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.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market

• How is the Turkish market doing our last update in March

• How the lowering prices affected the market dynamics

• How demand has been for the past 3 months

• What is the current situation in the market

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloco se movem em direção a fertilizantes de baixo carbono, inclusive aqueles produzidos com hidrogênio renovável. Saiba mais acompanhando a conversa entre Bruno Castro, responsável por precificação de fertilizantes na Argus em São Paulo, e Pamela Machado, responsável pela cobertura de hidrogênio de baixo carbono e derivados na Argus em Paris.

Os tópicos discutidos neste episódio incluem:

• Consumo de fertilizantes pelo Brasil e dependência do produto importado

• Dinâmica de preços dos fertilizantes atrelada a combustíveis fósseis

• Vantagens e tecnologias de produção de fertilizantes sustentáveis

• Avanço de projetos no Paraguai e Brasil

• Desafios de infraestrutura e regulamentação

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East.

This episode of Global LPG Conversations, was recorded on 8 July as initial hopes of a return to normality on the US-Iran memorandum of understanding were beginning to fade in the wake of renewed air strikes exchanged in the region. And it sees Peter Wilton (Editor, Argus International LPG) speak with Waldemar Jaszczyk (Deputy Editor, European Pricing) and Jack Greenwood (Head of LPG Consulting) in an attempt to explain how markets and prices have fared in recent weeks and understand what a path back from months of strait of disruption to global supply would look like if peace can return once more.

They examine how Asia absorbed the initial shock, why northwest Europe proved more resilient than expected, and what a slower recovery through Hormuz could mean for supply, freight and pricing into the heating season.

Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets.

Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

• What’s the mood on the ground?
• What were the key conference themes?
• Sulphur: What were the biggest talking points, and how confident is the market about trade flows through the Strait of Hormuz?
• Phosphates: What’s the market view on India’s phosphoric acid settlement and the US suspension of duties on Moroccan phosphates?
• NPKs: How is the market reacting to stronger buying in India, higher EU tariffs on Russian imports, and falling prices in Brazil?
• How could sulphur, phosphates and NPK markets develop in the second half of the year?
• What is the biggest risk facing sulphur, phosphates and NPKs over the next six months?

Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversificar as origens dos insumos, importando mais breu do Brasil. Saiba mais acompanhando a conversa entre Fred Fernandes, editor de polímeros para a América Latina da Argus em São Paulo, e Leonardo Siqueira, editor global de químicos de pinus na Espanha.

Os tópicos discutidos neste episódio incluem:

• Demanda chinesa e oferta a partir de Ormuz

• Menor disponibilidade de insumos para produção de resinas

• Produção de ésteres de breu no Brasil e China

• Aplicações dos derivados de breu e concorrência com insumos fósseis

• Brasil como produtor e exportador de breu

• Mudança estrutural da demanda e flexibilidade operacional dos compradores

• Formação global dos preços e diversificação

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets.

Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding.

They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.

Just weeks after the closure of the Strait of Hormuz sent shockwaves through energy markets, attention has now shifted to the Bab el Mandeb Strait, where renewed threats against commercial shipping are creating fresh uncertainty for global oil flows.

In this latest episode of Strait Talk, host Tom Reed is joined by John Ollett, Head of EMEA Freight, and Nader Itayim, Head of Dubai Editorial, to examine the evolving crisis and its implications for crude markets, freight, shipping routes and regional supply dynamics.