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      Мы обязуемся относиться к вашим данным с уважением и использовать их исключительно в соответствии с нашей Политикой обработки персональных данных.
      Argus Potash AnalyticsArgus Potash Analytics

      Argus Potash Analytics

      Средне- и долгосрочный анализ и прогноз рынка калийных удобрений, включая цены, предложение, спрос, затраты, торговлю и проекты

      Описание

      Сервис Argus Potash Analytics предоставляет вам наиболее качественную информацию о рынке калийных удобрений. Сервис включает квартальные отчеты и данные с 15-летними прогнозами предложения, спроса, торговли и цен, а также один долгосрочный годовой отчет с 25-летними прогнозами (на основе анализа долгосрочных предельных издержек).

      Мы даем возможность участникам рынка калийных удобрений принимать обоснованные коммерческие решения. Преимущества использования сервиса

      • Взвешенное планирование бизнеса. Получите надежную, практичную и качественную информацию о среднесрочных и долгосрочных изменениях и перспективах рынка.
      • Снижение рисков для вашего бизнеса. Будьте в курсе потенциальных изменений законодательства, политики и фундаментальных показателей рынка.
      • Доступ к большому объему рыночных данных. Изучайте обширные данные, которые помогут в исследованиях и планировании, и интегрируйте их в свои модели.
      • Поиск возможностей для бизнеса. Наши данные и экспертные знания позволят вам выявлять будущие возможности для бизнеса и извлекать из них выгоду.

      Ключевые особенности

      Price forecasts: 15-years and 25-years

      Quarterly 15-year and 25-year forecasts are provided for potash benchmark prices, including Standard MOP Vancouver fob, Granular MOP Vancouver fob, Standard MOP NW Europe fob, Granular MOP Baltic fob, Granular MOP Brazil cfr, Standard MOP Southeast Asia cfr, Standard SOP NW Europe fob, Granular SOP NW Europe fob

      Supply and demand forecasts: 15-years

      Quarterly 15-year forecasts and in-depth analysis is provided for potash supply and demand (includes MOP and SOP capacity projects tracker and forecast, supply reductions/ramp-up, crop prices analysis, SOP and MOP demand forecast). Short and medium-term potash supply/demand balance included

      Trade forecasts: 15-years

      Import and export analysis and 15-year forecasts for MOP and SOP, covering key countries such as Brazil, China, US, Laos, Canada

      Cost curves analysis

      The service includes Argus MOP and SOP cash cost curves for the current year for all key MOP and SOP producers, updated quarterly. Cost curves included: MOP fob cost curve, MOP Brazil cfr delivered cost curve, MOP China cfr delivered cost curve, SOP fob cost curve

      Project analysis/spotlight feature

      Each quarterly issue of the service includes an in-depth project review (including full cost analysis, financial review and evaluation of cash flow) or spotlight features (including country focused analysis of nations such as Ukraine, Belarus and Russia)

      Best-in-class methodology

      Our key methodologies include our demand forecasting model based on calorie and crop forecasts to guide our view of future fertilizer consumption and our Long-Run Marginal Cost (LRMC) multi-factor model to assess the level of prices beyond the current investment cycle

      Proprietary datasets

      Explore our comprehensive proprietary data to assist your research and planning – and integrate the data into your models

      Quarterly reports

      Narrative and graphical analysis of what is driving the potash market and how it is likely to evolve, ensuring you will be more confident in making critical decisions. Includes key insight on supply, demand, costs, trade and projects, with 15-year forecasts for supply, demand and prices

      Annual long-term report

      Detailed, long-form analysis of all the historical and long-term potash market trends. Use the report to reveal the connections between underlying market drivers and use these insights to develop more robust strategies. Includes 25-year price forecast based on Long Run Marginal Cost (LRMC) analysis

      Аудитория

      Сервис Argus Potash Analytics будет полезен для всех участников мирового рынка калийных удобрений.
      Кто может воспользоваться данным сервисом

      • Producers and suppliers  

      • Traders 

      • Energy and utilities companies

      • Shipping and port authorities

      • Procurement teams

      • Industry analysts

      • Governments 

      • Financial institutions including bankers and investors 

      • Wholesalers 

      • Co-ops and retailers

      Преимущества

      Quarterly 15-year and 25-year forecasts are provided for potash benchmark prices, including:

      • Standard MOP Vancouver fob
      • Granular MOP Vancouver fob
      • Standard MOP NW Europe fob
      • Granular MOP Baltic fob
      • Granular MOP Brazil cfr
      • Standard MOP Southeast Asia cfr
      • Standard SOP NW Europe fob
      • Granular SOP NW Europe fob India cfr
      • MOP & SOP list capacity by plant (15 year history, 15 year forecast)
      • MOP capacity by country (15 year history, 15 year forecast)
      • Achievable MOP production by country (15 year history, 15 year forecast)
      • MOP production by country (15 year history, 15 year forecast)
      • MOP consumption by country (15 year history, 15 year forecast)
      • MOP imports by country (15 year history, 15 year forecast)
      • MOP exports by country (15 year history, 15 year forecast)
      • SOP capacity by country (15 year history, 15 year forecast)
      • SOP production by country (15 year history, 15 year forecast)
      • SOP consumption by country (15 year history, 15 year forecast)
      • SOP imports by country (15 year history, 15 year forecast)
      • SOP exports by country (15 year history, 15 year forecast)
      • MOP and SOP price forecast (25-year forecasts)

      The Argus Potash Analytics projects tracker is a visual guide to Argus' expert view of selected projects.

      The Projects tracker includes:

      Project specifications

      • Company name 
      • Project location site
      • Country
      • Capacity '000 t/yr

      Forecast rating

      • Firm
      • Probable
      • Possible
      • Speculative

      Project Milestones and status

      • Feasibility
      • Permitting
      • Feed
      • Financing
      • Construction
      • Commissioning

      Start of commercial operations

      • Argus forecast
      Quarterly 15-year forecasts and in-depth analysis is provided for potash supply and demand (includes MOP and SOP capacity projects tracker and forecast, supply reductions/ramp-up, crop prices analysis, SOP and MOP demand forecast). Short and medium-term potash supply/demand balance included.
      Import and export analysis and 15-year forecasts for MOP and SOP, covering key countries such as Brazil, China, US, Laos, Canada
      The service includes Argus MOP and SOP cash cost curves for the current year for all key MOP and SOP producers, updated quarterly. Cost curves included: MOP fob cost curve, MOP Brazil cfr delivered cost curve, MOP China cfr delivered cost curve, SOP fob cost curve
      Each quarterly issue of the service includes an in-depth project review (including full cost analysis, financial review and evaluation of cash flow) or spotlight features (including country focused analysis of nations such as Ukraine, Belarus and Russia).

      Our key methodologies include:

       

      A demand forecasting model based on calorie and crop forecasts providing a view of future fertilizer consumption, and our LRMC multi-factor model that assesses the level of prices beyond the current investment cycle.

       

      • Short-term forecasts by month and quarter linked to energy and raw material prices, crop prices, currency exchange rate fluctuations and the merchant supply-demand balance
      • Short-Run Marginal Cost forecast and supply-demand balance, with project gateway assessment for the current investment cycle (5-7 years ahead)
      • Our longer-term forecast is based on LRMC analysis, which is updated annually, taking you beyond the current investment cycle
      • Our medium and long-term forecasts are connected using a mean-reversion model
       

      Narrative and graphical quarterly analysis of what is driving the potash market and how it is likely to evolve, ensuring you will be more confident in making critical decisions. Includes key insight on supply, demand, costs, trade and projects, with 15-year forecasts for supply, demand and prices.

      Understand the connections between underlying market drivers and use these insights to develop more robust strategies. Includes 25-year price forecast based on Long Run Marginal Cost (LRMC) analysis.

      Ключевые котировки

      Котировки калийных удобрений, публикуемые Argus, признаны участниками рынка как самые авторитетные и надежные индикаторы реальной рыночной стоимости продукта. Ниже представлены некоторые из наших наиболее широко используемых и актуальных котировок.

      Argus Southeast Asia cfr standard MOP

      The Southeast Asia cfr Standard MOP assessment is the region’s leading spot price reference.

      Подробнее
      Все котировки
      People at a board room

      Свяжитесь с нами

      Заполните форму, и мы подберем для вас решение, которое будет соответствовать вашим потребностям. После консультации с одним из наших экспертов вы можете получить бесплатный пробный доступ к сервисам Argus.
      Мы обязуемся относиться к вашим данным с уважением и использовать их исключительно в соответствии с нашей Политикой обработки персональных данных.