Asian Chemical Connections

Global polyethylene in 2020: Margins will reach historic lows as new growth model emerges
8th December 2019 by

Here is a first of a series of outlook articles for 2020 where I focus on the risks ahead for the gl...

Read
Long term downcycle will transform global petrochemicals, creating new Winners and Losers
6th December 2019 by

By John Richardson THIS IS not a normal downcycle. Please get over that idea however many people, bo...

Read
Asian polyethylene shutdowns? Once again, good luck with that idea
25th November 2019 by

By John Richardson I was new to the game as I had only been analysing the petrochemicals business fo...

Read
Europe to become much more self-sufficient in polyethylene because of sustainability
20th November 2019 by

Yes, I know I promised to focus on Asia and its cracker-to-PE industry today and how the region will...

Read
Environmental taxes on US polyethylene shipments to the EU seem inevitable
17th November 2019 by

By John Richardson IT ALL seemed to make perfect sense at the time. Feedstock and financing were inc...

Read
Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019 by

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses a...

Read
IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

Read
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 ...

Read
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...

Read
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 ...

Read
Jump to page: