Global polyethylene demand in 2020 could fall by 3.3m tonnes, cost curve analysis turned on its head
28th February 2020 by

By John Richardson NOTHING that’s happened over the last few days that should surprise anyone who ...

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Global PVC demand could fall by 1.1m tonnes as coronavirus crisis becomes global
26th February 2020 by

By John Richardson YOU CANNOT stimulate economic activity when factories and offices need to be shut...

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Rescue of major conglomerate, struggling SMEs raise risks for China and global economies
20th February 2020 by

The most important issue here remains the human cost of the coronavirus outbreak. My thoughts and ho...

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Global polyethylene demand in 2020 at risk of 2.4m decline because of coronavirus
19th February 2020 by

By John Richardson I AM a bit confused this morning following some excitement about the Chinese deci...

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Why the trade deal is much ado about almost nothing
20th January 2020 by

These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richard...

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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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