Tag Archives | China chemicals

China Chemicals Exports Surge As Everything Changes

By John Richardson

IN the good old days everybody could very easily export just about all their surplus chemicals and polymers volumes to China for two very obvious reasons. Firstly, even real GDP growth, never mind the fabricated government numbers, …

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China’s New “For Profit” Chemicals Industry? Think Again….

By John Richardson

IF you think that running a chemicals company in China can be compared to running one in the West then please take a look at the above chart.

This is an updated version of a chart Paul …

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China Peak Manufacturing Season Disappoints

By John Richardson

THE chemicals industry, because it supplies so many downstream manufacturing industries, is an excellent early indicator when something is going right or wrong with an economy.

Take note, therefore, of the July Volume Proxy, which was published …

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China’s Official View On New Stimulus

By John Richardson

THE mood has improved in China’s chemicals markets  over the last few days thanks to strong indications from Beijing that a new economic stimulus package is about to be launched.

But, as we predicted yesterday, any such …

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China Urbanisation Complications

 By John Richardson

EVERY time you come back to the subject of China, it becomes ever-more complex and uncertain.

An excellent example is an article published in the academic journal, Eurasian Geography and Economics, in February, by University of Washington …

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China petchem imports soar on false confidence

They always say the best form of flattery is immitation and so thanks to my colleague Paul Hodges for this graph indicating a huge surge in China’s polyethylene imports – courtesy of data from Edwin Pang of Credit Suisse.

I …

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