Archive | Environment RSS feed for this section

Polyethylene: A World Turned Upside Down

By John Richardson

THE recent history of polyethylene (PE) shows a global competitive landscape very different from that which most people expected two years ago.

Two years ago, we were told that the natural price for oil was $100/bbl because …

Continue Reading

Tackling Gender Inequality, Climate Change Etc Key To Future Chemicals Growth

By John Richardson

IF you think that progress towards tackling issues such as gender inequality in sub-Saharan Africa has nothing to do with forecasting chemicals and polymers demand growth, then you are going to face some severe difficulties over the …

Continue Reading

China’s One Belt, One Road: What It Means For PP and PVC

By John Richardson

MONDAY’S blog post on China’s One Belt, One Road initiative has produced a very strong response. I thus thought it was important to discuss in detail  what what One Belt, One Road could mean for two major …

Continue Reading

How To Battle For Value In Oversupplied Markets

By John Richardson

FOR the moment all is good, as the chart above illustrates, which details the premiums that C6 metallocene-grade linear-low density (LLDPE) have enjoyed over standard commodity grade C4 LLDPE in the key China market.

The October 2010 …

Continue Reading

China And A Breakdown In Free Trade: Scenarios For Petrochemicals

By John Richardson

MY blog post last Friday, on the threat to the petrochemicals industry of a retreat in global free trade, has gained a great deal of interest. This is good as this is an essential debate.

Today I …

Continue Reading

Oil Prices, Chemicals Markets Face Steep Declines

By John Richardson

THERE are three things you need to know about today’s global chemicals markets:…

Oil prices are now retreating back to quite probably below $30/bbl, and so of course there will be a chemicals destocking process.
But the

Continue Reading

China’s Gasoline Export Surge Was Entirely Predictable

By John Richardson

WHEN it first became apparent earlier this year that China was aggressively expanding diesel exports, we were told not to worry as this was said to merely reflect the replacement of China’s old economy with its new …

Continue Reading

US Economy: More Of The Same Will Not Work…

 

By John Richardson

US Federal Reserve chair Janet Yellen’s solution for the failed monetary stimulus policies of the last seven years? More of the same, which is a further signal to investors desperate for yield that they have little …

Continue Reading

Asian Polyethylene: Challenge The New Paradigm

By John Richardson

IT would be very interesting to go back to 2000 and compare the strength of positive sentiment towards the future of the Asian polyethylene (PE) industry to the above chart.

The chart shows spreads between naphtha costs, …

Continue Reading

US Water Crisis: Be Part Of The Solution, Not The Problem

By John Richardson

IT SHOULD be pretty obvious to all of us that there is a huge gap in the provision of basic needs in the emerging world. Just look, for example, at the some 2.3bn people who in 2015 …

Continue Reading