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China Chem Imports May Fall On Yuan Expectation

As cheap as chips 

 

Source of picture: europa.eu

 

 

By John Richardson

THE decline in the Euro has resulted in investors downgrading their expectations of a Yuan appreciation taking place over the next few months.

Last week, Yuan …

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Old Assumptions Might Belatedly Change

 

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

 

 

By John Richardson

DOOM-MONGERS are scratching their heads as to why the global petrochemicals industry has remained in such a healthy state over the past 18 months.

Old assumptions are, as a result, …

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End-users Acting As Traders Influence China PE Price Correction

By John Richardson

LAST week’s sharp decline in polyethylene (PE) pricing in China is being partly blamed on converters who occasionally act as traders liquidating their raw-material inventories.

Trading activity by end-users can account for more than 10% of total …

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Petchem stocks attract buying interest

By Malini Hariharan

Is this the right time to buy petrochemical stocks? Asian equity analysts are having a tough time answering this question being posed by portfolio managers across the region.

They are seeing a ‘mini downcycle’ emerging with a …

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Financial Sector Fear Looms Large

By John Richardson

WE will explore the following issues in a lot more detail over the coming days, assuming that the crude and financial market turmoil continues.

But for now here follows the interpretation of the crisis from a source with …

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Chemicals Face More Financial Sector Damage

Greed definitely not good for chemicals….

Source of picture: reelmovienews.com

 

By John Richardson

THE chemicals industry is once again confronting the risk of being badly damaged by the ever-more interconnected oil, other hard commodity, currency and equity markets.

As …

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Ouch! China High Inventories At Worst Possible Time

Is The China Party Over? Hope you’ve got plenty of aspirin..

Source: The Daily Telegraph

 

By John Richardson

Apologies to our readers for a fairly quiet week on the blog this week – my fellow blogger Malini and I …

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Asia Resurgent On Refinery Integration

 

Source of picture: omniglobal.com

 

 

By John Richardson

A FASCINATING theme to emerge from last week’s Asia Petrochemical Industry Conference (APIC) in Mumbai was a growing belief in refinery integration in Asia as a means of being able to …

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Bursting China’s real estate bubble…

By Malini Hariharan

…is not going to be easy and the Chinese government’s attempts to control sky rocketing prices will not work unless there is a change in the local culture, a chemical industry executive confidently predicted at last week’s …

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Total Petrochemicals Makes Big MTO Progress

A Chinese coalminer

 

Source: www.guardian.co.uk

 

Over the next week, as well as keeping track of more immediat events, we will be reviewing and analysing what was said in and around last week’s Asia Petrochemical Industry Conference (APIC) in Mumbai.…

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