Tag Archives | polyethylene

ExxonMobil, Energy Efficiency And Innovation

By John Richardson

SAVING money through energy efficiency, along with innovation, will be two of  the keys to success in the New Normal because  demand-growth patterns will be very different than during the Supercycle. The suspension, which guaranteed success for …

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China PE Imports: A Long-Term Outlook

 

By John Richardson

THE chart below is worth revisiting, and pondering again, as we attempt to assess the future of polyethylene (PE) exports to China.

In the case of the Middle East, as the chart shows, it has been …

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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 …

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China Polyethylene Scepticism

By John Richardson

THE blog is very busy in Singapore this week and so apologies for the reduced service today.

In short, and we will provide more details next week, we have held meetings with polyethylene (PE) traders and producers …

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We Told You So

By John Richardson

POLYETHYLENE (PE) prices in China fell by $5-10/tonne for the week ending 1 March, according to ICIS pricing.

“It is increasingly clear that Chinese growth will slow from the second quarter onwards and this will limit potential …

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HSBC: China 2013 Polyethylene Market Has Peaked

By John Richardson

A NEW report from HSBC backs up our concerns that the post-Chinese New Year polyethylene (PE) will be weaker than in December-January.

The bank is with us in thinking that the stronger markets over the last two …

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Northeast Asian PE Margins Positive

By John Richardson

THE latest Northeast Asian high-density polyethylene (HDPE) chart from ICIS (see above) hardly suggests a tremendous increase in profitability, despite the improvement in sales volumes and sentiment in China that we first highlighted in December, and provided more …

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China PE Growth Disappoints Again

By John Richardson

CHINA’S polyethylene (PE) market, along with probably most of the rest of petrochemicals, continues to disappoint as the above chart illustrates. Overall demand in 2012 (red column) was up by just 1 percent in January-August 2012 compared …

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China Deflation

The second of our series of blog posts on China’s economic challenges over the next 12-18 months focuses on deflation.

 

By John Richardson

DEFLATION has now become a major concern for the Chinese economy following the release of official …

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Dictating Chemicals Demand

 

 

By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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