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Asian Chemical Connections
Retreat of globalisation and implications for petrochemicals
15th October 2020 by

By John Richardson EVER SINCE the Berlin Wall fell in 1989, and the last great geopolitical struggle...

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Why the trade deal is much ado about almost nothing
20th January 2020 by

These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richard...

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Why President Trump, unlike with Iran, will find it harder to shift course on China
10th January 2020 by

As always, these are my personal views only and do not represent the views of ICIS. Thank you  ...

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US and Iran conflict in a world of declining growth and fragile supply chains
8th January 2020 by

By John Richardson THINK of the Fukushima disaster in 2011 and multiply its impact on global supply ...

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US/China trade deal achieves little as China pushes hard towards petrochemicals self-sufficiency
16th December 2019 by

By John Richardson PRESIDENT Trump has promised a “tremendous amount of business” for US farmers...

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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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12th Five-Year-Plan ageing populations Babyboomers China China credit China economic reforms China economy China environment China inflation China intellectual property abuses China petrochemicals China plastics industry Coronavirus COVID-19 cracker demographics Donald Trump Dow Chemical European economy European petrochemicals global economy global trade war India LLDPE middle-income trap Middle East petrochemicals New Normal OBOR oil prices one-child policy petrochemicals polyethylene polymers polyolefins polypropylene Saudi Arabia shale gas the Fed US-China trade war US economy US petrochemicals US polyethylene US shale gas US tariffs on steel and aluminium Xi Jinping
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