Argus Media

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 >>

In this episode Argus analysts examine how data centre growth for artificial intelligence is driving demand in some of the most exposed minor metal markets. Materials like germanium and indium phosphide are playing a key role in data transfer devices and optical connections within data centres, while gallium nitride power electrics are increasingly deployed to improve energy efficiency. But supply of these metals has been restricted by export controls and geo-political instability just as demand is beginning to boom. Topics discussed: The role of gallium nitride power electronics in AI data centre infrastructure and how the gallium market outside China could expand to meet demand. How germanium and indium phosphide are used in high-speed data transfer and optical connections within data centres and how these markets are affected by China’s export control policies. The supply constraints faced by the tantalum industry at a time when tantalum demand from the capacitor industry, chip makers, and energy sector is growing rapidly.

Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country’s main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets. Topics discussed in this episode include: How the pattern affects Brazil’s main agricultural regions Crop volumes and yields during El Niño cycles Outlook for soybean and corn crops in the central-west Outlook for crops in the south region

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of Methanol and Derivatives on: Impact of the Iran–US peace agreement on the methanol industry Potential for softer pricing in Asia and slower declines in the Atlantic basin A longer-term outlook for the global methanol market Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial.

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) speaks with Josh Michalowski (Reporter — European Diesel & Gasoil) and Gabriella Twining (Global Editor — Base Oils and Waxes) about the refining tug-of-war between diesel and base oils. They discuss how record diesel cracks have been driving refiners’ decisions, how supply resilience is masking structural risks, and why the summer driving season could deepen a squeeze across the lubricants chain. Key themes: Diesel cracks: $46/bbl in June, more than double seasonal norms Refiners prioritise middle distillates over base oils despite uplift Group 3 imports collapse after Gulf supply halts, pushing prices to records Summer demand risk: strong diesel runs vs tightening base oil availability

La guerra en Medio Oriente fragmentó el mercado global de gasolina y creó dinámicas regionales de precios distintas. Los compradores de combustible en América Latina y en otras regiones se ven obligados a gestionar mejor sus riesgos con herramientas de arbitraje geográfico y de calidad, como los escaladores de RVP y octanaje. Escuche las discusiones sobre estas tendencias entre Nazareno Ferrero, gerente sénior de desarrollo de negocios de Argus en Buenos Aires, y Camila Fontana, sub jefa de la redacción en São Paulo. Los temas discutidos en este episodio incluyen: Flujos de gasolina y patrones de precios antes y después de la guerra Referencias globales de precios Asia pasa de equilibrada a deficitaria en gasolina Europa y la Costa del Golfo ganan importancia como proveedores globales Uso de escaladores de RVP y octanaje en las decisiones de negociación

A guerra no Oriente Médio fragmentou o mercado global de gasolina e criou dinâmicas regionais de precificação distintas. Compradores de combustível na América Latina e em outras regiões são forçados a gerenciar melhor seus riscos com ferramentas de arbitragem geográfica e de qualidade, como os escaladores de RVP e octanagem. Ouça as discussões sobre essas tendências entre Nazareno Ferrero, gerente sênior de desenvolvimento de negócios da Argus em Buenos Aires, e Camila Fontana, chefe adjunta da redação em São Paulo. Os tópicos discutidos neste episódio incluem: Fluxos de gasolina e padrões de preços antes e depois da guerra Referências globais de preços Ásia passa de equilibrada para deficitária em gasolina Europa e Costa do Golfo ganham importância como fornecedores globais Uso de escaladores de RVP e octanagem nas decisões de negociação