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China Tariffs On US Petchem Feedstocks To Reshape Global Trade And Investment

By John Richardson

CHINA’S planned tariffs against US petrochemical feedstock exports threaten a major upheaval of global trade flows in the feedstocks.

The tariffs could also strengthen petrochemicals feedstock trading relationships between China and its fellow Belt and Road Initiative …

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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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China to impose tariffs on PE, propane, PVC as global trade war begins

By John Richardson

IT HAS happened. Don’t say you weren’t told, as I have been warning you to prepare for this since President Trump became president. The president’s decision to impose $50bn worth of tariffs on US imports from China …

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Why China Will Rapidly Become Paraxylene Self-Sufficient

By John Richardson

WOW, what an opportunity. That might be your reaction to the two above charts. On the left, you can see a quite breath taking rise in China’s paraxylene (PX) net imports (imports minus exports). In 2007, China’s …

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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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Petchems Markets To Become Entirely Regional As Trade Barriers Increase

By John Richardson

WHEN Donald Trump held election rallies during 2016, the amount of anger directed at mainstream Democratic Party candidate Hillary Clinton was, as everyone knows, intense. She represented the kind of mainstream politician that many of those who …

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Polyethylene Margins Face Collapse On Overcapacity

By John Richardson

THE consensus view is that whilst global polyethylene (PE) margins have further to fall from their levels so far in 2018 (see the above chart), they will not get that much worse. It is thought that the …

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Asian Polyolefins Profits To Test 2012 Lows As Global Economy Slows

By John Richardson

PETROCHEMICALS are a great barometer for economic growth as they are the raw materials for so many finished goods. So, if petrochemicals producers see their profits slip, this provides an early signal that something is wrong with …

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Success And Failure In Polyolefins Redefined By Sustainability

By John Richardson

YOU DON’T have to be an oil and gas producer to be successful in polyolefins. Anyone with integration upstream as far as refining is in a strong commercial position.

It is also good enough to be integrated …

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