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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 PE and PP margins at lowest levels in at least five years and will go lower……
4th December 2019 by

By John Richardson NOT since at least the beginning of 2014 have Northeast and Southeast Asian polye...

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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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Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019 by

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses a...

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IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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Surge in US polyethylene exports occurs as China growth slows, Asian margins turn negative
16th October 2019 by

By John Richardson PERHAPS ONE could argue, but I certainly wouldn’t, that in a perfect world the ...

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Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019 by

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thank...

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China PE overstocking rises to more than 1m tonnes as exporters continue to flood the market
1st October 2019 by

By John Richardson CHINA is heading for another good year of PE demand growth with estimates from se...

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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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