By John Richardson THERE is a huge amount of excitement out there right now about booming internet sales and how this also boosting packaging demand and so sales of polymers such as polyethylene (PE), polypropylene and polystyrene. China is, not surprisingly, the biggest growth market. Demand for foamed PE is, for example, booming in China […]
Asian Chemical Connections
Reliance On Any China Polymer Deficit Will Not Work
By John Richardson THE “last big man standing’, as polyethylene (PE) was described to me during my visit to Shanghai last week, is widely expected to remain in major deficit in China for the next decade at least. As PE is the foundation of the cracker business – i.e. it is the main reason […]
Electricity And Freight: Measuring Up To The New China
By John Richardson FIRST of all they were brilliant, almost omnipotent, and so China represented a constant “long” option: Just shove more and more money in that direction and you were guaranteed to enjoy fantastic returns. The handful of middle-aged men who run China were then suddenly uniquely incompetent, meaning you simply had to short […]
How Jack Ma Is Liberalising China’s Lending System
By John Richardson JACK Ma is a popular guy at all levels of Chinese society. And so, last June, the hugely successful online businessman was allowed to write this in a commentary in the People’s Daily, the government-run newspaper: “Innovation in many industries has been triggered by outsiders.” We think, therefore, that it might be […]
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