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Asian Chemical Connections

Alice In Wonderland economics

China appears to be pumping money into ailing companies for social stability reasons, resulting in a build-up in inventory of unsold finished goods. Anecdotal evidence from ICIS pricing, and analysis by JP Morgan Asset Management and the China Economic Quarterly supports this view. Comparatively stronger exports to China, as my fellow blogger Paul Hodges points […]

Lack of visibility makes planning a nightmare

Is it just me or is sentiment in chemicals markets even more erratic than usual? Only two weeks ago people were talking about an imminent supply glut in polypropylene, but now the talk is of tightness and stable prices. Perhaps those with more time on their hands have more time to talk. This lack of […]

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