China PP arbitrage to the US goes through the roof despite surging freight costs
15th September 2021 by

By John Richardson IT IS VERY HARD to see how we will get out of this container crisis anytime soon....

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China polyolefins demand in 2021 could be 6.5m tonnes lower than expected with imports a lot weaker
31st August 2021 by

By John Richardson NOW we must be very careful here. Time and time again, Chinese polyolefins growth...

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China styrene demand faces annual decline while imports could fall by 38%
1st July 2021 by

By John Richardson SINCE FEBRUARY this year the ICIS petrochemical data has pointed to a significant...

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The multi-million dollar polymers opportunity: continued big regional price differentials
29th June 2021 by

By John Richardson POLYMER BUYERS outside northeast (NEA) and southeast Asia (SEA) have a big opport...

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China PP demand could fall by 1m tonnes in 2021 but prospects for PE look better despite a weak January-May
24th June 2021 by

By John Richardson THE ABOVE chart confirms that China’s economic slowdown, which began in January...

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Inflation pressures build on prolonged supply chain disruptions
8th June 2021 by

By John Richardson OK, I MAY have got this wrong. Inflation could be a bigger problem than I envisag...

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Demographics are reshaping petrochemicals trade flows, investment patterns and demand
23rd May 2021 by

  By John Richardson TEN YEARS AGO, fellow blogger Paul Hodges and I  first highlighted the le...

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Petrochemicals markets complexity is only going to grow and grow
13th May 2021 by

By John Richardson NICE WORK, if you get can get it. A trucking company in Fort Worth, Texas, is off...

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Petrochemical buyers, after a very difficult pandemic, can gain from China-driven deflation
6th May 2021 by

By John Richardson BUYERS OF polypropylene (PP) and other polymers and petrochemicals have had an in...

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China PP and styrene Q1 apparent demand seems to indicate slowdown
25th April 2021 by

By John Richardson WE MUST BE careful here. If 2020 taught is anything, it is that China has the cap...

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