Home Blogs Asian Chemical Connections

Asian Chemical Connections

China polyolefins: several years of history pass in just one week

LAST WEEK I challenged whether the longstanding “put option” for petrochemicals companies and investors would still apply to China 2022.

The put option rests on the well-proven notion that the worst things get in the short term, the better the immediate outlook because Beijing always rides to the rescue with big economic stimulus.

The challenge I posed to the put option was that China might only tinker around the edges of its Common Prosperity economic reforms.

Ukraine-Russia: Assessing petrochemical demand losses

To follow all the breaking news on the crisis and the implications for petrochemicals and energy markets, please click here for the ICIS subscription topic page. If you need a trial of ICIS news, please let me know. By John Richardson NOW THAT an invasion has started, the critical issue for petrochemicals companies is whether they can […]

Jump to page: