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China Chems Liquidity Boost To Continue?

Lots more empty ones like these?

Source of picture: http://www.chrismartenson.com

 

By John Richardson

THE dramatic increase in China’s money supply during 2009 – the result of an estimated 10 trillion Yuan increase in lending over the previous year – might …

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China: Yet More Record Imports

By John Richardson

The extraordinary China import story continues, raising yet more questions about where all these volumes are going at a time when the government is trying to cool the economy down.

Does this mean that speculation continues apace …

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US Olefins Price Falls Could Be Turning Point

Flagging-up the dangers…

Source of picture: http://www.illusionsofdander.com/2007/08/car-dealerships-and-flag-companies-may.html

 

By John Richardson

THE recent 22% and 18% falls in US spot ethylene and propylene prices might be a sign that this yeat’s price rallies have been more the result of stronger crude and petrochemicals re-stocking …

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Changing expectations

By Malini Hariharan

A turnaround in petrochemical fortunes in the US, as a result of falling gas prices, means that Dow Chemical is willing to wait to get the best value for its basic chemicals business.

At an earnings call …

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Was The Chinaplas Optimism Justified?

Too good to be true?,.,,,,,

Source of picture: http://www.arico.tw/en/index.php

 

 

By John Richardson

I VISITED the Chinaplas plastics exhibition in Shanghai late last month and was greeted with a wall of unremitting optimism.

Here are a few samples of …

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China Chlor-alkali A Real Industry Still Struggling

By John Richardson

The mood on the proverbial factory floor can be very different to that in buoyant stock and other commodity markets as the impact of the economic crisis lingers, with the chor-alkali to vinyls industry in China just …

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Chinaplas: Optimism, consolidation, new plant start-ups and more

By Malini Hariharan

Chinaplas has just concluded and my colleagues have filed some great reports from Shanghai.

Worries about a margin squeeze in the second half of the year persist but polymer producers seem to be increasingly confident about long-term …

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Reliance eyes 2014 start for Jamnagar cracker

By Malini Hariharan

Reliance Industries is moving ahead with its Jamnagar cracker project and is looking at completing it in 2014, reports ICIS news.

Preliminary activity on the project, which was put on hold after the 2008 economic crisis, has …

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Good Chance Of Polyolefin Trough Delay

By John Richardson

THE betting remains on trough conditions arriving for polyolefins at some point later this year with new supply expected to begin to severely lengthen markets towards the end of Q2.

A temporary buying strike in China that …

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Co-Monomer Shortage Provides LLDPE Respite

By John Richardson

AN enormous amount of new linear low-density polyethylene (LLDPE) output should, in theory, be destabilising Asian markets right now due to recent start-ups and increased production at plants brought on-stream last year and in early 2010.

But …

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