Argus White Paper: 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.
Argus White Paper: 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.
Argus White Paper: 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.
Por qué América Latina debería preocuparse por la depresión de los fletes de los buque tanques 11 de diciembre de 2020. Este documento técnico exclusivo le brinda una perspectiva única sobre cómo la volatilidad en las tarifas de envío afecta los costos de combustibles en las Américas. Explore la naturaleza impulsiva del transporte de cargas de buque tanques y su impacto en las rutas comerciales a América Latina.
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.
Argus White Paper: Renewable feedstocks present new and complex opportunities 05 November 2020: The global refining industry is increasing production of renewable fuels for the transportation market. This means renewable feedstocks — whether crop-based or waste-based — are flooding into markets that were once reserved for petroleum products.
Argus White Paper: Uncertain outlook for US tungsten carbide consumption 4 November 2020: US government economic stimulus measures could support demand in the near term through the provision of government contracts for some metal-consuming sectors. However, the continued halt in manufacturing of US aerospace firm Boeing’s 737 MAX airliner is likely to weigh on demand from the aerospace sector.
Argus White Paper: Covid-19 upends the titanium market 4 November 2020: The impact of the Covid-19 pandemic on the aerospace industry is having far-reaching consequences for the titanium supply chain, with a “missing generation of scrap” driving up prices for associated titanium products. As major US aerospace sector companies warn that their industry might not recover for three years, how is the titanium market adapting and what might its recovery look like?
Argus White Paper: The impact of US exports on West African crude markets 2 November 2020: Crude demand has been decimated by the world’s response to Covid-19, while markets around the world continue to be flooded with low-priced US crude. West Africa, traditionally one of the most flexible oil exporting regions, is locked in a struggle for market share and price competition among delivered grades has become fierce in the key consuming areas of Europe and China.
Argus White Paper: German market merger 21 October 2020: Germany's planned merger of the NCG and Gaspool gas market areas is now less than a year away. Much progress has been made since the plan became law, but market participants still view some of the regulatory changes with concern. In this paper, we provide an update and overview on key recent developments.
Argus White Paper: US seeks to develop domestic critical minerals supply chain 14 October 2020. 2020 has seen an increasing number of countries seeking to develop their own supply chains for critical minerals to ensure security of supply in the long-term. This white paper looks at the latest developments in the US to establish a domestic critical minerals supply chain and its impact on the global market.
Argus White Paper: Demand for battery metals still set to surge through the next decade 14 October 2020. Demand for battery materials is expected to surge in the coming decade, despite the hiatus in growth cause by the Covid-19 outbreak. After a drop in EV sales in 2020, this new white paper examines the factors that will drive strong growth from next year through to 2030.
