Tag Archives | China economic reforms

China Environment Campaign Creates Global Inflation Threat

By John Richardson

THE ABOVE chart shows the major role that China has played in driving global inflation, deflation – and now inflation again – since 2008. There is a close link between the movements in China’s Producer Price Index …

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China’s Pollution/Economic Campaign To Reshape Petchems

By John Richardson

I BELIEVE that China’s environmental crackdown will continue to disrupt petrochemicals and polymers markets for the next few years.

This is not a temporary phenomenon that will largely go away with the end of the September 2017-March …

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Asian Polyethylene Producers: What You Must Do Now $70 Crude Is More Likely

By John Richardson

THE facts on the ground in global crude markets have shifted even further in just two days. Now it seems more likely that oil prices will rise to $70 a barrel or above in Q1 of next …

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Crude Oil Prices In 2018: Impact On Naphtha-Based Polyethylene

 

By John Richardson

I WILL explain the full significance of the above charts for the Asian and global polyethylene (PE) industries later on this is post.

In short here, though, a great deal hinges on next year’s oil prices, …

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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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