In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026.

Watch this video podcast to discover:

- The biggest risk-management lessons of 2025

- Which market players are most exposed and vulnerable to risk in the current environment

- A dive into whether building risk models is getting more complex

- Actions market participants should take to prepare for potential market volatility in 2026

- Emerging risk to look out for in 2026 and stress scenarios being run

Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours.

Angelika Melikian, Senior Editorial Analyst

Alexey Yeromin, Senior Analyst

In the latest episode of the Crude Report: Argus Americas Crude associate editor Andrea Agee talks with US waterborne crude reporter Nicole Linares about how sanctions on Russian oil are reshaping global trade flows and creating new opportunities for US barrels in Europe and Asia.

• Structural shifts in European crude slates as countries move away from Russian crude and increase imports of US medium sours and light sweets.
• Asia’s diversification strategy, including Pakistan’s first US crude cargo and South Korea’s record imports of US crude.
• India’s growing demand and its balancing act between Russian and US crude supplies. Key factors driving buyer decisions such as sanctions risk and supply reliability to freight costs and refinery needs.
• What to expect for US crude flows in 2026 and how a potential easing of sanctions could impact global trade patterns.

As 2026 approaches, recycled polymer markets face pivotal changes driven by virgin price movements, sustainability mandates, and evolving legislation.

Listen now to find out:

• How virgin PET and polyolefin price trends are shaping recycled markets

• How recycled premiums and discounts to virgin are changing and what this means for cost-saving vs sustainability applications

• How seasonality in PET and PP bale prices influences forecasting

• The impact of Europe’s plastic waste export ban under the Waste Shipment Regulation on flexible polyolefins and global trade flows

• What evolving legislation and chemical recycling developments could mean for the outlook

Click here to join for our upcoming Waste Shipment Regulation (WSR) webinar for a deep dive into the expected impact on Europe and Asia chemical market dynamics.

Plus, register your interest for the launch of the Argus Recycled Polymers Outlook, delivering monthly 24-month forecasts for recycled PET and polyolefins across key regions, alongside chemical recycling capacity and legislative updates.

Our Biochemicals podcast mini-series continues, exploring how leading companies are shaping the biochemicals and bioplastics market. Across all episodes, we cover technology choices, feedstocks, investment trends, and the role of sustainable solutions in global supply chains.

In this second podcast, Roy Yang, Department Manager, Sustainable Material Solutions at CHIMEI, shares the company’s approach to sustainability and bio-attributed products.

Listen to the latest episode to find out:

• How CHIMEI’s Ecologue portfolio supports circular and bio-based solutions
• Why second-generation feedstocks like used cooking oil are gaining traction
• What sectors and regions show the strongest appetite for bio-attributed plastics

Click here to find out more about Argus' Biochemicals, a new service offering references for bio-ethylene, bio-propylene, bio-butadiene, and bio-benzene.

O aumento da mescla obrigatória de biodiesel no diesel limita a exportação de óleo de soja, principal insumo do biocombustível, e exige maior capacidade de processamento da oleaginosa. Natalia Dalle Cort e João Marinho, especialistas do relatório Argus Brasil Combustíveis, conversam sobre a cadeia de biodiesel e as tendências de precificação desses produtos.

The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand.

Main topics:

• OPEC+ production increases and their effect on the Middle East sour crude oversupply
• Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana
• Pricing strategies and market share defense by Middle East producers in response to global competition