Asian Chemical Connections

Why the trade deal is much ado about almost nothing
20th January 2020 by

These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richard...

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Why President Trump, unlike with Iran, will find it harder to shift course on China
10th January 2020 by

As always, these are my personal views only and do not represent the views of ICIS. Thank you  ...

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US and Iran conflict in a world of declining growth and fragile supply chains
8th January 2020 by

By John Richardson THINK of the Fukushima disaster in 2011 and multiply its impact on global supply ...

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Iran and the US: Assessing the risks for petrochemicals and the global economy
6th January 2020 by

As always, these are my personal views only and don’t reflect the views of ICIS By John Richar...

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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...

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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...

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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...

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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...

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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...

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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...

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