Tag Archives | China autos

Butadiene: Only The Supply Side Logic Adds Up

By John Richardson

LOGICALLY, yes, if you look at the supply side only, there seems to be a strong case for on-purpose butadiene production.

Here is why:…

US cracker operators have substantially lightened their existing cracker feedstock slate and, of

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China’s Evolving Autos Market: What It Means For PP

By John Richardson

THE tide of credit that lifted all boats in China meant that chemicals company CEOs could get away with clichés such as “the rise of the middle classes” and “increasing urbanisation” and later point to strong sales …

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China’s Post-New Year Credit Squeeze

In the first of a series of special posts on how China’s lending environment is set to change, we focus on the murky world of shadow banking.

We will return to shadow banking, and to other “grey” areas of financing, …

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China’s Auto Demand Growth: No Longer As Predictable

By John Richardson

WE used to live in a linear world where GDP growth was nearly always on the increase and there was a very close linkage between the growth in any overall economy and the rise in demand for …

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Much Less Of This…..

……..

 Source: FT Beyondbrics

 

By John Richardson

A fascinating article by the academic Anil K Gupta and consultant Haiyan Wang offers further support to our long-running argument that the future will not necessarily be the same as the future, …

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China Stockpiles Mount

Source: New York Times

 

By John Richardson

INVENTORIES of finished goods are mounting in factories across China as manufacturers continue to run hard, according to this New York Times article – perhaps in the hope that in 3-6 months …

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China Deflation

The second of our series of blog posts on China’s economic challenges over the next 12-18 months focuses on deflation.

 

By John Richardson

DEFLATION has now become a major concern for the Chinese economy following the release of official …

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China’s Luxury Goods Risk

 

By John Richardson

THE “luxury end” of China’s polyethylene (PE) market is being heavily targeted by overseas producers and the results so far have been pretty spectacular, according to one of the producers.

“The annual growth in demand for …

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Butadiene An Extreme Example

By John Richardson

BUTADIENE is an extreme example of what my fellow blogger Paul Hodges described yesterday as happening across several major petrochemicals markets.

Panicky buyers have, just as they did last year, “bought forward” in the hope that by …

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China Tries To Transform Itself

By John Richardson

CAN China succeed in transforming its economy from one which is over-reliant on exports to one where domestic consumption is a much bigger driver of growth?

And how long will this process take and in the interim, …

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