China: temper your expectations of a H2 recovery for supply as well as demand reasons
29th March 2020 by

By John Richardson CHINA IS gradually getting back to work, but only gradually because the governmen...

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Coronavirus: The new ten-point guide for the petrochemicals industry
20th March 2020 by

By John Richardson EARLIER THIS month I provided you with a ten-point guide for the impact of corona...

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Container freight shortages will lead to regional petrochemicals trade and supply shortages
17th March 2020 by

By John Richardson THIS excellent chart highlights the lingering effects of the coronavirus outbreak...

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Big declines in Chinese polyethylene imports, a global recession and a financial crisis
13th March 2020 by

By John Richardson YOU MIGHT be hoping that sanity will be restored after the “most expensive spee...

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Sustained collapse in oil prices: Effect on petrochemicals and the global economy
9th March 2020 by

By John Richardson IT COULD be a game of chicken designed to pull Russia back to the negotiating tab...

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Decline of 2.1m tonnes in 2020 global polypropylene demand now seems best possible outcome
2nd March 2020 by

By John Richardson EVERY DAY that goes by when China is not entirely back at work the economic damag...

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Global PVC demand could fall by 1.1m tonnes as coronavirus crisis becomes global
26th February 2020 by

By John Richardson YOU CANNOT stimulate economic activity when factories and offices need to be shut...

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Iran and the US: Assessing the risks for petrochemicals and the global economy
6th January 2020 by

As always, these are my personal views only and don’t reflect the views of ICIS By John Richar...

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Asian PE and PP margins at lowest levels in at least five years and will go lower……
4th December 2019 by

By John Richardson NOT since at least the beginning of 2014 have Northeast and Southeast Asian polye...

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IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

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