Asian Chemical Connections

China real estate a growing stress point for global chemicals demand
17th June 2019 by

By John Richardson WE ALL know, or at least we all should know, just how important is the Chinese ec...

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Trade War: 88m tonnes of lost polymers demand despite the boom in Asia ex-China
12th June 2019 by

By John Richardson SURE, there are tremendous opportunities for petrochemicals and polymers companie...

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Trade war certainties: A bi-polar world and the overwhelming importance of Chinese demand
10th June 2019 by

By John Richardson THE IRONY IS that if the US trade deficit with China shrinks because of the trade...

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China PP demand growth still heading for seven-year low despite surge in imports
7th June 2019 by

By John Richardson ALL is not suddenly right with China’s polypropylene (PP) demand despite our re...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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China PE spreads at seven-year low indicates too many eggs in one basket
4th June 2019 by

By John Richardson CHINA polyethylene (PE) spreads over naphtha feedstock costs are at a seven-year ...

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Vietnam PE demand booms on trade war, but for how much longer?
31st May 2019 by

By John Richardson GLOBAL manufacturing supply chains are adjusting to the US tariffs against China,...

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China trade war self-reliance push threatens ethylene glycols and PP imports
29th May 2019 by

By John Richardson CHINA WILL do what suits China and not what suits the rest of the petrochemicals ...

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China’s paraxylene imports in 2019-2025 face major downside risks
21st May 2019 by

By John Richardson NEVER underestimate China’s ability to execute vast and highly complex manufact...

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China benzene spreads at ten-year low on misplaced trade deal hopes
19th May 2019 by

By John Richardson THE ABOVE chart shows that in April the average spread between CFR Japan naphtha ...

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