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Asian Chemical Connections

Dow And Commodities-Specialities Integration

  By John Richardson IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled? This is a question raised by this excellent Insight article, from the blog’s ICIS colleague Joe Chang, which revisits the issue of hedge fund Third Point’s […]

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, are also viewed as too great. These include deteriorating economies of scale and loss of […]

Don’t Underestimate The Middle East

  Source of picture: Wikimedia Commons   By John Richardson THE theme of last week’s Gulf Petrochemicals and Chemicals Association (GPCA) conference in Dubai was “Moving Downstream, Creating Added Value and Sustainable Growth”. There is a huge effort underway in the Gulf region, as we have discussed before, to move away from only basic petrochemical […]

China’s Data Quandary: Time To Take Up Golf?

By John Richardson Carrying on with our theme of just how difficult it is to get reliable information out of China, we heard of an overseas speciality chemicals producer seeking reliable data on growth prospects for a particular province. Pic source: destination360.com “It contacted the provincial government which put it in touch with an industry […]

The more the merrier

By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections) Sumitomo Chemical and Saudi Aramco appear to be in a generous mood. After successfully launching the first phase of their joint venture and starting work on the second phase the two are willing to welcome others to the Rabigh party. Pic source: Saudi […]

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