Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
Asian Chemical Connections
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
The developing world outside China to the rescue, but not for a long time
A full recovery next year? If you think this is likely, then think again
Global ethylene 12 months later: Nothing seems to have changed
What would it take to return global operating rates to the very healthy 1992-2023 average of 88%? Global capacity would have to grow by an average of around 2m tonnes a year versus our base case of 6.2m tonnes a year.
Polycarbonate trade flows: The need for new approaches to reflect trade tensions
New models are needed to understand demand and trade flows in light of increased trade tensions
The China story is consistent even in higher-value polycarbonate
BECAUSE OF events in China. global polycarbonate operating rates can only return to normal if 2024-2030 capacity declines by a total of 1m tonnes/year.
Alice in Wonderland, the Cheshire cat and the chemicals industry
Chemicals companies need to decide where they are heading now that the Supercycle is over
Global styrene markets reflect permanent changes in the chemicals landscape
DON’T just back and wait for markets to correct themselves
Stop wasting time waiting for the end of the downcycle
THE TEN REASONS why this isn’t a standard chemical industry downcycle
The US is winning in China in today’s HDPE world but what about tomorrow?
THE US is winning in the key China market because of feedstock advantages in a lower-price environment. But future trade flows will likely be shaped by geopolitics, demographics, debts and sustainability
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