By John Richardson LAST month I gave you the downside of urbanisation in China and how this could result in 7m tonnes of lower polyethylene (PE) demand in 2030 than we assume in our base case. A very good contact of mine has however pointed out this fascinating article from the World Economic Forum on […]
Asian Chemical Connections
China Urbanisation Policies Threaten 7m Tonnes Of PE Consumption
By John Richardson CONTINUED urbanisation in China, it is often said by petrochemicals and polymer company CEOs, guarantees further strong demand growth for their products. But just because a statement is repeated on many occasions by very senior people during investor conference calls and at big public conferences doesn’t automatically make it true. This is […]
China Polyethylene: Inland Growth And Internet Sales Versus Threat From Sustainability
By John Richardson THE ABOVE CHART uses the same approach I used in late February for my post on per capita polypropylene consumption in China. In this case, my focus is on polyethylene (PE): The latest available IMF data for per capita income levels by province and other administrative region in China is for 2016 […]
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