Argus White Paper: Green shift to create 1 billion tonne ‘green ammonia’ market? 9 June 2020: This white paper analyses the case for green ammonia and potential markets (such as fertilizer and industrial applications, marine fuel and power generation). It reviews logistical and capital/operating costs considerations, and provides an overview of green ammonia projects.
Argus White Paper: Mixed prospects for China’s rare earths market amid Covid-19 4 June 2020: China’s rare earths market is facing mixed prospects as global economies and industries reel from the impact of the Covid-19 pandemic.
Argus White Paper: Battery Materials 4 June 2020: Global demand for lithium-based energy storage systems (ESS) is accelerating as costs decline, despite near-term disruptions to the supply chain from the Covid-19 pandemic.
Argus White Paper - Fob China or cfr Vietnam: a false choice for Asia’s coil markets 13 May 2020: Asia’s steel market continues to explore the use of indexes to mitigate risk. Our last white paper on regional indexation drew interest from companies looking to set up one-off floating deals or long-term index-linked supply contracts. Execution remains challenging however, particularly for Chinese and Vietnamese parties. At heart is a question about which reference to use.
Argus White Paper: EU ETS emissions set for further sharp decline 14 May 2020: Greenhouse gas emissions are set to fall dramatically this year due to measures taken to slow and contain the spread of Covid-19, leaving EU leaders under growing pressure to make key decisions over the carbon market’s supply structure when faced with an even larger build-up of surplus ETS allowances.
Argus White Paper: Coronavirus impact on European petrochemical market 29 April 2020: The rate of new Covid-19 infections, intensive care admissions and deaths fell across most of western Europe during the past week. The sustained decline encouraged some governments to cautiously begin to ease lockdown measures, notably in Germany, but the picture remains mixed.
Argus White Paper: Pandemic and Price War 29 April 2020: The first quarter of 2020 has seen unprecedented upheaval and disruption, not just to daily life, but also to energy and commodity markets with LPG no exception. But while the pandemic has wreaked havoc across jet fuel, gasoline and diesel markets, the impact of Covid-19 on LPG which is both an essential fuel and feedstock — has been somewhat different to other products.
Argus White Paper: Covid-19 provokes sharp fall in global wire and cable demand 09 April 2020: Coronavirus will lead to a sharp contraction in global wire and cable demand throughout 2020 as reduced fixed investment, industrial activity and private consumption stifle end market demand.
Argus White Paper - Update: Coronavirus impact on European petrochemical market 31 March 2020: The number of infections and deaths from coronavirus in Europe continues to grow. There are some indications that the rate of increase in new infections in Italy and Spain is starting to slow as stricter lockdown measures take effect, but other countries are still on steep upward curves.
Argus White Paper: Asia polymers face more weakness as virus cuts demand 24 March 2020: Polymer prices in Asia are coming under further pressure because of a lack of resin demand as the region grapples with the coronavirus pandemic
Argus and CME Group White Paper: Volatility impacting EU HRC pricing mechanism 24 March 2020: Established pricing mechanisms in the European hot-rolled coil (HRC) market are comparatively antiquated compared with other sectors.
Argus White Paper: Indian polymers under strain as coronavirus impact widens 24 March 2020: India’s polymer trading has slowed amid the coronavirus outbreak in China. Market participants expect further declines from a slowdown in polymer consumption in China associated with production cuts and logistical constraints.
Argus White Paper: Rare Earths - US-China trade issues still loom over the rare earths market 19 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 19 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 17 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?
