Tag Archives | China economy

How US Polyethylene Exports To China Could Come To A Halt

By John Richardson

THE US has abundant shale gas reserves that have in effect been solidified into new polyethylene (PE) capacity, which is largely for export as this is a cheap way of shipping ethane.

If you subscribe to the …

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Global Polypropylene In 2018-2025: What To Plan For

By John Richardson

THIS could be an excellent investment opportunity. Our ICIS Supply and Demand Database base case for Asian and global polypropylene (PP) operating rates sees the steady and steep climb that began in 2014 carrying on until a …

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Global Debt At Unsustainable Levels As We Wait For Trigger Factor

By John Richardson

THE whole point about debt is that it should be sustainable. You should only lend or borrower money if you are entirely convinced that future economic conditions – i.e. future demand – justify your commitments.

Nice theory, …

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Next Polyethylene Downcycle: Risk That History Will Repeat Itself

By John Richardson

WE can break the history of the global polyethylene (PE) business so far this century into four major phases, thanks to the above chart, which was compiled with the help of our excellent Supply & Demand Database:…

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China’s 19th Party Congress: Stronger President Xi Good For Petchems Growth

By John Richardson

I SEE three Scenarios for Chinese economic growth, and so of course petrochemicals demand growth, in 2018-2025. See below where I detail how these three Scenarios would affect growth in demand for polypropylene (PP).

But first of …

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China Continues Deleveraging With Reforms Set To Accelerate….

...global risks remain elevated and so beware of complacency

By John Richardson

THE conventional view is that China has stimulated its economy to perfection ahead of the important 19th National Party Congress which begins in Beijing on 18 October.

The …

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How China Will Help South Asia Maximise Its Demographic Dividend….

….as the OBOR region, which includes South Asia, pushes towards complete petrochemicals self-sufficiency

By John Richardson

SOUTH ASIA (India, Bangladesh, Nepal, Pakistan and Sri Lanka) is seeing around 1m people join its workforce every month, with this potential demographic dividend …

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China Accelerates Chemicals Plant Relocations As Supply Disruptions Build

By John Richardson

THE RELOCATION of all chemicals plants classified as producing toxic products from China’s big towns and cities to chemicals-industry parks is being speeded-up.

Relocation work first began in 2014. But earlier this month, a new directive from …

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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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Why China Is Becoming More Innovative Than The West

By John Richardson

THE data is quite staggering. Last year, mobile payments in China totalled $5.5 trillion versus compared with just a $112 billion. This means that on  a per capita or person basis, mobile internet payments totalled $3,900 in …

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