Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows.

They discuss:

• How the conflict has reshaped cost dynamics across the BTX value chain

• The impact of tightening naphtha supplies, driven by crude volatility and disrupted shipping lanes, on Asian economies

• Perspectives on mounting feedstock disruptions

• Coping strategies adopted by producers across different regions

• The effect of Middle East conflict on downstream industry dynamics

Further details and additional insight are available from Argus aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives | Argus Toluene and Xylenes Outlook | Argus Toluene and Xylenes Analytics | Argus Consulting

In this episode, Argus analysts examine the implications of Iran‑related geopolitical tensions for ferrous metals markets. The discussion focuses on how regional developments could influence steel production, raw material flows and trade dynamics, with attention to semi-finished prices, which have risen sharply.

The podcast places Iran within the wider Middle East and global steel ecosystem, helping market participants understand where exposure may emerge and which parts of the ferrous value chain are most sensitive to disruption.

Key points covered

• Iran’s role in regional and global ferrous metals and steel supply chains

• Potential impacts of strikes on Iran plants on production and exports

• Risks to raw material availability, logistics, trade flows and energy prices

• Implications for regional and international steel pricing

• What steel producers, traders and consumers should monitor going forward

O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidade de Foz do Iguaçu recebe, de 14 a 16 de abril, o 8º Fórum Sul Brasileiro de Biogás e Biometano, com o tema “Biometano: bem feito, suficiente, bem distribuído”. Acompanhe a conversa entre Rebecca Gompertz, especialista em biometano da Argus, e Felipe Souza Marques, coordenador‑geral do Fórum e diretor‑presidente do CIBiogás.

Alguns dos tópicos discutidos:

• Geração de negócios a partir de certificados e digestato

• Mandato, CGOB e LRCAP

• Ritmo de conexão da rede

• Integração com cooperativas do agronegócio

• Perspectiva para investimentos