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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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Further collapse in China auto sales underlines radical change in petrochemicals business model
23rd September 2019 by

By John Richardson HAVE FEEDSTOCK will build has been the route to success for many years in the pet...

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European petrochemical markets keeping calm and carrying on in light of Saudi attacks
19th September 2019 by

Here is a guest post from my very good ICIS colleague, Matt Tudball, our head of European Markets, w...

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Risk of stagflation and recession from drone attack on Saudi oil facilities
17th September 2019 by

By John Richardson ANY major change in US government foreign policy always carries major risks becau...

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Drone attack on Saudi oil facilities: Substantial investment required to avoid a repeat
16th September 2019 by

The views expressed below are personal and do not express the views of ICIS Here is a another blog p...

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China economic stimulus and PP: How global demand could have been 71m tonnes smaller
4th September 2019 by

By John Richardson CHINA came to the rescue of the global economy in 2009. This wasn’t for altruis...

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How sustainability will upend the petrochemicals cost curve, creating new winners and losers
23rd August 2019 by

By John Richardson THE FUTURE I described on Wednesday, of declining petrochemicals and polymers dem...

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President Trump’s tariff concession adds to uncertainties as we drift towards a bipolar world
14th August 2019 by

The following opinions are my personal views, and, as always, do not express the views of ICIS By Jo...

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12th Five-Year-Plan ageing populations Babyboomers China China credit China economic reforms China economy China environment China inflation China intellectual property abuses China petrochemicals China plastics industry cracker demographics Donald Trump Dow Chemical European economy European petrochemicals global economy global trade war India LLDPE middle-income trap Middle East petrochemicals New Normal OBOR oil prices one-child policy OPEC petrochemicals polyethylene polymers polyolefins polypropylene Saudi Arabia shale gas the Fed US US-China trade war US economy US petrochemicals US polyethylene US shale gas US tariffs on steel and aluminium Xi Jinping
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