Asian Chemical Connections

Long term downcycle will transform global petrochemicals, creating new Winners and Losers
6th December 2019 by

By John Richardson THIS IS not a normal downcycle. Please get over that idea however many people, bo...

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China new vehicle sales: A long term decline and what this means for petrochemicals
29th November 2019 by

By John Richardson THE MAINSTREAM view is that there is nothing fundamental about the decline in new...

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Asian copolymer polyproplyene used as a sink for growing oversupply of ethylene
27th November 2019 by

By John Richardson A SURE sign that the Asian ethylene-to-polyethylene (PE) markets are distressed c...

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Europe to become much more self-sufficient in polyethylene because of sustainability
20th November 2019 by

Yes, I know I promised to focus on Asia and its cracker-to-PE industry today and how the region will...

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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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India must forget trying to follow China and should instead launch a Green New Deal
3rd November 2019 by

By John Richardson DON’T WORRY, I am told, India is on the way. As China undergoes major structura...

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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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The new China and the rise of the Millennials transform the petrochemicals business model
6th October 2019 by

By John Richardson ANYONE who has anything to do with the petrochemicals industry or anything to do ...

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President Trump can only cause major economic damage by beating China, unless he has a time machine
12th September 2019 by

The views in this blog, are, as always, my own personal views and don’t reflect the views of I...

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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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