Tag Archives | Iran

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 …

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China Overlooked Lending Data Down 64% As Economic Slowdown Continues

By John Richardson

FAR too little attention is still being paid to China’s lending data even though this has long been the key measure of whether its economy is accelerating or slowing down.

In January 2014, lending in China started …

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US-China Trade Dispute: Pause For Breath Does Not Mean End In Sight

By John Richardson

Confused? You might well be if you’ve read the news reports following the US-China trade meeting in Washington last week.

The immediate threat of a trade war looks as if it has been averted. China’s top envoy …

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China Emerges As Winner In New Multipolar World

By John Richardson

TODAY’S headline should be written on your petrochemicals company boardroom wall, in several inch-high capital letters, and should then be used as the basis for a deep discussion about the consequences of this outcome for your business. …

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Iran Nuclear Decision Further Threat To US Polyethylene Exports

By John Richardson

DONALD TRUMP’S decision to pull out of the Iran nuclear deal, combined with the increasing likelihood of a US-China trade war, risks pushing the US polyethylene (PE) industry out in the cold.

The above chart illustrates the …

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Petrochemicals Destocking Phase Likely As Crude Volatility Increases

By John Richardson

WE COULD now be in a destocking phase in petrochemicals markets as oil prices are falling on a surge in US production.

This would obviously mean lower petrochemicals pricing, leaving companies that have overbuilt raw material inventories …

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Threat To US Polyethylene From President Trump’s Iran Decision

By John Richardson

THE geopolitical and economic relationship between China and Iran was already very strong even before Donald Trump decertified the Iranian nuclear deal. Now, though, Iran and China could draw even closer. This could pose a major threat …

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US Trade Policy Has So Far Bought China More Time…

…..But any number of outcomes remain possible, which underlines the fact that we live in a world of elevated political risk. Chemicals companies must, as a result, build multiple scenarios for future economic growth and trade flows.

By John Richardson…

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China And Iran: Reshaping Global Polyester Trade

By John Richardson

IN TODAY’S world you have to start with political, social and macroeconomic factors to help build your map of global chemicals trade flows over the next ten years.

You next need to consider the old standard measures …

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China and Iran Reshape Oil Market Thinking

By John Richardson

ON Monday, I discussed how a generation of analysts have grown up never having experienced a prolonged period of weak economic growth in China.

Because these analysts were unable to imagine a sustained downturn in China, they …

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