How Lehman Bros reshaped China and the global PE business
17th September 2018 by

By John Richardson MOST of the analysis on the tenth anniversary of the Global Financial Crisis (GFC...

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PE Margins Fall As Trade War Threatens Two Entirely Separate Trading Blocks
31st August 2018 by

By John Richardson LET’S FIRST of all take a close look at what the above chart is telling us abou...

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US Risks Losing Access To 82% Of Global PE Consumption Growth, 80% Of Exports
20th August 2018 by

By John Richardson PERHAPS this week’s low-level trade talks between the US and China shouldn’t ...

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US PE Exports: Impact Of China Tariffs On Smaller Markets
17th August 2018 by

By John Richardson LET US assume for downside planning purposes that the Chinese 25% tariffs against...

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China tariffs: Quantifying The Impact On US Petchems And Energy
13th August 2018 by

By John Richardson PRESIDENT Trump believes he is winning the trade war with China because of the mu...

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China 25% Tariffs On US PE Imports Extended To All HDPE, Nearly All LLDPE
10th August 2018 by

By John Richardson CHINA has extended its 25% import tariffs on US polyethylene (PE) to include all ...

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China’s Latest Threat Of US Methanol Tariff Perfectly Targeted
6th August 2018 by

By John Richardson CHINA crunches exactly the same data as the rest of us, as I warned on Friday wh...

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Polyethylene: Damage From Trade War Should Not Be Underestimated
3rd August 2018 by

By John Richardson THE argument that the US-China trade war will have a minimal impact on the global...

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Increasing Risks Of Financial Crisis By End-Year
27th July 2018 by

A sign that the central bank “put option” has come to an end By John Richardson EVER sin...

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Six More Years Of America First: Implications For Global Petchems
22nd July 2018 by

By John Richardson DESPITE all the criticism surrounding President Trump’s handling of the Helsink...

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