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Asian Chemical Connections

PE and PP production decisions become super-critical amid Ukraine-Russia, zero-COVID complications

Every tonne you don’t produce, when you correctly assess that the demand isn’t there in a particular market, will be important in preserving cashflow. Cashflow could once again be king, as it was just during the 2008-2009 Global Financial Crisis; and every tonne that you do produce, when you accurately assess that demand is there will, of course, support your revenues.

China polyolefins: several years of history pass in just one week

LAST WEEK I challenged whether the longstanding “put option” for petrochemicals companies and investors would still apply to China 2022.

The put option rests on the well-proven notion that the worst things get in the short term, the better the immediate outlook because Beijing always rides to the rescue with big economic stimulus.

The challenge I posed to the put option was that China might only tinker around the edges of its Common Prosperity economic reforms.

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