Asian Chemical Connections

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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Environmental taxes on US polyethylene shipments to the EU seem inevitable
17th November 2019 by

By John Richardson IT ALL seemed to make perfect sense at the time. Feedstock and financing were inc...

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The global polyethylene paradigm shift of permanently weaker demand
15th November 2019 by

By John Richardson MALCOLM GLADWELL, in his very thought provoking book The Outliers, writes about w...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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China PE overstocking rises to more than 1m tonnes as exporters continue to flood the market
1st October 2019 by

By John Richardson CHINA is heading for another good year of PE demand growth with estimates from se...

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European petrochemical markets keeping calm and carrying on in light of Saudi attacks
19th September 2019 by

Here is a guest post from my very good ICIS colleague, Matt Tudball, our head of European Markets, w...

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Global PE market to remain long despite Saudi cutbacks caused by drone attack
17th September 2019 by

By John Richardson TRADERS lucky enough to be holding long positions in PE ahead of the 14 September...

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Risk of stagflation and recession from drone attack on Saudi oil facilities
17th September 2019 by

By John Richardson ANY major change in US government foreign policy always carries major risks becau...

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Drone attack on Saudi oil facilities: Substantial investment required to avoid a repeat
16th September 2019 by

The views expressed below are personal and do not express the views of ICIS Here is a another blog p...

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