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China’s Long-term Shift In Inflation

By John Richardson

THE odd chemicals trader who has gone long might well seek to talk-up his or her markets by claiming that the slowdown in China’s inflation rate is great news.

But nobody interested in anything beyond the sale of …

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This Is Not Merely A Rough Patch

By John Richardson

IT was interesting to read late last week about how certain chemicals analysts still believe that the big slump in the sector’s share prices might merely be a rough patch, possibly just a correction.

In this same excellent …

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Glass half full or half empty?

By Malini Hariharan

Despite a bleak global economic environment in the near term and uncertainty on how deep the next crisis will be chemical industry executives appear to be remarkably bullish about future prospects as is evident in KPMG’s latest …

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Last chance for Taiwan petchems

By Malini Hariharan

The Taiwanese government is once again talking of removing a ban on cracker investments by Taiwanese companies on the mainland.

The country’s minister of economic affairs said late last week that the government is willing to consider …

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Demand Weakness Dominates

By John Richardson

A CAREFUL reading of all the major ICIS pricing reports covering olefins, polyolefins, aromatics and their derivatives over the last few weeks reveals very few mentions of the phrase “peak demand season”.

This time last year, the …

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Siam Cement eyes big Indonesian buy

By Malini Hariharan

Confirmation has come in from the Siam Cement Group (SCG) that it is in the race to acquire stakes in two Indonesian companies – Chandra Asri and Sulfindo Adiusaha.

“We are interested in both firms in Indonesia …

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China Inflation Pressure Mounts

By Malini Hariharan

The Chinese government’s efforts to control inflation are showing no signs of yielding results.

The National Development and Reform Commission (NDRC) admitted yesterday that the government was finding it difficult to achieve its full-year inflation target of below …

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The New Normal World In 2021

By John Richardson

ALL of us would love to be able to see into the future. Chapter 4 of our new eBook, ‘Boom, Gloom and the New Normal’, does just this.

It offers 10 predictions about how the world will …

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Marcellus shale cut down to size

By Malini Hariharan

The blog has been reading with interest a recent report about the Energy Information Administration (EIA) cutting its estimate of the Marcellus shale gas reserves by 80% following a recent study by the US Geological Survey (USGS).…

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Formosa up but not out of the woods yet

By Malini Hariharan

Operations at the Formosa group of companies in Mailiao, Taiwan, are slowly resuming but the group faces an uphill task in regaining public and government confidence in its ability to run plants safely.

There have been seven …

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