Asian Chemical Connections

Global PE market to remain long despite Saudi cutbacks caused by drone attack
17th September 2019 by

By John Richardson TRADERS lucky enough to be holding long positions in PE ahead of the 14 September...

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President Trump can only cause major economic damage by beating China, unless he has a time machine
12th September 2019 by

The views in this blog, are, as always, my own personal views and don’t reflect the views of I...

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Global PP demand could be 81.5m tonnes less than forecast in 2019-2028 as China Debt Supercycle ends
5th September 2019 by

By John Richardson SOME PEOPLE argue that despite the rapid rise in Chinese consumer debt over the l...

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President Trump’s “better off without China” tweet not supported by the data
24th August 2019 by

The opinions in this blog post are, as always, my own and do not reflect the views of ICIS   By...

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How the Millennials and “less is more” are destroying petrochemicals demand
20th August 2019 by

By John Richardson WE HAVE gone beyond the point of no return because of a major societal shift. Mil...

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US declaring China currency manipulator risks 10.8m tonnes of global petrochemicals demand
6th August 2019 by

  By John Richardson BY PLAYING with fire President Trump has very likely set the forest on fir...

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Trump latest tariffs risk global recession, 3.8m tonne lost PE demand
5th August 2019 by

By John Richardson PRESIDENT Trump is playing with fire as a result of his plan to impose 10% import...

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BASF’s shocking Q2 results should have been no shock at all
9th July 2019 by

y John Richardson NOBODY should be surprised by the BASF results for Q1 2019 where, on a year-on-yea...

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China PP demand at risk of 20 million tonnes shortfall in 2019-2025
19th June 2019 by

By John Richardson THE CHANCES of some kind of trade deal have edged a little higher following the a...

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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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