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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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China Plastics Recycling To Lead The World As Virgin Resin Demand Declines

By John Richardson

IT just isn’t logical. There is a lot of excitement in polyethylene (PE) markets about how China’s heavy restrictions on imports of scrap plastic will deliver a permanent boost to imports of virgin PE resins.

But plastic …

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China Innovation Success Versus Failure: Electric Vehicles As Case Study

By John Richardson

WHAT is the best route to innovation? Pure capitalism with a minimum amount of state interference or state-led investment programmes?

The answer is likely to of course vary sector by sector. In some industrial sectors, the capitalist …

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China Overlooked Lending Data Down 64% As Economic Slowdown Continues

By John Richardson

FAR too little attention is still being paid to China’s lending data even though this has long been the key measure of whether its economy is accelerating or slowing down.

In January 2014, lending in China started …

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