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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, China And China: The Three Drivers Of Global Styrene

By John Richardson

THE DATA on global polyethylene (PE) and polypropylene (PP) undermine the notion of booming emerging markets demand. In reality, it is only Chinese demand that has boomed and not the emerging markets as a whole. And when …

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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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China Lending Bubble Adds 4.7m Tonnes To Polyethylene Consumption

By John Richardson

THE IMF produced a very interesting study earlier this month, in which it estimated that if it had not been for China’s giant economic stimulus programme the country’s real GDP growth would have averaged only 5.3% per …

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US Trade Agenda Threatens 49% Of US Polyethylene Exports

By John Richardson

WHICH President Trump will end up setting the final direction of policy? Will it be the President Trump who spoke off-script at a campaign-style rally in Phoenix, Arizona, this week or the President who a day later …

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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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China Drives 58% Of Global PP Growth, So What’s Your Plan B?

By John Richardson

THIS IS a great example of putting most of your eggs in one basket! Polypropylene (PP) shareholders are entitled to ask what Plan B is if China can no longer deliver as much as 58% of the …

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China Growth Slows On Collapse In Shadow Bank Financing

By John Richardson

YOU should print-off the above chart and stick it on your chemicals company boardroom wall. From fellow blogger Paul Hodges, it shows the collapse in credit issued via China’s shadow banking system.

It is the shadow banking …

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Life Cycle Of Plastics Packaging Demand And Internet Sales

By John Richardson

THERE is a huge amount of excitement out there right now about booming internet sales and how this also boosting packaging demand and so sales of polymers such as polyethylene (PE), polypropylene and polystyrene.

China is, not …

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China PP Market Outlook for H2 And 2018

By John Richardson

AS IS the case with polyethylene (PE), China’s polypropylene (PP) market continues to catch up with the underlying realities of demand growth.

If you recall, in Q1 of this year PP net imports (imports minus exports) grew …

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