Ways of dealing with COVID-19 don’t have to be rocket science
24th April 2020 by

By John Richardson IT IS all about getting through the next 12 months with minimal damage whilst pre...

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China PP imports: Two scenarios showing downside risks for 2020
21st April 2020 by

John Richardson SOMETIMES you can forget what you already know. This was the case in March when I wa...

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Why the long term price of oil could be lower than many people expect
17th April 2020 by

By John Richardson I HAVE LONG been intrigued by the theory in quantum physics that electrons behave...

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China economy faces huge headwinds with negative full-year growth an inevitability
15th April 2020 by

By John Richardson FRIDAY 17 April is the day when we will get the official Chinese GDP figure for Q...

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Modest rebound in oil prices on output cut reflects unprecedented scale of demand loss
13th April 2020 by

By John Richardson DON’T SAY I didn’t warn you. It has been clear since early April that no amou...

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After COVID-19: How US petrochemicals could become the laggard
8th April 2020 by

The big oil, gas and petrochemicals companies have already started planning for how the world will l...

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Focus of petchems business must be on meeting medical and food needs
5th April 2020 by

By John Richardson SEVERAL contacts have said to me over the last two weeks that increased medical a...

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Be very, very cautious about buying into the idea of a Q2 crude price rally
3rd April 2020 by

By John Richardson IT IS the unprecedented nature of the demand shock that’s the thing, regardless...

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No business as usual despite re-ordering of global polyethylene competitiveness
1st April 2020 by

By John Richardson THERE ARE sadly no business as usual scenarios, in my view. Under normal circumst...

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China: temper your expectations of a H2 recovery for supply as well as demand reasons
29th March 2020 by

By John Richardson CHINA IS gradually getting back to work, but only gradually because the governmen...

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