Tag Archives | China coal industry

China’s One Belt, One Road: What It Means For PP and PVC

By John Richardson

MONDAY’S blog post on China’s One Belt, One Road initiative has produced a very strong response. I thus thought it was important to discuss in detail  what what One Belt, One Road could mean for two major …

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China’s Export Strategy: The Realistic Scenario

By John Richardson

THE analyst was giving me hard time. “You see, the problem is you are not a chemicals engineer, and haven’t crunched the supply and demand data and cost curve data. What you are talking about is all …

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China PP Exports Jump 38% On Jobs Drive

 

Polyolefins markets in Asia are not behaving in the way that they used to behave. For value-added analysis of these changes, and for price and margin forecasts for the region, contact john.richardson@icis.com for details of how to subscribe to …

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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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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’s Methanol Industry: Through The Looking Glass

By John Richardson

AT first glance, some of the facts relating to China’s methanol sector sound like Jabberwocky  sounded to Alice when she firs discovered the language of that name in the marvellous Lewis Carroll novel, Alice Through The Looking …

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The “Why” Behind Sinopec’s Investment Freeze

By John Richardson

SINOPEC has announced that it will halt some of its new petrochemicals investments. This could involve the postponement of up to three cracker projects with a combined ethylene capacity of 2.8m tonnes/year, according to this excellent story …

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China Jobs Versus The Cost Curve

By John Richardson

ACHIEVING approval for any new petrochemicals projects in China is going to be a lot harder in the future, is a a growing view across the chemicals industry.

A senior executive with a US-based polyolefins producer, for …

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China: The Cost of Shutting Down

By John Richardson

ONCE a petrochemicals plant is built it is pretty hard to shut it down.

This might well apply to Europe, which is why we think talk of widespread cracker and derivatives closures to make way for highly …

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China Will Do What Suits China

By John Richardson

CHINA might well be in the midst of deflation caused by overcapacity in some chemicals, and in many other industries as well, but the longer-term strategic direction of reducing dependence on imports doesn’t appear to have changed.…

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