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Don’t Bet On A Post-Lunar New Year Rebound

 

By John Richardson

THERE is a very risky theory that I have picked up in my conversations with Asian polyolefin industry players over the past few days:

Strong underlying demand growth in China, low stock levels held by the …

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China Versus The EU: What A Contrast

By John Richardson

IT is worth comparing what is happening in China today with what is happening in the EU.

First of all, in China we are seeing:…

A political leadership that has been honest enough to admit that China

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China: Again, Please Listen To Us: “No Change In Direction”

By John Richardson

China’s Premier, Li Keqiang, could not have been clearer in comments that he made on Monday during a meeting with some of the country’s top corporate leaders.

He told business leaders that the government aimed to create …

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New Silk Road Part 2: How China Will Win

Here is the second part of my thinking on what China’s New Silk Road means for the global chemicals industry. Part One appeared last Thursday.

 

By John Richardson

PER capital GDP in Yunnan province in China’s southwest was just …

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India’s Republic Day: Just Think What Can Be Achieved

By John Richardson

TODAY is Republic Day in India and so I hope that what comes next will not be seen as overly negative.

But I think it is essential, as the New Normal develops, that we have an open …

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Oil Prices: Did You Heed All The Warnings?

By John Richardson

THE $30 a barrel price of crude at or below which some Asian naphtha cracker operators could be forced to exit the business is an increasing possibility.

Here is why:…

This January’s stockpile of crude in the

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How China’s New Silk Road Is Reshaping Global Chemicals

By John Richardson

THE red line on the map below, from the Washington Post, shows the world’s longest-ever freight-train journey, which began on 18 November in Yiwu, the largest wholesale centre for small consumer goods in China.

It ended 21 …

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China: Counting The Cost Of Wrong Analysis

By John Richardson

VERY few people listened when I warned in November 2013 that China’s economy was about to enter a “New Normal” as a result of the biggest about-turn in economic policy that China had seen for at least …

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Africa: How To Seize Another Opportunity

By John Richardson

WHEN you’ve finished renegotiating with your lenders, your shareholders and your bondholders about what the collapse of oil prices means for your chemicals company, you will, hopefully, have a strategy to come through this crisis more or …

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China Would Be The Only Winner From A Price War

By John Richardson

IT IS dangerously wrong to still think of China as just a cheap, copycat low-value manufacturing nation. Yes, cheap, agreed, and to begin with, as was the case with the US, it has copied other countries’ technologies.…

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