Argus Whitepaper zum europäischen AdBlue-Markt 01 März 2022. Der AdBlue-Absatz in Europa hat sich seit 2014 mehr als verdoppelt und belief sich im Jahr 2021 auf 4,25 Milliarden Liter. Durch die jüngste Volatilität der Preise in diesem wachsenden Markt stieg das Interesse, den Preismechanismus für AdBlue von den baltischen Harnstoffpreisen zu lösen.
Agriculture in times of Ukraine-Russia conflict — Uncharted territory 04 March 2022. Agriculture markets have experienced unprecedented volatility in recent days, following the outbreak of conflict between Russia and Ukraine on 24th February. Exports from both countries ground to a halt and the world faces possible shortages of food, animal feed and biofuels feedstocks. Download this paper to discover Argus’ view on what these developments could mean for the market outlook.
Seaborne coking coal market second-half 2021 review 2 March 2022. Chinese coking coal import prices soared above $600/t cfr before their premium to fob basis prices collapsed in late 2021, when China’s steel output cuts and release of stranded coal eased supply shortfalls.
Argus European AdBlue market white paper [English] 01 March 2022. The European AdBlue market totalled 4.25bn litres in 2021, more than doubling from 2014. Discover how recent volatility in this maturing market has sparked new interest in breaking ties with a legacy pricing mechanism based on Baltic urea prices, as Argus launches its new German AdBlue price assessments – offering an alternative to existing contract pricing.
Argus Insight: Europe's developing biomethane market and pricing 26 January 2022. Consumer appetite for fossil fuel alternatives is supporting the development of Europe’s biomethane industry, while voluntary biomethane trade is developing as a guarantee of origin market.
Firm 2021 NPK price trends extend into 2022 Firm 2021 NPK prices extended into 2022. Argus’ latest NPK market white paper assesses the reasons for this price trend and the impact it’s having on the global market.
Crude benchmarks 9 February 2022. US president Barack Obama’s lifting of 40-year-old crude export restrictions unleashed a wave of US crude across the world, and placed WTI at the heart of global oil pricing.
WTI at Midland and Houston: Pillars of transparency for the Americas crude market 12 January 2022. Around the world, crude oil benchmarks like Dated Brent and Dubai have struggled to maintain a robust underpinning of physical liquidity. WTI, however, has maintained physical and financial trade liquidity – even throughout the market demand shocks associated with the Covid-19 pandemic.
Lose lose: How a legacy pricing mechanism lets down Europe’s steel buyers and sellers 5 January 2022. After a pre-pandemic boon, running a steel mill in Europe is once again becoming increasingly challenging headwinds include an automotive sector that has ground to a halt. Argus argues that the time has come to embrace a new way of pricing that would benefit both mills and their customers.
BioLPG - The emerging market for LPG’s sustainable alternative 30 December 2021. BioLPG offers an exciting alternative fuel proposition. Chemically identical to conventional LPG, it’s proposed decarbonization strategy is straightforward. It is intended for identical end-uses as its fossil-fuel counterpart, with little to no requirement for infrastructure retrofits. We share insights on positioning the market for growth, feedstocks and production processes, policy impacts, pricing methodologies and more.
阿格斯白皮书： 港口铁矿石： 未来所期 芝加哥商业交易所集团（CME Group）下月将新推出两份用于青岛港港口铁矿石的清算合约，该合约将以阿格斯 PCX 62% 铁矿指数作为基准进行结算。该合约将为中国铁矿石港口交易市场中的广大参与者提供全新、且不可或缺的套期保值和交易机会。
阿格斯白皮书： 铁矿石定价机制的观察与探讨 近年来，阿格斯都在关注主流铁矿石市场分割不统一的原因，其中最主要的一项就是中国希望在具体价格指数的使用有选择的空间，这已经在一定程度上实现了。不过多元化也带来了一个难题：为了避免混乱，在有选择空间的同时也要保证有基本的一致性。
Portside iron ore – The future(s) king 14 December 2021. As risk in iron ore trade surges, forward markets are catching up. International exchanges have long lacked a product to manage operating and basis risk involved in trading ore at the docks of the world’s largest buyer — China. But next month, CME Group will launch two new cleared contracts for portside iron ore at Qingdao port, which will settle against the Argus PCX 62% Fe index.
阿格斯白皮书：国内外轻金属市场回顾和展望 三季度末，随着国内加强能耗双控措施，金属生产商普遍面临电力和原料供应短缺。在全球供应收紧的大背景下，轻金属价格出现了前所未有的上涨。终端用户对此感到困惑，更加依赖第三方价格指数以帮助稳定其合约结构。近日，包括欧洲汽车制造商协会在内的数家欧洲贸易协会预测称，由于来自中国的金属镁供应减少，欧洲主要工业部门可能将面临停产风险。
Hydrogen, awash in colours, in search of definition 15 November 2021. Hydrogen (H2) as a fuel offers a crucial decarbonisation pathway, emitting no carbon dioxide (CO2) when burned. But while it can be produced CO2-free, using renewable energy and water, most existing production routes entail emissions, and lots of them. Proper classification of H2 is necessary to assess any relative merit over fossil fuels, as well as the decarbonisation value of H2 from differing sources. Yet the current naming convention (green, blue, grey) and new prefixes (“clean”, “sustainable”) is at best unfit for purpose and at worst misleading.
