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Asian Chemical Connections

China Export Gains Raise Sustainability Fears

  Source of picture: www.msnbc.msn.com/id/23512037/     CHINA is making export gains at the expense of other higher-cost competitors that might not be sustainable because of reasons including rising trade protectionism and economic rebalancing. Chemical companies need to factor in this risk – and take into account how overall demand might merely be shifting location […]

The Philippines: Left With the Crumbs

“Here’s your entire allocation for this month” Source of Picture: Adammakwright.wordpress In the words of a plastics converter from the Philippines: “Markets are so tight at the moment that we are left to pick up the crumbs. Suppliers are concentrating almost entirely on China.” The converters have been waiting for so long for the great […]

Credit Expansion Linked To Dalian Boom?

Source of Picture: http://blogs.suntimes.com/ebert/ We have just started doing our research and so more details later – but see attached this Excel spreadsheet – lendingVDalianOI.xls It compares the increase in lending from China’s banks with the amount of open interest in the Dalian Commodity Exchange’s linear-low density polyethylene (LLDPE) futures contracts. Volume traded on the […]

Here we go again – 1997 is back…..

I sincerely hope not, but all the signs are there because of: *A financial crisis which nobody again saw coming, this time with global implications *What could prove to be too much spending on new equipment and capacity. This time high equity prices have paid for these investments rather than US dollar-denominated bank loans, as […]

Asian biofuels face a big crisis

After all the optimism, all the hype and a lot of investors’ money, the industry has shot itself in the foot by failing to build demand ahead of supply. Plus the negativity caused by food versus fuel and environmental counter-arguments to supporting this current generation of technologies is making some Asian governments hesitate on providing […]

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