Argus Media

Weight of Freight: Iron ore and jet fuel, Hormuz knock-on effects

Hear Argus’ essential analysis of what’s driving China’s feed phosphate market. Fresh from the VIV Select China trade show, we discuss market sentiment, price movements, demand trends, and the impact of raw material and production costs on China's feed phosphate sector. We also examine how rising freight rates are shaping export opportunities and take a closer look at tricalcium phosphate (TCP).

Join Hui Xuan Lek, Market Reporter – Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What are feed phosphates and what is the relevance of the different grades?

VIV Select China Tradeshow: What was the feed phosphate market sentiment at the event?

How have prices, demand, raw materials cost and overall production costs impacted the Chinese feed phosphate market?

How much of an impact have rising freight costs had on the export market?

TCP, Tricalcium Phosphates: How is it produced and why has there been growing demand for it, particularly in Europe and Japan?

Hear Argus’ essential analysis of the urea market outlook — what's left of 2026,
and what 2027 has in store. Is it simply going to be more of the same? Does the
uncertainty and geopolitical disruption we've seen this year just persist into next
year? Where's the upside, where's the downside, and what are the key risks to
the forecast?

Join Stephen Mitchell, Analyst and Owen Gooch, Senior Analyst as they discuss
these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Os preços dos contratos de biodiesel para o 5º bimestre subiram em todo o país. Por que, mesmo com uma oferta menor de óleo de soja, os compradores ainda conseguem limitar os avanços nos preços? E o que isso indica para o restante do ano? Acompanhe a conversa entre Natalia Dalle Cort, colaboradora do relatório Argus Brasil Combustíveis, e Lucas Boacnin, gerente de desenvolvimento de negócios da Argus.

 

Os tópicos discutidos neste episódio incluem:

 

Fees e formas de comercialização de biodiesel 

Situação do complexo soja que definiu as negociações 

Margem de esmagamento empurra remuneração do biocombustível

Diferenciais por região

Levantamento da Argus com produtoras e distribuidoras

Perspectivas para fim do ano e 2027

O programa Gás do Povo ampliou o acesso ao gás de cozinha para famílias de baixa renda e alcançou sua meta de inclusão de milhões de beneficiários. No entanto, a iniciativa ainda não gerou o aumento no consumo de GLP que muitos agentes do mercado esperavam. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo, e Flavia Alemi, uma das responsáveis por precificação de combustíveis fósseis na América do Sul.