Tag Archives | China petrochemicals

Researching China Credit And Growth

By John Richardson

A lot of the focus in polyethylene (PE) markets at the moment is on supply and on what impact this might have on the key China market during 2014.

Crunching this data will always remain a crucial …

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China In 2014: Some Predictions

 

By John Richardson

IT was a year to remember, for the right reasons, for anybody who bet on a recovery in Chinese polyethylene (PE) demand.

Back in May, it was all doom and gloom. But since May, thanks to …

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Life After The “Sugar High”: Oil Prices And Petrochemicals

By John Richardson

WHY is it that even though demand in the US for petrochemicals is still well below the 2007 peak, as indicated by the latest American Chemistry Council capacity utilisation chart, the November ICIS Petrochemical (IPEX) for the …

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China, The November Plenum And De-Stocking

By John Richardson

THE end of China’s Golden Week holidays, which ran from 1-7 October, has represented an opportunity for some polyolefins traders.

“Stocks were low before the holidays, and, as a result, once business activity resumed in earnest on …

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Construction Drives China 2013 PE Growth

By John Richardson

THE blog has been banging its head against a brick wall for several months now in an an effort to fully explain why polyethylene (PE) apparent demand growth has been so strong during most of 2013.

Interviews …

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China PE Demand Increases Further

By John Richardson

THE great polyethylene (PE) mystery hunt continues.

As the chart above shows, China’s apparent PE demand (imports plus domestic production) grew by 14% in January-July 2013 compared with the same period in 2011, according to Global Trade …

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Water Shortages to Scupper China CTO Industry

 

By John Richardson

THE debate about how exactly how much coal-to-olefins (CTO) capacity China will add has been largely around the economics of the process versus that of naphtha cracking.

In terms of capital costs, building a CTO complex …

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China’s “Mini-Stimulus” Package

By John Richardson

The big question this morning for anybody concerned about China’s long-term economic future is whether its “mini-stimulus package” will do any good.

Yesterday, Beijing announced that it would eliminate taxes on small businesses, reduce costs for exporters …

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Zero And Declining Growth For China Imports

By John Richardson

CHIINA’S ethylene equivalent imports will see zero growth over the next 5-7 years and the country’s propylene equivalent import requirement will decline over the same period, says a source with a major oil, gas and petrochemicals producer.…

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Asia’s Naphtha Crackers

By John Richardson

ONE industry observer describes some of the cracker and refinery-petrochemicals projects in Southeast Asia (SEA) as “national projects”. In other words, their justification is not entirely on economics, but also about nation building and reducing import dependency.…

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