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Asian Chemical Connections

Major crude downside and upside risks for petchems

By John Richardson ONE of the biggest risks for petrochemicals producers has once again become oil prices as we enter a period of weaker demand and longer supply versus the potential for a major geopolitical disruption to supply. Crude prices could easily rise to more than $100/bbl on a geopolitical clash between the US and […]

Asian Petchems Profits Could Test Historic Lows In 2018

By John Richardson THE ASIAN steam cracker business has struggled to pass on higher oil prices as the above chart further underlines. As you can see, high-density polyethylene (LLDPE) injection grade spreads including selected co-products have slipped over the last few months. Spreads are a rough but still useful measure of profitability, and so tell […]

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