Why Asia may win and the US lose in post-virus petchems investment world
6th May 2020 by

As always, these are my personal views and don’t reflect the views of ICIS By John Richardson ...

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Ways of dealing with COVID-19 don’t have to be rocket science
24th April 2020 by

By John Richardson IT IS all about getting through the next 12 months with minimal damage whilst pre...

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China economy faces huge headwinds with negative full-year growth an inevitability
15th April 2020 by

By John Richardson FRIDAY 17 April is the day when we will get the official Chinese GDP figure for Q...

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China: temper your expectations of a H2 recovery for supply as well as demand reasons
29th March 2020 by

By John Richardson CHINA IS gradually getting back to work, but only gradually because the governmen...

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Petrochemical feedstock purchasing managers: What to think about and what do next
27th March 2020 by

By John Richardson ALL THE old assumptions about how oil, feedstock and petrochemicals markets work ...

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Big declines in Chinese polyethylene imports, a global recession and a financial crisis
13th March 2020 by

By John Richardson YOU MIGHT be hoping that sanity will be restored after the “most expensive spee...

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Coronavirus: No recovery in petrochemicals likely until end-2020 and here are ten reasons why
6th March 2020 by

By John Richardson HERE IS your print-out-and-keep 10-point guide, summarising the key themes I’ve...

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Decline of 2.1m tonnes in 2020 global polypropylene demand now seems best possible outcome
2nd March 2020 by

By John Richardson EVERY DAY that goes by when China is not entirely back at work the economic damag...

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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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Global PVC demand could fall by 1.1m tonnes as coronavirus crisis becomes global
26th February 2020 by

By John Richardson YOU CANNOT stimulate economic activity when factories and offices need to be shut...

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