Tag Archives | US economy

Misplaced Euphoria Threatens Industry

By John Richardson

THE euphoria sweeping through the US petrochemicals industry seems to indicate strong support for the “supercycle” theory.

Some of the comments made during the first-quarter results season certainly point that way, as does the upbeat mood of …

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Boom, Gloom and the New Normal

 

The blog is delighted to announce the title of its new eBook, jointly authored with fellow blogger, Paul Hodges.

It explains how Western BabyBoomers are changing chemical demand patterns, again. We believe it will become vital reading for all …

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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 …

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Broad Commodities Retreat Hurts Chemicals

By John Richardson

WE hate to say we told you so but the 15 per cent fall in oil prices last week – the steepest one-week decline in two-and-a-half years – was evidence of growing concern over the health of …

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LyondellBasell Plans US Capacity Additions

                                Jim Gallogly

                               Source of picture: ICIS 

 

By John Richardson

LYONDELLBASELL has joined the list of US producers that have disclosed ethylene expansion plans as a result of low-cost ethane and the belief that we are heading towards an …

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What an excellent boss

By John Richardson

VERY occasionally the blog deviates from its close coverage of petrochemical markets to focus on broader business issues. Today is one such occasion after a discussion with a manager of a major Asian chemicals trading operation.

The …

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Intuitively The Problems Are Building

By John Richardson

THE signs are ominous as they have been since the beginning of the crisis.

Intuitively, it still feels as if we are heading for some major macroeconomic problems. As Andrew Liveris, CEO of Dow Chemical, put it …

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How Can This Year Not Be A Let Down?

 

 

Ali Naimi, Saudi Arabia’s oil minister, suggests more oil supply could be on the way

 

 

 

Source of picture: stonesoupstationblogspot.com

 

By John Richardson

CHEMICALS analysts at HSBC have added further weight to the argument that 2011 could …

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Polyolefin Producers Maintain Their Control

Source of picture: Dallhouse University, Canada

 

By John Richardson

THE incredibly smart way in which polyolefin producers have managed production since the great collapse of September 2008 continues to defy what appear to remain some very uncertain, and some …

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Bayer Material Science Outlines Global Strategy

Patrick Thomas

Source of picture: Bayer Material Science

 

By John Richardson

SUCCESS in chemicals – whether you are into commodities or specialities – is largely about eking out maximum value from every single molecule in all the important markets.…

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