Tag Archives | OPEC


Facts, Fiction And Price-Rise Sustainability

Source of picture: tycoonreport.com



By John Richardson

This is a very dangerous time for petrochemicals producers as they attempt to separate real, sustainable demand from feedstock-cost related price rises and speculation.

A bubble – as we discussed yesterday …

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Supercycle Claims Dismissed

By John Richardson

THE Morgan Stanley Supercycle report, which we first blogged on last Friday, has created a big stir among the blog’s contacts.

 Click herefor a copy of the report RI_PETROCHEM_BLUEPAPER2010.pdf   

As we said in this ICIS news article on …

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Distorting The Outlook For 2011



Source of picture: http://www.intentblog.com

By John Richardson and Malini Hariharan

THE view from a particular geography, grade of polyolefin or end-use application might be distorting the outlook for 2011.

In China and India and other emerging markets demand …

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Ethylene Freight Rates Head For Collapse

“If I didn’t care what happens to you….”

Source of picture: www.sydbarrett.com


By John Richardson

AS many as 25 new ethylene vessels could be in operation by 2013 as a result of what one shipping industry source told the …

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Asian Ethylene Market Uncertainty Continues

By John Richardson

THE outlook for ethylene spot market availability remains muddled as a few weeks ago due to higher freight rates and uncertainties surrounding Middle East natural-gas feedstock supply.

Freight rates for all Middle East, Asia and West Mediterranean …

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Top 100 2010 logo.jpg

Picking The Winners And Losers


Source of picture: ICIS


By John Richardson

ICIS has just published its Top 100 listing for 2009, which, not surprisingly, reveals the nothing-short-of devastating impact of the global economic crisis on chemical company financial performances.

“Unprecedented operating and …

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Long-term Shift In LPG Cracking Economics


Source of picture: the truth about cars


By John Richardson

WHEN my fellow blogger Malini Hariharan once asked a particularly unhelpful individual who used to track polyethylene (PE) markets what was going on, his only response was “conditions are volatile”.…

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The Unexpected Bonus For Polyolefins – In Summary

Every dark cloud has a silver lining…

By John Richardson

GLOBAL polyolefins markets are being kept very tight be a collection of what might seem like only temporary factors.

But in the case of the butene-1 shortage, for example, (see …

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Ethylene Margins Plunge On PE Rate Cuts

By John Richardson

THE steep decline in Asian ethylene margins – detailed in the chart below from the ICIS pricing weekly margin report – seems to be largely the result of the worrying state of China’s polyethylene (PE) market, which …

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China PE, PP Weakness Set To Continue

Europe and China: A two-tier market is hard to bear…

Source of picture: blog.pinkcakebox


By John Richardson

CHINA’S polyolefin pricing is likely to remain under downward pressure over the next few months as a result of a persistent inventory …

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