China will struggle to boost local retail sales during rest of 2020 with export outlook uncertain
4th September 2020 by

By John Richardson IF IT were easy, then there would be an oversupply of owners of large yachts in M...

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The pandemic and petrochemicals demand: a whole new approach is required
30th August 2020 by

By John Richardson MONITORING demand has never been harder because of the pandemic. One of my collea...

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China’s new five-year-plan to accelerate petrochemicals self-sufficiency
23rd August 2020 by

By John Richardson IT IS ONCE again a critical moment in forecasting the direction of China’s petr...

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Why history might not even rhyme next year if economic recovery fails to arrive
19th August 2020 by

By John Richardson WE were very lucky in 2010, as the above chart illustrates. Global demand for pol...

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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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