Asian Chemical Connections

President Trump’s tariff concession adds to uncertainties as we drift towards a bipolar world
14th August 2019 by

The following opinions are my personal views, and, as always, do not express the views of ICIS By Jo...

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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019 by

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct t...

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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019 by

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in...

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Trade war certainties: A bi-polar world and the overwhelming importance of Chinese demand
10th June 2019 by

By John Richardson THE IRONY IS that if the US trade deficit with China shrinks because of the trade...

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Symptoms worsen for Dr Benzene and China economy as trade war accelerates
6th June 2019 by

By John Richardson THE ABOVE chart is again telling us something very important about the real state...

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China PE spreads at seven-year low indicates too many eggs in one basket
4th June 2019 by

By John Richardson CHINA polyethylene (PE) spreads over naphtha feedstock costs are at a seven-year ...

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Vietnam PE demand booms on trade war, but for how much longer?
31st May 2019 by

By John Richardson GLOBAL manufacturing supply chains are adjusting to the US tariffs against China,...

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China trade war self-reliance push threatens ethylene glycols and PP imports
29th May 2019 by

By John Richardson CHINA WILL do what suits China and not what suits the rest of the petrochemicals ...

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China could easily become styrene net exporter as trade war drives self-sufficiency
27th May 2019 by

By John Richardson CHINA MIGHT remain a major net importer of styrene by 2025, making it still the b...

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China MEG spreads turn negative on 171% rise in US retail prices for Chinese clothing
24th May 2019 by

By John Richardson THERE are a lot of theories out there about why the spreads between Chinese mono-...

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