Archive | December, 2010

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Overconfidence The Bisk Risk For 2011

 

By John Richardson

OVERCONFIDENCE is perhaps the biggest risk for 2011 as a result of sales volumes that have this year exceeded even the most wildly optimistic forecasts.

The danger is that we have yet to see the worst …

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US Shale Gas: The Truth Versus Perception

 

Source of picture: alfin2100blogspot.com

 

By John Richardson

SINCE when has the truth mattered in the battle between environmentalists and the oil, gas and chemicals industries?

This is a game of perception on both sides as estimates of risk are …

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A Happy Festive Season To All Our Readers

Source of picture: anahoyhanioblogspot.com

By John Richardson

THE blog will be taking a few days off this week as ’tis the season to be Merry’, regardless of what you may think is our rather cynical and often-times pessimistic view of …

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India’s plastic problems

By Malini Hariharan

A surprise court order in India earlier this month has put pressure on plastic packaging and has raised the risk of restrictions on its use in a very popular segment – cheap sachets or pouches that are …

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One more view on the cycle

By Malini Hariharan

The debate on the next petrochemical upcycle is heating up. After confident forecasts of a “supercycle” the blog is increasingly hearing more cautious assessments

Take the recent report from Credit Suisse which stresses that while conditions for …

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Will Three Still End Up As One in Qatar?

By John Richardson

SHELL Chemicals announcement that it has signed a memorandum of understanding (MOU) for a cracker and derivatives project in Qatar seems to have upped the ante in what could be a struggle for only one parcel of …

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A subdued end to a good year

By Malini Hariharan

Petrochemical markets, with a few exceptions, will be closing the year on a quiet note.

In polyolefins, buying activity in China has slowed down and sentiment remains weak weighed down by the Chinese government’s decision to hike …

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China Polyolefins Divorced From Fundamentals

A permanent separation?

Source of picture: edu.com

 

By John Richardson

IT IS pretty easy to predict specific events that will cause declines in polyolefins pricing in China next year thanks to the big role that macro-economics now plays in …

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Asian Inflation And Vietnam Polyolefins

Guess who’s coming to Christmas dinner

Source of picture: biology.ucf.edu

 

 

By John Richardson

THE widespread problem of surging inflation in Asia ex-Japan is a major threat to petrochemicals demand growth in 2011.

Governments need to put the brakes …

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Why bother?

By Malini Hariharan

After reading news reports about fresh protests against Kuokuang Petrochemical’s proposed refinery and cracker complex in Taiwan the blog is wondering whether the company should be spending time and money in pursuing this ill-fated project.

Kuokuang, a …

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