Tag Archives | China petrochemicals

China Coal-to-Chems Challenges

By John Richardson

CHINA’s coal reserves will last only another 38 years at their present rate of extraction, according to Kai Pflug, CEO of Shanghai-based consultancy, Management Consulting – Chemicals, in this article from ICIS Chemical Business.

This suggests that …

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Butadiene An Extreme Example

By John Richardson

BUTADIENE is an extreme example of what my fellow blogger Paul Hodges described yesterday as happening across several major petrochemicals markets.

Panicky buyers have, just as they did last year, “bought forward” in the hope that by …

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Pricing To Struggle For The Rest of 2012

By John Richardson

Further confirmation of the themes we raised yesterday emerged from an interview with a senior polyolefin industry source, with some important new analysis.

Profitability in Asia is the worst of any of the three regions, he told …

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Petchems And The Non-Profit Motive

By John RichardsonAS the US contemplates raising its ethylene capacity by up to 29 percent by 2017, we would be fascinated to know whether the companies involved in these proposed expansions, and the “cheer leader” chemical industry observers spurring them …

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The Fragility Of the Recovery Story

By John Richardson

A VERY illuminating discussion with a Shanghai-located sales and marketing manager for a major Asian polyolefin producer reveals how the post- Lunar New Year “recovery” story being sold by the investment community is on even more shaky ground …

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China Polyolefin Demand Growth Flat In 2011

By John Richardson

POLYOLEFINS demand growth in China is likely to be flat in 2011 over last year, a senior industry executive and a consultant have told us.

“I am quite pessimistic and don’t see the Chinese government winning the battle …

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New Normal Course In Frankfurt On 16-17 June

The blog is excited about its first New Normal seminar in Frankfurt, Germany this month.

It follows February’s successful launch in Singapore, and is being held in association with International eChem on 16-17 June.

The Workshop aims to provide a comprehensive …

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Misplaced Euphoria Threatens Industry

By John Richardson

THE euphoria sweeping through the US petrochemicals industry seems to indicate strong support for the “supercycle” theory.

Some of the comments made during the first-quarter results season certainly point that way, as does the upbeat mood of …

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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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China Quiet Market Persists

By John Richardson

LACK of credit and inflation are becoming even greater problems in China, which is reflected in polyolefin markets that remain very quiet indeed.

“It is ice cold out there with very little activity. Importers are waiting and …

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