Asian Chemical Connections: Archives

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2009.11.06: A fight to the finish
2009.11.05: Some Very Crude Perceptions
2009.11.04: Time to look inward
2009.11.03: Caution is the name of the game
2009.11.03: More Muddle And Confusion
2009.11.02: To Cut Rates Or Not To Cut...
2009.10.29: More evidence of China's export rebound
2009.10.29: A fresh vote of confidence for the DCE
2009.10.29: China and M-E Delays To Offer More Market Support
2009.10.28: China Sept chemical import-surge data
2009.10.27: China's chemical imports up - again!
2009.10.27: All's well in South Korea - for now
2009.10.26: China Export Gains Raise Sustainability Fears
2009.10.23: China's Great Growth Gamble
2009.10.22: China indicates monetary tightening
2009.10.21: Should Indonesia Add Capacity?
2009.10.21: How ridiculous does ridiculous have to get?
2009.10.19: GCC mood lifts despite worsening gas crisis
2009.10.16: The Iranian investment struggle
2009.10.15: Don't count on Thai project delays
2009.10.13: Wearing blinkers is a job requirement
2009.10.12: China lends guiding hand to futures markets
2009.10.12: Beware of the usual smoke and mirrors
2009.10.09: Thrifty times call for new strategies
2009.10.08: Chemical execs go long on realism
2009.10.07: China's Renewed Deflation Threat
2009.10.06: A Generational Shift In Attitudes To Debt?
2009.10.05: Waiting for the cheques to clear....
2009.10.05: Thai project delays good news for markets, but.....
2009.10.01: Challenges for chemicals trading in Q4
2009.09.30: Is the risk of staying long worth it?
2009.09.30: "It's the level, stupid - it's not the growth rates...."
2009.09.29: We are heading for $45 a barrel crude this year
2009.09.28: All At Stake And At Sea For October
2009.09.25: Correction On China Economy Piece
2009.09.25: The Threat from Dark Pools
2009.09.24: China's consumption growth challenge
2009.09.23: Falling China license plates a lead indicator?
2009.09.22: Western Polymers: Get Out Or Get Cleverer?
2009.09.18: Equities, Futures, Sentiment = Recovery?
2009.09.16: What's China's real consumption growth?
2009.09.15: "Steal a little and they throw you in jail.....
2009.09.14: Taking Back Control Of Crude Markets
2009.09.11: A New Series: It's A Mad World
2009.09.11: West To Exert More Cost Pressures
2009.09.09: Dalian Swings In Favour Of The Buyers
2009.09.08: The more you look at the data.....
2009.09.04: Benzene the barometer?
2009.09.03: China petchem output up, textiles down
2009.09.02: Benzene heads south - as predicted
2009.08.21: Off to Oz again so no entries for the next week
2009.08.21: How do Asian cracker operators compete?
2009.08.20: The Philippines: Left With the Crumbs
2009.08.18: Even China Polyester Rates Rise
2009.08.17: What I Want To Know in H2 - Part Two
2009.08.16: Excessive Confidence A Risk
2009.08.13: Reports of the death of US PP exaggerated
2009.08.11: PTA futures growing in influence?
2009.08.11: Building A Society With A Soul
2009.08.10: Can what made the US sick make China well?
2009.08.07: Calling all CFOs: Ready To Take The Plunge?
2009.08.06: Dalian: A Whole New Ball Game?
2009.08.05: China's commodity stockpile gamble
2009.08.04: What I Want to Know in H2 - Part One
2009.08.03: Chemicals company H2 complacency?
2009.07.31: China inventory sentiment survey
2009.07.31: Lies, damned lies and data
2009.07.29: Asia anxious over the wrong kind growth
2009.07.28: China polyethylene inventories are high
2009.07.27: Will Fiscal Rebalancing Trigger A Trade War?
2009.07.26: Is Dalian setting the markets?
2009.07.23: Where Have All The Flowers/Polymers Gone?
2009.07.22: The insidious rise of the Internet....
2009.07.21: China's Great Property Gamble
2009.07.20: Credit Expansion Linked To Dalian Boom?
2009.07.17: Another Opinion: China and Recycling
2009.07.16: Asia Polyolefins: "Bloodbath" Postponed
2009.07.15: Dalian LLDPE futures explained?
2009.07.13: Futures, Recycling Behind China PE Mystery?
2009.07.09: China petchem imports soar on false confidence
2009.07.07: Artificial price support about to disappear
2009.07.03: Where is the real demand recovery?
2009.07.01: Back to the Serious Stuff: Fitch issues China warning
2009.06.30: Don't You Wish You Could Be Yourself?
2009.06.25: Does anyone have a clue?
2009.06.11: Raining on the Optimists' Parade
2009.06.03: China borrowing from the future?
2009.06.01: An Affair To Remember
2009.05.29: Be very careful what you wish for...
2009.05.24: The next oil shock and petrochemicals
2009.05.18: Maybe it's not as bleak as I've made out...
2009.05.14: It's about scaling down rather than up
2009.05.12: Net lending declines by 70-80% in Q2 in China
2009.05.11: How long can bear-market rallies last?
2009.05.09: Aussie on a losing wicket
2009.05.08: Micro-management gone too far?
2009.05.06: Reasons to be cheerful?
2009.05.04: US-Asia Propylene arbitrage closes
2009.04.30: It really is a Mad World
2009.04.29: Is it better to be right for not quite......
2009.04.27: Is China repeating the mistakes of the US?
2009.04.24: It's getting darker and darker out there
2009.04.22: China's economy: A case of wishful thinking?
2009.04.21: Do you need a Joseph Kennedy moment?
2009.04.17: The China Recovery Conundrum
2009.04.15: China polyolefin speculation gets worse
2009.04.15: Some important new petchem trends
2009.04.13: Asian petchems: A H2 Outlook
2009.04.09: US petchem exports to lessen the pain?
2009.04.02: If manufacturers started buying up their suppliers....
2009.03.25: Alice In Wonderland economics
2009.03.17: Lack of visibility makes planning a nightmare
2009.03.04: Trade protectionism on the rise
2009.02.26: Short-term gain could equal long-term pain
2009.02.24: I don't want to gloat but I told you so....
2009.02.20: Go to the bottom of the class and stay there
2009.02.09: How to make money in a downturn Part 1
2009.02.05: It's tough at the top.......
2009.01.28: Chem engineers back with avengeance
2009.01.21: The dead cat has bounced. Now what?
2009.01.15: The demise of private equity
2009.01.09: Any spare change, Mister?
2009.01.02: It's fun to be miserable....
2008.12.22: As this is the season of goodwill.....
2008.12.22: "Now, I have this great idea"....
2008.12.19: The new frugal and greener consumer
2008.12.19: Will the US dinosaurs ever learn?
2008.12.18: How hopeless is your company?
2008.12.17: Waiting for the dead cat to bounce
2008.12.12: In search of corporate paradise
2008.12.04: He's behind you...the evil banker
2008.11.24: I'm on Holiday
2008.11.23: The "Minsky moment" for petrochemicals
2008.11.23: Obama's impact on Asian petchems
2008.11.21: Inspired leaders needed - apply here
2008.11.19: Planned Maintenance 20 November 2008
2008.11.19: I will wait for this Lego truck to hit S$100
2008.11.14: Buy small and local to survive
2008.11.04: Heading for extinction
2008.10.29: All those wasted lives - but at least you got your bonus
2008.10.22: Uncle Karl is back in fashion
2008.10.21: Even Middle East budgets are being cut
2008.10.10: Is your company truly globalised?
2008.10.08: Would you pass the Koala Bear test?
2008.09.30: Fair dinkum, Bruce, Sheila etc
2008.09.30: "Real" people start to suffer even more
2008.09.29: Tainted food hits polymer sales
2008.09.27: The big challenges
2008.09.25: Crikey, did I eat that much?
2008.09.24: Even Middle East funding is under threat
2008.09.23: Historic polyolefin market collapse
2008.09.22: Did Paulson's wife have to get up early?
2008.09.19: Changing nature of demand
2008.09.18: Eggheads are annoying
2008.09.17: History will repeat itself
2008.09.16: The world is round after all
2008.09.15: Go on, stick your head in deeper
2008.09.12: A drowning man will clutch onto anything
2008.09.10: Uncle Sam back from the dead?
2008.09.10: Yes, I know - I was wrong!
2008.09.09: The ultimate consumption tax
2008.09.08: What's it like to be a millionaire?
2008.09.04: Get off your backside!
2008.09.03: India petchem hubs - no chance!
2008.09.02: Do you ever get that sinking feeling?
2008.09.01: Gustav points to a much bigger problem
2008.08.29: "Reports of my death......
2008.08.27: Can I have those coconuts, please?
2008.08.26: Liveris gets liverish on energy
2008.08.25: "There must be some way out of here...."
2008.08.22: The danger of bogus science
2008.08.20: I've got ten of these
2008.08.19: Even the goldfish will get it
2008.08.17: The river doesn't just run black
2008.08.15: Filled Up With Faith
2008.08.14: Stop chewing on that now!!!
2008.08.13: Want a place on the Board?
2008.08.12: Slaves to market frenzy
2008.08.11: Japan's corporate hero
2008.08.08: China's growth conundrum
2008.08.07: BASF seeks "decisive" change
2008.08.06: The West can still be the best
2008.08.05: Innovate or lose your job
2008.08.04: The CO2 blame game
2008.08.02: Why the Doha failure is bad
2008.07.31: Market mind reading
2008.07.30: Missing the point
2008.07.30: The US gets my goat
2008.07.29: Work can be the death of you
2008.07.28: Does your boss listen to you?
2008.07.25: Does the 'truth' ever matter?
2008.07.24: Crazy money breeds new thinking
2008.07.23: Middle East and China to run C2s regardless....
2008.07.21: It's a whole new ball game
2008.06.03: Shell plans for the long-term
2008.05.23: This is unsustainable- crude correction soon
2008.05.16: Operational Note
2008.05.16: China earthquake tragedy
2008.05.07: Aromatics become ever-more challenging
2008.04.24: How do you account for the externalities?
2008.04.10: The search for more basic petrochemicals
2008.04.08: History will surely repeat itself
2008.03.24: Is the last margin grab over?
2008.03.05: Balancing economics with the environment
2008.02.19: If I had a dollar for every time.........
2008.02.05: China growth under severe threat
2008.01.31: Life gets more complicated for methanol
2008.01.22: Here we go again - 1997 is back.....
2008.01.20: China coal to benzene threatens
2008.01.09: Will Dow ever crack India?
2008.01.09: How dependent is Chinese growth on the US?
2007.12.21: Japanese gloom builds as earnings fall
2007.12.19: Can India compete with China?
2007.12.16: Bali doesn't go anywhere near far enough
2007.12.16: Where does Dow/PIC go from here in Asia?
2007.12.14: More talk of credit tightening in China
2007.12.12: China inflation to threaten growth?
2007.12.10: More Indonesian consolidation on the way?
2007.12.07: The Grim Reaper readies himself
2007.12.06: China lending restrictions to hit petchems?
2007.11.29: Could China be the new Japan?
2007.11.28: The beginning of the end?
2007.11.26: Will free forecasting have its Wiki way?
2007.11.22: Asia needs a recesssion
2007.11.21: Asian biofuels face a big crisis
2007.11.20: The flawed "science" of forecasting
2007.11.18: Can polymers rescue the Mile High Club?
2007.11.16: I wish the energy game were as simple as this.....
2007.11.16: Will the next World War be over water?
2007.11.15: Is your glass half empty of half full?
2007.11.14: There' s no hope for the planet
2007.11.02: A load of bull or rational exuberance?
2007.11.02: Is the world heading for a naphtha crisis?
2007.10.27: More arguments against M-E price setting
2007.10.27: The idiocy and hypocrisy of biofuels
2007.10.22: The Middle East may set polyolefins pricing
2007.10.16: How clean are coal-to-liquids? Does it really matter?
2007.09.27: Another great year for Asian polyolefins but......
2007.09.20: The world goes Upsize barmy
2007.09.19: Lots of froth makes one giant global bubble
2007.09.13: Methanol - a Dickens of a good or bad tale
2007.09.04: Could new laws threaten your supply chain?
2007.08.30: Is the elephant about to fall off the bike?
2007.08.24: Comments off until Tuesday 28 August
2007.08.21: Bad luck always comes in threes and this is 2007!
2007.08.20: The global credit crisis is going to last
2007.08.14: Construction crisis? What crisis? China leads the way
2007.08.01: The fallout for petrochemicals from Iraq
2007.07.27: China attempts to move up the value chain
2007.07.24: China's crackers are on track. Is this bad news?
2007.07.19: China will choke itself to death
2007.07.17: Rebranding the chemicals industry
2007.07.13: Are We On A Different Planet?
2007.05.30: No more pessimism for a couple of weeks
2007.05.29: Another Asian Financial Crisis, this time triggered by China?
2007.05.28: Is this the death of cycles?
2007.05.15: Life gets more complicated in the Middle East
2007.05.09: Watch out for the Black Swans and dump the consultants
2007.05.07: Capacity build-up to force volumes west...even from Asia?
2007.05.03: Bad news for polyvinyl chloride?
2007.04.30: Are coal-to-chemicals projects in China a load of nonsense?
2007.04.27: Liveris defends strategy after a very tough few weeks
2007.04.27: Dow fit with Reliance makes the most sense
2007.04.26: Don't read this if all you care about is today's C2 price
2007.04.23: Two optimistic views of the future
2007.04.11: A new era of globalisation?
2007.04.09: This is not the time to behave like an Ostrich
2007.03.30: Is ExxonMobil taking a gamble?
2007.03.29: Oops a daisy, here we go again
2007.03.28: What's the point in building a plant if you've got nobody to run it?
2007.03.21: Oh my goodness, when will it end?
2007.03.18: Could Pride Come Before A Fall?
2007.03.15: The case for investing in Indonesia
2007.03.12: Could drug dealers be rehabilitated into the petchem industry?
2007.03.07: The flawed art of supply & demand forecasting
2007.03.06: China facing permanent demand destruction?
2007.03.04: I told you so - Reliance firms up Jamnagar cracker
2007.02.28: Is Thailand heading for the rocks?
2007.02.26: Is Indonesia poised to take off?
2007.02.23: Should we now discount Iran's Olefins No 11, 12 and beyond?
2007.02.22: Iran could stop exporting oil by 2015
2007.02.22: Bringing the sceptics and the greenies together
2007.02.21: The weird and not so wonderful world of biofuels
2007.02.21: Reliance predicts a big India polymer deficit
2007.02.21: Will Japan's rate rise do any good?
2007.02.16: Prepare for a legislative flood
2007.02.15: Japan is still in search of a consumer recovery
2007.02.15: Is global warming a load of hogwash?
2007.02.14: ExxonMobil turns a light shade of green
2007.02.14: Basell predicts tough times for polyolefins in 2009-10
2007.02.13: Global Warming And The Impact On Ethylene
2007.02.12: How To Get Rid Of Management Consultants
2007.02.12: The Chemical Industry Blame Game
2007.02.08: If you think you've had a bad day at work....
2007.02.08: Is India set to tank?
2007.02.08: And is China about to collapse?

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