Asian Chemical Connections

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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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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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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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019 by

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in...

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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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