Archive | China RSS feed for this section

tokyo7.jpg

Japan More Competitive Than You Might Think

 Tokyo at nightSource of picture: liveworldtours.com

 

 

 

By Malini Hariharan

it is easy to write off the Japanese petrochemicals industry which has for long struggled to find a solution to the dual pressure of rising global competition and …

Continue Reading
blinkered-greed.jpg

Distorting The Outlook For 2011

 

 

Source of picture: http://www.intentblog.com

By John Richardson and Malini Hariharan

THE view from a particular geography, grade of polyolefin or end-use application might be distorting the outlook for 2011.

In China and India and other emerging markets demand …

Continue Reading
goat-ears.jpg

Wrong Assumptions Drive Shipping, C2 Investments

The goat has been got 

 

Source of picture: michaelscomments.wordpress.com

 

By John Richardson

EARLIER this week we blogged on the 25 or so ethylene carriers that could be delivered into the shipping market by 2013 and the risk this poses …

Continue Reading

Don’t worry, be happy

By Malini Hariharan

The blog was able to talk to a Korean polyolefins producer who was not perturbed by the recent weakness in Chinese demand and was fairly confident of selling October volumes.

“It’s the holiday season so converters do …

Continue Reading
Asss.jpg

Saudi Arabia: The Implications Of Going Downstream

An example of how Lexan solar control IR sheets (made by SABIC Innovative Plastics) can be put to use

Source of picture: SABIC

 

By John Richardson

SAUDI ARABIA is busy reshaping its petrochemical industry to reflect a drastic shift …

Continue Reading
SouthPars.jpg

China, Russia To Boost Iranian Ethylene Trade?

Iran’s South Pars gas field

Source of picture: www.petropars.com

 

By John Richardson

THE ability of Iran to further exploit its huge natural gas reserves – and in so doing maintain ethylene exports at constant levels throughout the year – …

Continue Reading
ABob.jpg

European Polyolefins: The Luxury of Unintended Consequences

Another excuse for a Dylan picture – ref “Shelter From The Storm”

Source of picture: www.israbox.com

By John Richardson

WEST EUROPEAN polyolefin markets remain tight thanks to the lingering effects of lack of spending on maintenance, several market sources have …

Continue Reading
prices.jpg

PO demand slows, will prices slide?

By Malini Hariharan

After a fairly steady climb Asian polyolefin markets have hit the pause button.

Demand for polyethylene (PE) and polypropylene (PP) in China and Southeast Asia has weakened but this development has so far been balanced out by …

Continue Reading
Top 100 2010 logo.jpg

Picking The Winners And Losers

 

Source of picture: ICIS

 

By John Richardson

ICIS has just published its Top 100 listing for 2009, which, not surprisingly, reveals the nothing-short-of devastating impact of the global economic crisis on chemical company financial performances.

“Unprecedented operating and …

Continue Reading
westonpoint.jpg

When Does Consolidation Become A Strategic Problem?

All our yesterdays… the ICI Runcorn site in its heyday

Source of picture: Chesterchronicle.co.uk

 

 

By John Richardson

Yesterday’s blog post on Petronas illustrates once again how the state-owned giants, albeit in this case one that is about to …

Continue Reading