Tag Archives | demographics

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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Everything Is Going To Plan

By John Richardson

So far so good – everything is going to plan.

The flash Markit/HSBC China Purchasing Managers’ Index (PMI) for May fell to 49.6, slipping under the 50-point level demarcating expansion from contraction for the first since October last year and …

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Global Deflation

By John Richardson

TEN trillion dollars doesn’t buy what it used to do, according to The Wall Street Journal.

The reason is that despite central banks across the world aggressively expanding their balance sheets, there is no inflation.

“My customers …

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Reviving Youngstown

By John Richardson

THE blog turned 50 last week and so spare it some indulgence, as it is in a somewhat reflective mood.

Yesterday, it attended a Bruce Springsteen concert in Melbourne, Australia – the great song writer/social commentator in …

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