Asian Chemical Connections

If Strait of Hormuz closed down: Effect on petrochemicals exports
27th September 2019 by

By John Richardson NEITHER SIDE seems to want a war but at febrile times like this miscalculations c...

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US petrochemicals export exposure grows at the wrong time in history
25th September 2019 by

As always, the views in this blog post are my own and do not reflect the views of ICIS. Thank you By...

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Further collapse in China auto sales underlines radical change in petrochemicals business model
23rd September 2019 by

By John Richardson HAVE FEEDSTOCK will build has been the route to success for many years in the pet...

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European petrochemical markets keeping calm and carrying on in light of Saudi attacks
19th September 2019 by

Here is a guest post from my very good ICIS colleague, Matt Tudball, our head of European Markets, w...

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Global PE market to remain long despite Saudi cutbacks caused by drone attack
17th September 2019 by

By John Richardson TRADERS lucky enough to be holding long positions in PE ahead of the 14 September...

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Risk of stagflation and recession from drone attack on Saudi oil facilities
17th September 2019 by

By John Richardson ANY major change in US government foreign policy always carries major risks becau...

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Drone attack on Saudi oil facilities: Substantial investment required to avoid a repeat
16th September 2019 by

The views expressed below are personal and do not express the views of ICIS Here is a another blog p...

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President Trump can only cause major economic damage by beating China, unless he has a time machine
12th September 2019 by

The views in this blog, are, as always, my own personal views and don’t reflect the views of I...

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Unsustainable boom in China auto market ends as sales of new vehicles move permanently lower
8th September 2019 by

By John Richardson THERE IS a big temptation when making forecasts of becoming too excited about the...

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Global PP demand could be 81.5m tonnes less than forecast in 2019-2028 as China Debt Supercycle ends
5th September 2019 by

By John Richardson SOME PEOPLE argue that despite the rapid rise in Chinese consumer debt over the l...

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