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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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China Polyolefins Growth Forecast To Slump

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By John Richardson

CHINA’s polyethylene (PE) and polypropylene (PP) demand growth is set for a dramatic decline in 2010-12, according to the latest estimates from Shanghai-based commodities information service CBI (see table at the end of …

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Commodity Stockpiles A Risky Bet

 

By John Richardson

Inventories of copper, aluminium, lead and nickel have risen as prices for all these commodities have also surged, says this article in The Economist.

 

Source of graph: The Economists

 

Copper stocks total half a …

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Polyolefins: A view from the ground

By Malini Hariharan

H2 is just two months away but one China-based market participant says that there is still a total lack of clarity on price direction for the rest of the year.

Buying activity picked up last week but …

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China Polyolefns: Trying To See Through The Data

 

Source of picture: www.wrh.noaa.gov/hnx/newslet/sum…mber.htm

 

By John Richardson

Hope springs eternal when it comes to trying to fathom the direction of the polyolefin market in China.

One particular hope rests on March import numbers from China Customs, due to …

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Surge in Saudi-US PE Exports Reported

Heading West,,Jeddah’s container port

 

Source of picture: http://ofwngayon.com/home/?p=257

 

By John Richardson

SABIC has increased its exports of PE to the US in response to high pricing and what could be weaker demand in China, a source with a …

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