This podcast series offers you exclusive analysis and insight presented by Argus’ leading industry experts in Portuguese, so you can understand key trends and events shaping the global market landscape and their impacts in Brazil and Latin America. Some episodes are also available in English. Each episode focuses on a regional outlook for a different sector, from road fuels to grains and fertilizers, including LPG, jet fuel, biofuels and livestock, among others.
Argus podcast episodes are available on a variety of podcast platforms as well as the Argus Blog, where each episode can be streamed and is provided with a full transcript and related links.
Listen and subscribe to Argus podcasts on Apple Podcasts, Spotify or Stitcher.
Related links
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Argus Brazil Motor Fuels
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Argus Brazil Grains and Fertilizer
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Argus Latin Markets
Falando de Mercado (Market Talks) episodes
15 сентября 2021
Market Talks: Frosts and drought boost coffee prices
Following frosts in late-July, market is now concerned on droughts impacts in Brazil’s main coffee producing areas, that can impact flowering from September onward.
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Сельское хозяйство Latin America and Caribbean English Portuguese
09 сентября 2021
Market Talks: The biodiesel market opening in Brazil
After the announcement that there will be no more public biodiesel auctions as of January 2022, it is necessary to understand the impact of this on the market.
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Биотопливо Latin America and Caribbean Portuguese
03 сентября 2021
Market Talks: The Brazilian power crisis
Brazil faces a power crisis, making government and sectorial entities search for actions to avoid blackouts and power shortages, with high costs for both the consumers and the country’s economy.
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Электроэнергия Latin America and Caribbean Portuguese
24 августа 2021
Market Talks: Brazil’s third corn crop
While other countries, such as the US, have only one corn crop per year, Brazil has three.
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Сельское хозяйство Latin America and Caribbean Portuguese English
12 августа 2021
Market Talks: Brazil’s Binatural expands biodiesel capacity
Brazil’s biodiesel producer Binatural will start in September a new mill in the northern state of Bahia, following a R80mn investment. Join Alexandre Melo, reporter at Argus Brazil Motor Fuels publication, and Andre Lavor, Binatural’s CEO.
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Биотопливо Нефтепродукты Latin America and Caribbean Portuguese
28 июля 2021
Market Talks: The gas market opening in Brazil in 2022
The Brazilian natural gas market will have a new dynamic from January 2022 with its opening defined at the new gas law and Petrobras reducing its market share.
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Latin America and Caribbean Природный газ Portuguese
22 июля 2021
Market Talks: Fertilizer truck freight rises amid delay in corn harvest
The delay in the second corn crop harvest has been rising truck freight rates in Brazil. Please join Camila Dias, Argus Brazil Bureau Chief, and Joao Petrini, a reporter with Argus Brazil Grain and Fertilizer report.
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Сельское хозяйство Удобрения Транспортировка Latin America and Caribbean Portuguese
15 июля 2021
Market Talks: Brazil record corn crop boosts demand for nitrogen
An expected record corn crop in Brazil on season 2021-22 has been boosting the demand for nitrogen. Join Camila Dias, Argus Brazil bureau chief, and Renata Cardarelli, a reporter for Argus Brazil Grains and Fertilizer publication.
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Сельское хозяйство Удобрения Latin America and Caribbean Portuguese English
10 июня 2021
Market Talks: Grain storage deficit in Brazil
Brazil historically faces a grains storage deficit, which increases costs substantially alongside the production chain.
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Сельское хозяйство Latin America and Caribbean Portuguese
28 мая 2021
Market Talks: Main price indexes for gas worldwide
Brazilian state-owned oil company Petrobras decided to adopt US natural gas benchmark Henry Hub as an index for its wholesale gas contracts with distributors.
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Природный газ Latin America and Caribbean Portuguese
13 мая 2021
Market Talks: The opening of the Brazilian biodiesel market
Brazilian biodiesel market is facing a transition period as auctions are expected to end by January 2022.
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Нефтепродукты Биотопливо Сельское хозяйство Latin America and Caribbean Portuguese
15 апреля 2021
Market Talks: How Argus assesses prices for ethanol produced in Northeast Brazil
The Brazilian ethanol market continues to expand in the country’s Northeast region, where it displays a very particular price dynamics.
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Нефтепродукты Биотопливо Сельское хозяйство Latin America and Caribbean Portuguese
22 марта 2021
Market Talks: Outlook for Brazil’s corn ethanol market
Corn ethanol is experiencing a moment of expansion in Brazil, with more than 20 projects under development. Join Pedro Cirne, the deputy editor of the Argus Brazil Motor Fuels report, and Guilherme Nolasco, the president of Brazil’s Corn Ethanol Union (Unem), as they an...
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Биотопливо Latin America and Caribbean Portuguese
15 марта 2021
Market Talks: Barter rates for fertilizers in Brazil
Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, Argus Brazil Grains and Fertilizer reporter, as they discuss how fertilizer barter rates have favored Brazil's farmers and boosted trade during the first quarter.
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Сельское хозяйство Удобрения Latin America and Caribbean English Portuguese
15 февраля 2021
Market Talks: Brazilian soybean harvest delay – what’s the impact?
Join Flavia Bohone, Editor of the Argus Brazil Grains and Fertilizer service and Victoria Blazhko, Agriculture Editor in Ukraine as they discuss the delay in the Brazilian soybean harvest and the impact on exports, prices and port premiums.
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Удобрения Транспортировка Latin America and Caribbean English
26 января 2021
Market Talks: New entrance door for fertilizers in Brazil
Brazil’s port of Açu received its first two fertilizer shipments recently and new cargoes are expected in 2021, placing Rio de Janeiro on the route for importing these products in Brazil. How is the port preparing to serve this market?
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Удобрения Latin America and Caribbean English
12 января 2021
Market Talks: Brazilian corn market outlook for 2021
Brazil’s corn crop hit a new high in 2020, and domestic prices for the grain reached record levels. What can we expect for 2021, and what is the outlook for farmers working in the country’s main producing regions?
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Сельское хозяйство Latin America and Caribbean Portuguese English
09 декабря 2020
Market Talks: BP Bunge Bioenergia’s first year balance and the Brazilian ethanol market
The Covid-19 pandemic did not hinder the plans of BP Bunge Bioenergia, a joint venture formed just over a year ago between BP and North American Bunge for sugar and alcohol assets in Brazil.
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Latin America and Caribbean Биотопливо Portuguese
02 декабря 2020
Market Talks: How’s the soybean paper market doing in Brazil?
The paper market for soybean from Brazil’s main agricultural port Paranagua has picked up, and is proving an increasingly significant secondary market for traders.
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Сельское хозяйство Биотопливо Latin America and Caribbean Portuguese
17 ноября 2020
Market Talks: Brazil’s 2020-21 ethanol season — the ups and downs
The current ethanol season in Brazil’s center-south region has given market participants a roller coaster ride, lurching between sharp price drops and growing optimism.
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Биотопливо Нефтепродукты Latin America and Caribbean Portuguese
04 ноября 2020
Market Talks: Is Brazilian clean fuel demand back at pre-pandemic levels?
After an average 40pc drop at the beginning of the Covid-19 pandemic, demand for clean fuels in Brazil has been rising steadily, and is now approaching pre-crisis levels.
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Нефтепродукты Биотопливо Latin America and Caribbean Portuguese
21 октября 2020
Market Talks: Outlook for Brazil’s ethanol logistics
From producing mills to service stations, Brazilian ethanol has an extensive logistics chain, including tanker cabotage, road transportation and dedicated pipelines.
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Биотопливо Нефтепродукты Latin America and Caribbean Portuguese
13 октября 2020
Market Talks: What has changed in Brazil’s grains exports contracts?
Traditionally used by Brazilian exporters to standardise marine grain shipments, the country’s cereal exports association Anec's contract models underwent a wide revision in July to reflect the new market dynamics.
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Latin America and Caribbean Удобрения Сельское хозяйство Portuguese
06 октября 2020
Market Talks: What’s happening to China’s demand for Brazilian crude?
China’s crude imports have fallen from the peak seen at the beginning of the Covid-19 pandemic, prompting growing concern among Brazilian producers.
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Нефть Latin America and Caribbean Asia-Pacific Portuguese
01 октября 2020
Market Talks: Outlook for the opening up of the Brazilian downstream market
Brazilian independent refiners have long struggled to thrive in the shadow of state-controlled Petrobras' dominant position in the country’s downstream market. Petrobras’ divestment plans will allow new entrants and reconfigure the domestic market.
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Latin America and Caribbean Нефтепродукты Portuguese
16 сентября 2020
Market Talks: The jump in Brazil’s soybean imports amid the grain’s bumper crop
Increased soybean demand in Brazil during the Covid-19 pandemic has boosted the country’s imports, despite Brazil achieving its highest ever soybean crop this year, narrowing the country’s trade balance in this commodity.
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Удобрения Сельское хозяйство Latin America and Caribbean English Portuguese
08 сентября 2020
Market Talks: Outlook for a new biodiesel commercialisation model for the Brazilian market
The Brazilian biodiesel commercialisation model through public auctions is beginning to show wearing-out signs, and despite the reduction in the blending mandate, uncertainties around supply put this mechanism in check.
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Биотопливо Latin America and Caribbean Portuguese
27 августа 2020
Market Talks: Outlook for Brazilian coffee exports
Agribusiness continues to boost the Brazilian trade balance amid the pandemic and, in addition to soy, coffee has also seen a jump in export volumes.
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Latin America and Caribbean Portuguese Удобрения
19 августа 2020
Market Talks: Changes in Petrobras’ clean fuels pricing strategy
Petrobras’ recent clean fuels tenders priced off Nymex RBOB and ULSD contracts are one of the many signs of an ongoing transformation of Brazil’s downstream sector towards an open and thriving market.
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Биотопливо Нефтепродукты Выбросы CO2 Latin America and Caribbean Portuguese
06 августа 2020
Market Talks: Outlook for Brazil’s wheat harvest
The outlook for Brazil’s wheat harvest remains positive this year, driven by favorable weather and an increase in cultivated area, with optimistic projections forecasting a bumper crop in 2020.
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Удобрения Сельское хозяйство Latin America and Caribbean Portuguese
23 июля 2020
Market Talks: Outlook for Brazilian exports of poultry and pork meat
Brazilian exports of poultry and pork meat should increase in 2020 against last year, but the pressure exerted by the pandemic in the international trade of these products will have a significant impact on shipments.
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Удобрения Latin America and Caribbean Portuguese
16 июля 2020
Market Talks: How did the Covid-19 pandemia affected global LPG markets?
The global LPG market was experiencing a comfortable oversupply scenario before the start of the Covid-19 pandemic, but the slowdown in oil production and refining has dramatically changed this dynamic.
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Сжиженный газ Нефтепродукты Latin America and Caribbean Portuguese
08 июля 2020
Market Talks: Changes in Brazil’s clean fuel demand after the pandemic
New post-pandemic consumption habits could bring a significant impact on urban mobility and transportation, potentially reshaping clean fuels’ demand in Brazil in the coming years.
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Биотопливо Нефтепродукты Выбросы CO2 Latin America and Caribbean Portuguese
01 июля 2020
Market Talks: Outlook of the Americas’ clean fuels markets, 100 days after quarantine
Americas’ clean fuels markets are starting to display the first signs of recovery as mobility restrictions imposed during the quarantine are being lifted.
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Нефтепродукты Latin America and Caribbean Portuguese
24 июня 2020
Market Talks: Effects of the increase in Brazilian farmers’ bankruptcy protection requests
The increase in bankruptcy protection requests by individual rural producers in Brazil could make agricultural credit more expensive and raise Brazilian interest rates in the medium term, raising new challenges for the sector.
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Latin America and Caribbean Сельское хозяйство Удобрения Нефтепродукты Portuguese
18 июня 2020
Market Talks: Outlook for the ARLA 32/AdBlue market
ARLA 32/AdBlue has been increasingly used in heavy vehicles worldwide to reduce emissions and environmental damage. What’s the size of this market in Brazil, and how much is it expected to grow as the country’s truck fleet is renewed?
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Выбросы CO2 Нефтепродукты Транспортировка Global Portuguese Latin America and Caribbean Asia-Pacific Europe North America
05 июня 2020
Market Talks: The impacts of Covid-19 on agricultural financing in Brazil
Credit to Brazilian farmers has been limited in the midst of the pandemic, despite the historically low interest rate in the country and production records. What is behind this restriction and how could it affect the purchase of fertilizers and inputs for the next seaso...
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Удобрения Сельское хозяйство Latin America and Caribbean Portuguese
21 мая 2020
Market Talks: Reviewing record early sales of Brazil’s grains harvest
Brazilian soybean and corn crops continue to break production and early sales records, driven by favorable exchange rates for farmers. How is this performance reflected along the agriculture value chain and how has it impacted the fertilizer market?
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Latin America and Caribbean Сельское хозяйство Удобрения Portuguese
14 мая 2020
Market Talks: The impacts of Covid-19 on Brazil’s ethanol and gasoline markets
Brazilian ethanol production was directly impacted by circulation restrictions imposed just before the beginning of the sugarcane harvest on April 1, which brought even more uncertainty to an already delicate scenario.
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Нефтепродукты Биотопливо Latin America and Caribbean Portuguese
05 мая 2020
Market Talks: The impacts of Covid-19 on Brazil’s agriculture market
The soybean bumper crop and highly depreciated Brazilian Real have been helping Brazilian farmers to mitigate the impacts of measures taken to prevent Covid-19 spread in the country. How does this balance reflect in grain production and fertilizer consumption?
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Удобрения Сельское хозяйство Latin America and Caribbean Portuguese23 апреля 2020
Portuguese podcast - Market Talks: The impacts of Covid-19 on Brazil’s clean fuels markets
Measures enforced to prevent the spread of coronavirus had a strong impact on the oil and refined products demand around the globe. How big is the drop in demand for clean fuels in Brazil, and how will it reflect in domestic trade flows?
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Нефтепродукты Latin America and Caribbean North America Portuguese16 апреля 2020
Portuguese webcast – Market Talks: The impacts of covid-19 on clean fuels markets in the Americas
The US refining industry is being strongly affected by the drop in motor fuels consumption resulting from the pandemic. How does this impact trading flows and prices of imported products by Latin America?
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Нефтепродукты Portuguese North America Latin America and Caribbean