Tag Archives | demographics

China’s Demographics: What Is Your Contingency Plan?

By John Richardson

DEMOGRAPHICS shape demand – everywhere, including in China, as we have been discussing since 2011.

Here are a few facts about China’s demographics challenge – from this outstanding Financial Times article by David Pilling – which chemicals …

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South Korea’s Demographic Challenges

By John Richardson

THE blog has been long on South Korea ever since its first visit in 1997.  Its economic achievements since the horrors of the Korean War are nothing short of amazing.

Bereft of natural resources, all it has …

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The Rebirth Of Naphtha Cracking

 

By John Richardson

Might cracking naphtha in Asia, Europe, and perhaps even the US, once again become so attractive that it starts to challenge the big advantage currently being enjoyed by cracking ethane?

Yes, perhaps. Opportunities could arise to …

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No Ethylene Margins Peak In 2016

 

By John Richardson

FORECASTS of European capacity closures and project delays and cancellations have led some financial analysts to the conclusion that there will be a peak in ethylene margins from 2016 onwards.

This will provide a few years …

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China’s Auto Demand Growth: No Longer As Predictable

By John Richardson

WE used to live in a linear world where GDP growth was nearly always on the increase and there was a very close linkage between the growth in any overall economy and the rise in demand for …

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European Demographics Challenge US Export Assumptions

By John Richardson

US feedstock advantages appear to provide an almost overwhelming case for a big wave of cracker and downstream investments, particularly in polyethylene (PE) and polypropylene (PP).

In contrast, Europe is struggling with much-higher feedstock costs and low …

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Germany’s Long-term Economic Challenges

Source of graph: Eurostat

 

By John Richardson

AS delegates gather for this year’s European Petrochemical Association (EPCA) meeting in Berlin, which takes place on 5-9 October, it might be tempting to believe that Europe has turned the corner.

Supporting …

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Demographics And Shale Gas

By John Richardson

GLOBAL shale resources are large enough to cover more than a decade of oil consumption, writes the FT in this article, quoting the US Department of Energy.

And as my colleague Nigel Davis writes in this, as usual, excellent Insight …

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European Processors Bemoan Volatility

By John Richardson

THE blog listened to an interesting discussion yesterday, on the first day of the 2nd ICIS World Polyolefins Conference in Berlin, during which plastics processors tackled the perennial issue of volatility.

They complained that:

*Trying to build …

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Germany’s Skills Shortage

By John Richardson

GERMANY’S engineering and chemicals companies are the envy of the world as a result of their ability to find perfect niches in the global value chain. The sophisticated machinery and chemicals needed by China to fulfil its …

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