THE old “you lose I win” world of tariffs no longer applies
Asian Chemical Connections
A Different Kind of Downturn: Why This Cycle Won’t Simply “Right Itself”
Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
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
China’s PP capacity exceeding local demand forecast to jump 68% in 2025
Last year, ICIS estimated that China’s PP capacity exceeding its demand was 6.9m tonnes. This is expected to reach 11.6m tonnes in 2025, which would be an increase of 68%. As recently as 2009, China’s PP capacity was 4.4m tonnes short of local demand.
China’s C2 and C3 capacity in 2025 forecast to be 121% and 179% more than local demand
China’s ethylene capacity exceeding demand is forecast to increase by 6.3m tonnes in 2025 – 121% higher
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
China PP sales turnover collapses by $4.6bn after the end of the Supercycle
LOSSES ACROSS China’s top ten trading partners in PP totalled $4.6bn. The only winner was, not surprisingly, the Russian Federation with a turnover gain of $102m.
China’s demographic crisis: Implications for polymers demand
The light blue bars show the impact of a Dire Demographics scenario on China’s polymers demand