Tag Archives | demographics

China’s time poor, cash rich will want less PP and not more

By John Richardson

LAST month I gave you the downside of urbanisation in China and how this could result in 7m tonnes of lower polyethylene (PE) demand in 2030 than we assume in our base case.

A very good contact …

Continue Reading

Rise in sustainable mobility on new social trends: Impact on PP

By John Richardson

ENVIRONMENTAL concerns over wasting the earth’s resources are one factor behind the rise of Uber and other ride-hailing services as a replacement for car ownership in cities.

But in heavily congested cities, large several-tonne lumps of metal …

Continue Reading

The Three Essential Oil Price, Economic Growth Scenarios For Petchems

By John Richardson

ALL the excitement over the positive impact of US tax cuts should be placed very firmly in this context from an early July Reuters article:

US budget analysts generally look at the impact of tax changes over …

Continue Reading

China PP Imports To Halve By 2025 Or Turn Into Exports

By John Richardson

CHINA IS accelerating its drive towards at the very least much greater PP self-sufficiency by 2025.

There is also a credible second scenario where China becomes a significant exporter by that same year, most logically to the …

Continue Reading

US-China Trade War Draws Closer: Impact On Petrochemicals

By John Richardson

NOTHING that has happened over the last 24 hours should take you by surprise. Your petrochemicals company has had ample time to prepare for the US-China trade war that has now become a much stronger possibility following …

Continue Reading

House Of Cards Waiting To Fall: Oil, Equities And The Economy

By John Richardson

HOW much of the rise in oil prices since June of last year has been down to the fundamentals of supply and demand versus the hedge funds taking out a record number of short positions?

We are …

Continue Reading

Why US Tax Reforms May Fail To Address The Big Challenges

By John Richardson

CORPORATE America is of course delighted with the biggest US tax reforms in a generation that seem very likely to pass unheeded through Congress this week and reach the president’s desk for final sign-off before Christmas.

What …

Continue Reading

Asian Polyethylene Producers: What You Must Do Now $70 Crude Is More Likely

By John Richardson

THE facts on the ground in global crude markets have shifted even further in just two days. Now it seems more likely that oil prices will rise to $70 a barrel or above in Q1 of next …

Continue Reading

Next Polyethylene Downcycle: Risk That History Will Repeat Itself

By John Richardson

WE can break the history of the global polyethylene (PE) business so far this century into four major phases, thanks to the above chart, which was compiled with the help of our excellent Supply & Demand Database:…

Continue Reading

Income Stagnation And The Impact On The Global Economy

By John Richardson

HAVE the post-Global Financial Crisis (GFC) economic stimulus policies of the Western central banks worked? If your answer is yes, you might be heavily influenced by your economic circumstances.

Those who are convinced that everything is working …

Continue Reading