Asian Chemical Connections

Polyethylene production via oil and gas: The next horse and cart
21st January 2019 by

By John Richardson IF YOU had conducted a snap survey of horse and cart manufacturers during New Yor...

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China full-year lending decline confirms that Fed pause is a sideshow
15th January 2019 by

By John Richardson CHINA’S full-year 2018 lending figures are out and they underline what I’d be...

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Turkey PE demand could be 8% lower as economic problems continue
11th January 2019 by

By John Richardson TURKEY’S apparent demand for PE may have fallen by 8% in 2018 to around 2m ...

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US/China trade deal in March would likely quickly unravel
7th January 2019 by

By John Richardson YOU CAN bet on a rally in equity markets and in oil prices if some kind of deal i...

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Nothing the Fed can do to stop China causing a global recession
20th December 2018 by

By John Richardson US stock markets yesterday demonstrated their worst negative reaction to a US Fed...

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You must not assume a Goldilocks oil price in 2019 – not too hot, not cold
19th December 2018 by

By John Richardson TIME AND again people get oil markets wrong because they entirely focus on the ph...

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China Shadow Lending Down By 70% With Deleveraging To Continue
16th March 2018 by

By John Richardson The ABOVE CHART shows that lending via China’s shadow banking system fell by no...

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China Shadow Banking Squeeze Threatens Global Economy
14th February 2018 by

By John Richardson THE trend that I identified last August is continuing. China is in the midst of a...

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Petchems Pricing Power, Operating Rates Tell Real Economic Story
15th January 2018 by

By John Richardson PETROCHEMICALS and polymers pricing power – how easily petrochemicals producers...

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Global Economy In 2018: Stimulus Withdrawal Threatens Complacent Outlook
3rd January 2018 by

By John Richardson IN TODAY’S world of soar-away stock markets backed up by the notion that the su...

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