Asian Chemical Connections

IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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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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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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Environmental credits separate polymer Winners and Losers as the world divides
14th June 2019 by

By John Richardson THE WORLD is becoming a much more complex and fragmented place as the consensus a...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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China could easily become styrene net exporter as trade war drives self-sufficiency
27th May 2019 by

By John Richardson CHINA MIGHT remain a major net importer of styrene by 2025, making it still the b...

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China’s paraxylene imports in 2019-2025 face major downside risks
21st May 2019 by

By John Richardson NEVER underestimate China’s ability to execute vast and highly complex manufact...

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