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Asian Chemical Connections
Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019 by

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thank...

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China PE overstocking rises to more than 1m tonnes as exporters continue to flood the market
1st October 2019 by

By John Richardson CHINA is heading for another good year of PE demand growth with estimates from se...

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If Strait of Hormuz closed down: Effect on petrochemicals exports
27th September 2019 by

By John Richardson NEITHER SIDE seems to want a war but at febrile times like this miscalculations c...

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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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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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Hong Kong an example of rising political risk and the end of easy growth
2nd September 2019 by

This blog expresses my opinions and not those of ICIS By John Ricuardson THE UNREST in Hong Kong wor...

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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 sustainability will upend the petrochemicals cost curve, creating new winners and losers
23rd August 2019 by

By John Richardson THE FUTURE I described on Wednesday, of declining petrochemicals and polymers dem...

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12th Five-Year-Plan ageing populations Babyboomers China China credit China economic reforms China economy China environment China inflation China intellectual property abuses China petrochemicals China plastics industry cracker demographics Donald Trump Dow Chemical European economy European petrochemicals global economy global trade war India LLDPE middle-income trap Middle East petrochemicals New Normal OBOR oil prices one-child policy OPEC petrochemicals polyethylene polymers polyolefins polypropylene Saudi Arabia shale gas the Fed US US-China trade war US economy US petrochemicals US polyethylene US shale gas US tariffs on steel and aluminium Xi Jinping
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