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1000

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Oct 2026

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Argus Media podcast

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October 16, 2026Episode 13888 min

Falando de Mercado: Hidrogênio geológico ganha força

Os recursos de hidrogênio presentes no subsolo podem oferecer uma forma completamente diferente de produzir hidrogênio de baixo carbono. Investidores estão apostando nessa tecnologia, governos estão concedendo licenças de exploração e acordos comerciais já estão sendo firmados. Mas, apesar do entusiasmo, ainda existem grandes incertezas em relação a aspectos científicos e comerciais. Acompanhe a conversa entre Camila Fontana, chefe-adjunta da redação da Argus em São Paulo, e Pamela Machado, colaboradora do relatório Hydrogen and Future Fuels no escritório da Argus em Paris. Os tópicos discutidos neste episódio incluem: Potenciais vantagens do hidrogênio geológico Projetos de exploração já anunciados em vários continentes Potencial de produção em escala comercial Ressalvas e particularidades do hidrogênio como energia Presença de gás hélio em reservatórios Descobertas na América Latina

October 16, 2026Episode 13878 min

Market Talks: Natural Hydrogen Gains Momentum

Hydrogen resources found underground could offer a completely different way of producing low-carbon hydrogen. Investors are betting on this technology, governments are granting exploration licenses, and commercial agreements are already being signed. But despite the excitement, major scientific and commercial uncertainties still remain. Listen to the conversation between Camila Fontana, Deputy Bureau Chief at Argus in São Paulo, and Paris-based Pamela Machado, a contributor to the Hydrogen and Future Fuels report. Topics discussed in this episode include: Potential advantages of geological hydrogen Exploration projects already announced across several continents Potential for production at commercial scale Caveats and particular characteristics of hydrogen as an energy source Presence of helium gas in reservoirs Discoveries in Latin America

October 8, 2026Episode 138627 min

Strait Talk: Black Hole Sums

In this week's Strait Talk, Argus experts examine why freight rates are rising so rapidly, whether increasing Middle East exports are driving demand for tankers, and what the implications are for crude-importing regions such as Europe and Asia. As shipping costs climb, the economics of oil trading are becoming increasingly strained. Freight premiums are adding tens of dollars per barrel to delivered crude costs, raising questions about demand destruction and the sustainability of current market pricing.

October 7, 2026Episode 13857 min

From Economist’s Chair: Oil in Focus “Storm on the Water”

Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast In this week's episode, David notes the easing of prices since September highs as recovery in crude pipeline and tanker flows has been absorbed by the market. But attacks on vessels in the Strait of Hormuz are if anything increasing, physical prices are still signalling alarm and further draws in already-tight distillate stocks are on the agenda. As the Atlantic hurricane season progresses, attention is turning towards Gulf Coast diesel and LNG exports. Futures ease, physical stays tight: Crude futures have pulled back since the Saudi East-West pipeline restarted, but physical North Sea Dated still trades at a steep premium to Brent futures. Hormuz flows are recovering despite attacks: Record tanker freight rates are tempting shippers to run the gauntlet, and crude shipments through the Strait are climbing back towards pre-crisis levels. Diesel and gas are the next worry: A G7 emergency stock release has eased pressure, but diesel margins remain extreme and a tropical storm is heading for US Gulf Coast refineries and LNG facilities, so sentiment could turn quickly.

October 5, 2026Episode 138413 min

SAF Insights: Scaling SAF in the Business Aviation Sector

Business aviation is moving SAF from early adoption to everyday airport operations, bringing new demands around fuel quality, logistics and customer confidence. In this episode of SAF Insights, Louise Burke (Senior Vice President, Oil Products and Global Aviation and Renewables) speaks with Keith Sawyer (Manager, Alternative Fuels, Avfuel Corporation) about the practical steps required to deliver certified SAF across a growing US network. Key themes Scaling SAF from pilot projects to nationwide supply Certification and traceability: ASTM and ISCC requirements Growth opportunities: Feedstocks, blending hubs and regional demand Airport adoption: The role of customers and communities

October 2, 2026Episode 138320 min

Trade Flows: The Changing Economics of Renewable Diesel

The renewable diesel market is being reshaped by changing trade flows, evolving policy incentives, and shifting demand patterns on both sides of the Atlantic. In this episode, Argus experts Giulia Squadrin and Philip Goughary discuss the latest developments in US-EU trade flows and within the US market, including record Renewable Fuel Standard mandates, the growing influence of California, and the factors affecting renewable diesel production, pricing, and exports. As US domestic demand strengthens, they explore how market participants are adapting to a changing regulatory and commercial landscape. The conversation also examines the implications of policy changes in North America on the European market, where renewable diesel demand is on the rise. From shifting trade flows and supply availability to the broader impact on market economics, this episode provides valuable insight into the forces shaping renewable diesel markets today. Listen to learn: How recent policy changes are reshaping renewable diesel market dynamics What is driving changes in US renewable diesel supply, demand and exports Why California remains a key factor in renewable diesel economics How shifting trade flows are affecting renewable diesel availability in Europe What market participants should watch as renewable diesel markets continue to evolve

September 30, 2026Episode 138224 min

Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook

Welcome to Episode 24 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 and Becky Zhang , Argus lead methanol consultant on: Argus Methanol & Ammonia Conference recap Pricing trends, supply constraints, and trade flow adjustments in Asia/China Outlook for Atlantic Basin considering ongoing political tensions in the Middle East Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

September 30, 2026Episode 138132 min

Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives

As renewable generation continues to expand and extreme weather phenomena become more frequent, managing weather risk is becoming increasingly important for energy companies. Conventional hedging strategies can help manage price exposure, but they do not always address the financial impact of unexpected weather patterns on demand, generation or trading positions. As a result, weather derivatives are gaining greater attention. In this episode, Argus European Electricity Editor Helen Senior and Deputy Editor Apostolos Tsarikas talk with Pierre Buisson , Senior Weather and Energy Structurer, and Theresa Kammel , Weather Trader and Originator at Munich Re, to discuss how these products work and where the market is headed. Listen to discover key insights on: How are weather derivatives used to manage and hedge weather risk? Who are the biggest market players and which products are the most liquid? How is the market expected to evolve in the coming years? This podcast was created using data and insights from the Argus European Electricity service Request trial access or more information >>

September 30, 2026Episode 138028 min

Strait Talk: Thin diesel

In this week's Strait Talk: Thin Diesel, Argus experts examine how the market has changed following the Houthi maritime ban on Saudi-linked shipping and attacks on key refining infrastructure. Product exports through the Bab el-Mandeb Strait have fallen sharply, while fresh warnings to shipowners and repeated attacks on the Jizan refinery have increased uncertainty for fuel exporters and buyers alike.

September 30, 2026Episode 137917 min

Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping

As biocarbon production scales up and international trade expands, transport regulations are emerging as one of the industry's biggest challenges. In this episode of Biomass Beat, Hannah Adler , Deputy Editor of Biomass, speaks with Captain Bulut Kartal , General Manager at Control Union North America, to discuss why the lack of a dedicated International Maritime Solid Bulk Cargoes Code (IMSBC) schedule is creating uncertainty across the supply chain and what regulators are doing to address it. Tune in for insights on: The difference between the IMDG (International Maritime Dangerous Goods Code) and IMSBC Codes, and why it matters for bulk biocarbon shipments. How new IMO transport requirements are impacting producers, traders, and shipowners. Why regulators focus on a material's properties rather than whether it's called biochar, biocarbon, biocoal or torrefied biomass. What a future regulatory framework for biocarbon could look like, and the key milestones the industry should watch. Argus offers biomass prices, news, analysis, and consulting. Get more information and request a free trial.

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