disconnect between an unprecedented outlook for aerospace and defence markets and a partially stunted titanium market. Airbus and Boeing’s combined commercial backlog exceeds 16,000 aircraft, while global geopolitical instability is fuelling historic defence spending and procurement. Yet titanium inventories remain elevated across several market segments, manufacturers and suppliers continue to debate when build rate ramps will translate into sustained titanium orders, while questions around forging and casting capacity and competing end-markets remain open. Argus Non-Ferrous Markets Associate Editor, Samuel Wood, and Reporter Reagan Patrowicz speak with Peter Zimm and Kurt Faller from Charles Edwards Management Consulting.
- 1 weeks ago19 min
Chemical Conversations: Methanol Market - US-Iran Impacts, Key Shifts & 2027 Outlook
Welcome to Episode 25 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on: Ongoing impacts of the US-Iran conflict on the methanol market Why 2026 is shaping up to be a historical year for methanol The outlook for methanol markets through 2027 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.
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