Tag Archives | China petrochemicals

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Saudi Worries About China Netbacks

 

 

By John Richardson

Here is the first of a three blog posts on what is happening in China’s polyolefins markets.

Today, we look at the Middle East and tomorrow and Thursday we present the perspective of traders and …

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Asian Polyolefin Prices Tumble

By John Richardson

Asian polyethylene (PE) prices slumped by $90-130/tonne last week on the eurozone crisis, the fall in oil prices and the imminent arrival in China of large volumes of Iranian material, according to ICIS pricing.

A further factor …

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Polyolefins And China Real Estate

 

By John Richardson

SOME polyolefin companies continue to present an optimistic picture of markets to investors.

They point to positive factors such as renewed economic stimulus in China and a recovery in auto production in Thailand following last year’s …

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North America Manufacturing Rebound

 

By John Richardson

THIS fascinating slide from Accenture, in a new study that the consultancy is about to release on the rebound in North American manufacturing competitiveness, quantifies the steep rise in relative labour costs in China between 2001 …

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China PE Demand Down 4 Percent

 

By John Richardson

CHEMICALS analysts, and some senior company executives, are telling us that growth in China will bounce back in the second half of 2012. 

To give these forecasts some historical context, the recovery was supposed to happen …

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Dow Sees China Growth Acceleration

By John Richardson

DOW Chemical CEO Andrew Liveris said in an earnings call, following the release of the company’s Q1 results: “China is stabilising and growth is likely to accelerate later this year as their government keeps shifting its policies …

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The China Shale Gas Risk

By John Richardson

FIVE years ago everybody had written-off the US petrochemicals industry, but now the industry is incredibly gung-ho, thanks to shale gas – even if the issue of demand is somewhat more problematic.

In five years time, might …

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Europe’s “Recovery” Falters

 

By John Richardson

THE mood in European ethylene and polyethylene (PE) markets has changed over the last two weeks, according to my ICIS pricing colleagues, Nel Weddle and Linda Naylor.

“A drop in crude oil and naphtha values saw speculation …

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Depressed China Demand Continues

By John Richardson

ANOTHER week and sadly a repeat of the same old story: Depressed polyolefins demand in China.

Pricing did, however, increase – by $10-50/tonne in the case of polyethylene (PE) and $10-40/tonne for polypropylene (PP), according to assessments …

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Turning The US Story On Its Head

By John Richardson

THE big US petrochemicals story at the moment is, of course, shale gas and the potential it offers for the local industry to substantially expand capacity.

This would, in theory, give producers a strong position to export to …

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