By John Richardson FOR those interested in what demonitisation might mean for Indian polyethylene (PE) demand in the calendar years 2016 and 2017, the above two charts will be useful. The top chart shows our base case for Indian demand growth, and for operating rates, from our Supply & Demand database. This was drawn up before Narendra Modi’s […]
Asian Chemical Connections
US And China In 2017: Political Risk Analysis Is Essential
By John Richardson ON MONDAY, I talked about how US companies might lose out in the long term under the new Trump administration as China’s economy evolves. This post was mainly for chemicals industry strategic planners with a 5-10 year perspective. The more immediate concern for the chemicals industry centres around statements such as this one, […]
US And China: Into The Unknown on 20 January
By John Richardson WHERE would Apple be without China’s pivotal role in the globalisation of manufacturing? I think it is fair say that Apple with just 12% of the world’s smartphone sales would not account for 90% of industry profitability (Favourable tax treatment by countries such as Ireland might well be another factor here, but’ that’s […]
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