Tag Archives | China plastics industry

Take Away The China “Froth” And What’s Left?

By John Richardson

THE denial that we discussed last week is still very much in evidence. For example, we heard the argument over the last few days that China’s economic slowdown would involve only “a couple of bad quarters” and …

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Nothing “Disappointing” About China Data

By John Richardson

CHINA’S credit growth in 2014 would have to be higher than that of last year if GDP growth is going to hit 7.5%.

But in February, as Reuters wrote in this article: “China’s total social financing, a …

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ICIS Launches Asia PP Price Forecasting

By John Richardson

PERHAPS nobody should have been that surprised that China’s polypropylene (PP) market was weak in February and the first half of March.

Here is why:

· China saw its highest-ever monthly level of PP homo-polymer imports in …

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China’s Changing Polyethylene Demand

By John Richardson

ONCE people in the developing world start buying food wrapped in plastic packaging, they rarely switch back to food wrapped in paper, executives in the polyolefins industry keep telling us. They thus talk about a “base load” …

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China: One “Blink” And We Are Back To Normal

By John Richardson

Temporary factors might be behind the weakness in China’s polyethylene (PE) market that has been highlighted by our colleagues at ICIS pricing. Last week, pricing in China was either flat or declined on bearish sentiment (see the …

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China “Base Case” Indicates Another Good Year

By John Richardson

LAST year was a tremendous year for polyethylene (PE) exporters to China, according to data provided by US-based International Trader Publications, the US-based trade data and analytics service.

They conclude that China’s imports of high-density polyethylene (HPDE) …

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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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Credit Tightening The Key For China In 2014

By John Richardson

WE have been on a magical mystery tour during the second of half 2013 in an effort to discover what has really driven the 14% year-on-year increase in polyethylene (PE) apparent demand in China in January-August – …

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China’s September Trade Data Shows Real Direction

By John Richardson

EVIDENCE that decoupling might be a myth has grown with the release of China’s September export data.

Exports to the ASEAN (Association of Southeast Asian Nations) region fell 9.8% by value in September 2013 compared with 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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