The rise and rise of electric vehicles 15 September 2021. Global electric vehicle sales had a record year in 2020, and they look set to hit new highs this year. In this white paper, we discuss the key drivers for the rise of electric vehicles and its market outlook.
Supply-demand mismatch driving need for new China titanium pricing options 15 September 2021. China’s titanium market is reaching a crossroads owing to mismatched supply and demand. In this white paper, we discuss the need for new price indexes to help market participants make informed trading decisions during this period of transition.
阿格斯白皮书：台湾废钢进口期货合约全新上市 伦敦金属交易所（LME）于2021年7月19日推出新的台湾废钢进口期货合约，这个价格风险管理产品以阿格斯每日HMS 1/2 80:20集装箱废钢台湾指数为基础进行结算。阿格斯对其所面向的需求和市场做了研究。新的合约不仅可供中国台湾进口商、建筑行业的买方和美国西海岸出口商使用，也适用于整个亚洲地区。
Argus Possibility Curves and Covid-19-related crude price destruction 01 September 2021. As early as December 2019, the Argus Possibility Curves drivers showed a negative economic change in Asia-Pacific that ultimately put heavy downward pressure on crude prices. Download this case study to see how Argus Possibility Curves users could have been alerted by these red flags.
Seaborne coking coal market first-half 2021 review 17 August 2021. Chinese coking coal import prices rose above $300/t cfr and reached a record premium to fob basis prices in the first half of 2021, as China’s ban on Australian coal continued to redraw trade flows and weigh on spot trade volumes. In this white paper, we review the first half of 2021 for the seaborne coking coal market and provide an outlook for the rest of the year.
Argus Media cif Hamburg Assessment 23 July 2021. The unique diesel market in Germany calls for unique pricing. Germany is a very different market for diesel than other European countries. To better represent the German market, Argus has revised its cif Hamburg diesel cargo assessment to bring more reflective prices which encapsulates the wider market.
NPK prices record sharpest rises to hit multi-year high 23 July 2021. Global NPK prices have risen sharply this year to reach multi-year highs, spurred partly by even faster raw material price rises, most notably for urea and DAP/MAP.
Decarbonisation of steel is the future 22 July 2021. The global ferrous sector’s transition towards decarbonisation will not be an overnight switch but a journey, riddled with stumbling blocks. In this white paper, we analyse the future of the steel industry with key industry participants.
The Argus European electricity markets mid-year review 2021 July 2021. Argus European Electricity Markets mid-year review 2021 provides well-researched analysis of the trends taking shape in different European markets.
Parlous state of play: the iron ore pricing mechanism 7 July 2021. For years, Argus has highlighted forces fragmentating the mainstream iron ore market. Chief among those was a wish by China to have some choice over the index it used. This has happened, to a degree. But diversification presented a paradox: to avoid chaos, some basic uniformity in that choice was required. Whilst market members investigated the options, execution faltered, preventing the market from coalescing.
阿格斯白皮书: 中国税改将冲击独立炼厂沥青生产 2021年6月8日: 中国最近宣布将从6月12日开始对“稀释沥青”等调和组分征收消费税，2021年独立炼厂沥青生产预计将发生转变。 阅读阿格斯白皮书以了解税收改革对沥青和燃料油的影响以及中国沥青市场的展望。
阿格斯白皮书： 铜精矿供应紧张催生对价格透明度的需求增加 2021年5月14日. 电气化一直在推动铜需求的增长，近期精炼铜价格涨至10,000美元/吨以上，并刺激中国扩大冶炼产能来满足这一需求增加。正是铜精矿（精炼铜原料而非精炼铜）的紧张供应影响了整个铜供应链的价格。
Argus market update: European PVC balance set to remain tight in 3Q 2 June 2021. A flurry of domestic production issues, lower US imports and firm construction demand have tightened the European PVC balance so far in 2021. A prolonged supply crunch, coupled with a demand growth in home renovation applications such as profiles, fittings and flooring, are likely to support PVC margins further going forward. In this white paper, Argus will provide an in-depth analysis of current PVC market dynamics in Europe, and how recent expectations in supply and demand flows will drive pricing and production margins later in the third quarter.
Propylene global capacity update 31 May 2021. Propylene capacity will increase by over 30pc in the next 5 years with PDH being the fastest growing source and the refinery sector being the most vulnerable to change. This surge in new capacity is based predominantly in China where there is also strong growth in demand. But, with no clear cost leadership to incentivize investment in one geographic region, all regions are investing in new production facilities. In this white paper, we explore the issues and evolution of the various propylene sources.
Proposals for volume-weighted average price indexes 21 May 2021. Argus proposes to launch new volume-weighted average indexes for 0.5pc sulphur fuel oil (VLSFO) and 0.1pc sulphur marine gasoil (MGO) bunker prices at two key European hubs — Amsterdam-Rotterdam-Antwerp (ARA) in northwest Europe, and Gibraltar, Algeciras and Ceuta in the western Mediterranean.
