Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
Asian Chemical Connections
Why Artificial Intelligence Is Not a Dot-Com Bubble Mark II
IF WE END UP in recession we need to spend more and not less on artificial intelligence
Beyond the China growth miracle: The three things you should do in 2025
IN ALL THE MUDDLE about demand, there are three actions you can take today to give clarity to your business plans
AI’s Evolution: Not Inevitable, But Shaped by Critical Decisions
In the first of a new series of blog post, Adventures of AI, I look at why artificial intelligence is truly revolutionary
The developing world outside China to the rescue, but not for a long time
A full recovery next year? If you think this is likely, then think again
China’s recent economic stimulus barely registers on PE margins
CHINA’S RECENT economic stimulus has failed ot turn around record low PE margins
Stop wasting time waiting for the end of the downcycle
THE TEN REASONS why this isn’t a standard chemical industry downcycle
Don’t put sustainability in a broom cupboard in the basement
How the chemicals world could re-align as sustainability becomes a new route to competitive advantage
Petrochemicals three years from now: A shrinking global market?
MORE THAN 70% of global polyethylene demand is at risk from ageing populations, climate change and geopolitics.
China PP exports could reach 2.6m tonnes in 2024 as markets become ever-more complex
As recently as 2020, China’s PP exports for the whole year were just 424,746 tonnes. Between 2021 and 2023 they ranged between 1.3m to 1.4m tonnes. If the January-May 2024 export momentum were to continue for the rest of this year, full-year 2024 exports would reach 2.6m tonnes, double last year’s level.