Asian Chemical Connections

Global manufacturing slowdown: Turn to China’s polypropylene market for your explanation
4th October 2019 by

By John Richardson THEY SADLY still don’t get it. All the clamour yesterday was about declinin...

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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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US petrochemicals export exposure grows at the wrong time in history
25th September 2019 by

As always, the views in this blog post are my own and do not reflect the views of ICIS. Thank you By...

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Further collapse in China auto sales underlines radical change in petrochemicals business model
23rd September 2019 by

By John Richardson HAVE FEEDSTOCK will build has been the route to success for many years in the pet...

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Global PP demand could be 81.5m tonnes less than forecast in 2019-2028 as China Debt Supercycle ends
5th September 2019 by

By John Richardson SOME PEOPLE argue that despite the rapid rise in Chinese consumer debt over the l...

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China economic stimulus and PP: How global demand could have been 71m tonnes smaller
4th September 2019 by

By John Richardson CHINA came to the rescue of the global economy in 2009. This wasn’t for altruis...

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Hong Kong an example of rising political risk and the end of easy growth
2nd September 2019 by

This blog expresses my opinions and not those of ICIS By John Ricuardson THE UNREST in Hong Kong wor...

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How sustainability will upend the petrochemicals cost curve, creating new winners and losers
23rd August 2019 by

By John Richardson THE FUTURE I described on Wednesday, of declining petrochemicals and polymers dem...

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How the Millennials and “less is more” are destroying petrochemicals demand
20th August 2019 by

By John Richardson WE HAVE gone beyond the point of no return because of a major societal shift. Mil...

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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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