Tag Archives | China economy

China: Estimating “Wealth Effect Decelerators”

By John Richardson

HERE is one of the many charts out there which show the awesome growth in chemicals and polymer consumption in China since 2000.

In this case, as you can, see the product is polypropylene (PP), where consumption …

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Starting All Over Again: A Ten-Point Guide For 2015

By John Richardson

AS chemicals companies go back to their budget plans for 2015, and redraw them entirely, here are ten things that they must take into account:…

The oil price is not going to return to $100 a barrel

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So Much For The Bonus From Cheaper Oil

By John Richardson

THE big turning point in Asian petrochemicals markets can be traced back to around the end of July for three big reasons:

• It was broadly accepted from then onwards that China wasn’t going to change its …

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September 2008: How History Is Repeating Itself

By John Richardson

WE know that weak growth in China, Europe and the US will have a major negative impact on the global economy in 2015.

But does this really mean a new global financial crisis? Won’t the world’s economy …

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China’s Contribution To The New Global Financial Crisis

By John Richardson

YOU will be committing career suicide if you hold on to the idea that China’s problems only amount to a lack of “old style” economic stimulus – and that a bit of old style stimulus is just …

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China: Your Four-Point Guide To The Interest Rate Cut

By John Richardson

LATE last year China’s government launched one final round of old-style economic stimulus so they could build-up political support ahead of the boldest set of reforms to the economy in at least 20 years.

This was clearly, …

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China Polyethylene: What To Tell Your Boss

 

 

By John Richardson

YOU are a junior researcher working for a global polyethylene (PE) producer.  This is your opportunity to help change “group thinking” and so greatly improve your career prospects.

It is not going to be easy, …

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China: The Future Winners And Losers

By John Richardson

CONVENTIONAL analysis, which assumes that the world of the last six years will be the world of the next six years, is failing.

One of the most  obvious examples of this is China, where one-dimensional, lack-of-depth conventional …

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China’s Polyolefins Supply Surge: The Bigger Picture

By John Richardson

ON paper, the polyolefins supply surge in China during 2014 is huge as it involves:…

Some 2.2m tonnes/year of new  polyethylene (PE) capacity, according to this ICIS news article.
No less than 4.1m tonnes/year of new polypropylene

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China: Starting All Over Again

By John Richardson

WE NOW know is that China’s real GDP growth is probably heading into negative territory, perhaps by as early as Q4 – and if not by then, certainly in 2015.

But in order to fully answer “how …

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