Asian Chemical Connections

Latest global chemicals production data indicate recession likely very close
23rd November 2018 by

By John Richardson ONE OF THE useful things about chemicals industry data is that they are an early ...

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Negative Asian polyolefins margins show need for recession planning
5th November 2018 by

ASIAN PE and PP spreads turned negative in October this year for the first time since the same month...

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President Trump’s “very good” call with President Xi: Nothing changes
2nd November 2018 by

PRESIDENT TRUMP said yesterday that his discussions with President Xi Jinping were “moving along n...

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Global recession approaches as chems data weakens, debt problems build
26th October 2018 by

THE CHEMICALS industry is the “industry of industries” – upstream of all the manufacturing cha...

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US equities risk following China as global debt bubble unwinds
24th October 2018 by

THE CENTRAL character of The Big Short was the only person who bothered to read the detail of US m...

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Acrylonitrile butadiene styrene trade war disruptions
25th September 2018 by

By John Richardson BECAUSE CHINA is such a dominant player in finished goods manufacturing, US tarif...

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US styrene another petchems sector at risk from trade war
24th September 2018 by

By John Richardson THE US decision to pick a fight with China over trade and geopolitical influence ...

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How Lehman Bros reshaped China and the global PE business
17th September 2018 by

By John Richardson MOST of the analysis on the tenth anniversary of the Global Financial Crisis (GFC...

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US Economic Strength Of Little Benefit To Global Polyolefins
3rd September 2018 by

By John Richardson THE BETTER that things get in the US (provided you own equities and are not on a ...

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PE Margins Fall As Trade War Threatens Two Entirely Separate Trading Blocks
31st August 2018 by

By John Richardson LET’S FIRST of all take a close look at what the above chart is telling us abou...

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