Tag Archives | China

China And Iran: Reshaping Global Polyester Trade

By John Richardson

IN TODAY’S world you have to start with political, social and macroeconomic factors to help build your map of global chemicals trade flows over the next ten years.

You next need to consider the old standard measures …

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Xi’s Overture Finishes As China’s Real Reforms Begin

By John Richardson

We’re going to see pretty soon whether this man [China’s President, Xi Jinping] is for real.

THE above quote, from Chinese Studies professor Kerry Brown in this FT article,  is something else that you should print out …

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China Reformers Regain The Upper Hand

By John Richardson

THE above chart indicates that the reformers have regained influence in China:…

Whilst new loans from state-owned banks in May beat analysts’ expectations by a big distance, total social financing (TSF), which is the measure of all

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Emerging Markets: 67.7 More Years To Catch Up With US

By John Richardson

IF I had a dollar in my pocket for every time I had read or heard the phrase “the rise of the middle classes in the emerging markets” in the context that this was a tremendous opportunity …

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China PP Import Decline Challenges Global Markets

By John Richardson

THE latest data on China’s polypropylene (PP) imports should set alarm bells ringing in polyolefin company board rooms:…

China’s PP production was up by 14% in January-April 2016 versus the same four months last year, with imports

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“Out Of The Box” Solutions Can Prevent Global Trade Tensions

By John Richardson

IF you are a politician in the West, one approach to today’s crisis of global industrial overcapacity is heap most of the blame on China and threaten China with trade barriers. But if China doesn’t respond to …

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Oil Prices: Beware Return Of The Financial Bears

By John Richardson

THE above chart shows the extent to which this year’s oil-price rally has been led by futures markets. What is significant, though, is that futures activity seems to have plateaued.

Sure, futures activity could easily go the …

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Asian Polyethylene: Challenge The New Paradigm

By John Richardson

IT would be very interesting to go back to 2000 and compare the strength of positive sentiment towards the future of the Asian polyethylene (PE) industry to the above chart.

The chart shows spreads between naphtha costs, …

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Managing Relationships And Demand In China

By John Richardson

SOME of China’s plastic converters started out life with loans of just a few thousands yuan from private small lenders, or even friends and family. But now these same converters operate nationwide networks of factories and are …

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Reliance On Any China Polymer Deficit Will Not Work

 

By John Richardson

THE “last big man standing’, as polyethylene (PE) was described to me during my visit to Shanghai last week, is widely expected to remain in major deficit in China for the next decade at least.

As …

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