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China’s Xi: Squaring Circle Of Poverty Alleviation, Environment

By John Richardson

THE ONLY China that most foreigners have visited, including myself, is the southern and eastern seaboard provinces where all the talk is about booming poylolefins and other polymers demand on the rise in middle class consumption.

So …

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How US Polyethylene Exports To China Could Come To A Halt

By John Richardson

THE US has abundant shale gas reserves that have in effect been solidified into new polyethylene (PE) capacity, which is largely for export as this is a cheap way of shipping ethane.

If you subscribe to the …

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Global Polypropylene In 2018-2025: What To Plan For

By John Richardson

THIS could be an excellent investment opportunity. Our ICIS Supply and Demand Database base case for Asian and global polypropylene (PP) operating rates sees the steady and steep climb that began in 2014 carrying on until a …

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China’s 19th Party Congress: Stronger President Xi Good For Petchems Growth

By John Richardson

I SEE three Scenarios for Chinese economic growth, and so of course petrochemicals demand growth, in 2018-2025. See below where I detail how these three Scenarios would affect growth in demand for polypropylene (PP).

But first of …

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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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Rising Trade Tensions Could Threaten US Petchems Exports

By John Richardson

THE Trump administration is holding out against a capital increase for the World Bank unless the bank reforms the way that it lends money to China, according to the FT.

China is the World Bank’s biggest borrower. …

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China To Now Raise Ethylene Capacity By 84% As Self-Sufficiency Drive Accelerates

By John Richardson

SINCE my last update on 18 September, our ICIS China team have discovered a further 2.4m tonnes/year of ethylene capacity being planned in China via the steam cracker process (see the updated table above, with the changes …

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Three Scenarios For 2018-2025 China Polyethylene Demand Growth

By John Richardson

CHINA leads the world in many aspects of renewable energy and has an electric vehicle industry that is receiving the kind of state support that is very probably making foreign competitors green with envy.

The explosion of …

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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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