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Threat To US Polyethylene From President Trump’s Iran Decision

By John Richardson

THE geopolitical and economic relationship between China and Iran was already very strong even before Donald Trump decertified the Iranian nuclear deal. Now, though, Iran and China could draw even closer. This could pose a major threat …

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How China Will Help South Asia Maximise Its Demographic Dividend….

….as the OBOR region, which includes South Asia, pushes towards complete petrochemicals self-sufficiency

By John Richardson

SOUTH ASIA (India, Bangladesh, Nepal, Pakistan and Sri Lanka) is seeing around 1m people join its workforce every month, with this potential demographic dividend …

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How China’s OBOR Will Re-Order Global Petchems Value Chains

By John Richardson

EVERY petrochemicals company needs to understand the above map and its implications for global trade flows over the next 20 years. Failure to understand and respond to what this map is telling you would be a very …

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Climate Change, Extreme Weather: Implications For Chemicals Companies

By John Richardson

The greater frequency of extreme weather events presents a huge challenge for chemicals companies.

Take Hurricane Harvey and Hurricane Irma as the most obvious current examples. Weather forecasting service AccuWeather writes in this article:

This is the …

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Tumbling Oil Prices: Implications For Asian Polyethylene

By John Richardson

DON’T say that I didn’t warn you. Oil prices now look much more likely to hit my forecast of $35//bbl, or lower, by Q4. Such is the downward momentum right now in crude markets that it is …

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China Plans 13 New Crackers In Move Towards PE Self-Sufficiency

By John Richardson

DETAILS are emerging of what could be as many as 13 new crackers in China that would all be on-stream very probably by 2025. I originally thought only around ten new crackers would be built by that …

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How China Stands To Win From US Climate Decision

By John Richardson

How might China benefit from its decision to stick with the COP21 climate-change deal as the US withdraws? Here are some thoughts.

Easier to Escape the Middle Income Trap

China is already leading the global charge on …

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US Polyethylene Industry: Scenarios For 2017-2020

By John Richardson

IT has been a remarkably strong few years for the US polyethylene (PE) business. The shale gas revolution has sent ethane costs plummeting, resulting in the kind of margins that you can see in the above chart. …

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New Petchems Business Model Based On Trading Blocs

By John Richardson

THE above chart should give every analyst who thinks low feedstock costs are by themselves guarantee of success in petrochemicals pause for thought:

US net polyethylene (PE) exports in 2016 were 5,000 tonnes lower than in 2015,…

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Polyethylene Markets To Become More Regional, Less Global

By John Richardson

THE GREAT US author Mark Twain, pictured on the right, needed to pay off his debts. So in May 1897, he was in London during a round-the-world speaking tour designed to raise the money to pay off …

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