Tag Archives | Dow Chemical

New-Old-1950-Oct15a

Dow And DuPont: How A Merger Could Work

By John Richardson

DOW Chemical and DuPont are companies with tremendous histories. It is no exaggeration to say that they have helped to build the American economy, right from the early days of Henry Herbert Dow and Eleuthère Irénée du …

Continue Reading

What A “Low Growth World” Really Looks Like

By John Richardson

ONLY six new  US crackers would be built over the next five years because of rising construction and labour costs, said Dow Chemical’s CEO, Andrew Liveris, in an earnings conference call last week. This would be out …

Continue Reading

Dow And Commodities-Specialities Integration

 

By John Richardson

IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled?

This is a question raised by this excellent Insight article, from …

Continue Reading

Dow Chemical And Back To The Future

By John Richardson

HOW the world has changed. Dan Loeb of the Hedge fund, Third Point, wrote in a letter proposing a spin-off of Dow Chemical’s petrochemicals assets: “We suspect that Dow’s push downstream has led the company to use …

Continue Reading

Credit Tightening The Key For China In 2014

By John Richardson

WE have been on a magical mystery tour during the second of half 2013 in an effort to discover what has really driven the 14% year-on-year increase in polyethylene (PE) apparent demand in China in January-August – …

Continue Reading

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 …

Continue Reading

US Petchem Feedstock Costs: Not All Gloom for Asia

YESTERDAY we examined some of the factors shaping long-term outlook for polyethylene (PE) exports to China. And, today, as promised, we go into detail on another part of the story: Influences on future feedstock-cost position of US producers.

What follows …

Continue Reading

China PE Demand Up By 13% On Environmental Concerns, Restocking

By John Richardson

CHINA’S apparent demand for polyethylene (PE) surged by 13% in January-June this year (red column) compared with the same months in 2011 (blue), according to data from Global Trade Information Services.

This represents a further improvement from …

Continue Reading
NatpetCEO.bmp

The Saudi Feedstock Debate Intensifies

By John Richardson

THE debate about the future competitiveness of Saudi petrochemicals versus the US is heating up.

In January, we reported that Jamal Malaikah (see picture), the president of Saudi polypropylene (PP) producer National Petrochemical Industrial Co (NATPET), had …

Continue Reading
Bison.jpg

US Petchems “Double Peak” Theory

Wall Street rounding up investors?

Source of picture: Rex Features

 

In a guest blog post, Joseph Chang, the global editor of our magazine, ICIS Chemical Business, echoes our own concerns that it is getting very frothy out there. The …

Continue Reading