ICIS Market Expert Blogs

Read our chemical and energy experts’ latest assessment of the market

Asian Chemical Connections

John Richardson’s Asian Chemicals Connections looks at Asian and global commodity chemicals and polymer pricing trends, supply and demand, macroeconomics, energy and environmental issues.

Chaos, confusion and tariffs: New ways needed to analyse chemicals markets
10th April 2025

THE old "you lose I win" world of tariffs no longer applies

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US LLDPE exports, trade tensions and the $6.8bn dollar question
1st April 2025

US LLDPE exporters made big gains in January 2022 until January 2025 thanks to their cost advantages and China's lower import tariffs.

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South Korea PP: Innovating Through Crisis and Charting a New Future
26th March 2025

The short and medium-term challenges

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China stimulus: Short-term benefits versus long-term challenges
21st March 2025

STIMULUS measures announced at this year's NPC meeting have yet to move the needle.

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Chemicals and the Economy

Guest blogger, Paul Hodges looks behind today's headlines and studies key influencers shaping the chemical industry over the next 12-18 months. He takes a closer look at oil prices, economic growth and the environment among other things, along with some light-hearted commentary along the way.

Sell in May, and go away?
4th May 2025

President Trump's Tariff War will soon lead to empty shelves at Wal-Mart, Target, Home Depot and many other stores this month. The famous saying "Well

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Trump’s Tariff War risks empty US shelves at Walmart, Target, Home Depot
27th April 2025

Last week, the CEOs of 3 of the largest US retailers told Trump that "His tariff and trade policy could disrupt supply chains, raise prices and empty

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Companies have less than 90 days to plan for the Trump 2.0 Tariff War
20th April 2025

The key issue for your Action Plan is to focus on demand. 3 key questions dominate: Will your customers survive the Tariff War? Will your suppliers su

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Oil prices fall out of their ‘triangle’ as Trump’s trade war risks global recession
13th April 2025

The Energy Transition is well underway California can now run for weeks at a time on 100% renewables. But President Trump’s 'drill, baby, drill' pol

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