Asian Chemical Connections

Plastics rubbish and the developing world: Lost petrochemicals demand and the new service-led approach
14th October 2019 by

By John Richardson IT WAS billed as a liberating product, something that brought a little luxury to ...

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If Strait of Hormuz closed down: Effect on petrochemicals exports
27th September 2019 by

By John Richardson NEITHER SIDE seems to want a war but at febrile times like this miscalculations c...

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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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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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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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China imposes trade-war tariffs in US LDPE and raises tariffs on HDPE and LLDPE
27th August 2019 by

By John Richardson DON’T SAY I didn’t tell you. As I predicted, China has levied trade-war tarif...

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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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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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