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Asian Chemical Connections

MEG Continues To Struggle

By John Richardson THE above chart is a further illustration of what we believe is the wrong consensus view over China. Q1 2012 mono-ethylene glycol (MEG) imports surged by 30% compared with the same period last year, as traders bet on a sharp rebound in China’s economy. They believed all the talk of more local […]

North America Manufacturing Rebound

  By John Richardson THIS fascinating slide from Accenture, in a new study that the consultancy is about to release on the rebound in North American manufacturing competitiveness, quantifies the steep rise in relative labour costs in China between 2001 and 2011. And this process is likely to accelerate as China attempts to narrow the […]

China PE Demand Down 4 Percent

  By John Richardson CHEMICALS analysts, and some senior company executives, are telling us that growth in China will bounce back in the second half of 2012.  To give these forecasts some historical context, the recovery was supposed to happen in January, then February, then March, then April and now at some point in the […]

A Road Map For Success

The new chapter of our free ‘Boom, Gloom and the New Normal’ ebook sets out a road map to success for companies in the New Normal. It also identifies 5 key areas where major change is already underway. Demand-driven. Markets have essentially been supply-driven in recent decades, with growth being forecast on the basis of […]

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