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Episodios
  • Metal Movers: China Long Steel – Domestic Strength vs Export Pressure
    Oct 1 2025

    Listen to Argus' analysis of the long steel market, with a particular focus on China.

    This episode covers:

    • What caused the recent fluctuations in Chinese rebar export prices?

    • How did trade measures affect export sentiment and pricing?

    • What are the market expectations for Chinese rebar and billet exports in the coming months?

    • How did domestic demand trends in August impact export volumes and producer strategies?

    • What is the outlook for China’s steel capacity exit and the role of electric arc furnaces?

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    13 m
  • Navigating Carbon Markets: Technology, Transparency, and Future Growth
    Sep 30 2025

    In this episode, Felix Todd, Deputy Editor for Argus Carbon, and Harshad Kolpyakwar, Head of Product Management and Energy Solutions at FIS Global, explore how technology is transforming carbon markets and helping address key challenges.

    Harshad leads the vision and product strategy for Aligne, the FIS Energy Trading Risk and Logistics platform. Aligne is a cloud-native, multi-commodity ETRM that streamlines trading, risk, logistics, and reporting across power, gas, LNG, refined products, and emissions. With ~20 years in energy market data and analytics, Harshad focuses on simplifying energy market complexity, integrating emissions management, and enabling clients to scale confidently.

    Tune in for expert insights on:

    • Current challenges in carbon markets, including transparency and pricing issues

    • VCM facing issues with lack of standardisation, project integrity, and demanding due diligence

    • How ETRM systems address market and operational challenges

    • The future growth potential for carbon markets

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    12 m
  • Falando de Mercado: Qualidade da cana 2025-26 em alerta
    Sep 29 2025

    As condições climáticas desfavoráveis, com chuvas fora de época e ondas de calor, além das dificuldades na recuperação do solo após queimadas no ano anterior, estão afetando a produtividade da cana-de-açúcar na safra 2025-26 e levando a revisões nas estimativas de moagem, produção de açúcar e etanol. Ouça as especialistas Maria Lígia Barros e Maria Carolina Albuquerque, do relatório Argus Brasil Combustíveis, para saber os ajustes nas projeções e as reações do mercado em meio a sinais de alerta nos contratos de etanol e mudanças no mix.

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    6 m
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