Tag Archives | QE2

Cotton Support For Fibre Intermediates Declines

By John Richardson

RISING cotton prices might well have been the single-biggest factor on the strength in the synthetic textiles chain for the last year.

Other major factors have obviously been the surge in crude and supply constraints in both …

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Chemicals And The Removal Of The Punch Bowl

By John Richardson

LUNCH with a chemicals analyst yesterday, during the blog’s latest trip to Singapore, gave an intriguing glimpse into the world of those who invest in the chemicals industry.

“The Morgan Stanely “Supercycle” report (which the blog wrote …

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December Polyolefin Price-Rise Bid Will Fail

By John Richardson and Malini Hariharan in Shanghai

A TWO-TIER China polyolefin market had developed in China over the last couple of years – but the $64,000 question right now is: At which of these two levels will most business …

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Chemicals And Polymer Prices Behave As We Predicted

By John Richardson

AS the blog had anticipated would happen, there were sharp retreats in some chemicals and polymers pricing late last week on the steep declines in equity and crude prices.

Polyethylene (PE) fell by $70-130/tonne, according to our colleagues …

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Oversupply In Petchems Still On The Way

Perhaps not just yet….

By John Richardson

COULD it be that some chemicals industry players and observers, in the great galloping rush to join the supercycle stampede, have got ahead of themselves in predicting that we are already through the …

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Petchem Pricing Faces Big Declines

By John Richardson

THE wheels have started to come off the wagon – as we have been warning about over the past week or so - as a result of a broad sell-off in equities and commodities.

Inflation concerns in China and …

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