Argus Media

In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026.

Listen to the latest episode to:

Understand how regional supply length and shifting trade flows are shaping near‑term market balance.

Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics.

Hear how Europe’s cost structure, ETS exposure and rationalisation activity are influencing competitiveness.

Explore how rising global capacity additions are affecting North America’s export position and derivative margins.

If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:[email protected]

Additionally you can find out more about Argus’ Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.

Argus launched RED-certified sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) fob Strait of Malacca prices in January 2026, to capture growing production capacity and liquidity in the region. Join Alfonso Berrocal (VP, Business Development, Oil Products and SAF) and Sarah Giam (Associate Editor, Biofuels & Net-Zero) as they:

Unpack the rationale behind the price launches

Share more details on the prices, and how they are assessed

Speak about the latest developments on SAF policy, and how regional SAF and HVO markets might pan out in future

You can find the detailed methodology for these prices and others in the Argus Biofuels report here.

The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman’s Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails.

Key points include, but are not limited to:

Purchasing VLCC vessels and outlook on the VLCC tanker market

Evolving role of refineries in the Middle East and how a shipowner views market trends

Alternative fuels, shipping technologies and fleet renewal

Charter agreements, long-term vs spot

How shipping responds to geopolitics

Canadian LPG firms are increasingly vying for more space in the crowded global LPG market, actively pushing to diversify their exports away from the US. At the same time, Canadian NGL production continues to rise. Calgary’s LPG reporter Dennis Kovtun shares with us the western Canadian NGL pricing outlook.

A conferência Fertilizer Latino Americano (FLA) foi realizada em Miami no final de janeiro, trazendo discussões sobre abastecimento e mudanças nos fluxos comerciais globais. Renata Cardarelli, responsável pelo relatório Argus Brasil Grãos e Fertilizantes, conversa com a especialista Gisele Augusto sobre as movimentações desse mercado no Brasil e no Cone Sul desde o evento.  

Alguns dos tópicos debatidos neste episódio: 

·               Ritmo de compra de nitrogenados para a safrinha de milho 

·               Descasamento entre ofertas de compra e venda 

·               Disponibilidade de produto importado no Brasil 

·               Preferências dos agricultores 

·               Produção de caprolactama pela China 

·               Negociações e tendências de preços de diferentes nutrientes 

·               Acesso a crédito pelos agricultores