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How we could all end up as losers from President Trump’s trade policies
16th August 2019 by

The views below are my own, and, as always, do not express the opinion of ICIS By John Richardson RE...

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President Trump’s tariff concession adds to uncertainties as we drift towards a bipolar world
14th August 2019 by

The following opinions are my personal views, and, as always, do not express the views of ICIS By Jo...

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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019 by

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in...

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US declaring China currency manipulator risks 10.8m tonnes of global petrochemicals demand
6th August 2019 by

  By John Richardson BY PLAYING with fire President Trump has very likely set the forest on fir...

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As trade talks resume make sure your expectations are very low
29th July 2019 by

By John Richardson DON’T BUILD your mind up over this week’s US/China trade talk as major breakt...

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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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Multiple trade disputes and the risks for the US PE industry
3rd July 2019 by

By John Richardson FALLING out with a trading partner as big as China is problematic enough. But the...

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China PE overstocking at nearly a million tonnes as demand weakens, competition intensifies
2nd July 2019 by

By John Richardson MEASURING petrochemicals and polymer inventory levels in China with any reasonabl...

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China petrochemicals recovery on G20 trade war progress will be shortlived
30th June 2019 by

By John Richardson China petrochemical and polymer price spreads over naphtha feedstock costs will r...

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