Argus Fertilizer

Market ReportingConsulting

Eventsilluminating the marketsFertilizer

Argus Fertilizer Services Portfolio

For more information, please contact us on [email protected] · 3 2 · www.argusmedia.com

Argus – the leading independent energy publisher in the world – has been assessing and reporting on commodity prices for over 50 years. As well as price data, fundamental information and news through its market reports, Argus also offers business intelligence services, conferences and a consulting and research service specializing in energy, fertilizers, agriculture, petrochemicals, metals, energy transition, logistics and process technology.

Argus’ consulting division provides clients with business strategy support; due diligence; customized analysis; research; supply, demand and price forecasts; and strategic market research on local and international fertilizer markets.

Argus’ fertilizer team includes key consultants with more than 20 years of working for the industry and extensive experience of delivering project feasibility and strategy assignments. Our consultants regularly present papers at international conferences, seminars and symposiums.

Our services are used by a range of clients world-wide, from commodity producers, financial institutions and shippers, to plant contractors, trading companies, government agencies and trade associations.

In times of increased market volatility, it is more essential then ever to have access to Argus’ accurate, reliable market intelligence founded on robust methodology, produced by our industry-leading experts.

Our price reporting services provide accurate and reliable daily and weekly price assessments, alongside news and market commentary direct from our expert global editorial team.

Our short-term outlooks deliver essential 12-month forecasts for prices and trade balances, while our analytics services connect you with industry-leading analysis of medium-to-long term outlooks, price forecasts and cost and supply curves.

Our specialist reports offer a unique and essential view of exciting regions and transformative emerging markets (such as green ammonia and sustainable fertilizers).

Our consulting services have a proven track record of delivering best-in-class fully bespoke solutions, including market-specific research and analysis.

Speak to our team to discover how we can support you and your business.

We look forward to working with you.

About Argus

Specialist reportsEssential analysis of exciting regions and

transformative emerging markets

Short-term outlooks Short-term price forecasts, forward trade balances and

supply-demand drivers

Price reporting, news and commentary

Critical and swift insights on prices, trade trends and key current data

Introducing Argus’ Fertilizer Services

Tim CheyneVP, Commercial Product, Fertilizers

Mid to long-term Analytics Quarterly insights with

fundamental data, medium/long-term forecasts and

cost analysis

Bespoke consulting services

Best-in-class fully bespoke solutions


Argus has an expert team of over 50 fertilizer reporters, editors and consultants in offices across the world, allowing us to provide our

clients with accurate reporting and focused analysis from the ground.

Houston

Washington DC

San Francisco

New York

Pittsburgh

Calgary

Mexico City

São Paulo

London

Paris

Hamburg

Amsterdam

Ukraine

Moscow

Kiev

Dubai

Cape Town

Mumbai

Beijing

Shanghai

Tokyo

Singapore

Sydney

Argus Global reach, local expertise

Our multi-disciplined approachYou will benefit from powerful, consistent and interlinking market intelligence – Argus price reporting, short and mid to long-term market outlook services compliment each other to provide you with a comprehensive and complete view of the fertilizer industry.

Our multi-commodity expertiseWe connect you with insights drawn from a range of related industries and markets, giving you access to analysis and data that provides you with the full narrative. Argus incorporate insight from our services covering key fertilizer products, and a wide range of commodities within agriculture, metals, energy, petrochemicals as well as key areas such as logistics and energy transition.

Our industry-leading team of fertilizer expertsGain competitive advantage by capitalising on Argus’ thought-leadership and experience in the fertilizer sector. Argus are proud to have a widely respected expert team of over 50 fertilizer reporters, editors and consultants, with many years of experience reporting on and analysing the sector. We regularly speak at key industry events – as well as our own Argus fertilizer conferences – and our market insight is regularly sought out by key personalities in the industry.

Benefits of choosing to work with Argus


Our price reporting services provide accurate and reliable daily and weekly price assessments, news, market commentary and key current data direct from our expert global editorial team.

NEW Daily price assessmentsFollowing deep consultation with the market and rigorous work within the Argus global editorial team, an exciting new initiative to deliver daily price assessments is now included as part of the Argus Nitrogen, Argus Ammonia, Argus Phosphates and Argus Sulphur services. Daily price assessments offer unique benefits, including:

Our monthly outlook services provide insightful short-term intelligence on market prices and supply and demand for the major fertilizer exporting and consuming regions. Essential downloadable datasets are included (provided as Excel files with key extractable data).

Price Reporting, News and Commentary

Fertilizer Services from Argus

Short-Term Outlooks

Key content included

Key content included• Daily/weekly price assessments• News and market commentary• Global and regional market

analysis• List of vessel lineups• Selection of spot deals

• Price forecast – 12 months forward• S&D analysis for major markets• Global balance – 12 months forward• Assessment of new capacity• Key demand developments• Proprietary datasets

• Supply and demand• Proprietary datasets• Access to Argus Direct delivery

platform: Track key prices, set up customizable charts and news alerts, download key data and more

• Enhanced demand analysis • Agricultural analysis – fertilizer

affordability • Visuals to highlight trade

surplus/deficits • Downstream market analysis • Industrial indicators

Argus Monthly Urea Outlook

Argus Monthly Ammonia Outlook

Argus Monthly Sulphur Outlook

Argus Potash Outlook

(released quarterly)

Argus Monthly Phosphates

Outlook

• Argus Fertilizer Europe• Argus Brazil Grains and Fertilizers• Argus North American Fertilizer• Argus North America Sulphur

and Sulphuric Acid• Argus Russian Fertilizer Netbacks• Argus Fertilizer Africa • Argus Asia Fertilizer and Agriculture

Supplement

• Argus Nitrogen (includes daily pricing)• Argus Ammonia (includes daily pricing)• Argus Phosphates (includes daily

pricing)• Argus NPKs• Argus Potash• Argus Sulphur (includes daily pricing)• Argus Sulphuric Acid

Region/country focused services

Nutrient focused services

GREATER CERTAINTY

Increased price frequency gives you immediate clarity for

volatile markets.

LOWER RISK Additional data

points ensure your business

calculations are more robust.

SMARTER OUTCOMESDaily data powers the

most sophisticated data analysis and

algorithmic trading tools.

CONFIDENT APPROACH We give you the largest editorial team with the greatest geographical

reach and most rigorous methodological

adherence.


Mid to Long-Term Analytics

Our Argus Fertilizer Analytics are quarterly services providing essential medium/long-term analysis and outlooks for the global fertilizer markets. Our nutrient leads are experienced industry experts who combine deep market knowledge with rigorous analytical techniques to help you understand the impact of economic and political events on future market and price developments.

Key content included

• Quarterly industry analysis and underlying datasets, including 15-year supply/demand/price forecasts

• Long-term annual report and underlying datasets

• Global cost curves• Comprehensive historic data (15 years)• Analytics Dashboard: Data

visualisation tool• Analyst access

Introducing the New Argus Fertilizer Analytics

illuminating the markets


EventsFertilizer

Analytics services

• Argus Urea Analytics• Argus Ammonia Analytics• Argus Processed Phosphates

Analytics• Argus Phosphate Rock Analytics• Argus Potash Analytics• Argus Sulphur Analytics• Argus Sulphuric Acid Analytics

Price forecasts with clear methodologies Our key methodologies include our demand forecasting model based on calorie and crop forecasts to guide our view of future fertilizer consumption and our Long-Run Marginal Cost (LRMC) multi-factor model to assess the level of prices beyond the current investment cycle.

• Short-term forecasts by month and quarter linked to energy and raw material prices, crop prices, FX changes and the merchant supply/demand balance

• For the current investment cycle (5-7 years ahead), Short-Run Marginal Cost forecast and supply/demand balance, with project gateway assessment

• Beyond the current investment cycle, our longer-term forecast is based on LRMC analysis (updated annually)

• The medium- and long-term forecasts are connected using a mean-reversion model

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Data Visualisation DasboardArgus Fertilizer Analytics gives you access to our new online dashboard tool, which enables you to visualize and analyse dynamics that shape markets. The dashboard includes:

• Advanced Chart Builder• Capacity by plant• Trade Flows• Prices

Specialist Reports

Bespoke Consulting Services

Our specialist reports offer you detailed insight into exciting regions and emerging markets with transformative potential.

Our fully bespoke consulting solutions - including market-specific research and analysis - help you capitalise on market opportunities and support your business plans.

Consultancy portfolio Types of work Types of clients

Market studies (Market demand, supply or price focused)

» Market entry or evaluation » Competitor analysis » Marketing and sales strategy » Sourcing strategy » Supply chain analysis

Marketability (Price focused)

» Pricing support » Support for off-take agreement

negotiation

Project evaluation or financing(Project focused)

» Project evaluation for financing/permitting, e.g. (pre-) feasibility/scoping studies

Transaction support (Company focused)

» Process, procurement or sales improvement

» Benchmarking

Performance improvement(Operation/company focused)

» Process, procurement or sales improvement

» Benchmarking

Regulatory and policymaking advice » Advice on policy

Other types

» Litigation » Survey/interview » Event attendance » Expert opinion

• Trade and industry associations

• Government organisations • International institutions

• Buyers and traders • Investors • Hedge funds • Banks

• Fertilizer and chemical producers

• Raw material suppliers, including energy companies

• Cooperatives • Technology suppliers and

engineering companies

Financial institutions

Organisations

Producers and suppliers

• Argus Strategy Report: Green Ammonia• Argus Strategy Report: Water Soluble

Fertilizers• Argus Strategy Report: Ammonium Sulphate

• Argus Fertilizers in Sub-Saharan Africa• Argus AdBlue® and DEF Monitor Service• Argus Technical Grade Urea Analytics

Argus Green Ammonia Strategy Report

Argus is excited to announce the groundbreaking launch of the Argus Green Ammonia Strategy Report. Our green ammonia expertise will enable you to capitalise on the market’s opportunities and navigate its hurdles, challenges and risks to build your own successful strategy.


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Developthe economics of blue and green

ammonia production, and how they will evolve in the future.

Enhancecapitalize on this fast-

developing market.

Assessmarket, its buyers, suppliers and

infrastructure.

Discovermost promising for the use of ammonia for fuel, and why.

Quantify‘ammonia for fuel’ market using robust

underlying data developed by Argus’ unique multi-commodity, multi-disciplined team.

Understandnon-market influences driving the

development of ammonia as a fuel.

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Example of project tracking 6

1Hydrogen Energy Supply Chain Project

1b: Storage/loading facility, Stony Point, Mornington Peninsula, Victoria

2 Asian Renewable Energy HubTelfer, East Pilbara, Western Australia

3Hydro Tasmania Hydrogen ProjectBell Bay Advanced Manufacturing ZoneBell Bay, George Town, Tasmania

4H2-Hub™ Gladstone ProjectPort of GladstoneBarney Point, Gladstone, Queensland

5Yara-ENGIE Green AmmoniaYara Pilbara PlantBurrup, City of Karratha, Western Australia

6 Crystal Brook Energy ParkCrystal Brook, Port Pirie, South Australia

7 Origin Energy’s proposed green hydrogen and green ammonia plantBell Bay, George Town, Tasmania

$€

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Who should use this report?

Ammonia and energy traders

Fertilizer and chemicals producers

Investors

Hydrocarbon producers

Power utilities and power generation fuels suppliers

Shipping companies

Market Reporting

Consulting

Events

Find out more and contact us

Understand the key market and non-market influences driving the development of

ammonia as a fuel.

Discover which sectors are the most promising for the use of ammonia for fuel, and why.

Develop your understanding of the economics of blue and green ammonia production, and how

they will evolve in the future.

Assess the existing ammonia market, its buyers, suppliers and

infrastructure.

Quantify the potential size of the future ‘ammonia for fuel’ market using robust un-derlying data developed by Argus’ unique multi-commodity, multi-disciplined team.

Enhance your strategy tocapitalize on this fast developing market.


+

+

+

+

Developthe economics of blue and green


Enhancecapitalize on this fast-

developing market.

Assessmarket, its buyers, suppliers and

infrastructure.

Discovermost promising for the use of ammonia for fuel, and why.

Quantify‘ammonia for fuel’ market using robust


Understandnon-market influences driving the


$

%

$

Example of project tracking 6

1Hydrogen Energy Supply Chain Project

1b: Storage/loading facility, Stony Point, Mornington Peninsula, Victoria







8 Fortescue Metals Group’s proposed green hydrogen and green ammonia plant

e: [email protected]: www.argusmedia.com/fertilizer/argus-green-ammonia

Technology and engineering companies

Ensure you gain competitive advantage by capitalising on the thought-leadership and experience we have in the green ammonia sector. See below for more details and to contact us:

Argus Green Ammonia Strategy ReportFulfil the exciting potential of this fast-developing market

Argus is excited to announce the groundbreaking launch of the Argus Green Ammonia Strategy Report. Our green ammonia expertise will enable you to capitalise on the market’s opportunities and navigate its hurdles, challenges and risks to build your own successful strategy.



Events


Key benefits

+

+

+

+

Develop your understanding of the economics of blue and green


Enhance your strategy to capitalize on this fast-

developing market.


infrastructure.


Quantify the potential size of the future ‘ammonia for fuel’ market using robust


Understand the key market and non-market influences driving the


$

%

$

Example of project tracking

Copyright © 2021 Argus Media group. All rights reserved.Copyright © 2021 Argus Media group.

All rights reserved

Consulting

6

1Hydrogen Energy Supply Chain Project1a: Gasification plant, Traralgon, Latrobe City, Victoria1b: Storage/loading facility, Stony Point, Mornington Peninsula, Victoria







8 Fortescue Metals Group’s proposed green hydrogen and green ammonia plantBell Bay, George Town, Tasmania

9 BP green hydrogen and green ammonia project in Geraldton, Western Australia

Click here to pre-register your interest »

Key benefits

$€

£

Who should use this report?

Ammonia and energy traders

Fertilizer and chemicals producers

Investors

Hydrocarbon producers

Power utilities and power generation fuels suppliers

Shipping companies

Market Reporting

Consulting

Events

Find out more and contact us

Understand the key market and non-market influences driving the development of

ammonia as a fuel.


Develop your understanding of the economics of blue and green ammonia production, and how

they will evolve in the future.


infrastructure.

Quantify the potential size of the future ‘ammonia for fuel’ market using robust un-derlying data developed by Argus’ unique multi-commodity, multi-disciplined team.

Enhance your strategy tocapitalize on this fast developing market.



Events


Key benefits

+

+

+

+

Develop your understanding of the economics of blue and green


Enhance your strategy to capitalize on this fast-

developing market.


infrastructure.


Quantify the potential size of the future ‘ammonia for fuel’ market using robust


Understand the key market and non-market influences driving the


$

%

$

Example of project tracking

Copyright © 2021 Argus Media group. All rights reserved.Copyright © 2021 Argus Media group.

All rights reserved

Consulting

6

1Hydrogen Energy Supply Chain Project1a: Gasification plant, Traralgon, Latrobe City, Victoria1b: Storage/loading facility, Stony Point, Mornington Peninsula, Victoria







8 Fortescue Metals Group’s proposed green hydrogen and green ammonia plantBell Bay, George Town, Tasmania

9 BP green hydrogen and green ammonia project in Geraldton, Western Australia

Click here to pre-register your interest »

Ensure you gain competitive advantage by capitalising on the thought-leadership and experience we have in the green ammonia sector. See below for more details and to contact us:

Web: View product webpage

Brochure: View our product brochure

Email: Contact us directly

Technology and engineering companies

https://www.argusmedia.com/en/fertilizer/argus-green-ammonia

https://www.argusmedia.com/-/media/Files/brochures-and-downloads/argus-green-ammonia-strategy-report-toc-brochure.ashx?la=en&hash=559145D3F613CA63D91E8CA1C5681C32CF0324CA

mailto:mailto%40fertilizer-m%40argusmedia.com?subject=Enquiry%20-%20Argus%20Green%20Ammonia%20Strategy%20Report

Houston2929 Allen Parkway, Suite 700 - Houston, Texas 77019Tel: +1 713 968 0000

New York500 Fifth Avenue, Suite 2410 New York, NY 10110Tel: + 1 646 376 6130

Sao PauloAv. Angélica, 2.220 - Rooms 112 and 113 – Consolação – São Paulo, SP – BrazilTel: + 55 11 3231 0237

LondonLacon House, 84 Theobald’s Road, WC1X 8NLTel: + 44 20 7780 4200

Singapore50 Raffles Place, 10-01 Singapore - Land Tower Singapore, 048623Tel: + 65 6496 9966

Moscow7 Nastasyinsky pereulok - MoscowTel: + 7 495 933 7571

DubaiOffice 2803-2804, 28th floor, Shatha Tower, Dubai Media City, P. O. Box 502821Tel: + 971 4365 8667

Copyright notice: Copyright © 2019 Argus Media group. All rights reserved. All intellectual property rights in this publication and the information published herein are the exclusive property of Argus and/or its licensors (including exchanges) and may only be used under licence from Argus. Without limiting the foregoing, by accessing this publication you agree that you will not copy or reproduce or use any part of its contents (including, but not limited to, single prices or any other individual items of data) in any form or for any purpose whatsoever except under valid licence from Argus. Further, your access to and use of data from exchanges may be subject to additional fees and/or execution of a separate agreement, whether directly with the exchanges or through Argus.

Trademark notice: ARGUS, the ARGUS logo, ARGUS MEDIA, Argus publication name, other ARGUS publication titles and ARGUS index names are trademarks of Argus Media Limited. Visit www.argusmedia.com/Ft/trademarks for more information.

Disclaimer: The data and other information published herein (the “Data”) are provided on an “as is” basis. Argus and its licensors (including exchanges) make no warranties, express or implied, as to the accuracy, adequacy, timeliness, or completeness of the Data or fitness for any particular purpose. Argus and its licensors (including exchanges) shall not be liable for any loss, claims or damage arising from any party’s reliance on the Data and disclaim any and all liability related to or arising out of use of the Data to the full extent permissible by law.

Please visit www.argusmedia.com/contact-us for the full list of our offices.

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