China slowdown: After Apple, next wake-up call will be from auto markets
4th January 2019 by

By John Richardson THE NEXT big wake-up fall for global financial markets and the chemicals industry...

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You must not assume a Goldilocks oil price in 2019 – not too hot, not cold
19th December 2018 by

By John Richardson TIME AND again people get oil markets wrong because they entirely focus on the ph...

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Share buyback boost to US stocks a major danger as recession risks grow
12th December 2018 by

Just to once again stress that what follows are as always my personal views, and are open to debate,...

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President Trump’s “very good” call with President Xi: Nothing changes
2nd November 2018 by

PRESIDENT TRUMP said yesterday that his discussions with President Xi Jinping were “moving along n...

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US GDP growth peaks as economic challenges build
29th October 2018 by

A FULL two percentage points of US third quarter growth of 3.5% was down to stock building. Total US...

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China PP growth at risk from lower auto sales, trade war
17th October 2018 by

By John Richardson WE EXPECT China’s PP demand to rise by 6.5% in 2018 to total consumption of 27....

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PE margins turn negative as economic risks build
12th October 2018 by

By John Richardson CASH margins for Asian linear-low density polyethylene (LLDPE) for naphtha-based ...

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Bursting of the US debt bubble and effect on petchems
8th October 2018 by

By John Richardson THE US economy is in a debt-induced bubble that will sooner or later burst with o...

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US LLDPE exports to Europe to increase by at least 70% in 2019
3rd October 2018 by

By John Richardson ON MONDAY I took the percentage shares of total US linear-low density polyethylen...

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US LLDPE needs 68% export growth next year to top five markets…..
1st October 2018 by

…..and that’s assuming there is no trade war with China! By John Richardson THE MORE you...

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