Asian Chemical Connections

How we could all end up as losers from President Trump’s trade policies
16th August 2019 by

The views below are my own, and, as always, do not express the opinion of ICIS By John Richardson RE...

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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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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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Trump latest tariffs risk global recession, 3.8m tonne lost PE demand
5th August 2019 by

By John Richardson PRESIDENT Trump is playing with fire as a result of his plan to impose 10% import...

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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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China petrochemicals recovery on G20 trade war progress will be shortlived
30th June 2019 by

By John Richardson China petrochemical and polymer price spreads over naphtha feedstock costs will r...

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President Trump’s Vietnam warning threatens more polyethylene disruptions
27th June 2019 by

Just to stress  that, as always, what follows are my own personal views and not those of ICIS By Jo...

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US LLDPE imports and the impact on European petrochemicals
26th June 2019 by

  By John Richardson EUROPEAN linear-low density polyethylene (LLDPE) markets have yet to feel ...

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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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