Asian Chemical Connections

BASF’s shocking Q2 results should have been no shock at all
9th July 2019 by

y John Richardson NOBODY should be surprised by the BASF results for Q1 2019 where, on a year-on-yea...

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Global polyethylene: Supply is not the problem, it is demand
24th June 2019 by

By John Richardson WHEN people talk about supply it is very often because it is much easier to quant...

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Trade War: 88m tonnes of lost polymers demand despite the boom in Asia ex-China
12th June 2019 by

By John Richardson SURE, there are tremendous opportunities for petrochemicals and polymers companie...

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Trade war certainties: A bi-polar world and the overwhelming importance of Chinese demand
10th June 2019 by

By John Richardson THE IRONY IS that if the US trade deficit with China shrinks because of the trade...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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Vietnam PE demand booms on trade war, but for how much longer?
31st May 2019 by

By John Richardson GLOBAL manufacturing supply chains are adjusting to the US tariffs against China,...

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China could easily become styrene net exporter as trade war drives self-sufficiency
27th May 2019 by

By John Richardson CHINA MIGHT remain a major net importer of styrene by 2025, making it still the b...

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China MEG spreads turn negative on 171% rise in US retail prices for Chinese clothing
24th May 2019 by

By John Richardson THERE are a lot of theories out there about why the spreads between Chinese mono-...

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China benzene spreads at ten-year low on misplaced trade deal hopes
19th May 2019 by

By John Richardson THE ABOVE chart shows that in April the average spread between CFR Japan naphtha ...

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China’s economy is not recovering say petrochemicals markets
24th April 2019 by

By John Richardson IF YOU only read the financial press and follow the stock markets you can be enti...

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