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...

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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 copolymer polyproplyene used as a sink for growing oversupply of ethylene
27th November 2019 by

By John Richardson A SURE sign that the Asian ethylene-to-polyethylene (PE) markets are distressed c...

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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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The global polyethylene paradigm shift of permanently weaker demand
15th November 2019 by

By John Richardson MALCOLM GLADWELL, in his very thought provoking book The Outliers, writes about w...

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Plastics rubbish and the developing world: Lost petrochemicals demand and the new service-led approach
14th October 2019 by

By John Richardson IT WAS billed as a liberating product, something that brought a little luxury to ...

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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 ...

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If Strait of Hormuz closed down: Effect on petrochemicals exports
27th September 2019 by

By John Richardson NEITHER SIDE seems to want a war but at febrile times like this miscalculations c...

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