Asian Chemical Connections

IMF confirms global economy all about China as US threat to growth persists
8th November 2019 by

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve ...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019 by

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigest...

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Surge in US polyethylene exports occurs as China growth slows, Asian margins turn negative
16th October 2019 by

By John Richardson PERHAPS ONE could argue, but I certainly wouldn’t, that in a perfect world the ...

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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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