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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Asian polypropylene market heads for major 2020 downturn
2nd December 2019 by

By John Richardson THE ASIAN polypropylene (PP) market hasn’t been as bad as the region’s polyet...

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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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China’s real GDP growth below 6% as mono-ethylene glycols margins provide early indicator of depth of downturn
18th October 2019 by

By John Richardson GLOBAL stock markets will now doubt respond negatively to the news that China’s...

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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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Global manufacturing slowdown: Turn to China’s polypropylene market for your explanation
4th October 2019 by

By John Richardson THEY SADLY still don’t get it. All the clamour yesterday was about declinin...

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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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Unsustainable boom in China auto market ends as sales of new vehicles move permanently lower
8th September 2019 by

By John Richardson THERE IS a big temptation when making forecasts of becoming too excited about the...

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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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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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