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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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China Becomes Dominant Superpower: Implications For Petchems

 

By John Richardson

CHINA can become the world’s No1 Superpower, replacing the US, if it can rise to challenges such as these:…

Asia needs US$8trn of investment in the decade to 2020 to deal with its infrastructure deficit. As countries

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EIA

Oil Prices Over The Next Six Months: What You Need To Know

By John Richardson

SURPRISED by the latest decline in crude prices following the US Energy Administration’s (EIA) report that more oil went in to storage last week than in any other week in 34 years?

You really shouldn’t be if …

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The OPEC “Deal”: What It Really Means

By John Richardson

THE OPEC decision to cut oil production for the first time since 2008, if indeed it does amount to a real cut in production, could end up being self-defeating.

As I discussed last month, US shale oil …

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What Exclusion From China’s One Belt, One Road Looks Like

By John Richardson

IS the whole world really turning again free trade? No, if you consider the potential improvement in trade flows between the 65 mainly developing countries which make up China’s One Belt, One Road (OBOR) initiative.

What we …

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Paraxylene: Another Chemicals World Turned Upside Down

By John Richardson

THE PARAXYLENE (PX) industry is enjoying an unprecedented period of demand growth, according to the above chart from our recently updated Supply & Demand database:…

Between 2000 and 2016, global demand for PX will have jumped by

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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 …

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The US And China: Saudi Arabia’s Big Picture Oil Strategy

By John Richardson

THE above chart should tell you a great deal of what you need to know about Saudi Aramco’s interest in buying the LyondellBasell Industries (LBI) refinery that’s located in the Houston Ship Canal in the US:…

Between

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China And Iran: Reshaping Global Polyester Trade

By John Richardson

IN TODAY’S world you have to start with political, social and macroeconomic factors to help build your map of global chemicals trade flows over the next ten years.

You next need to consider the old standard measures …

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