Asian Chemical Connections

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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US declaring China currency manipulator risks 10.8m tonnes of global petrochemicals demand
6th August 2019 by

  By John Richardson BY PLAYING with fire President Trump has very likely set the forest on fir...

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China PE overstocking at nearly a million tonnes as demand weakens, competition intensifies
2nd July 2019 by

By John Richardson MEASURING petrochemicals and polymer inventory levels in China with any reasonabl...

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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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Trade war certainties: A bi-polar world and the overwhelming importance of Chinese demand
10th June 2019 by

By John Richardson THE IRONY IS that if the US trade deficit with China shrinks because of the trade...

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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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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’s paraxylene imports in 2019-2025 face major downside risks
21st May 2019 by

By John Richardson NEVER underestimate China’s ability to execute vast and highly complex manufact...

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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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Plastics pollution crisis: Impact on polyethylene margins in 2022-2027
13th May 2019 by

By John Richardson ALMOST all countries late last week signed a UN deal to monitor the flow of hard-...

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