Asian Chemical Connections

Global polyethylene in 2020: Margins will reach historic lows as new growth model emerges
8th December 2019 by

Here is a first of a series of outlook articles for 2020 where I focus on the risks ahead for the gl...

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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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Surge in US polyethylene exports occurs as China growth slows, Asian margins turn negative
16th October 2019 by

By John Richardson PERHAPS ONE could argue, but I certainly wouldn’t, that in a perfect world the ...

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President Trump can only cause major economic damage by beating China, unless he has a time machine
12th September 2019 by

The views in this blog, are, as always, my own personal views and don’t reflect the views of I...

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Hong Kong an example of rising political risk and the end of easy growth
2nd September 2019 by

This blog expresses my opinions and not those of ICIS By John Ricuardson THE UNREST in Hong Kong wor...

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President Trump’s “better off without China” tweet not supported by the data
24th August 2019 by

The opinions in this blog post are, as always, my own and do not reflect the views of ICIS   By...

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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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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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US declaring China currency manipulator risks 10.8m tonnes of global petrochemicals demand
6th August 2019 by

  By John Richardson BY PLAYING with fire President Trump has very likely set the forest on fir...

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