Challenges facing China as it tries to bridge the rural-income wealth and income divides
26th September 2021 by

By John Richardson THIS COULD be the biggest event in our industry since at least the Global Financi...

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The perils of Evergrande for China and world polyolefins demand
20th September 2021 by

By John Richardson ON THE PLUS side of the H2 China polyolefins demand ledger are the Golden Week Ho...

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China PP arbitrage to the US goes through the roof despite surging freight costs
15th September 2021 by

By John Richardson IT IS VERY HARD to see how we will get out of this container crisis anytime soon....

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Latest data show China could become PP net exporter by 2026 and net exporter of 3.7m tonnes in 2031
13th September 2021 by

By John Richardson DO YOU WANT the good news or bad news first? This is of course a rhetorical quest...

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China HDPE self-sufficiency risks increase as more new capacity is announced
9th September 2021 by

By John Richardson THE ABOVE chart on the  left might not happen, of course. China could remain a h...

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China polyolefins demand in 2021 could be 6.5m tonnes lower than expected with imports a lot weaker
31st August 2021 by

By John Richardson NOW we must be very careful here. Time and time again, Chinese polyolefins growth...

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China PP demand improvement points to huge global dependence on just one country
26th August 2021 by

By John Richardson AS I’VE BEEN arguing for the past ten years, the global petrochemicals industry...

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Global HDPE demand prospects dim on a slower developing world and China
20th August 2021 by

By John Richardson THE DRAG ON global polyolefins growth from declining demand in the developing wor...

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Global PP demand growth being dragged lower by the developing world
15th August 2021 by

By John Richardson IN NORMAL CIRCUMSTANCES the above chart – which shows our base case for glo...

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China polyolefins demand declines accelerate as supply chains remain the key challenge
29th July 2021 by

By John Richardson ONE OF THE golden rules that has nearly always applied over the last 20 years is ...

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