Argus White Paper: Argus Asia-Pacific Coking Coal Market Analysis 11 September 2020. Seaborne metallurgical coal prices have dropped sharply this year, with demand from ex-China markets declining in line with weaker steel market performance due to the spread of Covid-19. In this white paper, Argus reviews January-June 2020 spot trades to highlight the key trends, and examine the market outlook for the rest of the year.
Argus White Paper: Rare Earths: Green energy and vehicle electrification to power rare earths demand 02 September 2020: Offshore wind, which consumes most of the rare earth permanent magnets in the wind power sector, is playing an increasingly important role in driving global wind installations. And while the automotive market in total is significantly down in 2020, sales of electric vehicles have held up much better, particularly in Europe.
Argus White Paper: Battery Materials: European EV market powering ahead despite Covid-19 outbreak 02 September 2020: Incentives by national governments across Europe have led to an increase in the uptake of electric vehicles (EVs) in the region in recent months, while general auto sales worldwide have fallen. In the first quarter of 2020, EVs significantly increased their market share to 6.8pc, and total EV sales rose by over 100pc in the first three months of 2020 to 167,132 units.
Argus White Paper: European Ferro-Chrome: A market charged for change 02 September 2020: A prolonged period of chronic oversupply has ramped up global competition for ferro-chrome market share, with trade flows and spot activity shifting in recent months as sellers have pushed to offload material. These shifts are placing a strain on traditional pricing methods, rendering the European charge chrome benchmark obsolete for some market participants.
Argus White Paper: The Argus AGS Marker and the AGS index 26 August 2020: US Gulf coast market participants have urged Argus to provide a new, outright marker price for Midland-quality WTI at the US Gulf coast that reflects its own, unique fundamentals. The Argus AGS (American Gulfcoast Select) Marker and the Argus AGS index were launched on 26 June 2020 in response to this clear market demand, and reflect the increased volumes of Midland-quality WTI arriving at the US Gulf coast and the growth and tenacity of US exports, directly linking US pipeline markets to global waterborne trade.
Argus White Paper: How to build a rare earth supply chain 16 July 2020: Rare earths have found their way into just about every area of modern life, from MRI scanners to lasers, jet engines, water treatment, gasoline refining, banknotes, high-speed fibre-optic cables and microchips. But it is their use in the magnets critical to defence, manufacturing, automotive and the transition to electric vehicles (EVs) that is focusing the attention of policy makers around the world.
Argus White Paper: Argus launches iron ore concentrate premiums June 2020: Argus earlier this month broadened its iron ore price coverage with the addition of iron ore concentrates. Two new weekly prices, for Australian and Ukrainian origin material, are published as differentials to the Argus 65pc Fe fines index. This white paper discusses the market need for launching these new indexes.
Argus White Paper: Covid-19 to change the structure of base and minor metals markets 17 June 2020: Base metals markets are key for economic growth and correlations with industrial products are significant. Argus metals assesses prices for key battery components and prices for base metals which have experienced much volatility since the start of the Covid-19 crisis.
Argus White Paper: Four months into 2020: Curveballs, expectations and a murky future for marine fuels 16 June 2020: Global bunker markets have been subject to three waves of turbulence this year – IMO 2020, the Covid-19 pandemic and the collapse of crude prices. Our experts from across the globe explore the fundamentals driving regional bunker markets in the first part of 2020.
Argus White Paper: How much heating oil are German households likely to buy? 16 June 2020: Every year, Germany consumes over 13mn t of heating oil. Anticipating heating oil demand is notoriously difficult and at times seemingly impossible. The disruptive effects of over 1.2mn private households and their buying decisions are felt by refiners, traders and inland suppliers every year.
Argus White Paper: Pricing mechanisms for an evolving cobalt market 12 June 2020: The cobalt market is in a critical period of transition — not for the first time. Now, in the 21st century, growing battery usage is changing the market yet again and bringing with it a necessity for pricing mechanisms appropriate to its structure and direction.
Argus White Paper: Green shift to create 1 billion tonne ‘green ammonia’ market? 9 June 2020: This white paper analyses the case for green ammonia and potential markets (such as fertilizer and industrial applications, marine fuel and power generation). It reviews logistical and capital/operating costs considerations, and provides an overview of green ammonia projects.
Argus White Paper: Mixed prospects for China’s rare earths market amid Covid-19 4 June 2020: China’s rare earths market is facing mixed prospects as global economies and industries reel from the impact of the Covid-19 pandemic.
Argus White Paper: Battery Materials 4 June 2020: Global demand for lithium-based energy storage systems (ESS) is accelerating as costs decline, despite near-term disruptions to the supply chain from the Covid-19 pandemic.
Argus White Paper - Fob China or cfr Vietnam: a false choice for Asia’s coil markets 13 May 2020: Asia’s steel market continues to explore the use of indexes to mitigate risk. Our last white paper on regional indexation drew interest from companies looking to set up one-off floating deals or long-term index-linked supply contracts. Execution remains challenging however, particularly for Chinese and Vietnamese parties. At heart is a question about which reference to use.
