The perils of Evergrande for China and world polyolefins demand
20th September 2021 by

By John Richardson ON THE PLUS side of the H2 China polyolefins demand ledger are the Golden Week Ho...

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China PP arbitrage to the US goes through the roof despite surging freight costs
15th September 2021 by

By John Richardson IT IS VERY HARD to see how we will get out of this container crisis anytime soon....

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Latest data show China could become PP net exporter by 2026 and net exporter of 3.7m tonnes in 2031
13th September 2021 by

By John Richardson DO YOU WANT the good news or bad news first? This is of course a rhetorical quest...

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China HDPE self-sufficiency risks increase as more new capacity is announced
9th September 2021 by

By John Richardson THE ABOVE chart on the  left might not happen, of course. China could remain a h...

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Asian and Middle East PP exporters lose ground in China but enjoy substantial US sales growth
23rd August 2021 by

By John Richardson CHINA’S imports of polypropylene (PP) look set to fall to some 4.4m tonnes in 2...

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China panic over a downturn in H2 2021 is as overcooked the H1 boom narrative
8th August 2021 by

By John Richardson THERE is a lot of very unhelpful noise out there about China which is making it v...

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China polyolefins demand declines accelerate as supply chains remain the key challenge
29th July 2021 by

By John Richardson ONE OF THE golden rules that has nearly always applied over the last 20 years is ...

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Pandemic’s third wave seems unlikely to damage global petrochemicals demand
22nd July 2021 by

By John Richardson THE GREATEST rock band of all time put it so well in Circumstances from the semin...

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China, China and China: the three global polyolefin market drivers during the rest of 2021
11th July 2021 by

By John Richardson TODAY’S SET OF slides, starting with the one above, underlines how a deep and c...

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A deep dive into HDPE and PP: opportunities and challenges for H2 this year and 2022
6th July 2021 by

By John Richardson Executive summary China’s petrochemicals demand boomed in H2 because of the sur...

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