The future of US-China PE trade: Trying to figure the impact of the new Trump tariffs and a myriad of other complexities.
Asian Chemical Connections
US-to-China HDPE: The “known, unknowns” and the “known, knowns”
WHAT COULD happen if the US and China enters a new trade war?
China’s C2 and C3 capacity in 2025 forecast to be 121% and 179% more than local demand
China’s ethylene capacity exceeding demand is forecast to increase by 6.3m tonnes in 2025 – 121% higher
Your new China stimulus noise-cancelling headphones: PE spreads and margins
UNTIL or unless margins and spreads return to normal, there will have been no China recovery
Global styrene markets reflect permanent changes in the chemicals landscape
DON’T just back and wait for markets to correct themselves
Stop wasting time waiting for the end of the downcycle
THE TEN REASONS why this isn’t a standard chemical industry downcycle
The US is winning in China in today’s HDPE world but what about tomorrow?
THE US is winning in the key China market because of feedstock advantages in a lower-price environment. But future trade flows will likely be shaped by geopolitics, demographics, debts and sustainability
Global HDPE, the value of facts over commentary and the importance of scenario planning
Global HDPE capacity would have to grow by just 173,000 tonnes a year versus our base case assumption of 2.6m tonnes a year to achieve a 2024-2030 operating rate of 88%.
Latest China PP data: The old Supercycle world retreats further into the past
The major PP exporters to China continue their sales turnover shrink on rising self-sufficiency weak pricing and poor demand growth
Don’t put sustainability in a broom cupboard in the basement
How the chemicals world could re-align as sustainability becomes a new route to competitive advantage
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