Off to Oz again so no entries for the next week

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No, I can’t do this

Source of picture: perthperth.com/surfing/bodysurfing

Dear Reader,

Off to Australia for a week’s leave so no more entries and so will post again from 31 August.

Fair Dinkum

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How do Asian cracker operators compete?

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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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The Philippines: Left With the Crumbs

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“Here’s your entire allocation for this month”

Source of Picture: Adammakwright.wordpress

In the words of a plastics converter from the Philippines: “Markets are so tight at the moment that we are left to pick up the crumbs. Suppliers are concentrating …

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Even China Polyester Rates Rise

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Source of Picture: ChinaMonthlyReview.Org

Polyester operating rates in China have started to rise on anticipation that the global economic recovery has arrived, according to Leonard DeGuzman, chemicals consultant with DeWitt & Co.

Is this another example of a dangerous price …

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What I Want To Know in H2 – Part Two

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Garbage out, garbage in

Source of Picture: The Daily Telegraph

Here goes for the second part of this series.

Is there anybody out there who can help?

How will the ongoing availability of recycled material affect the pricing power of …

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Excessive Confidence A Risk

Confidence along all the chemicals value chains is always a key issue because of the ability to aggressively manage inventories, according to the London-based chemicals analyst Paul Satchell.

So there’s the ever-present risk of sudden and very disruptive de-stocking. The …

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Reports of the death of US PP exaggerated

“Reports of my death are greatly exaggerated,” Mark Twain once famously said after his obituary was published before he had died.

Similarly, the US polypropylene (PP) industry had been virtually written off late last year after a calamitous collapse in …

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PTA futures growing in influence?

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Source of picture: 1st-commoditytrading.us

It’s only one comment from one consultant, but this is what he said today about the growing role of the Zhenghou Commodity Exchange‘s purified terephthalic acid (PTA) futures contract.

“PTA futures have been exerting a huge …

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Building A Society With A Soul

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What would would the great man have thought?

Source of picture: Newham Council, the UK

Four of the things my dear late father taught me were:

*Never vote for the British Conservative Party

*Never cross a picket line

*Always pursue …

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Can what made the US sick make China well?

It seems ironic that in the crazy scramble to protect itself from the consequences of the US collapse of the US debt-growth model, China has headed down the same path.

As my fellow blogger Paul Hodges pointed out last Friday, …

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