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Asian Chemical Connections

The fallout for petrochemicals from Iraq

As everyone focuses on when the next downturn might arrive, macro issues such as the implications of a likely US withdrawal from Iraq are rarely publicly discussed. But if I were on the board of any company making investment decisions, I’d be worried. If the US withdrawal from Iraq is well managed then fears such […]

China attempts to move up the value chain

Petrochemical markets are being badly ruffled by two recent Chinese government decisions. In late June, there was the decision to change the VAT export rebate system for yuan-priced product. And then this week there was a widening of the deposit rules governing import duty and VAT rebates on petchem imports priced in US dollars. But […]

Rebranding the chemicals industry

The industry we work either for or with is about as popular as George Bush Junior at I was about to say a wedding party in the Gaza Strip; but actually probably about as popular as George Bush at just about any wedding party in the world, even in some parts of Texas these days. […]

The flawed art of supply & demand forecasting

A guest blog – see Vanishing Post Boxes on this great blog by the authors of the book Freakonomics put me in mind of all those demand and supply forecasts that are invariably wrong. Yes, I know I’ve written about this ad nauseum – see my last article on this subject.But surely, there has to […]

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