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Digitisation Will Transform Petchems As Plant Reliability Increases

Global volatility in pricing will also be greatly reduced as unexpected outages largely become a thing of the past

 

By John Richardson

EUROPEAN polyolefins have painful memories of 2016 because it was a year of major supply shortages.

Polyethylene …

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China Polyethylene: Inland Growth And Internet Sales Versus Threat From Sustainability

By John Richardson

THE ABOVE CHART uses the same approach I used in late February for my post on per capita polypropylene consumption in China. In this case, my focus is on polyethylene (PE):

The latest available IMF data for…

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US Polyethylene: Even Without Trade War, $6.2bn Of Sales In China At Risk

By John Richardson

AS THE number of exemptions from the new US steel and aluminium tariffs grow for Americas “friends”, the direct impact of the tariffs might end up being fairly minimal. So far, Canada, Mexico and Australia have been …

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Global Trade War: $12.4bn of US Petchems Exports At Risk

By John Richardson

THE CUMULATIVE negative effect on global GDP as more and more countries became involved in a trade war is estimated by the above table on the left, from a research paper by economists as the Australian National …

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China And US On Collision Course As Trade Tensions Build

By John Richardson

Yesterday, President Trump threatened to impose penalties on China for alleged abuse of intellectual property right rules. Below is the context behind way claims of abuses are likely to increase in the future.  This suggests that China …

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US Import Tariff Decision: Impact On Polyethylene And The Global Economy

By John Richardson

THE PROSPECT of a US-China trade war has edged closer as a result of President Trump’s announcement yesterday that the US will impose 25% import tariffs on steel and 10% import tariffs on aluminium. Countries hit hard …

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China’s Polypropylene Market: The Big Inland Growth Opportunities

By John Richardson

A CONVENTIONAL WAY to assess the pace of polymers demand growth in a developing country is to assume links with historical patterns in developing countries.

How long did it take the US, Western Europe and other developed …

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China’s Polyethylene Market: Three New Scenarios For 2018-2025

By John Richardson

THE above slide underlines the growing complexity surrounding China’s economy, politics, society,  environmental policies and trading relationship with the US. I’ve placed this complexity in the context of the implications for the polyethylene (PE) industry. The above …

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Plastic Waste Crisis: How Polymer Company Early Adopters Can Win

Being an “early adopter” is never easy because of cynicism and scepticism. But what choice do we polymer companies have? None, if they really want to protect their revenues.

 

By John Richardson

POLYMER companies will lose billions of euros …

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The Battle To Retain Metallocene Polyethylene Price Premiums

By John Richardson

THE ABOVE chart could be a sign of a long term trend where we see metallocene linear-low density polyethylene (LLDPE) price premiums over standard, or C4 grade, LLDPE film at lower levels.

We have already seen C6 …

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