Asian Chemical Connections

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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China new vehicle sales: A long term decline and what this means for petrochemicals
29th November 2019 by

By John Richardson THE MAINSTREAM view is that there is nothing fundamental about the decline in new...

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Europe to become much more self-sufficient in polyethylene because of sustainability
20th November 2019 by

Yes, I know I promised to focus on Asia and its cracker-to-PE industry today and how the region will...

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The global polyethylene paradigm shift of permanently weaker demand
15th November 2019 by

By John Richardson MALCOLM GLADWELL, in his very thought provoking book The Outliers, writes about w...

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Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019 by

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses a...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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China’s inland petrochemicals demand will never come anywhere close to coastal levels
28th October 2019 by

By John Richardson ONE DIMENSIONAL analysis of China would have you believe that as per capita incom...

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US ethylene glycols: Diversifying away from China may prove impossible
23rd October 2019 by

By John Richardson US BUSINESSES are making arrangements to diversify their supply chains away from ...

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The US places heavy bets on LLDPE at a time of demand erosion
21st October 2019 by

By John Richardson IT IS a remarkably single product-focused strategy given the exposure of linear-l...

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