Tag Archives | ldPE

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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Unavoidable US-China Trade War: Implications For Polyethylene

By John Richardson

A US-CHINA trade war has become much more likely following the negotiations that took place in Beijing last week. A compromise might of course still be struck, but the signs are not good.

If a trade war …

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Why US-China Talks May So Easily Fail To Avert Trade War

By John Richardson

CHINA might still be in a race against time to achieve enough levels of innovation to escape its middle-income trap. This could mean that it has no choice but to reach a deal with the US on …

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US-China Trade War: Global Recession, Collapse Of Polyethylene Markets

By John Richardson

YOU have had more than 12 months to prepare for a global trade war that is becoming ever-more likely, almost by the day. This would lead to a new global recession given the shaky nature of today’s …

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Formosa Confirms US Cracker Plans

By Malini Hariharan

One more US cracker and propane dehydrogenation (PDH) project has been confirmed. After months of speculation Formosa Plastics has announced that plans to build a 800,000 tonnes/year ethane cracker, a 600,000 tonnes/year PDH plant and a 300,000 …

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Restocking lifts polyolefins prices

By Malini Hariharan

Polyolefins prices in the key China markets inched up last week thanks to an uptick in buying activity.

Prices of high-density polyethylene (HDPE) blow moulding and film grades moved up $20/tonne while linear-low density PE prices were …

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Latin America focused on new investments

By Malini Hariharan

The blog has been scanning ICIS news reports from the 31th Latin American Petrochemical Association (APLA) conference in Buenos Aires to gauge the mood at the event.

Participants appear to be sanguine despite the global economic turmoil …

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Operating rate cuts the only option

By Malini Hariharan

News of operating rate cuts is pouring in. Crackers in Japan, Taiwan and parts of southeast Asia have been running at reduced rates of 80-90% in October. But now there is also talk of rate cuts at …

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