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Asian Chemical Connections

China And US On Collision Course As Trade Tensions Build

By John Richardson Yesterday, President Trump threatened to impose penalties on China for alleged abuse of intellectual property right rules. Below is the context behind way claims of abuses are likely to increase in the future.  This suggests that China and the US are on a collision course over trade, with major negative implications for […]

China’s Polyethylene Market: Three New Scenarios For 2018-2025

By John Richardson THE above slide underlines the growing complexity surrounding China’s economy, politics, society,  environmental policies and trading relationship with the US. I’ve placed this complexity in the context of the implications for the polyethylene (PE) industry. The above slide, and the full explanation below, updates my three scenarios from last September. These new […]

Benefits, Risks Of Petronas/Aramco Deals Serving As Template

By John Richardson THE PETRONAS and Saudi Aramco joint ventures in the RAPID refining-to-petrochemicals project in Malaysia may serve as a template for further “win/win deals”. Whilst these deals will substantially benefit the companies and countries involved, there are broader risks that I’ll discuss at the end of this blog post. Back in February, Aramco […]

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