Tag Archives | China

The China Shale Gas Risk

By John Richardson

FIVE years ago everybody had written-off the US petrochemicals industry, but now the industry is incredibly gung-ho, thanks to shale gas – even if the issue of demand is somewhat more problematic.

In five years time, might …

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Europe’s “Recovery” Falters

 

By John Richardson

THE mood in European ethylene and polyethylene (PE) markets has changed over the last two weeks, according to my ICIS pricing colleagues, Nel Weddle and Linda Naylor.

“A drop in crude oil and naphtha values saw speculation …

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China’s Changing Demand

By John Richardson

THE nature of demand in China is changing, despite the belief among some chemicals analysts, and companies, that everything will soon return to normal.

Here is a summary of our key arguments. Please print off and pin …

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China Urbanisation Complications

 By John Richardson

EVERY time you come back to the subject of China, it becomes ever-more complex and uncertain.

An excellent example is an article published in the academic journal, Eurasian Geography and Economics, in February, by University of Washington …

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US Euphoria

By John Richardson

THE shale gas advantage, along with the revival of the US economy, made for a euphoric atmosphere at last week’s International Petrochemicals Conference (IPC)* in San Antonio, Texas.

China was only a blip on the corner of …

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China’s March Inflation

By John Richardson

THE importance of reliable market intelligence on China was further emphasised on Monday with the release of the March inflation data.

Last week a sales and marketing executive with a polyolefins producer told us: “”Although the overall inflation …

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MEG’s Fading Star

 

By John Richardson

CHINA’S mono-ethylene (MEG) market was supposed to be very strong this year.

But instead, to date we have seen persistently weak market conditions that few people, least of all the traders, seem to have anticipated.

The …

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Further China Evidence

By John Richardson

FURTHER evidence of weakness in the Chinese economy has emerged via the polyolefins market.

In an excellent Insight article, my ICIS colleagues Chow Bee Lin and Peh Soo Hwee say that China’s plastics processors are resisting additional …

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China And Inflation

By John Richardson

MUCH excitement heralded the announcement that February inflation in China had fallen to a 20-month low of 3.2 percent – well within the government’s annualised target of 4 percent.

This led to the belief that the government would …

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Why Should Q2 Be Any Better?

 

By John Richardson

THE question being asked during the first quarter of this year was, “Why shouldn’t Chinese chemicals demand come roaring back after a disappointing 2011?”

The relevant question now, as we move into Q2, is, “Why should …

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