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Asian Chemical Connections

Structural Threats To 2012 China Rebound

By John Richardson SERIOUS structural problems with China’s economy threaten another disappointing year for polymer demand following flat, or even negative, growth for many of the major synthetic resins during 2011. Last week the blog visited Singapore and held discussions with several industry players and chemicals analysts. They agreed that polyethylene (PE), polypropylene (PP), polyvinyl […]

The False Promise Of US Petrochemicals?

By John Richardson THE remarkable shift in the competitive landscape of petrochemicals resulting from shale gas was highlighted yesterday in an excellent post by our fellow blogger, Paul Hodges. Drawing on data from the NPRA, with analysis from the ICIS data and analytics team and Bob Townsend of International e-Chem, Paul shows the steep rise in ethane […]

LG Chem – Tried And Trusted Versus New Businesses

  By John Richardson THE potential returns from LG Chem’s electric battery and electronic materials are tremendous and are leading to some bullish forecasts from analysts as to future earnings. What will be interesting, though, is what will be the main driver of profitability for the South Korean major over the next few years – […]

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