Asian Chemical Connections

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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Vietnam polyethylene demand boom may not last because of infrastructure pressures
13th November 2019 by

By John Richardson LET’S start with some good news: Vietnamese polyethylene (PE) demand looks set ...

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IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

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India must forget trying to follow China and should instead launch a Green New Deal
3rd November 2019 by

By John Richardson DON’T WORRY, I am told, India is on the way. As China undergoes major structura...

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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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China’s real GDP growth below 6% as mono-ethylene glycols margins provide early indicator of depth of downturn
18th October 2019 by

By John Richardson GLOBAL stock markets will now doubt respond negatively to the news that China’s...

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Surge in US polyethylene exports occurs as China growth slows, Asian margins turn negative
16th October 2019 by

By John Richardson PERHAPS ONE could argue, but I certainly wouldn’t, that in a perfect world the ...

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Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019 by

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thank...

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