Entries from Asian Chemical Connections tagged with 'Supercycle'
US Petchems "Double Peak" Theory
Wall Street rounding up investors? Source of picture: Rex Features In a guest blog post, Joseph Chang, the global editor of our magazine, ICIS Chemical Business, echoes our own concerns that it is getting very frothy out there. The...
If You Build It They May Not Come
By John Richardson "You cannot just sit back and expect things to happen the way they have happened in the past, especially in emerging markets." This insight from a senior Asian-based executive with a global polyethylene (PE) producer highlights...
Morgan Stanley Bullish Again
By John Richardson MORGAN Stanley has once again produced a very bullish forecast for China's polyethylene (PE) market. The investment bank was famous for devising the SuperCycle theory in late 2010. It failed to take into account clear signs that 2011 was going...
When I'm 64
Will you still need me? Will you still feed me? The Beatles asked the right questions back in 1967, when singing 'When I'm Sixty-Four' on their iconic Sergeant Pepper album. What would happen to the Western BabyBoomers when they became...
There Is No Going Back
By John Richardson "IF we build polymer capacity in India the demand will come," a very senior industry executive told the blog last year. He amplified this statement by explaining that greater availability of plastics would always stimulate strong demand...
European Markets Weaken Further
By John Richardson THE dreadful state of European polyolefin markets became even more evident late last week as prices continued their declines. Discussions on further reductions in European olefin contract prices were also set to begin today. High density polyethylene...
Chemicals And The Removal Of The Punch Bowl
By John Richardson LUNCH with a chemicals analyst yesterday, during the blog's latest trip to Singapore, gave an intriguing glimpse into the world of those who invest in the chemicals industry. "The Morgan Stanely "Supercycle" report (which the blog...
Overconfidence The Bisk Risk For 2011
By John Richardson OVERCONFIDENCE is perhaps the biggest risk for 2011 as a result of sales volumes that have this year exceeded even the most wildly optimistic forecasts. The danger is that we have yet to see the worst...
One more view on the cycle
By Malini Hariharan The debate on the next petrochemical upcycle is heating up. After confident forecasts of a "supercycle" the blog is increasingly hearing more cautious assessments Take the recent report from Credit Suisse which stresses that while conditions for...
Oversupply In Petchems Still On The Way
Perhaps not just yet.... By John Richardson COULD it be that some chemicals industry players and observers, in the great galloping rush to join the supercycle stampede, have got ahead of themselves in predicting that we are already through the...
Another great year for Asian polyolefins but......
......how long will it last is the inevitable question. Demand growth has been so strong so far this year with very little new production coming onstream that while crude oil and the price of monomers have set a floor for...
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