By John Richardson THE Wall Street Journal agrees up with my blog: Two months after I warned that a slowdown in lending growth in China was a major threat to the global economy, its 1 May front-page article echoed my warning. Meanwhile, evidence continues to build that the pace of the credit slowdown is accelerating. First […]
Asian Chemical Connections
China Polyethylene Self-Sufficiency: The Right Questions To Ask
By John Richardson THERE is a lot of talk right now about now China’s coal-to-olefins (CTO) capacity additions are slowing down on rising concerns over the emissions produced by the technology. A further factor behind the widespread view that capacity additions are slowing down is forecasts that CTO margins will weaken over the next few […]
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