China’s less commodity intensive future requires major petchem strategic rethink
14th October 2021 by

By John Richardson THE THING about the collapse of China is that, like commercially viable nuclear f...

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China pulls multiple policy levers to fix energy shortages but don’t forget secular fall in demand
11th October 2021 by

By John Richardson Executive Summary CHINA’S POWER shortages could fixed by the end of this month ...

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China petchem project cancellations on “common prosperity” may not mean higher imports
6th October 2021 by

By John Richardson IT IS BEING suggested that China’s “common prosperity” policy pivot, the bi...

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China traditional Q4 petchems demand increase unlikely because of economic rebalancing
4th October 2021 by

By John Richardson A NEW RESEARCH PAPER by economists Kenneth Rogoff and Yuanchen Yang underlines th...

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China carbon limits and Evergrande tied together as short term growth challenges build
28th September 2021 by

By John Richardson Executive summary THE LIKELIHOOD that 227,000 tonnes of China’s polyethylene (P...

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Challenges facing China as it tries to bridge the rural-urban wealth divide
26th September 2021 by

By John Richardson THIS COULD be the biggest event in our industry since at least the Global Financi...

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What global petchems demand would have been like without the China property bubble warns us about the future
24th September 2021 by

By John Richardson PLAYING “What if?” games by changing the course of history is popular amongst...

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Whether Beijing blinks over Evergrande is the biggest issue for global petchems
22nd September 2021 by

By John Richardson WILL BEIJING blink? The answer to this question could pretty much set the directi...

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The perils of Evergrande for China and world polyolefins demand
20th September 2021 by

By John Richardson ON THE PLUS side of the H2 China polyolefins demand ledger are the Golden Week Ho...

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China PP arbitrage to the US goes through the roof despite surging freight costs
15th September 2021 by

By John Richardson IT IS VERY HARD to see how we will get out of this container crisis anytime soon....

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