Asian Chemical Connections

China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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China’s inland petrochemicals demand will never come anywhere close to coastal levels
28th October 2019 by

By John Richardson ONE DIMENSIONAL analysis of China would have you believe that as per capita incom...

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US ethylene glycols: Diversifying away from China may prove impossible
23rd October 2019 by

By John Richardson US BUSINESSES are making arrangements to diversify their supply chains away from ...

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The US places heavy bets on LLDPE at a time of demand erosion
21st October 2019 by

By John Richardson IT IS a remarkably single product-focused strategy given the exposure of linear-l...

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China’s real GDP growth below 6% as mono-ethylene glycols margins provide early indicator of depth of downturn
18th October 2019 by

By John Richardson GLOBAL stock markets will now doubt respond negatively to the news that China’s...

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Surge in US polyethylene exports occurs as China growth slows, Asian margins turn negative
16th October 2019 by

By John Richardson PERHAPS ONE could argue, but I certainly wouldn’t, that in a perfect world the ...

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Plastics rubbish and the developing world: Lost petrochemicals demand and the new service-led approach
14th October 2019 by

By John Richardson IT WAS billed as a liberating product, something that brought a little luxury to ...

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Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019 by

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thank...

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The new China and the rise of the Millennials transform the petrochemicals business model
6th October 2019 by

By John Richardson ANYONE who has anything to do with the petrochemicals industry or anything to do ...

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Global manufacturing slowdown: Turn to China’s polypropylene market for your explanation
4th October 2019 by

By John Richardson THEY SADLY still don’t get it. All the clamour yesterday was about declinin...

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