Argus White Paper: Iron ore spot liquidity: it only counts…if it’s counted 02 December 2020: Iron ore spot liquidity is something of a niche interest, but for China, which imports two thirds of seaborne iron ore, it increasingly matters for price formation. Once again, index methodology is being scrutinised and Argus’ latest white paper examines these issues in more detail.
Argus White Paper: 2021 cross-border power markets outlook 12 November 2020: As annual European cross-border power capacity auctions begin on many borders, Argus examines the key trends in 2020 and the factors that could impact price spreads in 2021.
Argus White Paper: Renewable feedstocks present new and complex opportunities 05 November 2020: The global refining industry is increasing production of renewable fuels for the transportation market. This means renewable feedstocks — whether crop-based or waste-based — are flooding into markets that were once reserved for petroleum products.
Argus White Paper: Uncertain outlook for US tungsten carbide consumption 4 November 2020: US government economic stimulus measures could support demand in the near term through the provision of government contracts for some metal-consuming sectors. However, the continued halt in manufacturing of US aerospace firm Boeing’s 737 MAX airliner is likely to weigh on demand from the aerospace sector.
Argus White Paper: Covid-19 upends the titanium market 4 November 2020: The impact of the Covid-19 pandemic on the aerospace industry is having far-reaching consequences for the titanium supply chain, with a “missing generation of scrap” driving up prices for associated titanium products. As major US aerospace sector companies warn that their industry might not recover for three years, how is the titanium market adapting and what might its recovery look like?
Argus White Paper: The impact of US exports on West African crude markets 2 November 2020: Crude demand has been decimated by the world’s response to Covid-19, while markets around the world continue to be flooded with low-priced US crude. West Africa, traditionally one of the most flexible oil exporting regions, is locked in a struggle for market share and price competition among delivered grades has become fierce in the key consuming areas of Europe and China.
Argus White Paper: German market merger 21 October 2020: Germany's planned merger of the NCG and Gaspool gas market areas is now less than a year away. Much progress has been made since the plan became law, but market participants still view some of the regulatory changes with concern. In this paper, we provide an update and overview on key recent developments.
Argus White Paper: US seeks to develop domestic critical minerals supply chain 2020 has seen an increasing number of countries seeking to develop their own supply chains for critical minerals to ensure security of supply in the long-term. This white paper looks at the latest developments in the US to establish a domestic critical minerals supply chain and its impact on the global market.
Argus White Paper: Demand for battery metals still set to surge through the next decade Demand for battery materials is expected to surge in the coming decade, despite the hiatus in growth cause by the Covid-19 outbreak. After a drop in EV sales in 2020, this new white paper examines the factors that will drive strong growth from next year through to 2030.
Argus White Paper - European gas winter outlook 2020-21: Market rebalancing? 12 October 2020: Europe’s gas market could see a partial rebalancing this heating season. This whitepaper delves into the key trends to provide you with insight into supply, demand and prices as we head into the winter season.
Argus White Paper: Argus launches a new European methanol monthly volume-weighted average assessment 09 October 2020: Argus has launched a new European methanol monthly volume-weighted average (VWA) assessment, a monthly data point assessment based on a volume-weighted average of transactions captured by Argus, for a named month. The basis for the assessment is IMPCA quality/specification methanol, loading basis fob Rotterdam.
Argus White Paper: Ammonia — The declining relevance of the Tampa contract price 08 October 2020: In-depth analysis of the declining relevance of the Tampa contract price, as the rate of ammonia shipments to Tampa continues to fall (the current rate represents just 2pc of the global traded market). This white paper also includes an insightful review of other key trends impacting the global ammonia market and an insightful mid-term market outlook.
Argus White Paper: LNG outlook winter 2020-21 30 September 2020: Examining the winter outlook for LNG markets, this whitepaper covers key trends including China’s demand growth outlook, uncertainties for US liquefaction ramp-up, the potential impact of cheaper oil-linked contacts on LNG spot market liquidity and how newbuild LNG carriers could offset tonnage demand growth.
Argus White Paper: Argus Asia-Pacific Coking Coal Market Analysis 11 September 2020. Seaborne metallurgical coal prices have dropped sharply this year, with demand from ex-China markets declining in line with weaker steel market performance due to the spread of Covid-19. In this white paper, Argus reviews January-June 2020 spot trades to highlight the key trends, and examine the market outlook for the rest of the year.
Argus White Paper: Rare Earths: Green energy and vehicle electrification to power rare earths demand 02 September 2020: Offshore wind, which consumes most of the rare earth permanent magnets in the wind power sector, is playing an increasingly important role in driving global wind installations. And while the automotive market in total is significantly down in 2020, sales of electric vehicles have held up much better, particularly in Europe.
