阿格斯白皮书： “低碳节能潮”推动中国稀土磁材行业复苏 随着疫情缓解，新能源汽车、电动自行车和风力发电等行业的需求活跃，2020-2021年中国稀土永磁的生产稳步增长。中国各级政府加快了向低碳清洁能源经济的转型，以降低温室气体排放并保护生态系统，而这将会进一步促进稀土永磁的需求。
Pengerang PE and PP project: Potential kingmaker beyond Asean in 2021 23 February 2021. Argus’ VP of Petrochemicals Muhamad Fadhil and Asia polymer specialist Yee Ying Ang map out the potential export markets for PRefChem’s 1.65mn t/yr polymer complex in Pengerang with a deep-dive on FTAs and preferential tariffs. In this exclusive whitepaper, we also examine the current oversupplied polymer environment at a time of record-high freight costs and Covid-19.
Cobalt – Shift to hydroxide shows market in flux For decades, the cobalt metal price has been the key reference for the cobalt complex. But the long-term trend towards the electrification of vehicles is creating a new centre of gravity, putting cobalt hydroxide firmly in the driving seat. In this white paper, Argus looks at how recent price trends suggest the time may have come for the hydroxide price to disconnect itself from that of the metal.
Argus launches Baltic bitumen cargo assessment 09 February 2021. Argus is launching a new Baltic bitumen assessment to price fob bitumen exports from Baltic ports — a market that is expected to become increasingly important for bitumen supply in the years ahead. In this white paper Argus explains this new assessment and why this outright price is the most accurate way to price bitumen cargo exports.
Indexation case study for European steel mills 05 February 2021. It has been a turbulent, and often bizarre, couple of years for European steelmakers. But one constant has been a pricing mechanism increasingly inadequate for such a volatile market. In the first of a series of white papers on steel futures and indexation, Argus looks at how European hot-rolled coil producers could use these tools to bring stability and improve commercial outcomes.
Seaborne coking coal market – 2020 in review 05 February 2021. China’s ban on Australian coal imports redrew trade flows in 2020 and sparked a revival in fob spot trade, lifting it to record volumes across a broader swathe of customers and regions. In this white paper, we review a volatile year for the coal market and look ahead to how 2021 is set to develop.
Impact of China's ban on Australian coal 28 January 2021. A diplomatic spat between China and Australia is threatening to reshape the landscape of coal trade flows in the Asia-Pacific in 2021. In this white paper we discuss the effect the dispute is having on trade flows and prices in the Asia-Pacific and beyond.
Rare earth magnet material prices on the move again 22 January 2021. A recent hike in stockpiling demand has boosted Chinese rare earth magnet material prices. In our new white paper, we explore this situation in more detail and examine whether elevated prices will be sustained through 2021.
NPS drives Russia’s complex fertilizer exports 15 January 2021. Argus is pleased to offer a complimentary NPS white paper focused on the trajectory of Russia’s complex fertilizer exports, the rise of NPS and the outlook for the NPS market.
Daily pricing key as case for steel indexation strengthens 07 January 2021. Indexation is surprisingly uncommon in the European hot-rolled coil market, given the price risk endemic throughout the supply chain. Where it does occur, it is usually against a price set monthly. In this white paper, Argus explains why a daily index is the best tool for risk management — even for monthly pricing.
Argus White Paper: Battery metals: A brave new world in 2021? 17 December 2020. 2020 had been billed as a revolutionary year for battery markets and electrification – a prediction that turned out to be true, but not in the way many had planned. Now those markets and the raw materials that supply them are set to charge into 2021 with a new kind of momentum. Our new white paper examines which technological will actually gain traction commercially, and whether 2021 will deliver the rate of progress many are hoping for.
Argus White Paper: Carmakers eye shift away from fixed-price HRC contracts 16 December 2020: Our white paper looks at how the recent volatility in spot hot-rolled coil (HRC) prices in northwest Europe could make a switch to index-linked pricing in long-term supply deals an attractive option for both buyers and sellers.
Argus White Paper: Why Latin America should care about tanker freight’s depression 11 December 2020. This exclusive white paper brings you an unique perspective on how volatility in shipping rates affects fuel costs in the Americas. Explore the impulsive nature of tanker freight and its impact on trade routes to Latin America, track the main oil products flows in the Americas, and learn how ample tanker supply is likely to limit rate volatility in 2021.
Argus White Paper: Iron ore spot liquidity: it only counts…if it’s counted 02 December 2020: Iron ore spot liquidity is something of a niche interest, but for China, which imports two thirds of seaborne iron ore, it increasingly matters for price formation. Once again, index methodology is being scrutinised and Argus’ latest white paper examines these issues in more detail.
Argus White Paper: 2021 cross-border power markets outlook 12 November 2020: As annual European cross-border power capacity auctions begin on many borders, Argus examines the key trends in 2020 and the factors that could impact price spreads in 2021.
