Here is another article on the liquefied petroleum gas (LPG) market, a subject we have covererd several times on the blog over the last few months. Below we discuss how the temporary supply constraints that have kept LPG tight this year look set to end, creating a very attractive feedstock option for higher-cost Asian cracker […]
Asian Chemical Connections
Supercycle Claims Dismissed
By John Richardson THE Morgan Stanley Supercycle report, which we first blogged on last Friday, has created a big stir among the blog’s contacts. Click herefor a copy of the report RI_PETROCHEM_BLUEPAPER2010.pdf As we said in this ICIS news article on both the Morgan Stanley report, and one from Merrill Lynch which is in a similar […]
Polyethylene And The Stories People Tell
…..quite possibly, yes, but it matters not what you say, only how you tell it Source of picture: freelancefolder.com By John Richardson THIS poor mug might well have been the victim of rumours designed to move the daily price of polyethylene (PE) in China late last week. The author of this […]
Petrochemicals Supercycle On The Way – Morgan Stanley
Watch out for the charging bulls… Source of picture: sbynewsblogspot.com By John Richardson A FEW senior industry executives told the blog as long as a year ago that a petrochemicals supercycle was on the way as a result of lack of new supply post-2011 and booming emerging markets demand growth. The babble of […]
Finding a home for Marcellus ethane
By Malini Hariharan A few weeks back the blog had highlighted the problems related to the disposal of ethane at the Marcellus Shale in northeast US. Shale gas producers in the region are in a fix as ethane needs to be removed to meet pipeline specifications for transporting gas. However, there is no infrastructure or […]
More LPG For Petrochemicals – Eventually!
By John Richardson In theory there should be an additional 20-30m tonne/year of liquefied petroleum gas (LPG) coming on-stream between 2008-2012, according to Petrochemical Corp of Singapore (PCS) – the Singapore Jurong Island-based cracker operator. This could lead to 5-10m tonne/year more LPG being cracked if the pricing incentives are right, added PCS in a […]
No Going Back, But Don’t Expect Smooth Ride
Cloth nappies?….you have to be kidding Source of picture: babygavin.com By John Richardson IT IS the biggest transformation that the global economy has probably ever undergone, resulting in numerous opportunities and challenges for the chemicals industry as emerging markets continue to boom. The obvious opportunity is for those who can meet […]
US Polyethylene Competitiveness To Surge in 2012
George Mitchell of Devon Energy – The “Father of Shale Gas” By John Richardson US polyethylene (PE) input costs will be 50% less than those in Europe and Asia beyond 2012, says a new report by Morgan Stanley. The extraordinary gap in competitiveness is the result of the shale gas revolution that has sharply reduced […]
Abandon Fear And Plan For The New Utopia
Michael Corleone once told his fiancee, “The old way of doing things is over – even my father knows that. In ten years time, the Corleone family will be entirely legitimitate” and ten years later he was still killing lots of people. So beware of what follows… Source of picture: www.i-italy.com By John Richardson […]
Distorting The Outlook For 2011
Source of picture: http://www.intentblog.com By John Richardson and Malini Hariharan THE view from a particular geography, grade of polyolefin or end-use application might be distorting the outlook for 2011. In China and India and other emerging markets demand growth continues to astound and even though the rates of expansion might have slowed down […]
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