Unpack the latest price movements, supply scenarios, and compliance dynamics affecting jet and sustainable aviation fuel (SAF).

The conflict in the Middle East, a key jet fuel supply region, has hit global aviation fuels markets hard. In this episode of SAF Insights, the team discuss how European jet fuel prices have surged and volatility has increased, while SAF markets have been contending with their own fundamentals and the HEFA-SAF premium to fossil jet has narrowed.

This podcast will address key questions

• How has jet fuel price volatility impacted liquidity and market confidence?
• What market forces explain the HEFA SAF/jet spread movements?
• Can Europe offset Middle Eastern jet supply shortfalls, and what are the fallback options?
• Can higher jet fuel prices drive the market toward higher SAF blending rates?
• Do SAF price patterns mirror those seen in other biofuels markets?

Hear Argus’ essential analysis of what’s driving the feed phosphate market, the impact of the Middle East conflict – and we also introduce the new Argus MDCP and DCP weekly feed phosphate price assessments.

Join Tom Hampson, Global Editor – Phosphates, Adrian Seewald, Senior Market Reporter – Phosphates and Hui Xuan Lek, Market Reporter - Fertilizers 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, what are their significance and what are the different grades?
• What role does China play in the feed phosphates market?
• What has been driving prices of feed phosphates?
• How have feed phosphate suppliers and buyers responded to the war in the Middle East and to the closure of the strait of Hormuz?
• How has the war impacted Chinese feed phosphate prices?
• What impact have we seen in Europe and Brazil?
• Could Chinese feed phosphates come under any trade regulations – and what’s the market sentiment among Chinese producers?
• Are feed phosphate prices now peaking, or could they rise further?
• Why did Argus launch the MDCP fob south China, MDCP bagged ex-works south China and DCP fob south China price assessments – and how do they enhance price transparency?

Related links

• Argus Phosphate price reporting service | More info | Request trial
• More information: Phosphate short and mid to long-term outlook services
• Free newsletter sign up: Argus Fertilizer Market Highlights

South Korea’s petrochemical rationalisation programme marks one of the most significant structural shifts in Asia’s BTX (benzene, toluene, xylene) markets.

In discussion with Argus' Senior Aromatics Reporter Joonlei Lee, Santosh Navada examines the potential implications of South Korea’s rationalisation programme for global BTX trade flows.

• What key factors are driving South Korea’s decision to implement a rationalisation programme.
• How the rationalisation will affect South Korea’s petrochemical sector and the broader domestic economy.
• What long-term strategic objectives the programme is designed to achieve.
• How the Middle East conflict is influencing the timing, scope and urgency of the rationalisation programme.

Further details and additional insights are available from Argus Aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives (https://www.argusmedia.com/en/solutions/products/argus-toluene-xylenes-and-derivatives) | Argus Toluene and Xylenes Outlook (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-outlook) | Argus Toluene and Xylenes Analytics (https://www.argusmedia.com/en/solutions/products/argus-toluene-and-xylenes-analytics) | Argus Consulting