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European Polyolefins: Rebuilding The Bridges

 

By John Richardson

SHOULD any petrochemicals value chain be a zero-sum game – a constant battle between suppliers and customers to determine who emerges as the single winner in any one month or quarter?

No, absolutely not. It is …

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The Doha Oil Meeting: Were You Ahead Of The Curve?

By John Richardson

IT WAS tremendous whilst it lasted for the hedge funds and will have enabled them to make a lot of money – the ones who, of course, had the good sense to switch from long to short …

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Managing Relationships And Demand In China

By John Richardson

SOME of China’s plastic converters started out life with loans of just a few thousands yuan from private small lenders, or even friends and family. But now these same converters operate nationwide networks of factories and are …

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The End Of The Economic Supercycle: What To Do Next

By John Richardson

THE above infographic explains the end of the economic Supercycle:

•During the 1980s/1990s, the BabyBoomers – the largest and wealthiest generation that the world has ever seen – entered the Wealth Creator generation (those aged 25 – …

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Reliance On Any China Polymer Deficit Will Not Work

 

By John Richardson

THE “last big man standing’, as polyethylene (PE) was described to me during my visit to Shanghai last week, is widely expected to remain in major deficit in China for the next decade at least.

As …

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Saudi Arabia, Refining And The Battle for Crude Market Share

By John Richardson

SAUDI ARABIA is determined to win its battle for greater market share of the global oil market, and at the same add value downstream to its hydrocarbon reserves. This is the consistent message I have picked over …

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Why US Natural Gas Will Stay Very Cheap

By John Richardson

CONVENTIONAL thinking about US natural gas prices is that they will start to edge up over the next few years.

Reasons include major shale gas investment cutbacks resulting from the recent collapse in US natural gas pricing.…

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US Shale Oil Was Never Going To Stand Still

By John Richardson

TECHNOLOGY doesn’t stand still. That’s the whole point about technology as any oil, gas or chemicals engineer will tell you.

The above chart is a fantastic example of this. It shows how the efficiency of US oil …

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China: Defining The Real, Future Profit Motive

By John Richardson

IF you picked up the phone and talked to the right people, or sat down with them face to face, it was possible to in the past come away with the impression that creating and maintaining jobs …

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US Ethane Shipments And The Broader Picture

By John Richardson

THE first shipment of ethane from the US to Europe, which is set to arrive on Wednesday to feed the INEOS cracker at Rafnes in Norway, will be widely interpreted as meaningonly one thing: That nothing in …

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