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Asian Chemical Connections

Polyethylene The “Last Man Standing”. For How Much Longer?

By John Richardson POLYETHYLENE (PE) remains almost the “last man standing”. Whereas most of the other chemicals and polymers markets in China, including phenol,  polyvinyl chloride and purified terephthalic acid, are mired in almost vanished imports and poor profitability because of severe oversupply, PE appears to be fine. Take the latest import and local production […]

Dow and DuPont Need To Prove Sceptics Wrong

By John Richardson UNLESS you live on Mars, you will have obviously read about the ground-breaking climate change deal reached in Paris over the weekend. Sure, it will only come into force if 55 countries responsible for at least 55% of emissions ratify the deal. And we know that in the US in particular, given […]

Dow And DuPont: How A Merger Could Work

By John Richardson DOW Chemical and DuPont are companies with tremendous histories. It is no exaggeration to say that they have helped to build the American economy, right from the early days of Henry Herbert Dow and Eleuthère Irénée du Pont. Their innovations have not only created wealth for America, their employees and their shareholders […]

China Will Continue To Drive Global Deflation

By John Richardson JANET Yellen has firmly signalled that US interest rates will be raised later this month for the first time since 2006. There will be collateral damage, sure, as I discussed in September, most importantly because of the private-sector debt binge in emerging markets resulting from such a long period of record-low US […]

Re-evaluating Investments In A Lower Margin World

By John Richardson BACK in January 2008, just about nobody thought that the shale-gas revolution would transform the economics of the US petrochemicals business. Then from around 2011 onwards came the new set-in-stone view: That this was an industry which virtually had a licence to print money for another 10-20 years. What do people now […]

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