China’s long-term ambition for paraxylene self-sufficiency seems close to being realised
21st June 2020 by

On Friday, I examined how China’s paraxylene (PX) net imports could fall to as little 8m tonne...

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Main Street versus Wall Street and the crisis in the developing world
10th June 2020 by

By John Richardson RISING equity and oil markets do not necessarily point to a V-shaped recovery. I ...

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Coronavirus, impact on the developing world and the scale of demand losses
29th May 2020 by

By John Richardson ALL OF us are struggling to come to terms with a collapse in the global economy t...

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Beware of the fragile nature of the oil and petrochemical price recovery
22nd May 2020 by

By John Richardson RECENT rises in oil and petrochemicals prices should not in my view be taken as a...

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China petrochemical inventories build on what could be false hopes of a V-shaped rebound
19th May 2020 by

By John Richardson AS PETROCHEMICALS storage space in China fills up on the hope that the country ca...

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What petrochemical companies must do to adapt to a smaller coronavirus economy
15th May 2020 by

By John Richardson PETROCHEMICAL companies can adapt to the coronavirus New Normal by running their ...

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Coronavirus and the way forward: Forecasting micro surges in petrochemicals demand
11th May 2020 by

By John Richardson THE MONTH of May is normally a low season for toluene di-isocyanate (TDI) demand ...

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Why Asia may win and the US lose in post-virus petchems investment world
6th May 2020 by

As always, these are my personal views and don’t reflect the views of ICIS By John Richardson ...

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Coronavirus may have made China province-level petchems data even more important
4th May 2020 by

By  John Richardson WHEN THE coronavirus crisis first hit China most of the focus was of course on ...

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China recovery appears to lose steam as PE and PP self-sufficiency increases
1st May 2020 by

By John Richardson DON’T SAY I did not warn you. The post-coronavirus recovery in China is already...

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