The Monitor Newsletter - Issue 1, March 2017 - Integer
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The Monitor Newsletter – Issue 1, March 2017

Posted On: 04-04-2017 By: Adam Panayi

Welcome to The Monitor newsletter. Each quarter we’ll be bringing you a round-up of news and updates from our AUS 32 market research and related travels. I’m a Research Manager here at Integer and much of my work involves talking to AUS 32 stakeholders about the market, where its heading, its opportunities and challenges. I hope you find this newsletter useful and if you have any feedback, it would be great to hear from you –


We’ve been out on the road this month seeing people in places as diverse as Verona to Nashville, catching up with what’s been happening on the ground, and there’s a lot to report. We’ll be doing a lot more of these trips in the coming months on both sides of the Atlantic, so if you’d like us to come and see you please do let us know.

In North America, the new year has seen a slow start with regards to DEF demand, with volumes from truck stops reported to be lower than at the end of last year. This is partly seasonal, but also due to slower freight activity more generally. Truck sales have also slowed in the same period, suggesting a surplus in road freight capacity at present.

The outlook for the SCR fleet and DEF volumes continues to be positive overall however, and we hear both confirmed and unconfirmed reports of companies adding blending capacity as the industry scales up; some firms opening a new blending facility every month to capture an advantage from the better logistics form being closer to end markets.  Price competition is as fierce as ever, although the extent of this varies by geography and the point in the supply chain, however we do expect prices will hold up as suppliers look to protect margins in the face of recent urea price increases.

In Europe, the big news is the arrival of a new integrated producer on the scene in PetroKemija, Croatia, who plan to start AdBlue® production in March. This is the first major expansion of integrated urea and AdBlue® production in the continent for a while, and time will tell how this impacts on the markets around central and south Europe. Further down the supply chain the passenger car pump network continues to grow apace, with new locations coming online on an almost weekly basis.

On the demand side we hear reports that major European OEMs have launched tenders for the supply of bulk and packaged AdBlue® at dealerships in multiple countries. Bulk prices and volumes are reported as relatively stable but, as in North America, recent higher urea prices are hurting producer margins and we may well see this passed through to buyers in the coming months.

In the next issue of The Monitor we turn our attention to Brazil, where demand has actually been falling of late. We will also be releasing our Brazil SCR & Arla 32 Forecast Service in the coming months, and will provide more insight as our research develops.

Finally, we are excited to announce the launch of the second edition of our Automotive Grade Urea Market Forecast Service at the end of March. We’re moving to a quarterly format in order to keep up with this dynamic and rapidly changing market. The report will track global AGU capacity, AGU demand, urea costs and pricing outlook.

We hope you enjoyed this issue of The Monitor Newsletter. Please do not hesitate to contact our analysts with any thoughts or queries. You can reach us either by email >> or on +44 (0) 20 7503 1265. This newsletter is written in conjunction with The Monitor – our monthly publication covering the AUS 32 markets in Europe, North America and Brazil. Find out more >>