Archive | Olefins RSS feed for this section

ExxonMobil, Energy Efficiency And Innovation

By John Richardson

SAVING money through energy efficiency, along with innovation, will be two of  the keys to success in the New Normal because  demand-growth patterns will be very different than during the Supercycle. The suspension, which guaranteed success for …

Continue Reading

Dow And Commodities-Specialities Integration

 

By John Richardson

IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled?

This is a question raised by this excellent Insight article, from …

Continue Reading

Dow Chemical And Back To The Future

By John Richardson

HOW the world has changed. Dan Loeb of the Hedge fund, Third Point, wrote in a letter proposing a spin-off of Dow Chemical’s petrochemicals assets: “We suspect that Dow’s push downstream has led the company to use …

Continue Reading

India Gas Price Breakthrough

By John Richardson

DEMOGRAPHICS can drive chemicals demand in the right direction, provided the correct government policies are in place.

India’s demographics are much better than China’s, as this data from the CIA Factbook indicate. For instance, as of 2013 …

Continue Reading

ExxonMobil Highlights US Growth Challenge

By John Richardson

WHEN somebody very senior in the petrochemicals industry makes a bold statement – one that pulls no punches – it is worth taking note.

And so it is worth reading in full what Stephen Pryor, ExxonMobil Chemical …

Continue Reading

Researching China Credit And Growth

By John Richardson

A lot of the focus in polyethylene (PE) markets at the moment is on supply and on what impact this might have on the key China market during 2014.

Crunching this data will always remain a crucial …

Continue Reading

Gas, Gas, And Perhaps Even More Gas

By John Richardson

THE global petrochemicals industry is stepping on the gas as it accelerates both capacity expansions and the restructuring of existing assets. Apologies for the pun.

In the US, of course, some 25m tonnes/year of ethylene capacity is …

Continue Reading

US Housing: The Demand Conundrum

By John Richardson

WEALTHY people don’t buy most of the world’s chemicals and polymers production because there are not that many wealthy people in the world – especially in the US these days.

The Economist, in it’s the World In …

Continue Reading

The Minority Isn’t Always Wrong

By John Richardson

“I REALLY worry about the ability to export extra capacity from the US as I think global markets will become much more regional,” said a source with a poylolefins producer .

“The US is also pretty much …

Continue Reading

The US Growth Conundrum

By John Richardson

WHERE is the growth in the US economy going to come from to consume the big increase in the country’s ethylene and derivatives production due to take place from 2017 onwards?

This is a question that continues …

Continue Reading