20 April 2021 Not all gloom for lower-grade iron ores If anyone is taking stock of the key milestones for the steel sector through its history, they should mark 2021 as the year that made steelmaking curbs in China routine.
20 April 2021 Hydrogen’s role in power generation In this blog post, Dr. Neil D'Souza, Principal, Consulting, takes us through how hydrogen can help decarbonise the power generation industry.
19 April 2021 Inside Fertilizer Analytics: Ammonium Sulphate, Apr. 2021 With growing agronomic demand for ‘sulphur as a nutrient’, ammonium sulphate (AS) has a key place in this delivery, whether it is directly applied, blended or used as a feedstock in the production of more advanced N+S products or compound NPK+S.
19 April 2021 Port delays in China cost crude traders big time While all eyes were on the Ever Given, a flotilla of ships in northern China was held up for even longer. Delays are eating into arbitrage as ports struggle to keep up with increased crude imports — with costs to traders sometimes topping more than $1.1mn a day.
15 April 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.
14 April 2021 China’s coal import ban — who are the real winners and losers? It might be tempting to view the Australia-China trade spat as a simple case of all pain for Australia and all gain for other producers. But the shifts caused by China’s ban on Australian coal imports have not been that simple.
14 April 2021 The Crude Report: Revisiting negative oil prices with the CFTC It has been nearly one year since 20 April 2020, a turbulent day for oil markets when WTI crude prices fell to a settlement price of negative $37.63/bl, which left some producers in the unusual position of paying someone to take their oil.
09 April 2021 Global LPG Conversations: Update on Asia-Pacific markets and Indonesia’s LPG plans In this latest episode, Asia-Pacific LPG editor Reza Amanat talks with David Appleton about the lack of reaction in Asia-Pacific prices to several logistical issues impacting the market in the past quarter.
08 April 2021 From the Economist’s Chair: Multi-speed recovery Borrowing the nautical maxim that convoys sail at the speed of their slowest ships, a complete oil and commodity demand recovery requires more than just ongoing economic rebound in the US & China.
07 April 2021 The Crude Report: Opec+’s Spring surprise Last week's Opec+ meeting surprised markets with an agreement to lift production quotas by over 1.1mn b/d between May and July, not including Saudi Arabia’s own pledge to unwind its own 1mn b/d of additional voluntary cuts over the same period.
06 April 2021 Global base oils market snapshot – Week of 5 April Global base oil prices have extended their strong rise even as crude prices have fallen from recent highs. But the uniformity of the rise in prices in various markets has begun to falter. Supply-demand fundamentals remain strong. But they are starting to change, especia
01 April 2021 Global Polymer Conversations: PE and PP review of Q1 2021 and outlook In this episode of Global Polymer Conversations, Argus VP of Petrochemicals Muhamad Fadhil and reporters Yee Ying Ang and Matt Rajendra discuss the outlook for global polyethylene (PE) and polypropylene (PP).
30 March 2021 5 things we learnt from the Suez Canal blockage On the afternoon of Monday 29 March, the containership Ever Given was freed from the banks of the Suez Canal, upon which it ran aground on 23 March.
29 March 2021 The Crude Report: Dirty tanker rates to face “painful” recovery We welcome a special guest from Gibson Shipbrokers in this next installment of The Crude Report podcast series.
29 March 2021 The US Crude Export Chronicles: March 2021 Demand disruption by fresh Covid-19 concerns — coupled with a simultaneous increase in global supplies — is pressuring US crude prices lower, while key importer India again knocked China to the number-two destination for US crude flows.
