China: temper your expectations of a H2 recovery for supply as well as demand reasons
29th March 2020 by

By John Richardson CHINA IS gradually getting back to work, but only gradually because the governmen...

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Petrochemical feedstock purchasing managers: What to think about and what do next
27th March 2020 by

By John Richardson ALL THE old assumptions about how oil, feedstock and petrochemicals markets work ...

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Vital work to maintain petrochemicals supply for essential services must continue
26th March 2020 by

By John Richardson INDUSTRY associations around the world are lobbying governments about the importa...

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European polyethylene and coronavirus: Panic buying versus the real demand outlook
16th March 2020 by

By John Richardson NOW that the epicentre of the virus has moved to Europe, we need to think through...

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Big declines in Chinese polyethylene imports, a global recession and a financial crisis
13th March 2020 by

By John Richardson YOU MIGHT be hoping that sanity will be restored after the “most expensive spee...

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Coronavirus: No recovery in petrochemicals likely until end-2020 and here are ten reasons why
6th March 2020 by

By John Richardson HERE IS your print-out-and-keep 10-point guide, summarising the key themes I’ve...

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Coronavirus: China ethylene glycols demand could fall by 1.2m tonnes as imports also diminish
4th March 2020 by

By John Richardson IN GEORGE ORWELL’S magnificent parody of communism, Animal Farm, he writes; ...

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Decline of 2.1m tonnes in 2020 global polypropylene demand now seems best possible outcome
2nd March 2020 by

By John Richardson EVERY DAY that goes by when China is not entirely back at work the economic damag...

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Global polyethylene demand in 2020 could fall by 3.3m tonnes, cost curve analysis turned on its head
28th February 2020 by

By John Richardson NOTHING that’s happened over the last few days that should surprise anyone who ...

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Global PVC demand could fall by 1.1m tonnes as coronavirus crisis becomes global
26th February 2020 by

By John Richardson YOU CANNOT stimulate economic activity when factories and offices need to be shut...

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