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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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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US/China trade deal achieves little as China pushes hard towards petrochemicals self-sufficiency
16th December 2019 by

By John Richardson PRESIDENT Trump has promised a “tremendous amount of business” for US farmers...

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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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Unsustainable boom in China auto market ends as sales of new vehicles move permanently lower
8th September 2019 by

By John Richardson THERE IS a big temptation when making forecasts of becoming too excited about the...

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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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How the Millennials and “less is more” are destroying petrochemicals demand
20th August 2019 by

By John Richardson WE HAVE gone beyond the point of no return because of a major societal shift. Mil...

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Environmental credits separate polymer Winners and Losers as the world divides
14th June 2019 by

By John Richardson THE WORLD is becoming a much more complex and fragmented place as the consensus a...

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Vietnam PE demand booms on trade war, but for how much longer?
31st May 2019 by

By John Richardson GLOBAL manufacturing supply chains are adjusting to the US tariffs against China,...

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China chemicals storage at bursting point indicates no big new economic stimulus
27th March 2019 by

By John Richardson CHEMICALS markets are a great barometer for weather conditions in the wider econo...

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