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Asian Chemical Connections

Flood Of LPG Supply On The Way

Here is another article on the liquefied petroleum gas (LPG) market, a subject we have covererd several times on the blog over the last few months. Below we discuss how the temporary supply constraints that have kept LPG tight this year look set to end, creating a very attractive feedstock option for higher-cost Asian cracker […]

Supercycle Claims Dismissed

By John Richardson THE Morgan Stanley Supercycle report, which we first blogged on last Friday, has created a big stir among the blog’s contacts.  Click herefor a copy of the report RI_PETROCHEM_BLUEPAPER2010.pdf    As we said in this ICIS news article on both the Morgan Stanley report, and one from Merrill Lynch which is in a similar […]

Reliance’s polyester play

By Malini Hariharan With Indian polyester demand growing steadily at 10%/year Reliance Industries has renewed its focus on expansions along the chain. Projects that were put on hold after the 2008 economic crisis have been revived and deadlines set. The company’s plans include two new worldscale purified terephthalic acid (PTA) plants and investments in paraxylene […]

Capitalising on the cotton crisis

  By Malini Hariharan Cotton prices have hit a 140-year high on the ICE futures in the US creating room for further price hikes across the polyester chain. Prices of paraxylene (PX), purified terephthalic acid (PTA), monoethylene glycol (MEG) and polyester fibre and yarn have escalated sharply in the last few months as a supply […]

Polyethylene And The Stories People Tell

  …..quite possibly, yes, but it matters not what you say, only how you tell it   Source of picture: freelancefolder.com     By John Richardson THIS poor mug might well have been the victim of rumours designed to move the daily price of polyethylene (PE) in China late last week. The author of this […]

Making Everyone Feel A Little Bit Middle Class

Far more choices now… Source of picture: www.mhhe.com/business     By John Richardson THE nature of demand growth in emerging markets is a subject the blog has paid some attention to over the last few weeks. Taking advantage of this growth will require the ability to innovate in order to tap into the huge opportunities […]

Howling At the Moon And PE Price Discussions

    Source of piicture: worldofstock.com       By John Richardson   CHINA’S surprise decision earlier this week to raise interest rates – the first rate rises since December 2007 – has badly dented sentiment in the polyethylene (PE) market, said a source with a Western producer. But estimates of price direction based on […]

Finding a home for Marcellus ethane

By Malini Hariharan A few weeks back the blog had highlighted the problems related to the disposal of ethane at the Marcellus Shale in northeast US. Shale gas producers in the region are in a fix as ethane needs to be removed to meet pipeline specifications for transporting gas. However, there is no infrastructure or […]

More LPG For Petrochemicals – Eventually!

By John Richardson In theory there should be an additional 20-30m tonne/year of liquefied petroleum gas (LPG) coming on-stream between 2008-2012, according to Petrochemical Corp of Singapore (PCS) – the Singapore Jurong Island-based cracker operator. This could lead to 5-10m tonne/year more LPG being cracked if the pricing incentives are right, added PCS in a […]

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