More Muddle And Confusion

By John Richardson

Manufacturers yesterday reported rising output and improved employment prospects in the US, Europe and Asia.

China’s Purchasing Managers’ Index (PMI), involving a survey of more than 700 manufacturers, increased for the eighth straight month in a row …

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To Cut Rates Or Not To Cut…

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A Famous Ditherer

Source of picture: sarafinewordpress.com

 

Chasing higher oil prices and/or a response to the now long-running recovery in Chinese demand that’s become sustainable?

Not wanting to sound too much like the start of a famous Shakespeare soliloquy, …

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More evidence of China’s export rebound

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Source of picture: Businesweek

 

More evidence is emerging of the big rebound in Chinese exports resulting from government subsidies, including a Yuan now pegged to the dollar, soft and plentiful bank loans and export-tax rebates.

More than 9,000 quality …

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A fresh vote of confidence for the DCE

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

It helps to have a commodity bull on your side and that’s just what the Dalian Commodity Exchange (DCE) has succeeded in doing. Jim Rogers, the noted investment …

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China and M-E Delays To Offer More Market Support

 

As this updated table from my colleagues at CBI in China illustrates, cracker-complex delays in China have the potential to further stagger the arrival of new volumes into the market.

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This follows the widespread problems in starting up …

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China Sept chemical import-surge data

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More of the cheap stuff?

Source of picture: www.thelocal.de

 

Some of the China import data for September is now available – showing record-high imports of monoethylene glycol (MEG), ethylene vinyl acetate (EVA), polyacetal, polycarbonate (PC).

“I have given up …

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China’s chemical imports up – again!

By John Richardson

We don’t have the actual data yet (hopefully, we’ll be able to give you the numbers later this week), but……

……China’s commodity chemicals and polymer imports “continued to amaze” in September with monoethylene glycol (MEG) shipments hitting …

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All’s well in South Korea – for now

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

South Korean petchem majors are expected to post another quarter of bumper earnings thanks to high operating rates and strong sales volumes.

A Seoul-based equity research analyst think …

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China Export Gains Raise Sustainability Fears

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Source of picture: www.msnbc.msn.com/id/23512037/

 

 

CHINA is making export gains at the expense of other higher-cost competitors that might not be sustainable because of reasons including rising trade protectionism and economic rebalancing.

Chemical companies need to factor in …

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China’s Great Growth Gamble

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Source of picture: www.todaysfinancialnews.com

China’s feverishly fast construction of roads, power plants and new industrial capacity has been designed to offset the decline in exports – and what a short-term success the policy has been.

Of the 7.7% of …

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