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China’s Polyethylene Market: Three New Scenarios For 2018-2025

By John Richardson

THE above slide underlines the growing complexity surrounding China’s economy, politics, society,  environmental policies and trading relationship with the US. I’ve placed this complexity in the context of the implications for the polyethylene (PE) industry. The above …

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Plastic Waste Crisis: How Polymer Company Early Adopters Can Win

Being an “early adopter” is never easy because of cynicism and scepticism. But what choice do we polymer companies have? None, if they really want to protect their revenues.

 

By John Richardson

POLYMER companies will lose billions of euros …

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The Battle To Retain Metallocene Polyethylene Price Premiums

By John Richardson

THE ABOVE chart could be a sign of a long term trend where we see metallocene linear-low density polyethylene (LLDPE) price premiums over standard, or C4 grade, LLDPE film at lower levels.

We have already seen C6 …

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Plastic Rubbish Backlash Will Lead To New Polymer Manufacturing Processes…

….as sustainability replaces globalisation as the new industry value driver

By John Richardson

IT HAS always been illogical to claim that as Peak Oil Demand approaches this provides a great new opportunity for lots of cheap refinery feedstocks to meet …

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How To Replace Billions Of Dollars Of Polymer Sales Lost To New Recycling Rules

By John Richardson

THE EU’s requirement that all plastics packaging must be recyclable by 2030 will result in billions of dollars in lost sales across the 28 members of the EU.

To give you an example, my preliminary guesstimate suggests …

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China’s Plastic Clean-Up Threatens Polymer Growth Assumptions

Last week saw the release of an EU Plastics Strategy which aims to make packaging plastics 100% recyclable in the EU by 2030. China is also moving in the same direction, as I discuss below – and this doesn’t just …

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Plastic Waste: The Billion Dollar Threat To The Global Polymers Business

By John Richardson

THE global scale of the plastics waste challenge is illustrated by the above chart from my blog post last October. Using our ICIS Supply & Demand Database, examining the production of of 11 major polymers, some 4bn …

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China Pollution Campaign: 2018 Chemicals Market Opportunities, Challenges

By John Richardson

XI JINPING mentioned the environment no less than 89 times during his three-and-a-half hour opening speech during October’s 19th National Party Congress.

China’s president did, however, refer to the economy 70 times during that same speech, but …

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Peak Oil And The Aramco/SABIC Petchems Project

By John Richardson

THERE is an important connection between this week’s announcement by Saudi Aramco and SABIC of an MoU for a direct oil-to-chemicals complex and the Tesla Semi electric truck, which is being trialled by DHL and other logistics …

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China And Xi Jinping: The Five Big Challenges You Must Understand

By John Richardson

THE above slide, from my speech at this year’s Gulf Petrochemical Association Forum, is a summary of much of the analysis on this blog over the past 12 months. This is another of my print-out-and-keep guides. Please …

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