China panic over a downturn in H2 2021 is as overcooked the H1 boom narrative
8th August 2021 by

By John Richardson THERE is a lot of very unhelpful noise out there about China which is making it v...

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Asia PP oversupply creates major opportunity for US buyers
4th August 2021 by

By John Richardson and James Ray THE BIG PRICING divergences that you can see in the above chart cou...

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Every climate initiative must be road tested in the developing world – and adequate funding is essential
1st August 2021 by

The views expressed in this blog are, as always, my personal views and do not represent the views of...

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China polyolefins demand declines accelerate as supply chains remain the key challenge
29th July 2021 by

By John Richardson ONE OF THE golden rules that has nearly always applied over the last 20 years is ...

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China PP demand slowdown accelerates in H1 as freight shortages trap oversupply
26th July 2021 by

By John Richardson THE ABOVE CHART, from the new ICIS Plant Cost Evaluator, underlines the container...

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Pandemic’s third wave seems unlikely to damage global petrochemicals demand
22nd July 2021 by

By John Richardson THE GREATEST rock band of all time put it so well in Circumstances from the semin...

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The right analysis of China export data confirms moderate slowdown
18th July 2021 by

By John Richardson STATISTICS, if you do not look at them in the right way, can be very misleading. ...

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Southeast polyolefins demand growth could be negative again in 2021
13th July 2021 by

By John Richardson BEFORE the pandemic, GDP growth rates in the developing world were always higher ...

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China, China and China: the three global polyolefin market drivers during the rest of 2021
11th July 2021 by

By John Richardson TODAY’S SET OF slides, starting with the one above, underlines how a deep and c...

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As the drift towards a divided world continues, here are some climate change realities
8th July 2021 by

Note that, as always, the views expressed here are personal. Thank you. By John Richardson Executive...

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