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Asian Chemical Connections
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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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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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019 by

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in...

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US declaring China currency manipulator risks 10.8m tonnes of global petrochemicals demand
6th August 2019 by

  By John Richardson BY PLAYING with fire President Trump has very likely set the forest on fir...

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As trade talks resume make sure your expectations are very low
29th July 2019 by

By John Richardson DON’T BUILD your mind up over this week’s US/China trade talk as major breakt...

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Southeast Asia PE spreads further underline weak demand, but trade talks promise rebound
25th June 2019 by

By John Richardson THE GOOD news today is that the US and China have agreed to resume trade talks. P...

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Global polyethylene: Supply is not the problem, it is demand
24th June 2019 by

By John Richardson WHEN people talk about supply it is very often because it is much easier to quant...

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China’s polyethylene demand in 2019 now at risk as slowdown gathers momentum
21st June 2019 by

By John Richardson JUST when most of us thought we had figured out China’s polyethylene (PE) marke...

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