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Europe’s electricity grids are under intense pressure from producers, consumers and policymakers to keep pace with the energy transition. Despite unprecedented investment and concentration on network supply chains, the issue seems set to persist through the decades.
In this episode of Power Dispatch, Argus European Electricity Senior Reporte...
A fragile peace, a reopening of the world’s most critical oil artery, and a 60-day window that could reshape global energy dynamics.
In this episode of Strait Talk, we dive into the newly signed US–Iran Memorandum of Understanding — a deal aimed at halting hostilities, reopening the Strait of Hormuz, and setting the stage for wider negotiations on sanctio...
In this episode Argus analysts examine how data centre growth for artificial intelligence is driving demand in some of the most exposed minor metal markets. Materials like germanium and indium phosphide are playing a key role in data transfer devices and optical connections within data centres, while gallium nitride power electrics are increasingly deployed to improve energy ...
Listen to the latest episode of Metal Movers to gain insight into the Indonesian policies and global disruptions shaping the nickel and aluminium markets. Find out more:
Nickel market tightening and its impact on prices
Policy uncertainty in Indonesia
Power competition between nickel and aluminium
Geopolitical tension pose risks to feedstoc...