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Asian Chemical Connections

Polyolefin Producers Maintain Their Control

Source of picture: Dallhouse University, Canada   By John Richardson THE incredibly smart way in which polyolefin producers have managed production since the great collapse of September 2008 continues to defy what appear to remain some very uncertain, and some cases weak, macro-economic fundamentals. As we discussed on Wednesday, China faces a significant demand-growth gap […]

A Repeat Of The 2008 Collapse On The Cards

       “Only another thousand or so years to go…..”       Source of picture: Atlantic Council   By John Richardson HERE we go again, eh? Yes, as rising crude-oil prices and overall inflation pose a major threat to the petrochemicals industry. Nothing the blog has read or heard over the last two weeks has given […]

India still shining

The figures may not be as impressive as China but India too has been churning out some good growth numbers. The Index of Industrial Production was up 11.7% in November, the fastest pace of growth in more than two yeas. While growth was broad-based the consumer durables sector was a major contribution as production expanded […]

China growth under severe threat

I could easily be accused of ceaseless pessimism, but growth in China is moderating – regardless of what your view is of the extended article below on the impact of the bad-weather crisis. Slowing exports were already eating into estimates of GDP growth, and these estimates surely what companies can expect in chemical export volumes […]

No more pessimism for a couple of weeks

You maybe relieved, on the day the Chinese government introduces measures to cool stock markets resulting in sharp fall in the Shanghai Exchange, that I am going on leave for a couple of weeks. Perhaps I’ll feel the sun on my back (unlikely as I’ll be visiting Scotland), come back with renewed optimism and not […]

A new era of globalisation?

I was chatting to my good friend and contact Paul Hodges of International eChem yesterday.He believes we’ve entered globalisation part II, where the impact of higher raw material prices will trigger harmful inflation. As Ben Bernanke has pointed out, oil prices are 40% higher than would otherwise have been the case without the recent boom […]

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