Tag Archives | China economy

Middle East Petchem Producers Feel China Slowdown

By John Richardson

MORE evidence has emerged of a slowdown in demand for polyolefins in China following the sharp decline in March imports.

The Middle East is now feeling the pinch as a result of the impact of inflation and the reduced availability of …

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Old Growth Model Needs To Be Challenged

By John Richardson

Calling all chemicals investors: If you hear any presentation from any company out there that talks about an uninterrupted boom in growth in China, please, please start asking some searching questions. Please…..

We have so far yet …

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Broad Commodities Retreat Hurts Chemicals

By John Richardson

WE hate to say we told you so but the 15 per cent fall in oil prices last week – the steepest one-week decline in two-and-a-half years – was evidence of growing concern over the health of …

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Cotton Support For Fibre Intermediates Declines

By John Richardson

RISING cotton prices might well have been the single-biggest factor on the strength in the synthetic textiles chain for the last year.

Other major factors have obviously been the surge in crude and supply constraints in both …

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Dow’s Liveris On The Mark On China?

By John Richardson

Dow Chemical’s CEO, Andrew Liveris, was reassuringly upbeat about the state of demand in China last week when he described it as “quite robust” during an analysts’ call on the release of the company’s Q1 results

And …

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China Inflation Impact On Chemicals

By John Richardson

POLYETHYLENE (PE) prices were assessed stable-to-weaker by my colleagues at ICIS pricing late last week as Sinopec was reported to be evaluating a 10% reduction in operating rates.

Sinopec hardly ever cuts production on market conditions as …

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China’s Inflation Struggle

By John Richardson

LIKE the boy who cried Wolf the blog might not be believed as we once again warn about the risks ahead for China’s economy.

We have been worried for a long time that eventually China’s huge economic …

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Broad Commodities Sell-off Beckons

By John Richardson

THE blog remains extremely worried that there is about to be a major sell-off of commodities in general, including petrochemicals, as conditions right now feel very similar to those in 2008.

Whether we will face a systemic …

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Growing Uncertainties Cloud Chemicals Outlook

By John Richardson

THE global growth outlook grows ever murkier as a result of credit tightening in China (or is the problem instead continued strong growth in lending?), inflation problems throughout Asia, possible monetary tightening in the West, the direction …

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Was NPRA Off The Mark On China?

By John Richardson

I HAVE been speaking to my colleagues who attended this week’s NPRA conference in San Antonio, Texas, and it didn’t appear from discussions during the event that a potential slowdown in China was high on anyone’s radar …

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