China’s less commodity intensive future requires major petchem strategic rethink
14th October 2021 by

By John Richardson THE THING about the collapse of China is that, like commercially viable nuclear f...

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China pulls multiple policy levers to fix energy shortages but don’t forget secular fall in demand
11th October 2021 by

By John Richardson Executive Summary CHINA’S POWER shortages could fixed by the end of this month ...

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The perils of Evergrande for China and world polyolefins demand
20th September 2021 by

By John Richardson ON THE PLUS side of the H2 China polyolefins demand ledger are the Golden Week Ho...

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China PP arbitrage to the US goes through the roof despite surging freight costs
15th September 2021 by

By John Richardson IT IS VERY HARD to see how we will get out of this container crisis anytime soon....

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Latest data show China could become PP net exporter by 2026 and net exporter of 3.7m tonnes in 2031
13th September 2021 by

By John Richardson DO YOU WANT the good news or bad news first? This is of course a rhetorical quest...

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China HDPE self-sufficiency risks increase as more new capacity is announced
9th September 2021 by

By John Richardson THE ABOVE chart on the  left might not happen, of course. China could remain a h...

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China polyolefins demand in 2021 could be 6.5m tonnes lower than expected with imports a lot weaker
31st August 2021 by

By John Richardson NOW we must be very careful here. Time and time again, Chinese polyolefins growth...

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China PP demand improvement points to huge global dependence on just one country
26th August 2021 by

By John Richardson AS I’VE BEEN arguing for the past ten years, the global petrochemicals industry...

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The developing world must be at the centre of every climate discussion and initiative
11th August 2021 by

By John Richardson THE LATEST Intergovernmental Panel on Climate Change (IPCC) report makes grim rea...

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China panic over a downturn in H2 2021 is as overcooked the H1 boom narrative
8th August 2021 by

By John Richardson THERE is a lot of very unhelpful noise out there about China which is making it v...

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