Be very, very cautious about buying into the idea of a Q2 crude price rally
3rd April 2020 by

By John Richardson IT IS the unprecedented nature of the demand shock that’s the thing, regardless...

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Vital work to maintain petrochemicals supply for essential services must continue
26th March 2020 by

By John Richardson INDUSTRY associations around the world are lobbying governments about the importa...

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Container freight shortages will lead to regional petrochemicals trade and supply shortages
17th March 2020 by

By John Richardson THIS excellent chart highlights the lingering effects of the coronavirus outbreak...

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Global polyethylene demand in 2020 could fall by 3.3m tonnes, cost curve analysis turned on its head
28th February 2020 by

By John Richardson NOTHING that’s happened over the last few days that should surprise anyone who ...

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Why the trade deal is much ado about almost nothing
20th January 2020 by

These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richard...

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US/China trade deal achieves little as China pushes hard towards petrochemicals self-sufficiency
16th December 2019 by

By John Richardson PRESIDENT Trump has promised a “tremendous amount of business” for US farmers...

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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...

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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...

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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...

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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...

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