Tag Archives | China economic reforms

Three Scenarios For 2018-2025 China Polyethylene Demand Growth

By John Richardson

CHINA leads the world in many aspects of renewable energy and has an electric vehicle industry that is receiving the kind of state support that is very probably making foreign competitors green with envy.

The explosion of …

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China Puts Environment Ahead Of GDP As Chemicals Shortages Build

By John Richardson

FURTHER evidence has emerged of the Chinese government’s determination to deal with an air pollution crisis that a new study says shortens life spans in China by three years .

Local government officials have long been measured …

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China, China And China: The Three Drivers Of Global Styrene

By John Richardson

THE DATA on global polyethylene (PE) and polypropylene (PP) undermine the notion of booming emerging markets demand. In reality, it is only Chinese demand that has boomed and not the emerging markets as a whole. And when …

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US Trade Agenda Threatens 49% Of US Polyethylene Exports

By John Richardson

WHICH President Trump will end up setting the final direction of policy? Will it be the President Trump who spoke off-script at a campaign-style rally in Phoenix, Arizona, this week or the President who a day later …

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US Govt Policy, Weaker China Indicate Further Oil Price Decline

By John Richardson

OIL markets have reached an important tipping point as the bulls and the bears try to exert decisive influence.

There is resistance from the bulls which helps to explains why, after last week’s collapse in oil prices, …

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China PP Market Underlines Return To Global Deflation

By John Richardson

CHINA’S polypropylene (PP) net trade, which is imports minus exports, fell by 31% on a month-on-month basis in April to around 316,000 tonnes. That was to be expected given the 42% surge in net trade in Q1 …

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China’s New Real Estate Bubble: A LitmusTest For Economic Reforms

By John Richardson

NEARLY three years on  from when the Chinese central government first promised to reform local government financing, little progress appears to have been made: Local governments are still addicted to land sales to meet their funding requirements.…

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China’s One Belt, One Road To Reshape Petchems Trade Flows

By John Richardson

THE ONE Belt, One Road initiative is a crucial element in China’s efforts to economically re-invent itself – and this reinvention has to work if China is to avoid economic stagnation.

We therefore know that One Belt, …

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How To Battle For Value In Oversupplied Markets

By John Richardson

FOR the moment all is good, as the chart above illustrates, which details the premiums that C6 metallocene-grade linear-low density (LLDPE) have enjoyed over standard commodity grade C4 LLDPE in the key China market.

The October 2010 …

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Dip In China Credit Growth A Global Warning Sign

By John Richardson

CHINA might choose to once again kick the can down the road by further delaying essential economic reforms, but this is not my base case for the rest of this year and into 2017.

Xi Jinping and …

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