Asian Chemical Connections

As trade talks resume make sure your expectations are very low
29th July 2019 by

By John Richardson DON’T BUILD your mind up over this week’s US/China trade talk as major breakt...

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Southeast Asia PE spreads further underline weak demand, but trade talks promise rebound
25th June 2019 by

By John Richardson THE GOOD news today is that the US and China have agreed to resume trade talks. P...

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Global polyethylene: Supply is not the problem, it is demand
24th June 2019 by

By John Richardson WHEN people talk about supply it is very often because it is much easier to quant...

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Drone attack shows lack of Iranian govt control over competing factions
21st June 2019 by

The following opinions are the personal views of the author and do not express the views of ICIS &nb...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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China PE spreads at seven-year low indicates too many eggs in one basket
4th June 2019 by

By John Richardson CHINA polyethylene (PE) spreads over naphtha feedstock costs are at a seven-year ...

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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 MEG spreads turn negative on 171% rise in US retail prices for Chinese clothing
24th May 2019 by

By John Richardson THERE are a lot of theories out there about why the spreads between Chinese mono-...

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China benzene spreads at ten-year low on misplaced trade deal hopes
19th May 2019 by

By John Richardson THE ABOVE chart shows that in April the average spread between CFR Japan naphtha ...

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China PE demand boom will not stop further margin declines
10th May 2019 by

By John Richardson CHINA’S polyethylene (PE) market is being temporarily weighed down by overstock...

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