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Peering through the fog
On the theme of data again, in the ideal world it might be possible to send thousands of hardworking foot solders out into the field in China to chase down every warehouse of polymers and count …
Source of Picture: http://blogs.suntimes.com/ebert/
We have just started doing our research and so more details later – but see attached this Excel spreadsheet –
It compares the increase in lending from China’s banks with the amount of open interest …
Source of Picture: The Earth Institute at Columbia University
I was speaking to a Singapore-based trader this morning over the reasons behind the polyolefin price rally.
Here are his views:
“A maor factor has been a lack of availability …
Source of Picture : purchasing.com
In his own words, here is how one contact describes the current situation with a couple of extra points added by yours truly (with links)
“We’ve seen arbitrage close from Europe on polyolefins with no …
My last blog entry quoted a North American industry source who was concerned over the potential for physical delivery on the Dalian futures exchange to flood the real market and send prices crashing.
In my ignorance of how futures markets …
Paul Cherry of Basell gave an excellent paper at the recent ICIS Olefins Conference – Download file
Paul offers some hints on how to survive the next downturn, and provides some sobering predictions on operating rates.
I bet that after …