Metals Movers (Argus series within Argus Media feed) - Latest News and Information
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Every morning
Weekly
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The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to Vietnam, Malaysia and Thailand, redefining regional pricing dynamics. The discussion also contrasts divergent infrastructure spending: slowing Chinese growth versus robust pipelines in India, Southeast Asia and Australia, which drive differing demand trajectories. Overall, the market is in transition, driven by new trade routes, competitive pressures, and varied regional demand.
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Erika Tsirikou and Josh Michalowski discuss how ongoing Red Sea tensions are forcing tankers to bypass the Suez Canal and the potential reopening of the canal by 2026. They examine the resulting pressure on clean LR1 and LR2 freight rates,...
