Tag Archives | US petrochemicals

Global Polypropylene In 2018-2025: What To Plan For

By John Richardson

THIS could be an excellent investment opportunity. Our ICIS Supply and Demand Database base case for Asian and global polypropylene (PP) operating rates sees the steady and steep climb that began in 2014 carrying on until a …

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US Trade Agenda Threatens 49% Of US Polyethylene Exports

By John Richardson

WHICH President Trump will end up setting the final direction of policy? Will it be the President Trump who spoke off-script at a campaign-style rally in Phoenix, Arizona, this week or the President who a day later …

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China To Drive 55% Of Global Polyethylene Growth In 2007-2017….

.…Major risks ahead from this over-dependence on China

 

By John Richardson

FOLLOWING on from my post on Friday, which showed almost exactly the same story for polypropylene (PP), see the above chart detailing the importance to the global polyethylene …

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China’s Polyethylene Market Faces Long Destocking Process

China’s polyethylene (PE) imports surged and domestic production saw strong growth in Q1. This occurred as the economy slowed down on reduced availability of credit and the pollution clean-up. Even if global  producers saw this coming, they had no other …

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New Petchems Business Model Based On Trading Blocs

By John Richardson

THE above chart should give every analyst who thinks low feedstock costs are by themselves guarantee of success in petrochemicals pause for thought:

US net polyethylene (PE) exports in 2016 were 5,000 tonnes lower than in 2015,…

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The Denial Simply Has To Stop

By John Richardson

THE old petrochemicals business model was so fantastically successful during the Economic Supercycle that it is perfectly understandable why companies and industry analysts are reluctant to even consider that it may no longer work. Why on earth …

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China Becomes Dominant Superpower: Implications For Petchems

 

By John Richardson

CHINA can become the world’s No1 Superpower, replacing the US, if it can rise to challenges such as these:

Asia needs US$8trn of investment in the decade to 2020 to deal with its infrastructure deficit. As countries…

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How To Battle For Value In Oversupplied Markets

By John Richardson

FOR the moment all is good, as the chart above illustrates, which details the premiums that C6 metallocene-grade linear-low density (LLDPE) have enjoyed over standard commodity grade C4 LLDPE in the key China market.

The October 2010 …

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China PP Import Decline Challenges Global Markets

By John Richardson

THE latest data on China’s polypropylene (PP) imports should set alarm bells ringing in polyolefin company board rooms:

China’s PP production was up by 14% in January-April 2016 versus the same four months last year, with imports…

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US Ethane Shipments And The Broader Picture

By John Richardson

THE first shipment of ethane from the US to Europe, which is set to arrive on Wednesday to feed the INEOS cracker at Rafnes in Norway, will be widely interpreted as meaningonly one thing: That nothing in …

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