China’s limited policy options to help lower-paid workers make 2020 retail sales recovery unlikely
25th August 2020 by

All the data comparisons below are on a year-on-year basis By John Richardson AS I’VE been flaggin...

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China’s new five-year-plan to accelerate petrochemicals self-sufficiency
23rd August 2020 by

By John Richardson IT IS ONCE again a critical moment in forecasting the direction of China’s petr...

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Vaccine hopes versus reality and the implications for petrochemicals
16th August 2020 by

By John Richardson THE WONDERFUL poet, T.S. Eliot, wrote “humankind cannot bear very much reality...

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China moves closer to Iran as tensions with the US build: Implications for petrochemicals
2nd August 2020 by

By John Richardson Opinions and emotions and can shape how we interpret data, but, as we all know, o...

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China polyolefins market H1 review: so far so good, but beware of the risks ahead
30th July 2020 by

By John Richardson ALL looks fine in the polyolefins world. The Old Normal appears to have reasserte...

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Why the polypropylene industry must switch from volumes to value
26th July 2020 by

By John Richardson EVERYONE knows about the oversupply in the polyethylene (PE) market as it has bee...

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China consulate closure underlines long-term split with US, potential big shift in petchems trade flows
23rd July 2020 by

The views in this blog post are, as always, my personal views and do not reflect the views of ICIS. ...

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China’s real GDP could have been negative in Q2: What this may mean for PP
22nd July 2020 by

By John Richardson CHINA’S official GDP growth of 3.2% for Q2, which was announced last week, may ...

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Iran and China new deal could hasten Belt & Road Initiative petrochemicals self-sufficiency
19th July 2020 by

By John Richardson ONCE AGAIN, please don’t say I didn’t tell you. A proposed new investment and...

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Global polyethylene oversupply, the highest in 19 years, hasn’t gone away
3rd July 2020 by

By John Richardson BRENT crude futures surged by 80% during the second quarter and enjoyed their bes...

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