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China’s Pollution/Economic Campaign To Reshape Petchems

By John Richardson

I BELIEVE that China’s environmental crackdown will continue to disrupt petrochemicals and polymers markets for the next few years.

This is not a temporary phenomenon that will largely go away with the end of the September 2017-March …

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China’s Polypropylene Market: The Right Questions You Simply Must Ask

By John Richardson

On the surface, the above chart represents very good news for exporters of polypropylene (PP) to China. As you can see, our base case sees import volumes creeping up from around 3.9m tonnes in 2018 to 4.2m …

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China’s War On Air Pollution Causes Major Chemicals Shortages

By John Richardson

CHINA is quite literally going to war against air pollution as tries to tackle a health crisis that causes some 1.6m deaths every year. The end-result is major shortages up and down many chemicals value chains.

The …

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China Moves Towards Commodity Grade PE Self-Sufficiency By 2025

By John Richardson

THE argument I’ve been making for a couple of years now is that the history of petrochemicals in China suggests a constant drive towards much greater self-sufficiency. No value chain is immune, I have kept contending.

The …

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Propylene: How To Turn Oversupply To Your Advantage

The world has changed for good. Old ways of running petrochemicals businesses no longer work. Click here for details on an important new ICIS/International eChem study that will help you prosper in this radically different environment. And see below for …

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Spend Your Supply-Driven Profits On Managing Demand

By John Richardson

IT has been a fantastic few months for Asia’s naphtha cracker industry as the above chart further illustrates. Even in the case of poor old, very heavily commoditised raffia-grade polypropylene (PP), variable cost margins so far this …

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The Emperor’s New Clothes: Time To Spot The Obvious

By John Richardson

IF enough of the right kind of people say something enough times then everybody starts believing what they say, regardless of whether or not they have done the right kind of research.

Part of this is down …

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China Coal-To-Olefins “A Net Water Producer”

By John Richardson

IT has become the accepted wisdom over the last few years that the coal-to-olefins (CTO) process in China consumes a lot of water.

This theory has been expressed in so many conference papers and in research papers …

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China Excess Phenol Capacity A New Strategic Tool

By John Richardson

STANDARD Western cost-per-tonne analysis has never really been applied in China’s petrochemicals industry – and it never will be applied.

In the past, we have seen how petrochemicals plants have often been run at operating rates of …

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China: GDP And Forgetting What You Already Know

By John Richardson

THE blog has a terrible confession to make: We sometimes get it very badly wrong. How’s that for modesty?

A couple of months ago we got it very badly wrong when we kept waffling on and on, …

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