China’s petchems market rally: we don’t have enough data to decide whether it is sustainable
25th February 2021 by

By John Richardson CHINA’S PETROCHEMICAL prices typically increase when the Lunar New Year (LNY) h...

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China PX imports could fall by 64% in 2021 with styrene imports 59% lower
23rd February 2021 by

By John Richardson AS OF yesterday, around 70% of US paraxylene capacity was offline. No less than 6...

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China’s PP imports in 2021 could fall by as much as 53% over last year
21st February 2021 by

By John Richardson TODAY I get closer to completing my outlooks for China’s petrochemical and poly...

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China slowdown may be the biggest petchem event in H1, not US and European tight supply
18th February 2021 by

By John Richardson I SUSPECT that the bigger story for the global petrochemicals industry in H1 may ...

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China’s polyethylene imports set to remain very strong in 2021
14th February 2021 by

By John Richardson DEMAND, as I discussed on 11 February, will not be a problem for the global polye...

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Why it is obvious few, in any, conventional steam crackers will start-up after 2030
7th February 2021 by

By John Richardson I SAID TO a contact earlier this week that it was remarkable that a senior execut...

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China paraxylene imports may be just 6.6m tonnes in 2021 – 58% lower than only three years ago
4th February 2021 by

By John Richardson PLEASE DON’T say I didn’t tell you. Further big declines  in China’s parax...

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China petrochemicals overstocking likely substantial as Q1 slowdown risks increase
31st January 2021 by

By John Richardson THE ABOVE chart on the left – showing average month-on-month percentage increas...

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Final China PE 2020 numbers and new outlook for this year as logistics and pandemic threats increase
28th January 2021 by

By John Richardson NOW THAT we have the final data for 2020, for last December, we can complete the ...

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Vaccine nationalism and lack of debt relief remain major threats to petchem growth
27th January 2021 by

By John Richardson WE LIVE in a highly interconnected world as this statistic underlines: of the $18...

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