Entries from Asian Chemical Connections tagged with 'inventory management'
Crude, Demand Destruction & Irresponsible Bankers
Source of picture: www.walletpop.com By John Richardson In his own words Paul Hodges of International e-Chem - and also a fellow blogger - puts in a nutshell some of the dangers confronting the chemicals industry as we...
To Cut Rates Or Not To Cut...
A Famous Ditherer Source of picture: sarafinewordpress.com Chasing higher oil prices and/or a response to the now long-running recovery in Chinese demand that's become sustainable? Not wanting to sound too much like the start of a famous Shakespeare soliloquy,...
All At Stake And At Sea For October
A bit like the fund managers who are anxious to keep the equities rallies going until the end of the year in order to protect bonuses, there must be a lot of petrochemicals people hoping pricing in our sector...
Calling all CFOs: Ready To Take The Plunge?
Source of picture: oxo.typepad.com Leaving China aside for a change - where the speculative frenzy continues apace -Paul Satchell, chemicals analyst, has a four-step measure for assessing whether the US and Europe are really out of the woods. "Purchasing...
Futures, Recycling Behind China PE Mystery?
Picture: The China Daily "I've given up trying to read the polyolefin market in China. I just can't figure out what's going on," said a senior source with a major North American producer late last week. "I keep returning...
Where is the real demand recovery?
Have you ever been away on holiday and have cut yourself off from from work, only to return and find that nothing has changed? So it seems in polyolefin markets. As this blog has been writing about for several...
Net lending declines by 70-80% in Q2 in China
This very interesting note from Jun Ma, chief economist for Greater China at Deutsche Bank (see the end of this post) offers evidence to support what this blog has been worried about for some time - the quality of...
Aussie on a losing wicket
The timing of when to strike the ball is everything in the wonderful sport of cricket - and also, apparently, in the American pastime of baseball. An Australian banker is fond of reminding the English how much better his...
Chem engineers back with avengeance
chemical engineers, financial meltdown, Nigel Davis, inventory management, H2 2009 recovery
The dead cat has bounced. Now what?
financial meltdown, LyondellBasell, pricing collapse, inventory management
Buy small and local to survive
logistics, credit crisis, financial meltdown, inventory management, plastic packaging
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