Tag Archives | polyethylene

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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US Polyethylene Targets China

 

By John Richardson

SIGNIFICANT volumes of US polyethylene (PE) are heading to China as the States attempts to compensate for weaker domestic sales, understands the blog.

Despite the fall in US prices, margins remain strong, creating arbitrage opportunities.

US …

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Global Polymers Demand Up 4.5% In 2011

By Malini Hariharan

Despite challenging market conditions in 2011, the global polymers industry managed to post demand growth of 4.5%, with the largest increase recorded by polyvinyl chloride (PVC) at 6.2% and linear-low density polyethylene (LLDPE) at 5.8%, estimates Fabrizio …

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Butadiene Set To Decline Further

By Malini Hariharan

The drama continues in the Asian butadiene market. Bids this week are about $100/tonne lower than sellers’ price ideas, writes Helen Yan in an ICIS news report. Buying indications have dropped to $3,350-3,400/tonne CFR Northeast Asia.

Butadiene prices …

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