Episodios

  • Metal Movers: What do the return of Trump tariffs mean for steel and scrap?
    Mar 14 2025

    The US is set to implement 25pc import tariffs on steel on 12 March. The market saw this movie once before in 2018 when President Donald Trump enforced Section 232 tariffs on steel. Will the sequel be a replay or should we expect plot twists? Join editorial manager Blake Hurtik, metals vice president Michael Fitzgerald and associate editor Brad MacAulay as they discuss the impacts of tariffs on the US steel and ferrous scrap markets.

    Key topics covered: o Look back at impact of Section 232 import tariffs on steel and scrap prices o Analysis of new tariff scheme and market impacts o Potential resulting changes to domestic steel industry

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    30 m
  • Metal movers: Will the EU steel safeguards changes hit imports?
    Mar 13 2025

    The European Commission has announced the highly-anticipated outcome of its steel import safeguards review. Although the amendments are less stringent than market participants had anticipated, there are still a number of major changes.

    Elif Eyuboglu, market reporter at Argus spoke to Lora Stoyanova, editor for Argus Global Steel about what the changes are and what impact they will have on the European steel market.

    Key topics covered in this podcast:

    • What are the main changes to the EU steel safeguards?
    • What is the expected impact on imports?
    • What steel products will be the most affected?
    • How will the market manage the changes?
    • What are the initial market reactions?
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    7 m
  • Falando de Mercado: Impactos das tarifas do aço no Brasil
    Mar 13 2025

    O presidente Donald Trump anunciou no início de fevereiro uma tarifa de 25pc sobre o aço importado pelos EUA. Qual é o impacto dessa decisão sobre o setor siderúrgico no Brasil? Saiba mais ouvindo a conversa entre Isabel Filgueiras, repórter da publicação Argus Metals Markets, e Camila Fontana, chefe adjunta de redação da Argus no Brasil.

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    10 m
  • Fertilizer Matters: Carbon Border Adjustment Mechanism - Update, March 2025
    Mar 13 2025

    Hear Argus’ essential analysis of proposed amendments to the European Union’s carbon border adjustment mechanism (CBAM) and what they mean for the fertilizer industry in Europe and abroad.

    Join Mike Nash, Senior Editor - Fertilizers and Lizzy Lancaster, Senior Market Reporter – Ammonia as they discuss this vital subject in the latest episode of the Argus’ Fertilizer Matters podcast series.

    Key topics covered in the podcast:

    • Assessing changes to the minimum threshold from which CBAM applies
    • Delays to the start of CBAM certificate sales from 1 Jan 2026 to February 2027
    • Administrative burdens – have they been simplified?
    • Review of changes to how default values are calculated
    • The 80% rule becomes the 50% rule
    • Key concerns from the fertilizer industry

    Related links

    • Related podcast: CBAM in brief – what is it, how will it work and why is it important?
    • Argus Fertilizer market intelligence: Ammonia | Nitrogen | Phosphates | NPKs Sustainable/Specialty Fertilizers | Sulphur and Sulphuric Acid
    • Request more information
    • Free sign up: Argus Fertilizer Market Highlights Newsletter
    • Fertilizer Matters podcast series
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    18 m
  • Fertilizer Matters EP27: Ammonium Thiosulphate market, March 2025
    Mar 12 2025

    Hear Argus’ analysis of current developments in the ammonium thiosulphate market (a nitrogen fertilizer), covering competition in this market, demand over the last five years, spring expectations and the importance of Argus’ new ammonium thiosulfate price assessment. Join London Nitrogen reporter Upasruti Biwas and North American Fertilizer reporter Meghan Yoyotte, as they discuss these topics the latest episode of Argus' Fertilizer Matters podcast series.

    Key topics covered in the podcast:

    • Understanding what ammonium thiosulphate is
    • What the market looks like in the US
    • Competition and headwinds for this product
    • Why demand has increased over the past five years
    • Spring expectations for this market
    • Argus’ new ammonium thiosulfate price assessment

    Related links

    • Request a sample report/trial: Argus North American Fertilizer (price reporting service)
    • Request a sample report/trial: Argus Nitrogen (price reporting service)
    • More information: Argus North American Fertilizer price reporting service
    • More information: Argus Nitrogen price reporting service
    • Nitrogen price reporting, short and mid to long-term outlook services
    • Free sign up: Argus Fertilizer Market Highlights
    • Fertilizer Matters podcast series
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    6 m
  • Thriving as a woman in commodity markets
    Mar 10 2025

    Are you looking to create your unique path and thrive in the dynamic world of commodity markets? Join the first female member of the Argus Media board, Maria Hooper, as she unpacks everything you need for a successful career.

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    30 m
  • SAF Insights: Growing opportunities in the US SAF market
    Mar 10 2025

    Hear Argus experts discuss the landscape for sustainable aviation fuel (SAF) demand in the US, with a patchwork of initiatives supporting the market. While the US lacks the federal mandate seen in other regions, various clean fuel credits and programs are incentivizing growth. Tune in to understand the latest trends and future outlook.

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    15 m
  • Chemical Conversations: The logistics infrastructure and shipping dynamics of supplying ethylene to Europe from the US
    Mar 7 2025

    Argus’ lead consultant for Ethylene and Derivatives in Europe, Alan Williamson is joined by VP for Olefins and Derivatives, Sara Rae. Together, they give an overview of the current ethylene shipping fleet and the import and export terminals available to move Ethylene from North America to Europe. They also look at the current infrastructures limitations and future investment challenges faced by terminal and ship owners.

    In episode two, our experts discuss:

    • The availability and capacity of terminals in North America to load Ethylene for export to Europe.
    • The availability and cost of suitable shipping to transport the Ethylene to Europe and the investment challenges faced by ship owners.
    • The ability of Europe to import material and transfer it for example into the ARG.

    This podcast is the second of a three-part series that explores the logistics of supplying ethylene to Europe and the export options from the US and follows on from the first podcast in the series that looked at the existing European ethylene pipelines and ability of the ARG to move imported ethylene from ARA to consumers further south.

    You can listen to episode one ‘Strengths and weaknesses of Europe’s ARG ethylene pipeline’ now.

    Further details and additional insights are available from Argus' Light Olefins services including:

    • Argus Ethylene https://www.argusmedia.com/en/solutions/products/argus-ethylene-and-derivatives
    • Argus Olefins Margins https://www.argusmedia.com/en/solutions/products/argus-olefins-margins
    • Argus Ethylene Analytics https://www.argusmedia.com/en/solutions/products/argus-ethylene-analytics

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    14 m