China’s polyethylene demand good so far in 2020 but beware of risks ahead
10th September 2020 by

Note that all the comparisons in this post are on a year-on-year basis unless otherwise stated By Jo...

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The pandemic and petrochemicals demand: a whole new approach is required
30th August 2020 by

By John Richardson MONITORING demand has never been harder because of the pandemic. One of my collea...

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China’s new five-year-plan to accelerate petrochemicals self-sufficiency
23rd August 2020 by

By John Richardson IT IS ONCE again a critical moment in forecasting the direction of China’s petr...

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Why history might not even rhyme next year if economic recovery fails to arrive
19th August 2020 by

By John Richardson WE were very lucky in 2010, as the above chart illustrates. Global demand for pol...

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Vaccine hopes versus reality and the implications for petrochemicals
16th August 2020 by

By John Richardson THE WONDERFUL poet, T.S. Eliot, wrote “humankind cannot bear very much reality...

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Polyethylene market recovery could be threatened by slower China crude buying, weaker economic growth
28th July 2020 by

By John Richardson EVEN by China’s standards, where just about every number is eye-wateringly larg...

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Why the polypropylene industry must switch from volumes to value
26th July 2020 by

By John Richardson EVERYONE knows about the oversupply in the polyethylene (PE) market as it has bee...

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China consulate closure underlines long-term split with US, potential big shift in petchems trade flows
23rd July 2020 by

The views in this blog post are, as always, my personal views and do not reflect the views of ICIS. ...

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Resilience of global polyethylene demand jeopardised by stimulus withdrawals
15th July 2020 by

By John Richardson THE WORD on the street – what market participants have said about the polyethyl...

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Global polyethylene oversupply, the highest in 19 years, hasn’t gone away
3rd July 2020 by

By John Richardson BRENT crude futures surged by 80% during the second quarter and enjoyed their bes...

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