Welcome to Day 2 of the IFA Global Markets Conference. ⏰ Here’s what you can expect from today: 🎯 9:00AM – 10:00AM Session 5 ‘Markets’ The first session of the day will give an overview on ammonia, and provide an outlook for urea. Profercy | Argus Media 🗺 10:30AM – 12:30PM Session 6 ‘China spotlight and phosphate and potash markets’ Join us for an important spotlight on the Chinese market, which will include an outlook for phosphates and potash, in light of sanctions and shifting trade. S&P Global | Ma'aden | Bloomberg Intelligence 🌐 2:00PM – 3:30PM Session 7 ‘Emerging trends in fertilizers and related markets’ Be part of an important discussion on the specialty fertilizer market, the market for specialty phosphates, and carbon emissions from shipping. ICL Group | CRU | AXSMarine 🔑 4:00PM – 5:30PM Session 8 Panel Discussion Discussing the role of AI and data automation in market analysis and decision making, this engaging panel discussion among experts will be closing day 2 of the conference. Applied Data Science Partners | DNEXT Intelligence SA | Alphamar Agência Marítima | Waypoint Commodities Laura Cross | Alzbeta Klein, CFA | Patrick Heffer | Claire Newell (Chart.PR) | Annie COHEN | Grace Chilande | Etienne ACHARD | Armelle Gruere | Stephane Leleu | Mariana Borges
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Check out TiPMC's latest view on the key developments in the TiO2 and Mineral Sands industries.
This week in TiO2: Coming off the bottom, but how fast? The Mid-Winter issue of the Ti Observer – now available –provides our members and subscribers with our current Value Chain HeatMap. This highly valued edition displays over 55 industry metrics, with a complete explanation of their current impact and the consequences for the foreseeable future. Early signs of improved underlying demand are signaling customers to restock in preparation for the upcoming coatings season. the Mid-Winter HeatMap™ is a must read for all industry participants, suppliers, buyers, and investment professionals. TiPMC provides is unique analysis, tailored for readers looking to gain insight into 2023 results and the outlook for 2024. Highlights in this issue include: · What are global and regional leading indicators telling us about the potential for 2024? What the are upsides and downside projections? · What is trade data suggesting about how regional demand is developing? What are there substantial differences between each region? · TiPMC takes a deep dive into global import data and pricing. How are Multi-National Producers (MNPs) responding to low demand? Are some MNPs being very aggressive in some regions, while others are being much more disciplined in terms of price? Why? · What does the data tell us about what is happening in China? Do their exporters have a significant advantage, based on how regional demand is recovering? · What is changing with TiO2 feedstock demand? Are we beginning to see more segmentation between chloride and sulfate feedstock producers? I there a growing shift in the demand for chloride feedstock grades? Why? · Can Chinese producers continue on their current growth rate, and what factors may influence their ability to continue growing? What is the state of the Chinese domestic feedstock industry, and why is it so important? Interested in learning more about TiPMC Consulting, Robert Fry Economics LLC, or our other collaboration partners? Visit either website or contact us directly. We collaborate on webinar and seminar services to provide you and your clients the most unique and most trusted view on the TiO2, Mineral Sands, and Chemical Industry moving forward. Source: Global Trade Tracker
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This week in TiO2: Coming off the bottom, but how fast? The Mid-Winter issue of the Ti Observer – now available –provides our members and subscribers with our current Value Chain HeatMap. This highly valued edition displays over 55 industry metrics, with a complete explanation of their current impact and the consequences for the foreseeable future. Early signs of improved underlying demand are signaling customers to restock in preparation for the upcoming coatings season. the Mid-Winter HeatMap™ is a must read for all industry participants, suppliers, buyers, and investment professionals. TiPMC provides is unique analysis, tailored for readers looking to gain insight into 2023 results and the outlook for 2024. Highlights in this issue include: · What are global and regional leading indicators telling us about the potential for 2024? What the are upsides and downside projections? · What is trade data suggesting about how regional demand is developing? What are there substantial differences between each region? · TiPMC takes a deep dive into global import data and pricing. How are Multi-National Producers (MNPs) responding to low demand? Are some MNPs being very aggressive in some regions, while others are being much more disciplined in terms of price? Why? · What does the data tell us about what is happening in China? Do their exporters have a significant advantage, based on how regional demand is recovering? · What is changing with TiO2 feedstock demand? Are we beginning to see more segmentation between chloride and sulfate feedstock producers? I there a growing shift in the demand for chloride feedstock grades? Why? · Can Chinese producers continue on their current growth rate, and what factors may influence their ability to continue growing? What is the state of the Chinese domestic feedstock industry, and why is it so important? Interested in learning more about TiPMC Consulting, Robert Fry Economics LLC, or our other collaboration partners? Visit either website or contact us directly. We collaborate on webinar and seminar services to provide you and your clients the most unique and most trusted view on the TiO2, Mineral Sands, and Chemical Industry moving forward. Source: Global Trade Tracker
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Get a preview of the International Fertilizer Association's Global Markets Conference next week and learn more about member-only and public economic resources that IFA provides in this video! If you have any questions, email TFI's Senior Economist Veronica Nigh at [email protected]
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Blog | Biweekly Market Report Read Descartes Labs' latest outlook and forecasts on commodities for the week of March 18, 2024. Descartes Labs provides valuable insights and forecasts on #grains, #vegoils, #softs, and the #energy sector. Stay informed and ahead of the game. https://hubs.ly/Q02pTl1r0 #marketreport #commodities #trading #forecasting
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BLOG: Chemical prices start to slide in Asia and Europe as summer slowdown starts early Click here to see the latest blog post on Chemicals & The Economy by Paul Hodges, which looks at how chemical prices are starting to slide in Asia and Europe. #ICIS #blog #chemicals #economy #IPEX #oil #OPEC #CPI #inflation #GDP https://bit.ly/4edyeur
BLOG: Chemical prices start to slide in Asia and Europe as summer slowdown starts early
icis.com
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"Large agricultural players are expected to retain control over the production side, effectively driving global trade while adopting techniques from traders of oil and oil-based products. This trend will likely be strengthened by increased connectivity between prices for food and agriculture and prices for oil and oil-based products. At the same time, new start-ups with strong technological capabilities have the potential to disrupt the market. So too do existing traders of oil and oil-based products with downstream portfolios that require switching to green fuels. Expanding business into new locations, however, requires local, specialized knowledge because regulations and export restrictions differ across markets. In addition, geopolitical events can drastically alter export and import activities. For example, Ukraine used to export its agricultural products primarily via ports in the Black Sea but has recently started using alternative routes." https://lnkd.in/ezncpx8V
The critical role of commodity trading in times of uncertainty
mckinsey.com
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Exploring Brazil’s thriving grain industry: A deep dive into production and logistics Amidst evolving numbers and dynamic trends, Brazil’s position remains steadfast in the world grain market. Its exports continue to surge, reflecting not only the nation’s agricultural might but also its commitment to nourishing the world in an era of growing demand and intricate global interdependencies. In this article, we delve into the recent developments, challenges, and triumphs within Brazil’s grain production industry. Luiz Carlos Santos Jr SA Commodities https://lnkd.in/dwQrnqwd
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An Overview of Low Glycemic Index SugarMarket 2024-2030: Markets & Forecasts, Strategy based, Explore additional https://lnkd.in/guXPQsvp #marketanalysis #marketresearch #marketresearchreports #businessintelligence
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