Asian Chemical Connections

Long term downcycle will transform global petrochemicals, creating new Winners and Losers
6th December 2019 by

By John Richardson THIS IS not a normal downcycle. Please get over that idea however many people, bo...

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Environmental taxes on US polyethylene shipments to the EU seem inevitable
17th November 2019 by

By John Richardson IT ALL seemed to make perfect sense at the time. Feedstock and financing were inc...

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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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The new China and the rise of the Millennials transform the petrochemicals business model
6th October 2019 by

By John Richardson ANYONE who has anything to do with the petrochemicals industry or anything to do ...

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US petrochemicals export exposure grows at the wrong time in history
25th September 2019 by

As always, the views in this blog post are my own and do not reflect the views of ICIS. Thank you By...

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China economic stimulus and PP: How global demand could have been 71m tonnes smaller
4th September 2019 by

By John Richardson CHINA came to the rescue of the global economy in 2009. This wasn’t for altruis...

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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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US LLDPE imports and the impact on European petrochemicals
26th June 2019 by

  By John Richardson EUROPEAN linear-low density polyethylene (LLDPE) markets have yet to feel ...

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Southeast Asia PE spreads further underline weak demand, but trade talks promise rebound
25th June 2019 by

By John Richardson THE GOOD news today is that the US and China have agreed to resume trade talks. P...

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