Tag Archives | European economy

Petchems Pricing Power, Operating Rates Tell Real Economic Story

By John Richardson

PETROCHEMICALS and polymers pricing power – how easily petrochemicals producers can pass-on higher oil prices to their customers – is a great measure of the strength of the overall global economy.

The reason is that petrochemicals are …

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Global Economy In 2018: Stimulus Withdrawal Threatens Complacent Outlook

By John Richardson

IN TODAY’S world of soar-away stock markets backed up by the notion that the sustained global economic recovery will not be derailed in 2018, there is a need to detail the major risks out there.

Today’s post …

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US Trade Policy Has So Far Bought China More Time…

…..But any number of outcomes remain possible, which underlines the fact that we live in a world of elevated political risk. Chemicals companies must, as a result, build multiple scenarios for future economic growth and trade flows.

By John Richardson…

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Life Cycle Of Plastics Packaging Demand And Internet Sales

By John Richardson

THERE is a huge amount of excitement out there right now about booming internet sales and how this also boosting packaging demand and so sales of polymers such as polyethylene (PE), polypropylene and polystyrene.

China is, not …

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China PP Market Outlook for H2 And 2018

By John Richardson

AS IS the case with polyethylene (PE), China’s polypropylene (PP) market continues to catch up with the underlying realities of demand growth.

If you recall, in Q1 of this year PP net imports (imports minus exports) grew …

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European Polyolefins: Rebuilding The Bridges

 

By John Richardson

SHOULD any petrochemicals value chain be a zero-sum game – a constant battle between suppliers and customers to determine who emerges as the single winner in any one month or quarter?

No, absolutely not. It is …

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How China’s New Silk Road Is Reshaping Global Chemicals

By John Richardson

THE red line on the map below, from the Washington Post, shows the world’s longest-ever freight-train journey, which began on 18 November in Yiwu, the largest wholesale centre for small consumer goods in China.

It ended 21 …

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Europe Needs A New “Marshall Plan”

By John Richardson

IT isn’t working. Surely, Europe’s policymakers must realise this?

The trouble is that I worry they still don’t get it, otherwise there would not be plans to print more money in Europe. Resorting to extra quantitative easing …

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Central Banks Risk Being Behind The Curve

By John Richardson

BACK in 2003 the Bank for International Settlements (BIS) predicted that dangerous imbalances were building up in the global financial system.

The BIS, a Brussels-based international organisation for central banks, was worried that the Fed and other …

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3D Printing Likely To Change Just About Everything

By John Richardson

3D printing will very probably force manufacturers, including those who make chemicals and polymers, to build entirely new business models.

Here is why:

The young in Western societies will be poorer because of less aggregate demand as…

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