Asian Chemical Connections

Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019 by

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thank...

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The new China and the rise of the Millennials transform the petrochemicals business model
6th October 2019 by

By John Richardson ANYONE who has anything to do with the petrochemicals industry or anything to do ...

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Global manufacturing slowdown: Turn to China’s polypropylene market for your explanation
4th October 2019 by

By John Richardson THEY SADLY still don’t get it. All the clamour yesterday was about declinin...

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China PE overstocking rises to more than 1m tonnes as exporters continue to flood the market
1st October 2019 by

By John Richardson CHINA is heading for another good year of PE demand growth with estimates from se...

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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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US petrochemicals export exposure grows at the wrong time in history
25th September 2019 by

As always, the views in this blog post are my own and do not reflect the views of ICIS. Thank you By...

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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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Global PP demand could be 81.5m tonnes less than forecast in 2019-2028 as China Debt Supercycle ends
5th September 2019 by

By John Richardson SOME PEOPLE argue that despite the rapid rise in Chinese consumer debt over the l...

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China economic stimulus and PP: How global demand could have been 71m tonnes smaller
4th September 2019 by

By John Richardson CHINA came to the rescue of the global economy in 2009. This wasn’t for altruis...

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