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Asian Chemical Connections

German World Cup Win And A Double-Dip Recession?

                                                                                                                Please, please not again… Source of picture: soccernet.espn.go.com     By John Richardson The dreadful state of China’s polyethylene (PE) market will last for at least the next two months as a result of the overstocking we talked about earlier this week and poor demand, two polyolefin traders told the blog today. And […]

Chemicals Growth Story Gets More Complicated

A Velozzi plug-in hybrid Source of picture: www.zerauto.nl.blog   By John Richardson Doom-mongers are claiming the end is nigh with the world heading for a double-dip recession. This is happening at the same as the optimists are talking of the world entering a new sunny upland of sustained exceptionally strong emerging-market growth, which will more-than […]

China PE, PP Weakness Set To Continue

Europe and China: A two-tier market is hard to bear… Source of picture: blog.pinkcakebox   By John Richardson CHINA’S polyolefin pricing is likely to remain under downward pressure over the next few months as a result of a persistent inventory overhang, new supply and weak construction and auto markets, two traders and one producer have […]

Shale Gas Confronts BP Oil Disaster Threat

Deepwater disaster expected to impact shale gas  Source of picture: Minnpost.com     By John Richardson THE booming shale-gas industry could either benefit or suffer from the BP Gulf of Mexico oil-well disaster, with the end-result determined by the effect on energy prices of any long-term clampdown on deepwater and Arctic drilling. Those for and […]

China Chem Imports May Fall On Yuan Expectation

As cheap as chips    Source of picture: europa.eu     By John Richardson THE decline in the Euro has resulted in investors downgrading their expectations of a Yuan appreciation taking place over the next few months. Last week, Yuan foward contracts were factoring in a zero chance of appreciation over the next three months after […]

Sinopec and Iran’s NPC Sign Investment MOU

Out of the investment deep-freeze? Source: tehrandaily.wordpress.com   By John Richardson A VERY interesting story from my colleague Bee Lin Chow on ICIS news today reports the signing of a memorandum of understanding (MOU) between Sinopec and Iran’s National Petrochemical Co (NPC). The agreement will explore joint- venture opportunities in petrochemicals and related businesses in […]

Chemicals Face More Financial Sector Damage

Greed definitely not good for chemicals…. Source of picture: reelmovienews.com   By John Richardson THE chemicals industry is once again confronting the risk of being badly damaged by the ever-more interconnected oil, other hard commodity, currency and equity markets. As fellow blogger Paul Hodges told us last November: “Demand visibility – even without as yet […]

Ouch! China High Inventories At Worst Possible Time

Is The China Party Over? Hope you’ve got plenty of aspirin.. Source: The Daily Telegraph   By John Richardson Apologies to our readers for a fairly quiet week on the blog this week – my fellow blogger Malini and I have been immersed in a week of training courses for our rapidly-growing training business, ICIS […]

APIC Confidence A Dangerous Thing?

Mumbai at night   Source of picture: travelygan.wordpress.com     By John Richardson in Mumbai POLYOLEFINS will not see a margin collapse this year due to persistently strong demand growth and continued problems with new-capacity start-ups, said numerous industry sources on the sidelines of the Asia Petrochemical Industry Conference (APIC) in Mumbai. The belief seems […]

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