Tag Archives | China manufacturing

Propylene: How To Turn Oversupply To Your Advantage

The world has changed for good. Old ways of running petrochemicals businesses no longer work. Click here for details on an important new ICIS/International eChem study that will help you prosper in this radically different environment. And see below for …

Continue Reading

How 3D Printing Means No Repeat Of China’s Growth Story

By John Richardson

AS you can see from the above chart, China’s percentage share of the global polypropylene (PP) market has risen from 15% of consumption in 2000 to 33% in 2014. During the same period, however, India’s share of …

Continue Reading

China Would Be The Only Winner From A Price War

By John Richardson

IT IS dangerously wrong to still think of China as just a cheap, copycat low-value manufacturing nation. Yes, cheap, agreed, and to begin with, as was the case with the US, it has copied other countries’ technologies.…

Continue Reading

The World Is Turning Upside Down

By John Richardson

A COMMON view is that Asia’s petrochemicals markets are merely suffering from a temporary destocking phrase, driven by the collapse in crude-oil prices.

So when crude oil prices settle down, everything will be fine.

Many people also …

Continue Reading

Why Should China Be Any Different From The US?

By John Richardson

THE complacent, yesterday’s wisdom about China is that it will remain a major importer of lots of petrochemicals for many years to come.

If you have already stuck your neck out to support a project that will …

Continue Reading

China’s Petchem Markets Contradict Latest PMI

By John Richardson

IF you study China’s petrochemicals markets on a regular basis they tell you something very important: That despite persistent efforts to tighten-up supply across several sectors in order to entice end-users into stock building, “hand-to-mouth” purchasing remains …

Continue Reading
HSBCP2.png

China: The Politics Behind The “Recovery”

By John Richardson

THE overall HSBC flash purchasing managers’ index for January, which was released yesterday, was at a two-year high (see the above chart), with the sub-index of production at a 22-month high.

This is great news for equity values …

Continue Reading
Chinarecruitment.jpg

Labour Supply After Chinese New Year

Chinese job seekers at a recruitment fair

Imaginechina/Rex Features

 

By John Richardson

As petrochemicals markets begin to slow down ahead of the Chinese New Year, which this year falls on 10 February, a lot of attention is, as always, …

Continue Reading
RioPostParty.jpg

China Polyolefin Buyers Smell Blood……

…..but time to party for some thanks to re-exports to Brazil

Source of picture: edgsgonesouth.com

 

By John Richardson

It’s a funny old world – or so it seems in poylolefins at the moment as traders re-export resin from China …

Continue Reading

SEA Chemicals Need To Learn From The Past

By John Richardson

THE whinging is getting almost unbearable in Southeast Asia over the Asean-China Free-Trade Agreement (ACFTA).

The deal was under discussion for EIGHT years and yet chemicals and polymer producers and customers seem to have left it until …

Continue Reading