Asian Chemical Connections

How the Millennials and “less is more” are destroying petrochemicals demand
20th August 2019 by

By John Richardson WE HAVE gone beyond the point of no return because of a major societal shift. Mil...

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How we could all end up as losers from President Trump’s trade policies
16th August 2019 by

The views below are my own, and, as always, do not express the opinion of ICIS By John Richardson RE...

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President Trump’s tariff concession adds to uncertainties as we drift towards a bipolar world
14th August 2019 by

The following opinions are my personal views, and, as always, do not express the views of ICIS By Jo...

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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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Trump latest tariffs risk global recession, 3.8m tonne lost PE demand
5th August 2019 by

By John Richardson PRESIDENT Trump is playing with fire as a result of his plan to impose 10% import...

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As trade talks resume make sure your expectations are very low
29th July 2019 by

By John Richardson DON’T BUILD your mind up over this week’s US/China trade talk as major breakt...

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BASF’s shocking Q2 results should have been no shock at all
9th July 2019 by

y John Richardson NOBODY should be surprised by the BASF results for Q1 2019 where, on a year-on-yea...

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China PE overstocking at nearly a million tonnes as demand weakens, competition intensifies
2nd July 2019 by

By John Richardson MEASURING petrochemicals and polymer inventory levels in China with any reasonabl...

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China petrochemicals recovery on G20 trade war progress will be shortlived
30th June 2019 by

By John Richardson China petrochemical and polymer price spreads over naphtha feedstock costs will r...

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President Trump’s Vietnam warning threatens more polyethylene disruptions
27th June 2019 by

Just to stress  that, as always, what follows are my own personal views and not those of ICIS By Jo...

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