Source-to-Fate materials intelligence

Agneta Cosmos

Every material, from source to end of life. Supply, capacity, trade, prices, buyers and demand reconciled in one place, with forecasts that move when the market does.

8Platform modules
×
45Connected analysis sections
=
1Source of truth

Intelligence layer

Reconciled from plant to global level

Signals in

  • Market Pulse
  • Macro indicators
  • Trend Radar

Out

Forecasts & scenarios

  1. SourceFeedstocks & suppliers
  2. CapacityExpansions & shutdowns
  3. TradeFlows & routes
  4. PricingBenchmarks & spreads
  5. BuyersKey accounts & buying volumes
  6. DemandVolumes by region & sector
  7. ApplicationsEnd uses & markets
  8. FateRecycling & end of life

Why Cosmos

One model of the market, from source to end of life

Market information arrives in pieces. Cosmos links it along the value chain, reconciles the numbers and updates the outlook as conditions change.

Connect

The entire value chain

Source, capacity, trade, buyers, applications and end of life, linked in one model.

Reconcile

One consistent market view

Plant, company, country and global figures are checked against each other across supply, demand, trade and price.

Adapt

Forecasts that respond to the market

News, macro indicators such as GDP, industrial output and inflation, capacity changes and emerging trends feed straight into the forecasts.

Chemicals
  • Petrochemicals
  • Intermediates
  • Specialty Chemicals
  • Pharma Intermediates
  • Critical Minerals
  • Semiconductor Chemicals
  • Energy Storage Materials
Polymers & Plastics
  • Commodity Plastics
  • Engineering Plastics
  • High-performance Polymers
  • Elastomers
  • Composites
  • Polymer Compounds
  • Recycled Polymers
Food & Nutrition
  • Functional Ingredients
  • Proteins
  • Sweeteners
  • Nutraceuticals
  • Food Additives
  • Edible Oils
  • Agro Commodities
Biomaterials & Biotech
  • Biopolymers
  • Bio-based Materials
  • Industrial Enzymes
  • Fermentation Ingredients
  • Agricultural Biologicals
  • Biodegradables
  • Compostables

Platform coverage

Nine areas of analysis on one data model

Each module reads from the same reconciled data, so a change in one place carries through to every view that depends on it. Point at a node to see its sections.

Market Analysis

  • Executive Overview
  • Technology
  • Forecast
  • Prices
  • Financials
  • Buyers
  • Opportunities

Linked to the other 8 areas on the same data. Point at a node to see its sections.

Coverage in numbers

Breadth at a glance

Modules

Eight modules on one platform

Scenario engine

Forecasts that respond to market events

Market Pulse, macro indicators and Trend Radar feed events into the forecast. Select an event to trace its effect through the model.

Event

Capacity Change

  1. 1Expansion, restart or shutdown announced
  2. 2Regional supply changes
  3. 3Producer positions shift
  4. 4Market balance changes
  5. 5Price and demand forecasts adjust

Source-to-Fate framework

Eight stages, from feedstock to end of life

From the feedstock a material is made from, through the plants that produce it and the industries that use it, to what happens at end of life.

  1. Source
  2. Asset
  3. Output
  4. Flow
  5. Channel
  6. Demand
  7. Unify
  8. Fate

Analysis depth

From market view to individual data point

Each step narrows the view, from the whole market down to the evidence behind a single figure.

  1. Executive OverviewThe whole market on one page
  2. MarketSize, growth, regions, drivers
  3. Product / MaterialGrades, properties, value chain
  4. ApplicationEnd uses and sub-applications
  5. BuyerAccounts, volumes, procurement
  6. CompanyProducers, competitors, portfolios
  7. PlantCapacity, technology, utilisation
  8. Transaction / EventDeals, expansions, closures
  9. Individual Data PointSource, method and confidence

Data provenance

Every figure traceable to its source

Each data point carries its source type, method and confidence, and is reconciled before it is shown. Estimates are labelled as estimates, never presented as fact.

Source

Direct source, derived analysis, cross-material inference or estimate, stated on every data point.

Method

How the figure was produced, in plain words, so any number can be challenged and checked.

Confidence

High, medium or low, shown on hover in the Agneta Ledger next to every chart.

Reconciliation

Checked across plant, company, country and global levels, and across supply, demand and trade.

One connected view of your markets.

Explore Agneta Cosmos and connect market, supply, demand, pricing, trade and buyer intelligence in one platform.

Enter the platform