The Effects of the Coronavirus on Markets

The Effects of the Coronavirus on Markets

Here you can access the latest blog posts, podcasts and news as well as Argus’ assessment of the immediate fallout from the virus on multiple commodities and the potential impact for the rest of this year. The outbreak of the coronavirus epidemic in China — the world’s second-largest economy, responsible for almost a fifth of global GDP — is having a significant impact on commodity markets, as trading patterns are disrupted and economic growth forecasts are revised lower.

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Latest related blog posts and podcast episodes

17 十二月 2020

From the Economist's Chair: Shifting policy priorities will drive China’s 2021 commodity demand

China’s imports of key commodities, totalling 2 billion tons and covering energy, agricultural products and metals, were up by a robust 7% year-on-year (y-o-y) during January-November 2020, with iron ore, soy, meat products and crude oil the strongest performers.


亚太地区 英语 Agriculture 煤炭 原油 化肥 液化石油气/NGL 金属 天然气/LNG 化工品

18 十一月 2020

The Crude Report: Freight loses some Covid-19 weight

After an unprecedented rise earlier this year thanks to a surge of floating storage demand, the weight of freight – freight's share of the delivered cost – has returned to the more typical 5pc - 10pc range for US-to-China shipments.


原油 运输 北美 亚太地区 英语

02 十一月 2020

From the Economist's Chair: US election fog could intensify crude’s roller coaster

Intra-day crude volatility has doubled since early-September, on renewed uncertainty over Opec+ intentions, recovering Libyan production, weakening oil demand amid resurgent Covid-19 and, not least, a fractious US Presidential and Senate election campaign, which may see...


原油 北美 英语

26 十月 2020

From the Economist’s Chair: Energy outlooks offer divergent paths for oil demand

The annual autumn glut of energy outlooks shows disparate potential global oil demand levels by 2040, with Covid-19’s aftermath now augmenting energy transition pathways as a source of uncertainty.


原油 全球市场 英语 化工品 运输 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 北美

07 十月 2020

Malaysian palm oil at a crossroads

Malaysia’s freeze on cross-border hiring in response to Covid-19 has left oil palm estates grappling with a lack of hands during their peak harvesting season, and at a potential turning point in the industry’s labour dynamics.


生物能源 亚太地区 英语

01 十月 2020

The Covid Effect: Peak US energy dominance

Covid-19 has forced a drastic reappraisal of US shale oil growth prospects, amid an economic downturn that has complicated expectations for a presidential election next month that could have even longer-term implications for oil and gas, writes Haik Gugarats.


原油 成品油 北美 英语

23 九月 2020

The Covid Effect: Saudi Arabia checks its vision

The pandemic has dealt Riyadh a triple blow just as Saudi Arabia's de facto leader was trying to steer the country in a new and different direction, writes Samira Kawar.


原油 中东 英语

23 九月 2020

The Crude Report - Opec: 60 years and counting

It’s been 60 years since Opec was formed by founding members Saudi Arabia, Iran, Iraq, Kuwait and Venezuela.


原油 全球市场 英语 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美

22 九月 2020

Caribbean ammonia: Why are Trinidad prices lagging the international market?

It has been a challenging year for ammonia producers, with spot prices plummeting in the wake of the Covid-19 outbreak and industrial demand slashed across several key import regions.


化肥 拉丁美洲和加勒比地区 俄语

16 九月 2020

Pandemic delays start of some minor metals contract negotiations

This is the time of year when the autumn conference season would normally be upon us and industry participants from all over the world would be congregating to mull over the year and to envision future supply-demand plans.


金属 全球市场 英语 亚太地区 欧洲 北美

16 九月 2020

Market Talks: The jump in Brazil’s soybean imports amid the grain’s bumper crop

Increased soybean demand in Brazil during the Covid-19 pandemic has boosted the country’s imports, despite Brazil achieving its highest ever soybean crop this year, narrowing the country’s trade balance in this commodity.


化肥 Agriculture 拉丁美洲和加勒比地区 英语 葡萄牙语

15 九月 2020

The Covid Effect: China’s long march to recovery

Beijing faces choices as it looks to revive the Chinese economy, including the degree to which its recovery will depend on oil, gas and coal, write Karen Teo and Tom Reed.


亚太地区 原油 成品油 煤炭 天然气/LNG 电力 英语

26 八月 2020

Coal imports help Turkish economy in 1H20

Turkish coal imports resisted the economic slowdown driven by Covid-19, rising on the year in the first half of 2020, as a rare move by state-owned utility Euas to support independent coal-fired power plants bolstered demand.


煤炭 欧洲 英语

19 八月 2020

Mexican oil caught between a hug and a hammer

Attacks on Mexico’s energy infrastructure have grown in recent months along with an overall increase in crime. This risks both the already troubled climate for private-sector investment and the government’s own drive to shore up state-owned Pemex.


原油 成品油 拉丁美洲和加勒比地区 英语

10 八月 2020

Covid-19 weighs on global coal burn in 1H

Coal consumption in key markets slipped during the first half of 2020 as a late recovery in China’s coal burn failed to offset weakness in the earlier periods of the year.


煤炭 亚太地区 欧洲 英语

23 七月 2020

Market Talks: Outlook for Brazilian exports of poultry and pork meat

Brazilian exports of poultry and pork meat should increase in 2020 against last year, but the pressure exerted by the pandemic in the international trade of these products will have a significant impact on shipments.


化肥 拉丁美洲和加勒比地区 葡萄牙语

08 七月 2020

Driving Discussions: How Covid-19 inverted the gasoline-naphtha spread

Welcome to the next episode in Driving Discussions, this time looking at how Covid-19 has turned the naphtha-gasoline relationship on its head.


成品油 运输 英语 欧洲

08 七月 2020

The Covid-19 impact on logistics in the west African fertilizer market

Welcome to the second episode of our Africa fertilizer knowledge series. In this podcast we discuss the logistical implications of Covid-19 on the west African fertilizer market supply chain.


非洲 化肥 英语 网络研讨会

30 六月 2020

The Petcoke Podcast: Covid-19 impacts on Atlantic basin fuel coke demand

Welcome to The Petcoke Podcast, a new series discussing key developments for the global petroleum coke markets with expert industry participants.


成品油 全球市场 欧洲 北美 英语

30 六月 2020

Asia polymers: Chinese demand removes surplus

Low feedstock costs have incentivised producers in Asia-Pacific to maximise polymers production despite weaker demand in this year’s second quarter. Heavy plant maintenance and a demand recovery in China have allowed producers in other regions to balance the demand drop...


化工品 亚太地区 英语

24 六月 2020

Big Oil grasps the nettle

Major oil companies are grappling with two huge problems – how to navigate their way through the demand and revenue slump triggered by the Covid-19 lockdown, and how to reposition their businesses for the longer term as the world moves towards a lower carbon future.


原油 成品油 天然气/LNG 全球市场 英语 亚太地区 欧洲 中东 拉丁美洲和加勒比地区 北美

22 六月 2020

From the Economist’s Chair: Paint It Bleak

As summer arrives and the world emerges from lock-down, hopes are high for gradual economic and oil demand recovery. Alongside reasonable levels of Opec+ discipline, this could help place a floor under crude prices. But whisper it quietly, a bleaker scenario also exists...


原油 全球市场 英语 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美

18 六月 2020

Digitalisation of mining to weather future storms

Mining is no stranger to digitalisation. The widely held perception of the resources industry is one of workers in mines and not one of machines running almost everything.


金属 全球市场 英语 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美

15 六月 2020

African Fertilizer Knowledge Series: Assessing the impact of Covid-19 on west Africa fertilizer supply and demand

Welcome to the first episode of our Africa fertilizer knowledge series. In this podcast we discuss the supply/demand dynamics in western Africa with the West African Fertilizer Association.


化肥 非洲

10 六月 2020

Driving Discussions: Road to recovery (part 1)

The latest episode in our Driving Discussions series looks at signs of recovery we might expect over the coming weeks and months as countries re-evaluate lockdown policies.


英语 成品油

03 六月 2020

Covid-19 sows uncertainty for fertilizer demand

Fertilizer could be the next commodity to fall victim to the economic effects of the Covid-19 pandemic, as the slump in demand for fuel — and biofuels — trickles down to the US corn crops used to produce ethanol.


化肥 北美 英语

02 六月 2020

Over 2mn t — the new China sulphur inventory norm?

China is unique when it comes to sulphur storage, as the key ports of Fangcheng, Beihai and Zhanjiang in the south of the country and the north China ports of Tangshan, Weifang, Zhenjiang and Nanjing have the capacity to hold in excess of 3mn t of sulphur.


化肥 亚太地区 英语

01 六月 2020

Sizing up Covid-19 iron ore supply risks

The centre of the Covid-19 pandemic is shifting from Europe and the US to countries like India and Brazil, two of the four largest iron ore exporters in the world. Iron ore prices are rising as the focus moves to saving lives.


金属 全球市场 英语 亚太地区 欧洲 拉丁美洲和加勒比地区 北美

27 五月 2020

Bitumen no longer bottom

There have been few positives for refiners during the Covid-19 pandemic, but the strength of bitumen has offered some solace.


成品油 欧洲 英语

26 五月 2020

Crude and jet fuel markets on the runway for price recovery

It may seem remote right now, but despite the recent unparalleled loss of global oil demand, economic forces will sooner or later conspire to rebalance the market as demand recovery takes hold and crude production in high-cost regions falls.


成品油 原油 全球市场 非洲 亚太地区 欧洲 FSU 拉丁美洲和加勒比地区 中东 北美 英语

26 五月 2020

Covid-19 highlights unlocked potential of demand-side CO2 cuts

The Covid-19 pandemic has had a disastrous impact on the lives and well-being of citizens across the world. Major economies have been temporarily shut down, while freedom of movement has virtually ground to a halt.


碳排放 欧洲 英语

26 五月 2020

Impact of IMO 2020 and Covid-19 on heavy products

Find out how the heavy products have reacted to the compound effect of IMO 2020 and Covid-19 in this latest Argus update.


全球市场 成品油

18 五月 2020

Driving Discussions: Balancing Russia's gasoline market in volatile times

Listen in to the latest Driving Discussions podcast, this time spotlighting the state of Russia's gasoline market in the midst of the global Covid-19 pandemic.


FSU 成品油 运输

18 五月 2020

Covid-19 — questions from the sulphur market on the sulphur market

Listen in as Claira Lloyd answers questions from her most recent webinar on Covid-19's impact on the global sulphur market.


全球市场 化肥

14 五月 2020

A perfect storm for GCC steelmakers

The Covid-19 pandemic, combined with the timing of the oil price collapse, could have created one of the most hostile steel markets for the GCC region ever.


金属 中东 英语

14 五月 2020

The impact of the Covid-19 pandemic on Asian bitumen markets | Episode 2

The impact of Covid-19 has been felt significantly in Asian bitumen markets in Asia. As countries shut borders and enforced lockdowns, road construction activity slowed and then completely halted.


成品油 亚太地区 英语

14 五月 2020

French nuclear crisis: Will history repeat itself?

The Covid-19 pandemic has disrupted most aspects of life, and French power plant maintenance schedules are no exception. Could the French power market be about to experience its most challenging winter since 2016-17?


电力 欧洲 英语

13 五月 2020

Driving Discussions: The Impact of Covid-19 on European fuel markets and refineries (part 2)

The Driving Discussions series returns to Europe to examine the changes in Covid-19's impact on refineries with a special focus on utilisation rates.


欧洲 英语 成品油

05 五月 2020

Covid-19 crushes global power demand and coal consumption in April

Global coal demand was dealt a significant blow in April, as restrictions in many countries to curb the spread of Covid-19 slashed power demand and weighed heavily on industrial output.


煤炭 亚太地区 欧洲 英语

29 四月 2020

Podcast - Driving Discussions: The impact of Covid-19 on European biofuels markets and HVO

Join the latest Driving Discussions podcast for coverage of the European HVO and biofuel markets amidst the Covid-19 pandemic.


英语 欧洲 生物能源 成品油

23 四月 2020

Portuguese podcast - Market Talks: The impacts of Covid-19 on Brazil’s clean fuels markets

Measures enforced to prevent the spread of coronavirus had a strong impact on the oil and refined products demand around the globe. How big is the drop in demand for clean fuels in Brazil, and how will it reflect in domestic trade flows?


成品油 拉丁美洲和加勒比地区 北美 葡萄牙语

22 四月 2020

Podcast: The impact of Covid-19 on European bitumen

Coronavirus has affected commodity markets across the globe, and bitumen is no exception. Tune in to this latest podcast to learn how the pandemic has impacted bitumen markets in Europe and Africa.


非洲 英语 欧洲 成品油

22 四月 2020

Podcast - Driving Discussions: The surprising RINs market during Covid-19

While all other energy commodities markets around the world have seen a severe dip in prices, RINs prices in the US are steady. What is causing the RINs market in the US to react this way and what is the outlook?


成品油 北美 英语

21 四月 2020

South African coal industry faces up to 14-year low prices

After trading at nearly $100/t over the winter, South African high calorific value (CV) coal prices fell to a 14-year low this week amid subdued demand caused by the Covid-19 pandemic.


煤炭 全球市场 英语 非洲 亚太地区 拉丁美洲和加勒比地区 北美

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Other content related to the coronavirus

  • Webinar: Online Crude Forum

    9 September 2020: The global Covid-19 crisis and its impact on economic activity has caused demand for refined oil products to plummet, closely followed by production. Please note that we have two sessions covering different topics on 9 September.
  • White Paper: Covid-19 to change the structure of base and minor metals markets

    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.
  • Webinar: Sulphur Market Outlook

    30 July 2020: Join us to discover key April-July pricing and supply trends, third quarter contracts, the impact of Covid-19, project updates and capacity outlook, the global sulphur balance forecast and more.
  • Webinar: Argus Base Oils Virtual Forum 2020

    7 July 2020: Argus is excited to meet you online this year. Argus’ Asia-Pacific and Europe market experts will focus on the impact of Covid-19 in the first half of 2020 and what to expect in the second half of the year.
  • Webinar: Covid-19 — What does this mean for Asian bitumen markets?

    2 July 2020: Join Argus Media’s Asia Asphalt Editor Aabha Gandhi as she discusses how Covid-19 changed the Asia-Pacific and Middle East bitumen markets in the first half of 2020, and share Argus’ view for the next quarter.
  • Webinar: Covid-19 and the Global LNG Market

    4 June 2020: How has the Covid-19 pandemic reshaped global LNG demand; what are the implications for new projects coming on stream and awaiting FID; and what additional pressures has the pandemic put on long-term LNG contract structures?
  • 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.
  • 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.
  • Webinar: The Impact of Covid-19 on Wire & Cable demand

    28 May 2020: Join Teis Sherman, analyst - metals, as he delivers an overview of the short term and long term outlook for global wire and cable markets.
  • Webinar - Covid-19: The natural gas view from Europe

    21 May 2020: How have the Covid-19 shutdowns affected fundamentals in Europe’s over-supplied gas market? In this webinar, we look at the impact of the pandemic and prospects for the rest of 2020.
  • Webinar: Will APAC jet fuel markets ever be the same?

    20 May 2020: The Covid-19 pandemic has had an unprecedented impact on Asia-Pacific jet fuel markets, with airlines all but grounding their fleets as travel and jet fuel demand have taken a severe hit.
  • Webinar: US LNG and the impact of Covid-19

    7 May 2020: The US LNG market is evolving faster than ever amidst the global coronavirus pandemic. In this webinar, we discuss recent changes in export capacities, and what this means for planned projects.
  • White Paper: EU ETS emissions set for further sharp decline

    14 May 2020: GHG 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.
  • 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.
  • 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.
  • Webinar: Covid-19 and the impact on Indonesian coal market fundamentals

    28 April 2020. Argus Media’s coal editorial team discusses Covid-19’s impact on market developments in Asia-Pacific. This will cover Indonesian supply, demand centres, recovery timeline and challenges facing China and India.
  • 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.
  • White Paper: Asia polymers face more demand weakness

    25 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.
  • Webinar: Biomass markets adjust to challenging times

    25 March 2020: Discussing market developments in APAC, Europe and the US, policy changes impacting wood pellet and PKS trade flows and the outlook for 2020.
  • White Paper: Indian polymers under strain

    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.
  • Weekly update on China petrochemicals plants production

    Each week Argus provides updates on petrochemical plants production, polymer plants production and methanol and syngas MEG plants production.
  • Webinar: Dealing with disruption in the iron ore markets

    19 March 2020: Join Argus' Chris Newman, senior editor, ferrous markets, for a review on the recent disruptors of iron ore markets.
  • Webinar: Coronavirus outbreak - Impact on base oils

    Join Argus' Guo Harn (Marc) Hong, senior analyst, base oils, for an analysis of the coronavirus impact on global base oils markets.
  • White Paper: Battery Materials - China EV slowdown

    A weaker economy and lower NEV subsidies that were introduced in 2019 precipitated a drop in Chinese NEV production and sales last year. The coronavirus outbreak has put further downward pressure on the sector in 1Q 2020.
  • White Paper: The impact of coronavirus on propylene

    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?
  • Webinar (Chinese): China's rare earths market

    Rare earth prices began to fall in late February owing to a rise in supplies as the outbreak eased, and weak demand from downstream sectors. Meanwhile, prices for medium and heavy rare earths have continued to rise since February.
  • White Paper: Coronavirus impact on Asia's steel markets

    Coronavirus impacts have been pronounced across China’s and Asia’s ferrous industry. In its wake, it has exposed unnecessary weaknesses in steel pricing structures. Will the steel industry emerge stronger?
  • Webinar (Chinese): Asia-Pacific's bunker market

    A fall in crude prices and the continued spread of the coronavirus have created substantial market volatility in the marine fuels market. Watch this webinar (Chinese) for updates on the APAC bonded bunkers market.
  • Webinar on global rare earths markets

    Webinar topics include Argus' rare earths coverage, the impact of the virus outbreak on rare earths supply and demand, an overview of rare earths prices in January-February, and an outlook and forecast.
  • White paper: The Coronavirus Impact

    In this white paper, Argus assesses the immediate fallout from the virus on multiple commodities and the potential impact for the rest of this year.


阿格斯为全球市场提供信息及相关服务,在此过程中会有必要与分布于欧洲经济区(EEA)内外的集团公司和服务供应商共享您的个人信息。阿格斯(Argus Media)可能会使用提交的详细信息向您发送与您业务相关且您可能感兴趣的阿格斯产品与服务相关内容。您可以随时取消订阅这些更新。我们将遵循本公司的隐私政策对您的个人信息进行妥善管理。

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