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Peak Oil Demand Opportunities For Petchems Are Being Over-Hyped

By John Richardson

THERE is a lot of excitement about new petrochemicals feedstock opportunities resulting from the approaching end of the road for the internal combustion engine, the rise of the electricity battery car and the related arrival of Peak …

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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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China To Raise Ethylene Capacity By 71% In Major Self-Sufficiency Drive

By John Richardson

CHINA could raise its ethylene capacity by as much as 71% and its propylene capacity by at least 21%, according to my latest analysis of a major new wave of naphtha, ethane and LPG crackers. The above …

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China Puts Environment Ahead Of GDP As Chemicals Shortages Build

By John Richardson

FURTHER evidence has emerged of the Chinese government’s determination to deal with an air pollution crisis that a new study says shortens life spans in China by three years .

Local government officials have long been measured …

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China And Aramco IPO: Win, Wins From A Closer Relationship

By John Richardson

NO SMOKE without fire? Perhaps, as there more and more reports that China will buy into next year’s Saudi Aramco IPO.. This would further cement already strong economic and geopolitical ties between China and Saudi Arabia. It …

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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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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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Hurricane Harvey Economic Risks Increase As Cost Estimates Soar

By John Richardson

AGAIN, it’s the human cost that of course matters the most – and let’s hope it doesn’t keep on climbing. As of earlier today, the number of lives lost as a result of Hurricane Harvey had risen …

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US Trade Policy Has So Far Bought China More Time…

…..But any number of outcomes remain possible, which underlines the fact that we live in a world of elevated political risk. Chemicals companies must, as a result, build multiple scenarios for future economic growth and trade flows.

By John Richardson…

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China To Drive 55% Of Global Polyethylene Growth In 2007-2017….

.…Major risks ahead from this over-dependence on China

 

By John Richardson

FOLLOWING on from my post on Friday, which showed almost exactly the same story for polypropylene (PP), see the above chart detailing the importance to the global polyethylene …

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