Petrochemicals Supercycle On The Way – Morgan Stanley

Pamplona

Watch out for the charging bulls…

  

Source of picture: sbynewsblogspot.com

 

By John Richardson

A FEW senior industry executives told the blog as long as a year ago that a petrochemicals supercycle was on the way as a result …

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Howling At the Moon And PE Price Discussions

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Source of piicture: worldofstock.com

 

 

 

By John Richardson

 

CHINA’S surprise decision earlier this week to raise interest rates – the first rate rises since December 2007 – has badly dented sentiment in the polyethylene (PE) …

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Finding a home for Marcellus ethane

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By Malini Hariharan

A few weeks back the blog had highlighted the problems related to the disposal of ethane at the Marcellus Shale in northeast US.

Shale gas producers in the region are in a fix as ethane needs to …

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More LPG For Petrochemicals – Eventually!

By John Richardson

In theory there should be an additional 20-30m tonne/year of liquefied petroleum gas (LPG) coming on-stream between 2008-2012, according to Petrochemical Corp of Singapore (PCS) – the Singapore Jurong Island-based cracker operator.

This could lead to 5-10m …

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The slow trek downstream

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By Malini Hariharan

Nearly two years after SABIC and ExxonMobil signed an agreement for a multi-billion dollar 50:50 joint-venture elastomers complex iin Saudi Arabia, the two majors have yet to take a final decision on the project.

At last year’s GPCA …

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No Going Back, But Don’t Expect Smooth Ride

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Cloth nappies?….you have to be kidding

 

 

 

Source of picture: babygavin.com

 

By John Richardson

IT IS the biggest transformation that the global economy has probably ever undergone, resulting in numerous opportunities and challenges for the chemicals industry …

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Petchem markets on a bull run

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By Malini Hariharan

The Chinese are back from their holidays and they are buying. This coupled with supply constraints and firm crude prices is fuelling a surge in petrochemical prices.

Paraxylene (PX) prices hit a 2-year high this week on …

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US Polyethylene Competitiveness To Surge in 2012

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George Mitchell of Devon Energy – The “Father of Shale Gas”

By John Richardson

US polyethylene (PE) input costs will be 50% less than those in Europe and Asia beyond 2012, says a new report by Morgan Stanley.

The extraordinary …

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China Economic Hype And Crude Oil

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Let’s catch the bus from now on….

 Source of picture: hybridcars.com

 

By John Richardson

THE blog has long been worried about the difficulty, probably the impossibility, of accurately measuring real Chinese growth.

And it gets harder as the country …

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China MTO/MTP – one more project starts

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By Malini Hariharan

Shenhua Ningxia has finally produced onspec propylene at its new 470,000 tonnes/year methanol-to-propylene (MTP) plant after starting trial operations last month.

This marks the successful start of China’s first MTP project, which is also the world’s largest. …

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