Tag Archives | ageing populations

China tariffs: Quantifying The Impact On US Petchems And Energy

By John Richardson

PRESIDENT Trump believes he is winning the trade war with China because of the much greater strength of US stock markets versus their Chinese counterparts. At the start of last week, for example, the two major Chinese …

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China 25% Tariffs On US PE Imports Extended To All HDPE, Nearly All LLDPE

By John Richardson

CHINA has extended its 25% import tariffs on US polyethylene (PE) to include all grades of high-density polyethylene (HDPE) that it imported in 2017 and 93% of the grades of linear-low density PE (LLDPE) that it imported …

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China’s Latest Threat Of US Methanol Tariff Perfectly Targeted

By John Richardson

CHINA crunches exactly the same data as the rest of us, as I warned on Friday when discussing polyethylene (PE). China’s government is very aware of the dominant role China plays in global energy, petrochemicals and polymers …

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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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Increasing Risks Of Financial Crisis By End-Year

A sign that the central bank “put option” has come to an end

By John Richardson

EVER since 2008 there has been been a fantastic “put option” which has made the fortunes of many financial and commodity market investors. This …

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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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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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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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As Global Trade War Moves Closer, Impact On Petchems In 2018-2019

By John Richardson

IT USED to be the case that one week was a long time in politics, but now, because of policy conducted via Twitter and other forms of social media, five minutes seems to be a long time …

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