Tag Archives | China economic slowdown

China “Base Case” Indicates Another Good Year

By John Richardson

LAST year was a tremendous year for polyethylene (PE) exporters to China, according to data provided by US-based International Trader Publications, the US-based trade data and analytics service.

They conclude that China’s imports of high-density polyethylene (HPDE) …

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APIC And Demand

 

Just an anomaly?

 

Source: American Chemistry Council

 

By John Richardson

FEEDSTOCK advantage is, of course, crucially important, but so is demand.

And yet the only subject that most people wanted to talk about in any depth at last …

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US Set To Adopt A Golden Rule

By John Richardson

ONE of the golden rules of petrochemicals is “always run hard if you have the feedstock advantage”. As a result, the US is said to have been a little frustrated by a series of operating problems that have constrained their average …

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Goldman Sachs Changes Its View On Oil

By John Richardson

OUR blogs are awarding themselves a pat on the back today. The reason is that investment bank Goldman Sachs, the largest player in commodity markets, has completely reversed its analysis of oil markets. They now accept our …

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No More Of This…

By John Richardson

THE big hope is that once China returns from its National Holidays (1-7 October), petrochemicals markets will enjoy a big and sustainable recovery.

It is not going to happen.

Throughout this year, the hope has been that the …

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China PE Growth Disappoints Again

By John Richardson

CHINA’S polyethylene (PE) market, along with probably most of the rest of petrochemicals, continues to disappoint as the above chart illustrates. Overall demand in 2012 (red column) was up by just 1 percent in January-August 2012 compared …

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Much Less Of This…..

……..

 Source: FT Beyondbrics

 

By John Richardson

A fascinating article by the academic Anil K Gupta and consultant Haiyan Wang offers further support to our long-running argument that the future will not necessarily be the same as the future, …

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BBC News Warns On China’s Demographic Crisis

A major new report from BBC News suggests that “China’s economic model is in danger” due to its rapidly ageing population.It reaches exactly the same conclusions as in our Boom, Gloom and the New Normal ebook. Chapter 6, published in …

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China PE Demand Weakness Continues

 By John Richardson

LET’S put this into context: China’s polyethylene (PE) demand grew by 53 percent in 2008-2010.

Growth during the first seven months of this year was just 1.7 percent over Januuary-July 2011, according to Global Trade Information Services (GTIS). …

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Asian LDPE Margins Reach New Low

                 

               LDPE margins in 2012     

By John Richardson

NORTHEAST Asian integrated low-density polyethylene (LDPE) margins keep plunging new depths.

The margins were at their most negative since ICIS records began in 2000, according to the ICIS Asian PE Margin Report for …

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