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.
阿格斯白皮书： 阿格斯发布海运铁矿 精粉溢价 6月初阿格斯发布两个新的周度海运铁矿精粉溢价，以拓宽阿格斯的铁矿价格报道覆盖范围。这个价格是针对 来自澳洲及乌克兰产地的精粉，以对阿格斯65%粉矿的差价的形式发布。本篇白皮书即讨论发布这两个新指 数的市场需求。
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.
Argus White Paper: Four months into 2020: Curveballs, expectations and a murky future for marine fuels 16 June 2020: Global bunker markets have been subject to three waves of turbulence this year – IMO 2020, the Covid-19 pandemic and the collapse of crude prices. Our experts from across the globe explore the fundamentals driving regional bunker markets in the first part of 2020.
Argus White Paper: How much heating oil are German households likely to buy? 16 June 2020: Every year, Germany consumes over 13mn t of heating oil. Anticipating heating oil demand is notoriously difficult and at times seemingly impossible. The disruptive effects of over 1.2mn private households and their buying decisions are felt by refiners, traders and inland suppliers every year.
Argus White Paper: Pricing mechanisms for an evolving cobalt market 12 June 2020: The cobalt market is in a critical period of transition — not for the first time. Now, in the 21st century, growing battery usage is changing the market yet again and bringing with it a necessity for pricing mechanisms appropriate to its structure and direction.
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 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.
