Entries from Asian Chemical Connections tagged with 'China speculation'
End-users Acting As Traders Influence China PE Price Correction
By John Richardson LAST week's sharp decline in polyethylene (PE) pricing in China is being partly blamed on converters who occasionally act as traders liquidating their raw-material inventories. Trading activity by end-users can account for more than 10% of...
Benzene heads south - as predicted
Back from less-than-sunny Perth to discover that the prediction from my good friend and colleague Paul Hodges at International eChem has come true: Benzene has headed south because of: 1.) The rise in its pricing seems to have been...
Even China Polyester Rates Rise
Source of Picture: ChinaMonthlyReview.Org Polyester operating rates in China have started to rise on anticipation that the global economic recovery has arrived, according to Leonard DeGuzman, chemicals consultant with DeWitt & Co. Is this another example of a dangerous...
Dalian: A Whole New Ball Game?
Source of picture: waittilnextcentury.blogspot Back to an old theme, the Dalian Commodity Exchange, this story from ICIS news talks of how physical cargoes are being bought and then sold at a price fixed now for November delivery. At the...
Chemicals company H2 complacency?
Chemical companies as a whole displayed "dangerously complacent" views about second-half 2009 prospects when they released their Q2 results late last week, argues chemicals analyst Paul Satchell in his blog. "They believe that demand has bottomed. Although they can't...
China polyethylene inventories are high
A Mars Bar feast in store if crude hits $30/bbl again Source of Picture: Amazon.com Polyethylene (PE) inventories in China at the second and third local distributor levels are at very high levels, two...
China's Great Property Gamble
Source of Picture: Chinasnippets.com Perhaps this post will help explain why a perplexed Hong Kong-based financial analyst wrote to me the other day, in response to my probably failed efforts to adequately explain rising chemicals demand in China: "I...
Credit Expansion Linked To Dalian Boom?
Source of Picture: http://blogs.suntimes.com/ebert/ We have just started doing our research and so more details later - but see attached this Excel spreadsheet - lendingVDalianOI.xls It compares the increase in lending from China's banks with the amount of open...
Some important new petchem trends
To keep you updated on what we believe is happening in petrochemicals, here are some important recent trends: *Futures markets in China are playing an increasingly important role in influencing pricing in polyolefins, methanol and PTA. Trading volume on...
Asian petchems: A H2 Outlook
Bear Stearns, Dalian Commodity Exchange, bear-market rally, China speculation, ethane versus naphtha prices, International eChem
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