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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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China Polyethylene Strong Q1 Growth Doesn’t Reflect Risks Ahead

By John Richardson

CHINA’S Q1 2018 polypropylene (PP) imports were down by 20% year-on-year as apparent demand (net imports plus local production) rose by just 1% on the steep fall in the availability of lending. Meanwhile, overall polyethylene (PE) imports …

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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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Plastic Waste Crisis Will Reverse Petchems Globalisation

By John Richardson

IT IS hardly surprising that a hot topic of discussion amongst chemical company CEOS gathered for the American Chemistry Council’s annual meeting in Colorado Springs, the US, was the threat of trade wars.

As I have long …

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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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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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How Europe Can Move To Polyolefins Self-Sufficiency

By John Richardson

THE CONSENSUS assumption is that Europe will remain a major importer of polyolefins for the foreseeable future. Lack of feedstock advantage is said to be a reason why rising deficits will not be met by local production.…

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