Tag Archives | China

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China And Demographics

OUR last four blog posts have focused on some of the big challenges confronting China’s economy over the next 12-18 months.

Today we again switch our focus to how major changes in demographics could adversely impact longer-term growth prospects.

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China Politics

In the last of our series of blog posts on some of the major challenges facing China’s economy over the next 12-18 months, we look at politics.

 

 

By John Richardson

THE outcome of the battle over China’s economic …

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The Water Challenge

Source of picture: BBC

 

By John Richardson

By 2050, the world’s 10 biggest river basins by population are expected to produce a quarter of global GDP, according to a report commissioned by HSBC, which was released in June.

The …

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Dictating Chemicals Demand

 

 

By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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The Worst Things Get The Better They Are

By John Richardson

THE more that China’s economy weakens, the greater the hope of a recovery in the second half of this year.

This type of thinking was in evidence last week. The release of a raft of disappointing economic …

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Saudi Worries About China Netbacks

 

 

By John RichardsonHere is the first of a three blog posts on what is happening in China’s polyolefins markets.

Today, we look at the Middle East and tomorrow and Thursday we present the perspective of traders and Western-headquartered …

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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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