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Thai project delays good news for markets, but…..

….what do these environmental issues mean for Thailand as an investment destination?

 

 

The Map Ta Phut refinery-petrochemicals complex

Source of picture: Pattaya News

 

 

 

By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections)…

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China’s consumption growth challenge

“China, please please do what we did and spend what you might not be able to afford…”

Source of picture: The Daily Maily

Whether or not China’s pace of economic recovery will be maintained would have become an intensely boring …

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Dalian Swings In Favour Of The Buyers

Polyolefin producers doing RMB business in China were delighted when price increases on the Dalian Commodity Exchange linear-low density polyethylene (LLDPE) futures contract started leading the physical market on the way up.

“We used the exchange to justify charging higher …

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How do Asian cracker operators compete?

Source of Picture: www.autospies.com

Not an easy answer and not one much suited to a few paragraphs of blogging.

But here’s one thought as the competitive environment becomes a great deal more difficult due to new Middle East capacity and …

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Is Dalian setting the markets?

Make your own mind up about the role of the Dalian Commodity Exchange linear-low density polyethylene (LLDPE) and polyvinyl chloride (PVC) futures contracts from the interviews below.The first quote is from Sinopec – from an ICIS news story.

There then …

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The insidious rise of the Internet….

“Bob, I think I we should give this up as I can’t get a wireless connection and I couldn’t be bothered to talk to anyone.”
Source of Picture: Faculty.SMU.Edu

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……and the effect on the quality of data and analysis …

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Credit Expansion Linked To Dalian Boom?

Source of Picture: http://blogs.suntimes.com/ebert/

We have just started doing our research and so more details later – but see attached this Excel spreadsheet –
lendingVDalianOI.xls

It compares the increase in lending from China’s banks with the amount of open interest …

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Asia Polyolefins: “Bloodbath” Postponed

Source of Picture : purchasing.com

In his own words, here is how one contact describes the current situation with a couple of extra points added by yours truly (with links)

“We’ve seen arbitrage close from Europe on polyolefins with no …

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Dalian LLDPE futures explained?

My last blog entry quoted a North American industry source who was concerned over the potential for physical delivery on the Dalian futures exchange to flood the real market and send prices crashing.

In my ignorance of how futures markets …

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Futures, Recycling Behind China PE Mystery?

Picture: The China Daily

“I’ve given up trying to read the polyolefin market in China. I just can’t figure out what’s going on,” said a senior source with a major North American producer late last week.

“I keep returning to …

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