Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
Asian Chemical Connections
Why Artificial Intelligence Is Not a Dot-Com Bubble Mark II
IF WE END UP in recession we need to spend more and not less on artificial intelligence
Why This Year’s NPC Meeting Seems Unlikely to Rescue Chemicals Spreads and Margins
HDPE injection grade spreads would need to rise by 133% from their 2022-2025 level to return to the spreads enjoyed during the Chemicals Supercycle.
LDPE spreads would have to rise by 43%.
LLDPE spreads would need to increase by 91%.
Beyond the China growth miracle: The three things you should do in 2025
IN ALL THE MUDDLE about demand, there are three actions you can take today to give clarity to your business plans
China’s LLDPE Net Imports in 2025-2035: Three Scenarios That Could Reshape Global Trade
China’s average annual net LLDPE imports in 2025-2035 could be either 4.5m tonnes or 0.3m tonnes.
Tariffs, Trump, US-China LDPE and the role of AI
The future of US-China PE trade: Trying to figure the impact of the new Trump tariffs and a myriad of other complexities.
The big changes in China’s LLDPE market and what could happen next
Estimated US LLDPE sales turnover in China increased by $2.3bn in 2022-2024 versus 2019-2021. What happens next?
US-to-China HDPE: The “known, unknowns” and the “known, knowns”
WHAT COULD happen if the US and China enters a new trade war?
Don’t hide beneath the bed sheets when you see today’s first slide
PLEASE DON’T hide your head beneath the sheets and hope that this slide will go away. What are you going to do about this? Please read on.
China’s PP capacity exceeding local demand forecast to jump 68% in 2025
Last year, ICIS estimated that China’s PP capacity exceeding its demand was 6.9m tonnes. This is expected to reach 11.6m tonnes in 2025, which would be an increase of 68%. As recently as 2009, China’s PP capacity was 4.4m tonnes short of local demand.
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