Argus White Paper: Rare Earths - US-China trade issues still loom over the rare earths market March 2020: China’s rare earths market is expected to see little impact in the short term from the interim trade agreement between the US and China as Beijing will maintain its tariffs on US rare earths feedstock imports.
Argus White Paper: Battery Materials - EV slowdown in China puts the brakes on global growth March 2020: A weaker economy and lower new energy vehicle (NEV) subsidies that were introduced in 2019 precipitated a drop in Chinese NEV production and sales last year. The outbreak of the coronavirus has put further downward pressure on the sector at the start of 2020.
Argus White Paper: The impact of coronavirus on propylene March 2020: What will be the impact on propylene — for production and consumption — of the continued escalation of the coronavirus crisis and the increasingly stringent measures put in place by governments to control its spread?
Argus White Paper: Coronavirus impact highlights changed game in Asia’s steel market March 2020: Coronavirus impacts have been pronounced across China’s and Asia’s ferrous industry. In its wake, it has exposed unnecessary weaknesses in steel pricing structures. Will the steel industry emerge stronger?
Argus White Paper: Bitumen market explores new ways to price exports As the bitumen market continues to dislocate from high-sulphur fuel oil, Argus has launched a new pricing tool in the Mediterranean, to better reflect outright bitumen cargo prices in that region.
Argus White Paper: IMO 2020 Impact on The Base Oils Market February 2020: From 1 January 2020, ships must use fuel oil on board with a maximum sulphur content of 0.5pc by weight, down from the previous 3.5pc limit. The maximum sulphur content in bunker fuel used in the Emissions Control Areas (ECAs) remains at the 2015 standard of 0.1pc.
The Coronavirus Impact February 2020: The outbreak of the coronavirus epidemic in China is having a significant impact on commodity markets, as trading patterns are disrupted and economic growth forecasts are revised lower Argus assesses the immediate fallout from the virus on multiple commodities and the potential impact for the rest of this year.
Argus White Paper: Semi-soft metallurgical coal prices move closer to market settlement January 2020: Quarterly negotiations for semi-soft coking coal prices are increasingly fractious. Between the breakdown in relativity with the premium coal indexes, the pull of lower thermal prices, and increased convergence between the quarterly negotiated “benchmark” and published semi-soft indexes, has the time come to embrace indexation?
Argus White Paper: 2020: iron ore evolution or revolution? January 2020: As the modern seaborne iron ore industry approaches its tenth birthday, is it celebration or reflection time? Old grumbles are resurfacing in the western media, while in China, futures are being promoted on mainstream television as an alternative pricing mechanism. Will it get another decade?
Argus White paper: Metals, technology and change – Charging up for 2020 Technology continues to advance in ways that challenge the supply chains for most metals. Argus’ global team of analysts have assessed five key themes that are charging the market for 2020.
Argus White Paper: Key NPK trends in 2019 December 2019: Several key trends emerged in the global NPK market in 2019. Governments played a key role in the market, as changes to import and export legislation in major producing and consuming countries disrupted long-established trade flows
Argus White Paper: India’s sulphuric acid consumption on the up An essential analysis of the Indian sulphuric acid market and the factors driving increased consumption in the coming year.
TPC’s fire at Port Neches, Texas December 2019 A serious fire broke out at TPC’s Port Neches, Texas, 425,000 t/yr butadiene (BD) facility on 27 November, prompting shifts in the entire supply chain.
Argus White Paper: UK gas winter outlook The UK will import less from the continent than a year earlier this winter, assuming temperatures are in line with the seasonal norm and LNG imports stay quick.
Argus White Paper: German industrial emissions outlook Europe’s heavy industry is under pressure to cut its emissions. The greenhouse gas output of EU industry has barely fallen since 2013 - a trend that has not gone unnoticed by policymakers.
