Tag Archives | China economy

China Jan-Feb Polyolefins Production Underlines New Direction

By John Richardson

Here is another chart to consider as you, hopefully, dismantle and completely rebuild your strategy for China:

It shows that in in January-February of this year compared with the same period in 2014, China’s polyethylene (PE) production …

Continue Reading

China Jan-Feb Deflation Deepens, Growth Collapses

By John Richardson

CHINA’S economy is now showing signs of extreme weakness, according official year-on-year data for January-February:…

Fixed asset investment, the biggest driver of growth in China’s economy, rose by 13.9% – the weakest rate of expansion since 2001.

Continue Reading

China: Affordability, Affordability And Affordability

By John Richardson

THE charts below, provided by fellow blogger Paul Hodges, are of great value for any chemicals company looking beyond the current cycle of deflation and debt in China. If you want to be a winner in the …

Continue Reading

Recent History Of Oil Suggests Production Will Stay High

By John Richardson

THERE is a much-broader acceptance today of the recent history of oil markets, which in summary was as follows:…

Oil and other commodities became a great way to make money for speculators at the height of the

Continue Reading

The Long Term Average Price Of Oil Is $30 A Barrel

By John Richardson

OIL and petrochemicals markets have behaved from mid-February until today as if the world is about to return to the way it was in the first half of last year.

Here is the thinking behind this behaviour:…

Continue Reading

China’s Real Estate Crisis Was Entirely Predictable

By John Richardson

AN investment bubble can only remain stable if you pump ever-more air into the bubble. If you don’t continue to do this, then the bubble is in severe danger of bursting.

The warning signs started flashing red …

Continue Reading

Following In The Footsteps Of China Is Impossible

By John Richardson

THE chart above shows how China’s consumption of polypropylene (PP) rose from 4.6 million tonnes in 2000 to 19 million tonnes in 2014.

It also illustrates how, in the process, China’s percentage share of global PP consumption …

Continue Reading

China By Itself Is Not A Strategy

By John Richardson

SOMETIMES a bit of data is worth many thousands of words – and so my choice of chart for today.

It shows that in one major petrochemical, polyethylene (PE), China’s imports in 2014 continued to hugely overshadow …

Continue Reading

Stand Back And Think: Can This Oil-Price Rally Really Last?

By John Richardson

THE talk in oil markets right now is largely about falling US rig counts and how this has resulted in tighter supply.

But it is very important to note that this focus on the rig count is …

Continue Reading

China After The Lunar New Year: Your Five-Point Guide

By John Richardson

HERE is a five-point guide to what will happen in China after the Lunar New Year is over (most of China will be only holiday from 18-24 February):…

The People’s Bank of China (PBOC) now seems almost

Continue Reading