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Evolving dynamics demand more diversity in cobalt pricing
Refined cobalt products are key in manufacturing for a range of evolving industries, including electric vehicles (EVs) and aerospace, computers, communications and consumer electronics. Nowhere are these industries growing faster than in China.
BioLPG: Supply Boost
September 2022. In this whitepaper, Argus consultant Kristen Mueller discusses the emergence of bioLPG as a sustainable alternative to LPG and casts light on the key issues for this future fuel.
Global Sulphur Market: Key factors driving recent price fluctuations
September 2022. Discover the key factors driving recent sulphur price fluctuations, the impact on quarterly contracts and the short-term price outlook.
Nitrogen output slashed in Europe: What are the key drivers and consequences
September 2022. In this concise nitrogen market paper, Argus assess key drivers and consequences of the reduction in European nitrogen output.
Argus Insight: Natural Gas - EU price caps — too high a price to pay?
Recent wholesale natural gas market volatility has unleashed a deluge of policy proposals, as law-makers scramble to shield citizens from higher-than-average natural gas prices caused by Europe-bound supply constraints. In this Argus Insight, we set out the implications for the energy markets, and for the final cost of energy more broadly, of some of the proposals under consideration.
Houston, we have a ferrous scrap problem
Houston is a lot of things: The fourth largest city in the US, a global energy hub, a diverse place with vibrant food and culture, NASA's base of operations and, lest we forget, hot, humid and stubbornly hurricane-prone.
Argus Hydrogen Insight: Decarbonisation and Methanol
August 2022. Methanol is a crucial input to the chemical, construction and automotive industries. It stands on the cusp of significant growth, as Asia-Pacific demand rises and in new uses as the mobility sector looks to it to aid decarbonisation, particularly in marine applications.
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 it is a member of Nato, and the EU is its biggest trade partner. So securing supplies of gas and coal and managing its 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.
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.