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 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.
Argus White Paper: Demand for battery metals still set to surge through the next decade Demand for battery materials is expected to surge in the coming decade, despite the hiatus in growth cause by the Covid-19 outbreak. After a drop in EV sales in 2020, this new white paper examines the factors that will drive strong growth from next year through to 2030.
Argus White Paper - European gas winter outlook 2020-21: Market rebalancing? 12 October 2020: Europe’s gas market could see a partial rebalancing this heating season. This whitepaper delves into the key trends to provide you with insight into supply, demand and prices as we head into the winter season.
Argus White Paper: Argus launches a new European methanol monthly volume-weighted average assessment 09 October 2020: Argus has launched a new European methanol monthly volume-weighted average (VWA) assessment, a monthly data point assessment based on a volume-weighted average of transactions captured by Argus, for a named month. The basis for the assessment is IMPCA quality/specification methanol, loading basis fob Rotterdam.
Argus White Paper: Ammonia — The declining relevance of the Tampa contract price 08 October 2020: In-depth analysis of the declining relevance of the Tampa contract price, as the rate of ammonia shipments to Tampa continues to fall (the current rate represents just 2pc of the global traded market). This white paper also includes an insightful review of other key trends impacting the global ammonia market and an insightful mid-term market outlook.
Argus White Paper: LNG outlook winter 2020-21 30 September 2020: Examining the winter outlook for LNG markets, this whitepaper covers key trends including China’s demand growth outlook, uncertainties for US liquefaction ramp-up, the potential impact of cheaper oil-linked contacts on LNG spot market liquidity and how newbuild LNG carriers could offset tonnage demand growth.
Argus White Paper: Argus Asia-Pacific Coking Coal Market Analysis 11 September 2020. Seaborne metallurgical coal prices have dropped sharply this year, with demand from ex-China markets declining in line with weaker steel market performance due to the spread of Covid-19. In this white paper, Argus reviews January-June 2020 spot trades to highlight the key trends, and examine the market outlook for the rest of the year.
Argus White Paper: Rare Earths: Green energy and vehicle electrification to power rare earths demand 02 September 2020: Offshore wind, which consumes most of the rare earth permanent magnets in the wind power sector, is playing an increasingly important role in driving global wind installations. And while the automotive market in total is significantly down in 2020, sales of electric vehicles have held up much better, particularly in Europe.
Argus White Paper: Battery Materials: European EV market powering ahead despite Covid-19 outbreak 02 September 2020: Incentives by national governments across Europe have led to an increase in the uptake of electric vehicles (EVs) in the region in recent months, while general auto sales worldwide have fallen. In the first quarter of 2020, EVs significantly increased their market share to 6.8pc, and total EV sales rose by over 100pc in the first three months of 2020 to 167,132 units.
Argus White Paper: European Ferro-Chrome: A market charged for change 02 September 2020: A prolonged period of chronic oversupply has ramped up global competition for ferro-chrome market share, with trade flows and spot activity shifting in recent months as sellers have pushed to offload material. These shifts are placing a strain on traditional pricing methods, rendering the European charge chrome benchmark obsolete for some market participants.
Argus White Paper: The Argus AGS Marker and the AGS index 26 August 2020: US Gulf coast market participants have urged Argus to provide a new, outright marker price for Midland-quality WTI at the US Gulf coast that reflects its own, unique fundamentals. The Argus AGS (American Gulfcoast Select) Marker and the Argus AGS index were launched on 26 June 2020 in response to this clear market demand, and reflect the increased volumes of Midland-quality WTI arriving at the US Gulf coast and the growth and tenacity of US exports, directly linking US pipeline markets to global waterborne trade.
Argus White Paper: How to build a rare earth supply chain 16 July 2020: Rare earths have found their way into just about every area of modern life, from MRI scanners to lasers, jet engines, water treatment, gasoline refining, banknotes, high-speed fibre-optic cables and microchips. But it is their use in the magnets critical to defence, manufacturing, automotive and the transition to electric vehicles (EVs) that is focusing the attention of policy makers around the world.
Argus White Paper: Argus launches iron ore concentrate premiums June 2020: Argus earlier this month broadened its iron ore price coverage with the addition of iron ore concentrates. Two new weekly prices, for Australian and Ukrainian origin material, are published as differentials to the Argus 65pc Fe fines index. This white paper discusses the market need for launching these new indexes.
Argus White Paper: Covid-19 to change the structure of base and minor metals markets 17 June 2020: Base metals markets are key for economic growth and correlations with industrial products are significant. Argus metals assesses prices for key battery components and prices for base metals which have experienced much volatility since the start of the Covid-19 crisis.
