Southeast Asia polyolefins demand may fall by as much as during Asian Financial Crisis
8th May 2020 by

By John Richardson HOW do you replace anywhere between 9% and 18% of GDP when it has virtually disap...

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Coronavirus may have made China province-level petchems data even more important
4th May 2020 by

By  John Richardson WHEN THE coronavirus crisis first hit China most of the focus was of course on ...

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China recovery appears to lose steam as PE and PP self-sufficiency increases
1st May 2020 by

By John Richardson DON’T SAY I did not warn you. The post-coronavirus recovery in China is already...

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China PP imports: Two scenarios showing downside risks for 2020
21st April 2020 by

John Richardson SOMETIMES you can forget what you already know. This was the case in March when I wa...

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Global PP demand in 2020 faces two potential major downsides
20th April 2020 by

  By John Richardson THE GOOD news might be that some 30% of global PP demand is into packaging...

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Why the long term price of oil could be lower than many people expect
17th April 2020 by

By John Richardson I HAVE LONG been intrigued by the theory in quantum physics that electrons behave...

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Modest rebound in oil prices on output cut reflects unprecedented scale of demand loss
13th April 2020 by

By John Richardson DON’T SAY I didn’t warn you. It has been clear since early April that no amou...

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After COVID-19: How US petrochemicals could become the laggard
8th April 2020 by

The big oil, gas and petrochemicals companies have already started planning for how the world will l...

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Focus of petchems business must be on meeting medical and food needs
5th April 2020 by

By John Richardson SEVERAL contacts have said to me over the last two weeks that increased medical a...

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Be very, very cautious about buying into the idea of a Q2 crude price rally
3rd April 2020 by

By John Richardson IT IS the unprecedented nature of the demand shock that’s the thing, regardless...

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