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Asian Chemical Connections
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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Further collapse in China auto sales underlines radical change in petrochemicals business model
23rd September 2019 by

By John Richardson HAVE FEEDSTOCK will build has been the route to success for many years in the pet...

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European petrochemical markets keeping calm and carrying on in light of Saudi attacks
19th September 2019 by

Here is a guest post from my very good ICIS colleague, Matt Tudball, our head of European Markets, w...

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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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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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Environmental credits separate polymer Winners and Losers as the world divides
14th June 2019 by

By John Richardson THE WORLD is becoming a much more complex and fragmented place as the consensus a...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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China MEG spreads turn negative on 171% rise in US retail prices for Chinese clothing
24th May 2019 by

By John Richardson THERE are a lot of theories out there about why the spreads between Chinese mono-...

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US LLDPE imports threaten to overwhelm European market
20th March 2019 by

By John Richardson THE above chart may end up being an underestimate of the extent to which US linea...

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12th Five-Year-Plan ageing populations Babyboomers China China credit China economic reforms China economy China environment China inflation China intellectual property abuses China petrochemicals China plastics industry cracker demographics Donald Trump Dow Chemical European economy European petrochemicals global economy global trade war India LLDPE middle-income trap Middle East petrochemicals New Normal OBOR oil prices one-child policy OPEC petrochemicals polyethylene polymers polyolefins polypropylene Saudi Arabia shale gas the Fed US US-China trade war US economy US petrochemicals US polyethylene US shale gas US tariffs on steel and aluminium Xi Jinping
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