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Plastic Rubbish Crisis: No More Business As Usual For Polymers

By John Richardson

DO NOT underestimate the ability of public opinion to reshape markets. That’s my first warning to any polymers industry executive out there who thinks future success will come from a business as usual approach.

Public anger at …

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Petrochemicals Markets Point To Synchronised Global Downturn

By John Richardson

IF you repeat something enough times, such as the “emperor  is wearing clothes”, lots of people begin to believe it. So is the case with the widespread idea that we are in the midst of an unshakeable …

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US-China Trade War Draws Closer: Impact On Petrochemicals

By John Richardson

NOTHING that has happened over the last 24 hours should take you by surprise. Your petrochemicals company has had ample time to prepare for the US-China trade war that has now become a much stronger possibility following …

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China Doubles Down On Pollution Clean-up: Consequences For Chemicals

By John Richardson

ECONOMIC GROWTH for the sake of economic growth was for so many years the No1 priority in China. It is hardly surprising, therefore, that there is a legacy of major environmental problems.

These include some 1.6m premature …

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China Polyethylene: Inland Growth And Internet Sales Versus Threat From Sustainability

By John Richardson

THE ABOVE CHART uses the same approach I used in late February for my post on per capita polypropylene consumption in China. In this case, my focus is on polyethylene (PE):

The latest available IMF data for…

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US Polyethylene: Even Without Trade War, $6.2bn Of Sales In China At Risk

By John Richardson

AS THE number of exemptions from the new US steel and aluminium tariffs grow for Americas “friends”, the direct impact of the tariffs might end up being fairly minimal. So far, Canada, Mexico and Australia have been …

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Global Trade War: $12.4bn of US Petchems Exports At Risk

By John Richardson

THE CUMULATIVE negative effect on global GDP as more and more countries became involved in a trade war is estimated by the above table on the left, from a research paper by economists as the Australian National …

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China And US On Collision Course As Trade Tensions Build

By John Richardson

Yesterday, President Trump threatened to impose penalties on China for alleged abuse of intellectual property right rules. Below is the context behind way claims of abuses are likely to increase in the future.  This suggests that China …

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Evidence Builds Of China Slowdown As Economic Reforms Gather Pace

By John Richardson

THE CHINESE economy remains one of the most overlooked threats to the conventional opinion that we are in the midst of a synchronised global economic recovery.

Sure, some alarm bells rang with last week’s release of China’s …

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