China PP imports: Two scenarios showing downside risks for 2020
21st April 2020 by

John Richardson SOMETIMES you can forget what you already know. This was the case in March when I wa...

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Global PP demand in 2020 faces two potential major downsides
20th April 2020 by

  By John Richardson THE GOOD news might be that some 30% of global PP demand is into packaging...

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Modest rebound in oil prices on output cut reflects unprecedented scale of demand loss
13th April 2020 by

By John Richardson DON’T SAY I didn’t warn you. It has been clear since early April that no amou...

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After COVID-19: How US petrochemicals could become the laggard
8th April 2020 by

The big oil, gas and petrochemicals companies have already started planning for how the world will l...

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Focus of petchems business must be on meeting medical and food needs
5th April 2020 by

By John Richardson SEVERAL contacts have said to me over the last two weeks that increased medical a...

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China: temper your expectations of a H2 recovery for supply as well as demand reasons
29th March 2020 by

By John Richardson CHINA IS gradually getting back to work, but only gradually because the governmen...

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Coronavirus: The new ten-point guide for the petrochemicals industry
20th March 2020 by

By John Richardson EARLIER THIS month I provided you with a ten-point guide for the impact of corona...

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Container freight shortages will lead to regional petrochemicals trade and supply shortages
17th March 2020 by

By John Richardson THIS excellent chart highlights the lingering effects of the coronavirus outbreak...

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European polyethylene and coronavirus: Panic buying versus the real demand outlook
16th March 2020 by

By John Richardson NOW that the epicentre of the virus has moved to Europe, we need to think through...

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Big declines in Chinese polyethylene imports, a global recession and a financial crisis
13th March 2020 by

By John Richardson YOU MIGHT be hoping that sanity will be restored after the “most expensive spee...

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