China’s petchems market rally: we don’t have enough data to decide whether it is sustainable
25th February 2021 by

By John Richardson CHINA’S PETROCHEMICAL prices typically increase when the Lunar New Year (LNY) h...

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China slowdown may be the biggest petchem event in H1, not US and European tight supply
18th February 2021 by

By John Richardson I SUSPECT that the bigger story for the global petrochemicals industry in H1 may ...

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Petrochemicals and demand: a deer caught in the headlights
11th February 2021 by

By John Richardson THE THING is, as I discussed in my 9 February blog post, we simply do not have ou...

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The new oil shocks: semiconductor supply shortages threaten the global economy
2nd February 2021 by

By John Richardson HIGH VALUE semiconductors, which are defined as five nanometres (billionths of a ...

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China petrochemicals overstocking likely substantial as Q1 slowdown risks increase
31st January 2021 by

By John Richardson THE ABOVE chart on the left – showing average month-on-month percentage increas...

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Vaccine nationalism and lack of debt relief remain major threats to petchem growth
27th January 2021 by

By John Richardson WE LIVE in a highly interconnected world as this statistic underlines: of the $18...

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The energy transition and how it will define tomorrow’s petrochemical Winners
12th January 2021 by

    By John Richardson MOST OF the time historical events move at a snail’s pace. The me...

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Collapsing battery costs point to ever-declining forecasts for oil demand
5th January 2021 by

By John Richardson THE END of the oil age is arriving. Sooner than many people think, demand for oil...

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China’s BRI will go from strength to strength, redrawing global petrochemicals map
20th December 2020 by

By John Richardson CHINA’S Belt & Road Initiative (BRI) is alive and kicking and will, in my v...

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Sustainability, the pandemic, demographics and geopolitics – how petchem companies respond will define their success
1st December 2020 by

Just to stress again that this blog represents my personal views and not those if ICIS. By John Rich...

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