Tag Archives | chemicals

US LNG exports and the gasoline situation

Very interesting comment from Jim Cramer on CNBC’s Mad Money last night on US gasoline prices – that part of the reason they are high is because US refiners are choosing to export gasoline. The US LNG export debate is analogous to what’s happening with US gasoline. The US is producing much more oil from […]

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Not time to be a contrarian yet!

Contrarian minds might think it’s nigh time to sell the chemical group when the term “supercycle” enters the investment lexicon. But dare I say it? This time it’s different! Robust petrochemical and polymer margins and talk of a “stronger-for-longer” upcycle are typically late-cycle phenomena. Such forecasts came out in full force in early 2005 – […]

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Making sense of China’s boom time

Many across the global chemical industry are pinning their hopes on China as a driver for recovery in demand for chemicals. Indeed, in recent months, we have been encouraged by some startlingly good import and export figures from the country. High-density polyethylene (HDPE) imports nearly doubled in the first half of the year, while low […]

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Chemical sites are under pressure

The timing of a special issue devoted to chemical sites and clusters (17 August 2009 issue) could not have come at a more opportune ­moment. Seldom has the concept been tested more ­severely than in the current economic environment.Many chemical companies, which announced temporary capacity reductions last year or in the early months of 2009, […]

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Why we need smart thinking about PR

When the European Chemicals Agency unveiled its top picks of chemicals of high concern to be dealt with most urgently under the EU’s Reach chemical regulation, long-established flame retardants were included. Elsewhere, a plethora of bans and restrictions on substances such as these, plus other plastic additives, are coming into force. In the US, the […]

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All change in agchems

Strolling through a glasshouse at Kew Royal Botanical Gardens, London, the other day; I noticed some strange paper packets hanging from the branches of the exotic trees growing there. Closer inspection revealed the name Syngenta. I’d discovered a biological control device full of organisms which would control pests. The fact that a world-class garden such […]

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Industry rages at European Chemicals Agency

Last week I attended an unforgetable conference in Helsinki. This piece I wrote just afterwards sums up the atmosphere.  Would love to know if anyone else who was there agrees?If two words could sum up the mood of chemical sector representatives at the recent gathering in Helsinki, Finland, they would be “frustration” and “anger.”The European […]

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