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Polyethylene: Damage From Trade War Should Not Be Underestimated

By John Richardson

THE argument that the US-China trade war will have a minimal impact on the global polyethylene (PE) business is based on two assumptions, both of which I will argue could easily prove to be wrong.

Firstly, some …

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The Three Essential Oil Price, Economic Growth Scenarios For Petchems

By John Richardson

ALL the excitement over the positive impact of US tax cuts should be placed very firmly in this context from an early July Reuters article:

US budget analysts generally look at the impact of tax changes over …

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China Scrap Plastic Restrictions Create 111 Million Tonne Problem, Opportunity

By John Richardson

FOR so many years, developed countries were able to limit the extent to which they had to incinerate, landfill and properly recycle plastic waste by shipping the waste to developing countries, mainly to China.

A Science Advances …

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Six More Years Of America First: Implications For Global Petchems

By John Richardson

DESPITE all the criticism surrounding President Trump’s handling of the Helsinki summit, 79% of Republican voters said that they approved of how he handled his meeting with President Putin, according to Axios/SurveyMonkey.

The Wall Street Journal also …

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Prepare For A More Regionalised, Fragmented Polymers World

By John Richardson

THE above map global shows our base-case forecasts for global trade flows of HDPE, LLDPE and PP in 2025. It is the result of lots of hard work and smart thinking around feedstock costs, logistics costs and …

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US-China Trade War To Accelerate As Restrictions On US Petchem Exports Increase

By John Richardson

TAKE a broader view of US-China trading relationship and the picture looks very different from the straightforward, headline big US deficit, as James Kynge points out in this important article in the FT.

It is the presence …

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US-China Trade War Heavily Focused On Energy, Petchems

By John Richardson

Normally, the blog only publishes on Mondays, Wednesdays and Fridays, but this week is an exceptional week because of the unfolding US-China trade war. So today I publish a post with more to follow tomorrow.

YESTERDAY it …

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China Holds Most Of The Good Cards In Trade War With US

By John Richardson

THE BREAKOUT of formal trade hostilities between China and the US, after more than a year of a “war of words” between the two countries, has occurred shortly after the EU responded to the US aluminium and …

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G7 Meeting And The Risks For US Polyethylene Producers

By John Richardson

IN All the noise, confusion and economic anxiety following last weekend’s very acrimonious G7 meeting in Canada, you might have failed to notice one very significant detail for the polymers industry.

This was the refusal by the …

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