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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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019 by

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in...

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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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Multiple trade disputes and the risks for the US PE industry
3rd July 2019 by

By John Richardson FALLING out with a trading partner as big as China is problematic enough. But the...

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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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Southeast Asia PE spreads further underline weak demand, but trade talks promise rebound
25th June 2019 by

By John Richardson THE GOOD news today is that the US and China have agreed to resume trade talks. P...

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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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