Argus Insight - Turkish power sector's Russian coal trade after EU sanctions August 2022. Turkey is heavily dependent on gas and coal imports from Russia for power generation. On the other hand Turkey is a member of Nato and the EU is its biggest trade partner. So how it secures supplies of gas and coal and manage it relationships with Russia, the EU and its Nato allies requires it to strike a delicate balance.
Argus Insight - Continental drift: Hydrogen policy gap July 2022. The early days of the decarbonised hydrogen industry is seeing a gap emerging between Europe and the US for low-carbon (blue) hydrogen. This policy gap could affect trade, burden US producers with extra costs and undermine decarbonisation efforts. But it is not too late to close it.
Lagging indexes driving Italian SSCs in the red June 2022. Download to learn why Italian steel service centres (SSCs) are incurring losses on sheet sales amid declining downstream prices.
The return of aerospace – adjusting to new pricing paradigms June 2022. How has the supply/demand for aerospace metals changed and how can OEMs and T1-3 suppliers overcome these new supply chain challenges.
Argus Insight: LNG supply June 2022. Qatar and other Middle Eastern LNG producers are seeking to boost their capacities at a time when the world is scrambling for LNG. This follows underinvestment in production facilities during the Covid-19 pandemic, and comes as Russia’s invasion in Ukraine has sent Europe’s diversification quest into overdrive.
阿格斯白皮书：铁矿石与公共资源的悲哀 在铁矿石市场，基于指数的定价机制夯实了数十亿吨贸易的基础。大家都希望有一个对所有人都行之有效的定价机制，但很少人愿意做必要的维护。现在全球最大的买家终于无法继续忍受，似乎有完全抛弃这个体系的危险。
CARB’s harbor craft vessels R99 initiative 28 April 2022. California starting next year will require commercial harbor craft vessels in the state to burn renewable diesel (R99) instead of ultra-low sulphur diesel (ULSD), increasing their marine fuel bills. The state’s environmental agency, California Air Resource Board (CARB), expects the switch to R99 to reduce nitrogen oxide (NOx) emissions by 30pc and particulate matter emissions by 10pc.
Argus Insight: European summer gas demand 28 April 2022. After a turbulent winter, Europe is scrambling to prepare for the next. Replenishing gas storage ahead of the next heating season is a key focus — not least because of persisting uncertainties over Russian deliveries as a result of the conflict in Ukraine.
TPC Group ups production despite butadiene unit closure: CEO 20 April 2022. TPC Group’s CEO outlines how it will grow production despite the permanent closure of its Texas butadiene plant following a 2019 explosion; and insights into: how TPC introduced new equipment, third-party processing agreements and capacity, pipelines, and a terminal; its path forward to raise its market share; ways the CC4 processor manages price volatility and market uncertainty.
Global Sulphur Market Volatility 8 April 2022. The global sulphur market has faced record prices - discover the key reasons why prices continue to accelerate in 2022 and what this could mean for 2Q contract negotiations.
Dirty tankers — The Russia-Ukraine impact in five graphs 5 April 2022. More than a month has now passed since the Russia/Ukraine conflict began, plunging European and global commodity markets into turmoil. The impact on tanker rates was both instant and spectacular, with record-high bunker fuel prices adding to the problems for shipowners to deal with in the weeks after the conflict began. And the effect on global crude and products trade flows took longer to arrive but is now becoming noticeable. In this white paper we illustrate the effect in five graphs with commentary.
Global LNG summer outlook 2022 6 April 2022. The Russia-Ukraine conflict has further stoked supply concerns in Europe, which had already been the key market driver in recent months. A milder winter coupled with slower Asian demand throughout most of the winter allowed a partial recovery in European stocks, but these remain lower than in most recent years...
European Guarantee of Origin trade increase 6 April 2022. European demand for renewable-backed energy supply is supporting the growth of a traded market in voluntary renewable certificates. European Guarantees of Origin (GOs) are used to identify the technology, location, production time and volume of a given unit of energy.
Global Ammonia Market Volatility 18 March 2022. The global ammonia market has faced record prices and an extended period of Black Sea supply disruption – what does this mean for new pricing mechanisms? This paper assesses market volatility, increase in spot trade, evolving pricing mechanisms and more.
Argus Insight: Hydrogen Taxonomy 17 March 2022. This white paper is a follow-up to "Hydrogen: awash in colours," in search of definition, released in November 2021. We received extensive feedback spanning the supply chain and have made amendments to the proposed taxonomy to reflect this.
