Asian Chemical Connections

Asian polyethylene shutdowns? Once again, good luck with that idea
25th November 2019 by

By John Richardson I was new to the game as I had only been analysing the petrochemicals business fo...

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US ethylene glycols: Diversifying away from China may prove impossible
23rd October 2019 by

By John Richardson US BUSINESSES are making arrangements to diversify their supply chains away from ...

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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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If Strait of Hormuz closed down: Effect on petrochemicals exports
27th September 2019 by

By John Richardson NEITHER SIDE seems to want a war but at febrile times like this miscalculations c...

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Global PE market to remain long despite Saudi cutbacks caused by drone attack
17th September 2019 by

By John Richardson TRADERS lucky enough to be holding long positions in PE ahead of the 14 September...

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China economic stimulus and PP: How global demand could have been 71m tonnes smaller
4th September 2019 by

By John Richardson CHINA came to the rescue of the global economy in 2009. This wasn’t for altruis...

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US LLDPE imports and the impact on European petrochemicals
26th June 2019 by

  By John Richardson EUROPEAN linear-low density polyethylene (LLDPE) markets have yet to feel ...

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Southeast Asia PE spreads further underline weak demand, but trade talks promise rebound
25th June 2019 by

By John Richardson THE GOOD news today is that the US and China have agreed to resume trade talks. P...

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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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Trade War: 88m tonnes of lost polymers demand despite the boom in Asia ex-China
12th June 2019 by

By John Richardson SURE, there are tremendous opportunities for petrochemicals and polymers companie...

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