Archive | October, 2010

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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Petrochemicals Supercycle On The Way – Morgan Stanley

Watch out for the charging bulls…

  

Source of picture: sbynewsblogspot.com

 

By John Richardson

A FEW senior industry executives told the blog as long as a year ago that a petrochemicals supercycle was on the way as a result …

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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) …

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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 …

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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 …

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