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Global Trade War: $12.4bn of US Petchems Exports At Risk

By John Richardson

THE CUMULATIVE negative effect on global GDP as more and more countries became involved in a trade war is estimated by the above table on the left, from a research paper by economists as the Australian National …

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Evidence Builds Of China Slowdown As Economic Reforms Gather Pace

By John Richardson

THE CHINESE economy remains one of the most overlooked threats to the conventional opinion that we are in the midst of a synchronised global economic recovery.

Sure, some alarm bells rang with last week’s release of China’s …

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Stock Markets: Real Implications For Petchems and Risks Of A “Cynical Bubble”

By John Richardson

WHEN stock markets are rising, the proverbial garden can look as if it is blooming with summer flowers without a weed in sight.

But the underlying data suggest wealth inequality is still a major issue in the …

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China’s Polyethylene Market: Three New Scenarios For 2018-2025

By John Richardson

THE above slide underlines the growing complexity surrounding China’s economy, politics, society,  environmental policies and trading relationship with the US. I’ve placed this complexity in the context of the implications for the polyethylene (PE) industry. The above …

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Plastic Waste Crisis: How Polymer Company Early Adopters Can Win

Being an “early adopter” is never easy because of cynicism and scepticism. But what choice do we polymer companies have? None, if they really want to protect their revenues.

 

By John Richardson

POLYMER companies will lose billions of euros …

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Plastic Rubbish Backlash Will Lead To New Polymer Manufacturing Processes…

….as sustainability replaces globalisation as the new industry value driver

By John Richardson

IT HAS always been illogical to claim that as Peak Oil Demand approaches this provides a great new opportunity for lots of cheap refinery feedstocks to meet …

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China Accelerates Pollution Campaign In 2018: Implications For Chemicals

By John Richardson

ON THE surface of things there will be no let up when China’s winter air pollution campaign ends in March, as I predicted would be the case. China is drawing up plans for tougher curbs on smog …

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How To Replace Billions Of Dollars Of Polymer Sales Lost To New Recycling Rules

By John Richardson

THE EU’s requirement that all plastics packaging must be recyclable by 2030 will result in billions of dollars in lost sales across the 28 members of the EU.

To give you an example, my preliminary guesstimate suggests …

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Asian Naphtha Cracker Spreads To Fall By 50% In 2018

By John Richardson

ASIAN naphtha cracker operators will see a 50% decline in average spreads, or differentials, between their raw-material costs and finished product prices in 2018 compared with last year, according to my forecasts in the above chart. This …

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