Tag Archives | November plenum

China PE Demand Increases Further

By John Richardson

THE great polyethylene (PE) mystery hunt continues.

As the chart above shows, China’s apparent PE demand (imports plus domestic production) grew by 14% in January-July 2013 compared with the same period in 2011, according to Global Trade …

Continue Reading

Every Time You Dip Your Toe In The Water…

By John Richardson

EVERY time you dip your toe in the water the political temperature in China can feel a little different.

For instance, in this article in the New York Times, published on 19 July, the newspaper wrote: “Communist …

Continue Reading

Generic Strategies No Longer Good Enough

By John Richardson

DURING the economic Supercycle life was easy for chemicals companies.

Strong and constant demand growth was assured and so all they had to do was focus on building new, cost-effective capacity. Top-down strategy was generic – a …

Continue Reading

China: Realism Is Not The Same As Pessimism

By John Richardson

A CRUCIAL meeting takes place in China in November – the Third Plenary Session of the 18th Communist Party of China Central Committee.

More commonly referred to as “the November plenum”, the outcomes of the meeting will …

Continue Reading