Some Very Crude Perceptions

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Source of picture: www.prisonplanet.com

 

 

Misleading perceptions can be very dangerous – especially when they apply to the crude-oil futures markets.

“The price has more than doubled this year partly because of the belief that the recovery in Chinese …

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Time to look inward

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

It pays to have a domestic focus and Reliance Industries has shown this again in its results for the first half of fiscal 2009-10.

Its petrochemicals division delivered …

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Caution is the name of the game

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

Japanese chemical majors have raised their sales and profit forecasts for the second half of the fiscal year ending 31 March 2010, but the revisions are marginal and …

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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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