Why a new stimulus deal could be critical for US polyethylene demand
11th August 2020 by

By John Richardson GOVERNMENT stimulus is crucial for protecting polyethylene (PE) markets in the We...

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China moves closer to Iran as tensions with the US build: Implications for petrochemicals
2nd August 2020 by

By John Richardson Opinions and emotions and can shape how we interpret data, but, as we all know, o...

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China consulate closure underlines long-term split with US, potential big shift in petchems trade flows
23rd July 2020 by

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

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Iran and China new deal could hasten Belt & Road Initiative petrochemicals self-sufficiency
19th July 2020 by

By John Richardson ONCE AGAIN, please don’t say I didn’t tell you. A proposed new investment and...

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Main Street versus Wall Street and the crisis in the developing world
10th June 2020 by

By John Richardson RISING equity and oil markets do not necessarily point to a V-shaped recovery. I ...

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Why the EU could become polyethylene self-sufficient in the post-pandemic world
8th June 2020 by

By John Richardson ONE OF the many unknowns about the post-pandemic world is the extent to which the...

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Polyethylene producers must avoid repeating the mistakes of Q1
5th June 2020 by

By John Richardson AFTER a very challenging first quarter, nobody wants to make further write-downs ...

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Coronavirus, reshoring and the polyester industry: Good luck with that
27th May 2020 by

By John Richardson POLITICIANS, not just including the Populist variety, are talking a lot about res...

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Further polyethylene rate cuts seem inevitable with no certainty on who will blink first
18th May 2020 by

By John Richardson IT IS NOT just a razor-like focus on petrochemicals demand that will get you thro...

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Why Asia may win and the US lose in post-virus petchems investment world
6th May 2020 by

As always, these are my personal views and don’t reflect the views of ICIS By John Richardson ...

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