Argus Special Report: Ukraine Anniversary — Energy Politics In Flux March 2023. The issue of energy has been pivotal in the war in Ukraine, weaponised by both sides in the conflict with implications for the global energy industry that have been huge, complex and almost unfathomable. Decades-long energy trading relationships have been reconfigured, energy security needs reassessed, and energy transition strategies reconsidered. Our Special Report, which draws on recent coverage from our Petroleum Argus, Argus Eurasia Energy, Argus China Petroleum and Argus Gas Connections business intelligence reports, takes a high-level look at the grave impact the war has had on the global energy policy debate, and how it has altered the energy calculus for policymakers in Europe, the US, Russia, India and China. It also, crucially, looks ahead to ask where the conflict leaves efforts to tackle climate change, what it means for assumptions about a diminishing future role for oil and gas, and how politicians, investors and corporate strategists should respond to the altered energy landscape.
Argus Special Report: Ukraine Anniversary — Oil Markets Adapt March 2023. One year on, the war in Ukraine continues to play havoc with oil markets. The conflict has triggered an unprecedented degree of intervention by policymakers, as Kyiv’s Western allies have sought to retool sanctions policy to target price rather than supply, and to use strategic stocks to mitigate market disruption. Amid the wholesale rewiring of trade flows, Russia has been forced to find new customers, Europe has had to find new suppliers, and other market participants have had to consider whether the new oil market dynamic presents only risk, or perhaps opportunity. Our Special Report/White Paper, which draws on recent coverage from our Argus Global Markets business intelligence report, examines in-depth just how profoundly the war has changed global crude flows, Europe’s refined product trade, tanker markets, and Opec policymaking, and assesses where the next disruptions and flashpoints might emerge.
Discontinuing the semi-soft met coal assessment: An opportunity to rethink indexation This paper makes the case for re-examining the current range of semi-soft coking coal price references in use and the need to coalesce price formation around the most liquid assessments.
Romania's gas market - caught in regulatory headwinds March 2023. The liberalisation of Romania’s gas market has come under threat recently from government interventions to combat high energy prices. And even before that, tight regulation of the wholesale market had curbed the development of trading activities in Romania.
Diesel: Große Marktveränderungen erfordern neue Preisinstrumente Die Dieselströme nach Europa werden sich spätestens ab Februar 2023 verändern, wenn die EU-Sanktionen gegen russische Kraftstoffe einsetzen. Europas größter Markt, Deutschland, wird angesichts seiner hohen Abhängigkeit von Russland besonders stark vom Diesel-Importverbot betroffen sein.
Asia-Pacific Coking Coal 2H 2022 Analysis Understand the details behind China’s weakening steel demand during the second half of 2022
Argus Insight: Voluntary Carbon Markets How the Voluntary Carbon Market can take net zero from ambition to reality. In January 2023, UK newspaper The Guardian ran an article with the headline “Revealed: more than 90% of rainforest carbon offsets...
Brazilian fertilizer market trends Download our concise and insightful market insight paper, assessing Brazilian fertilizer market trends.
Argus reaches a year of monthly methanol contract price assessments in Europe February 2023. Argus launched an assessment of European monthly methanol contract prices (CP) last year, with the number of producers and consumers using monthly CPs increasing over the past 12 months.
Argus White Paper: Russian base oils target European export markets US and EU sanctions and boycotts on Russian companies and oil products have changed typical global base oil trade flows, with a large volume of Russian supply that typically moved to Europe targeting alternative markets such as Turkey and Latin America instead.
US HRC: Midwest pricing a legacy of the past? February 2023. Most published US hot-rolled coil assessments continue to reflect prices of the past, when the Midwest was the predominant steelmaking region. What happens when this changes?
Growing sustainable aviation fuel markets The global aviation industry is developing a thirst for sustainable aviation fuel (SAF). Through self-governance by airlines, government mandates in Europe, incentive programs in the US, global credit offset programs and decarbonization efforts in Asia-Pacific, SAF is quickly becoming a highly sought-after commodity throughout the world.
Argus White Paper: LPG Winter price outlook As the LPG market heads into winter — the key season for demand as the weather gets colder and heating fuel consumption increases — what is the situation for LPG prices? In this white paper, we discuss Argus’ short-term LPG price forecasting methodology and the outlook for prices this winter.
Countries and industry pledges to net zero-Cop 27 November 2022. This year’s energy crisis has changed the landscape dramatically since the Cop 26. For more information please download our white paper Countries and industry pledges to net zero-Cop 27.
Argus White Paper: Path forward for certified gas still unclear November 2022. Natural gas producers are scrambling to find a home for a new wave of output that meets tougher emissions standards and could help secure the industry’s place in a lower-carbon future.
