
Is Iran losing control of the strait of Hormuz, or is it simply moving towards a softer, gentler approach to running it?
In this episode, we're examining the evolving relationship between the United States and Iran following the recently signed memorandum of understanding, and what it could mean for energy flows, regional stability and crude markets across the Middle East. Recent reporting indicates that the agreement aims to halt military escalation and support the reopening of key maritime routes, including the Strait of Hormuz, while creating a framework for further negotiations.
Join Tom Reed, VP – China, Crude & Oil Products, alongside John Ollett, Editor - EMEA Freight and Dubai-based expert Nader Itayim, Middle East Editor on this Strait Talk episode.
Jul 2
27 min

O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética.
Os temas discutidos neste episódio incluem:
Abordagem regulatória distinta no Brasil
Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba
Arcabouços globais e regionais de redução de emissões
México como mercado estratégico para o desenvolvimento do SAF na região
Matérias-primas no México: cana-de-açúcar e resíduos
Jul 1
8 min

Brazil is establishing itself as a potential global leader in sustainable aviation fuel production, leveraging state-backed refineries, abundant feedstock resources, and a distinct blending mandate. In Mexico, infrastructure investments are planned to position the country as a regional SAF marketer. Learn more about the SAF landscape in Latin America by listening to this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, Josh Vence, VP of Operations in charge of biofuels for Hispanic America, and Lucas Boacnin, Business Development Manager focused on energy transition matters.
Topics discussed in this episode include:
Distinct regulatory approach in Brazil
Feedstocks in Brazil: soybean oil, coprocessing, cover crops and macauba
Global and regional emission reduction frameworks
Mexico as a critical market for SAF development in the region
Feedstocks in Mexico: sugarcane and waste-based
Jul 1
7 min

Brasil se está consolidando como un posible líder mundial en la producción de combustible sostenible de aviación, aprovechando refinerías respaldadas por el gobierno, abundantes recursos de materias primas y un mandato de mezcla diferenciado. En México, se están planificando inversiones en infraestructura para posicionar al país como un comercializador regional de SAF. Conozca más sobre el panorama del SAF en América Latina escuchando esta conversación entre Camila Fontana, subjefa de la oficina de Argus en São Paulo; Josh Vence, vicepresidente de operaciones a cargo de biocombustibles para Hispanoamérica; y Lucas Boacnin, gerente de desarrollo de negocios enfocado en la transición energética.
Los temas tratados en este episodio incluyen:
Enfoque regulatorio diferenciado en Brasil
Materias primas en Brasil: aceite de soja, coprocesamiento, cultivos de cobertura y macaúba
Marcos globales y regionales de reducción de emisiones
México como un mercado clave para el desarrollo del SAF en la región
Materias primas en México: caña de azúcar y residuos
Jul 1
7 min

In this episode of the Biomass Beat podcast, Argus’ senior reporter Hannah Adler speaks with Michael Wild, president of the International Biomass Torrefaction and Carbonisation Council (IBTC) to unpack what’s really shaping the next phase of torrefied biomass and take a developer-focused look at where the industry stands, and where it’s heading next.
Listeners can expect to hear:
How the torrefied pellets sector is mirroring and diverging from the early wood pellet industry learning curve
Why feedstock security and logistics, rather than the technology itself, is the biggest concern for developing plants.
How shifting demand in Europe could mean for pellet producers and potential retrofits into torrefaction
What still needs to happen on policy, offtake agreements, and standards for the industry to scale.
Argus offers biomass prices, news, analysis, and consulting.
Get more information and request a free trial.
Jun 29
20 min

As importações de gasolina por portos das regiões Sul e Sudeste aumentou nos últimos meses, mudando dinâmicas de abastecimento e arbitragem. O movimento ampliou a liquidez à vista em Santos e Paranaguá e a necessidade de indicadores de preços nas transações do combustível nacionalizado nesses portos. Saiba mais acompanhando a conversa entre Maria Carolina Albuquerque, colaboradora da publicação Argus Brasil Combustíveis, e Amance Boutin, gerente de desenvolvimento de negócios da Argus.
Os tópicos discutidos neste episódio incluem:
Dinâmicas regionais de abastecimento, importação e arbitragem
Aumento da liquidez e da participação do Centro-Sul nas importações
Novos indicadores de gasolina FCA em Santos e Paranaguá
Leilões da Petrobras
Efeitos da guerra no Oriente Médio
Jun 25
11 min

Europe’s electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.
In this episode of Power Dispatch, Argus European Electricity Senior Reporter Daniel Craig speaks with UK specialist Tim Santonastaso and market reporters John Horstmann and Jessamy Guest to discuss how these physical constraints are influencing investment strategies, policy developments, and consumption decisions across Europe.
Tune in to hear:
Where grid constraints are most severe
Which innovative policies are making a difference
How conditions look for Europe’s energy islands
This podcast was created using data and insights from the Argus European Electricity service.
Request trial access or more information >>
Jun 24
34 min

A fragile peace, a reopening of the world’s most critical oil artery, and a 60-day window that could reshape global energy dynamics.
In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctions and Iran’s nuclear programme.
Is this a turning point for markets — or just a temporary pause in tensions?
Join Tom Reed, VP – China, Crude & Oil Products, alongside Dubai-based experts Nader Itayim, Middle East Editor and Bachar Halabi, Senior Correspondent on this Strait Talk episode.
Jun 22
27 min

Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:
Nickel market tightening and its impact on prices
Policy uncertainty in Indonesia
Power competition between nickel and aluminium
Geopolitical tension pose risks to feedstock supply
Jun 19
11 min
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