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Reports of the death of US PP exaggerated

“Reports of my death are greatly exaggerated,” Mark Twain once famously said after his obituary was published before he had died.

Similarly, the US polypropylene (PP) industry had been virtually written off late last year after a calamitous collapse in …

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Dalian: A Whole New Ball Game?

Source of picture: waittilnextcentury.blogspot

Back to an old theme, the Dalian Commodity Exchange, this story from ICIS news talks of how physical cargoes are being bought and then sold at a price fixed now for November delivery. At the time …

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What I Want to Know in H2 – Part One

How will this one run?

Source of Picture: chemicals-technology.com

In the 12 years I’ve been covering the chemicals industry I don’t think I have come across a time of such exceptional market muddle.

The traders love it. As a wise …

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Chemicals company H2 complacency?

Chemical companies as a whole displayed “dangerously complacent” views about second-half 2009 prospects when they released their Q2 results late last week, argues chemicals analyst Paul Satchell in his blog.

“They believe that demand has bottomed. Although they can’t see …

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China inventory sentiment survey

Peering through the fog

On the theme of data again, in the ideal world it might be possible to send thousands of hardworking foot solders out into the field in China to chase down every warehouse of polymers and count …

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China polyethylene inventories are high

 

 

 

A Mars Bar feast in store if crude hits $30/bbl again

Source of Picture: Amazon.com

 

 

 

Polyethylene (PE) inventories in China at the second and third local distributor levels are at very high levels, two …

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Is Dalian setting the markets?

Make your own mind up about the role of the Dalian Commodity Exchange linear-low density polyethylene (LLDPE) and polyvinyl chloride (PVC) futures contracts from the interviews below.The first quote is from Sinopec – from an ICIS news story.

There then …

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Where Have All The Flowers/Polymers Gone?

Source of Picture: http://backincccp.blogspot.com/

Peter Seeger’s most-famous song (being performed here by Pete, Bob Dylan, Judy Collins and Arlo Guthrie) was “Where Have All The Flowers Gone?”

Perhaps a new version should be cut entitled, “Where Have All The Polymers …

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The insidious rise of the Internet….

“Bob, I think I we should give this up as I can’t get a wireless connection and I couldn’t be bothered to talk to anyone.”
Source of Picture: Faculty.SMU.Edu

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……and the effect on the quality of data and analysis …

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China’s Great Property Gamble

Source of Picture: Chinasnippets.com

Perhaps this post will help explain why a perplexed Hong Kong-based financial analyst wrote to me the other day, in response to my probably failed efforts to adequately explain rising chemicals demand in China:

“I stilll …

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