By John Richardson AGAIN, DON’T say I didn’t tell you. In my 11 October blog post, having talked to people who know what they are talking about, I flagged up the possibility that China’s energy shortages could be fixed a lot quicker than many people were suggesting. Those in the know about China told me […]
Asian Chemical Connections
Global polyethylene supply could lengthen, becoming a buyers’ market, sooner than many people think
By John Richardson RARELY, IF EVER, have events felt so bafflingly complex in the global polyethylene (PE) business. Take as an example the chart below listing the factors that have reshaped demand since the beginning of the pandemic. Let’s go through these factors one by one, box by box. It is reasonable to assume, starting […]
China Coal-To-Olefins Storm In A Teacup?
: Source: NRELC, China Coal Research Institute, HSBC estimates By John Richardson THERE has been a lot of interest in China’s coals-to-olefins (CTO) industry, with arguments that it is a very economically viable method of production. On paper, there is even more capacity due on-stream than in the US as it forges ahead with […]
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