Бункерное топливо. Итоги девяти месяцев

Декабрь 2020. Текущий год оказался сложным для бункерного рынка России. Новые требования к содержанию серы в бункерном топливе Международной морской организации (IMO), а также снижение торговой активности и глобальное падение спроса на топливо из-за пандемии Covid-19 привели к значительным изменениям рынка в морских портах России.

Экспорт метанола из России. Итоги 10 месяцев

Ноябрь 2020. Объем железнодорожных отгрузок российского метанола на экспорт увеличился в январе — октябре на 99,9 тыс. т по сравнению с таким же периодом 2019 г., до 1,8 млн т, по данным экспедиторов. Это произошло на фоне ослабления спроса на продукт в России во II квартале из-за карантинных мер по борьбе с распространением эпидемии Covid-19.

Морской экспорт нефти из России резко снизился

Октябрь 2020. Экспортные отгрузки морских партий Юралс и Смеси ВСТО по итогам 2020 г. могут снизиться как минимум на 17,11 млн т относительно прошлого года, до 113,75 млн т, согласно предварительным данным Argus. Значительное сокращение произойдет на фоне заметного снижения добычи сырья в России в рамках ОПЕК+.

Недорогой бензин из Казахстана может замедлить рост отгрузок СУГ в Таджикистан

Октябрь 2020. Импорт недорогого бензина Аи-92 из Казахстана в Таджикистан с начала года замедлил рост перевозок сжиженного газа в Таджикистан. Перевозки бензина выросли в июне — июле до 6,3—12 тыс. т/месяц с прежних 2,5—5 тыс. т/месяц. Подробнее об импорте газа в Таджикистан читайте в обзоре Argus.

Конкуренция на рынке нефти в Средиземноморье нарастает

Октябрь 2020. Постепенное увеличение предложения нефти в условиях ослабления спроса приводит к обострению конкуренции среди поставщиков. Одним из регионов сбыта, куда производители и торговые компании направляли в сентябре излишние объемы, стало Средиземноморье.

Argus White Paper: Battery metals: A brave new world in 2021?

17 December 2020. 2020 had been billed as a revolutionary year for battery markets and electrification – a prediction that turned out to be true, but not in the way many had planned. Now those markets and the raw materials that supply them are set to charge into 2021 with a new kind of momentum. Our new white paper examines which technological will actually gain traction commercially, and whether 2021 will deliver the rate of progress many are hoping for.

Argus White Paper: Carmakers eye shift away from fixed-price HRC contracts

16 December 2020: Our white paper looks at how the recent volatility in spot hot-rolled coil (HRC) prices in northwest Europe could make a switch to index-linked pricing in long-term supply deals an attractive option for both buyers and sellers.

Argus White Paper: Why Latin America should care about tanker freight’s depression

11 December 2020. This exclusive white paper brings you an unique perspective on how volatility in shipping rates affects fuel costs in the Americas.  Explore the impulsive nature of tanker freight and its impact on trade routes to Latin America, track the main oil products flows in the Americas, and learn how ample tanker supply is likely to limit rate volatility in 2021.

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: 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

14 October 2020. 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.

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