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US ethylene glycols: Diversifying away from China may prove impossible
23rd October 2019 by

By John Richardson US BUSINESSES are making arrangements to diversify their supply chains away from ...

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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 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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Multiple trade disputes and the risks for the US PE industry
3rd July 2019 by

By John Richardson FALLING out with a trading partner as big as China is problematic enough. But the...

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US LLDPE imports and the impact on European petrochemicals
26th June 2019 by

  By John Richardson EUROPEAN linear-low density polyethylene (LLDPE) markets have yet to feel ...

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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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Trade War: 88m tonnes of lost polymers demand despite the boom in Asia ex-China
12th June 2019 by

By John Richardson SURE, there are tremendous opportunities for petrochemicals and polymers companie...

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China holds all the petchems demand aces as it digs in for longer trade war
8th May 2019 by

By John Richardson THE STRENGTH of China’s position in the intensifying trade war is further under...

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Plastic waste crisis threatens 575m tonnes of global non-recycled PE demand
4th March 2019 by

By John Richardson THE DEMAND growth for oil and other liquid fuels could be more than 50% lower up ...

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China full-year lending decline confirms that Fed pause is a sideshow
15th January 2019 by

By John Richardson CHINA’S full-year 2018 lending figures are out and they underline what I’d be...

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