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Polyolefins Supply Surge Warning – Yet Again

By John Richardson

A GREAT deal more polyolefins supply is expected to hit the Asian markets over the next few months resulting in what two chemicals analysts tell the blog will be depressed margins up until March next year.

After …

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Flood Of LPG Supply On The Way

Here is another article on the liquefied petroleum gas (LPG) market, a subject we have covererd several times on the blog over the last few months.

Below we discuss how the temporary supply constraints that have kept LPG tight this …

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Supercycle Claims Dismissed

By John Richardson

THE Morgan Stanley Supercycle report, which we first blogged on last Friday, has created a big stir among the blog’s contacts.

 Click herefor a copy of the report RI_PETROCHEM_BLUEPAPER2010.pdf   

As we said in this ICIS news article on …

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Making Everyone Feel A Little Bit Middle Class

Far more choices now…

Source of picture: www.mhhe.com/business

 

 

By John Richardson

THE nature of demand growth in emerging markets is a subject the blog has paid some attention to over the last few weeks.

Taking advantage of this …

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Petrochemicals Supercycle On The Way – Morgan Stanley

Watch out for the charging bulls…

  

Source of picture: sbynewsblogspot.com

 

By John Richardson

A FEW senior industry executives told the blog as long as a year ago that a petrochemicals supercycle was on the way as a result …

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Howling At the Moon And PE Price Discussions

 

 

Source of piicture: worldofstock.com

 

 

 

By John Richardson

 

CHINA’S surprise decision earlier this week to raise interest rates – the first rate rises since December 2007 – has badly dented sentiment in the polyethylene (PE) …

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More LPG For Petrochemicals – Eventually!

By John Richardson

In theory there should be an additional 20-30m tonne/year of liquefied petroleum gas (LPG) coming on-stream between 2008-2012, according to Petrochemical Corp of Singapore (PCS) – the Singapore Jurong Island-based cracker operator.

This could lead to 5-10m …

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No Going Back, But Don’t Expect Smooth Ride

Cloth nappies?….you have to be kidding

 

 

 

Source of picture: babygavin.com

 

By John Richardson

IT IS the biggest transformation that the global economy has probably ever undergone, resulting in numerous opportunities and challenges for the chemicals industry …

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US Polyethylene Competitiveness To Surge in 2012

George Mitchell of Devon Energy – The “Father of Shale Gas”

By John Richardson

US polyethylene (PE) input costs will be 50% less than those in Europe and Asia beyond 2012, says a new report by Morgan Stanley.

The extraordinary …

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China Economic Hype And Crude Oil

Let’s catch the bus from now on….

 Source of picture: hybridcars.com

 

By John Richardson

THE blog has long been worried about the difficulty, probably the impossibility, of accurately measuring real Chinese growth.

And it gets harder as the country …

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