Home Blogs Asian Chemical Connections

Asian Chemical Connections
Global polyethylene in 2020: Margins will reach historic lows as new growth model emerges
8th December 2019 by

Here is a first of a series of outlook articles for 2020 where I focus on the risks ahead for the gl...

Read
Long term downcycle will transform global petrochemicals, creating new Winners and Losers
6th December 2019 by

By John Richardson THIS IS not a normal downcycle. Please get over that idea however many people, bo...

Read
Asian PE and PP margins at lowest levels in at least five years and will go lower……
4th December 2019 by

By John Richardson NOT since at least the beginning of 2014 have Northeast and Southeast Asian polye...

Read
Asian copolymer polyproplyene used as a sink for growing oversupply of ethylene
27th November 2019 by

By John Richardson A SURE sign that the Asian ethylene-to-polyethylene (PE) markets are distressed c...

Read
Asian polyethylene shutdowns? Once again, good luck with that idea
25th November 2019 by

By John Richardson I was new to the game as I had only been analysing the petrochemicals business fo...

Read
Environmental taxes on US polyethylene shipments to the EU seem inevitable
17th November 2019 by

By John Richardson IT ALL seemed to make perfect sense at the time. Feedstock and financing were inc...

Read
Vietnam polyethylene demand boom may not last because of infrastructure pressures
13th November 2019 by

By John Richardson LET’S start with some good news: Vietnamese polyethylene (PE) demand looks set ...

Read
Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019 by

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses a...

Read
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 ...

Read
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...

Read

Tags

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
Jump to page: