Asian Chemical Connections

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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China benzene spreads at ten-year low on misplaced trade deal hopes
19th May 2019 by

By John Richardson THE ABOVE chart shows that in April the average spread between CFR Japan naphtha ...

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Growth in China second hand car market driven by ageing population
22nd March 2019 by

By John Richardson CHINA will become a country of a billion plus Western-style middle class consumer...

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China’s January credit surge: Case for one-off panic, no new global economic boom
6th March 2019 by

By John Richardson CHINA’S HUGE January credit increase might be the start of a new round of major...

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China propylene: 6.7m tonne demand hole threatens to swallow-up new projects
4th February 2019 by

By John Richardson CONVENTIONAL opinion is that the global propylene market is moving from a balance...

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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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