Tag Archives | China chemicals industry

China Coal-To-Olefins Projects Not Just About Oil Prices

By John Richardson

CHINA will do what suits China from a national perspective. Remember this in all your new thinking about how its chemicals industry will behave in the future and I think you will be on the right tracks.…

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Don’t Bet On A Post-Lunar New Year Rebound

 

By John Richardson

THERE is a very risky theory that I have picked up in my conversations with Asian polyolefin industry players over the past few days:

Strong underlying demand growth in China, low stock levels held by the …

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China Coal-To-Olefins: Water Not An Issue

By John Richardson

CONVENTIONAL wisdom has it that the water issue stands in the way of the growth of the coal-to-olefins (CTO) industry in China.

The process consumes a lot of water  – between 15-20 tonnes for every tonne of …

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China To Keep Polyolefins Imports Out

By John Richardson

THERE has been a lot of talk about how fully integrated coal-to-polyolefins plants in China will compete exceptionally well with naphtha crackers on a variable cost basis.

OK, in terms of capital costs, the whole coal-to-polyolefins chain …

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China’s “Whack-A-Mole” Game Continues

By John Richardson

THE blog loves playing the the “whack-a-mole game” in our local arcade. How it works is that every time a plastic mole pops up, you have to try and whack it back down with a hammer in …

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China Identifies The Smart People

By John Richardson

CHINA’S government, via a very important statement on the state-run newswire Xinhua, have identified the smart people.

They are those who have already realised that China is not going to “blink”. There will be no big new …

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China Housing No Longer A One-Way Bet

By John Richardson

CHINA’s real estate sector was responsible for 16% of the country’s GDP growth, 33% of fixed asset investment, 20% of outstanding loans, 26% of new loans, and contributed 39% to government revenues in 2013, according to Nomura.…

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The Future For China Auto Sales

By John Richardson

The distance from end-use markets didn’t matter for chemicals and polymers producers during the 2008-2013 credit surge in China because, as we said yesterday, demand was so good that few people were willing to ask too many …

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WMPs27feb

Spotting China’s Main Event

By John Richardson

WE will get round to writing about the impact of US propane pricing on the operating rates of new Chinese propane dehydrogenation (PDH) –to-polypropylene (PP) investments, as we promised yesterday.

Honestly, we will – trust us – …

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China And The Need To Keep On Digging

Sources: ICIS Consulting, World Bank and China’s NBS

 

By John Richardson

POLYETHYLENE (PE) demand growth in China during 2007-2012 was essentially a story of:…

Firstly, excessive stimulus which compensated for the global financial crisis.
And then from April 2011

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