Tag Archives | polyolefins

China: Yet More Record Imports

By John Richardson

The extraordinary China import story continues, raising yet more questions about where all these volumes are going at a time when the government is trying to cool the economy down.

Does this mean that speculation continues apace …

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US Olefins Price Falls Could Be Turning Point

Flagging-up the dangers…

Source of picture: http://www.illusionsofdander.com/2007/08/car-dealerships-and-flag-companies-may.html

 

By John Richardson

THE recent 22% and 18% falls in US spot ethylene and propylene prices might be a sign that this yeat’s price rallies have been more the result of stronger crude and petrochemicals re-stocking …

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Good Chance Of Polyolefin Trough Delay

By John Richardson

THE betting remains on trough conditions arriving for polyolefins at some point later this year with new supply expected to begin to severely lengthen markets towards the end of Q2.

A temporary buying strike in China that …

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Co-Monomer Shortage Provides LLDPE Respite

By John Richardson

AN enormous amount of new linear low-density polyethylene (LLDPE) output should, in theory, be destabilising Asian markets right now due to recent start-ups and increased production at plants brought on-stream last year and in early 2010.

But …

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China Polyolefins Growth Forecast To Slump

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By John Richardson

CHINA’s polyethylene (PE) and polypropylene (PP) demand growth is set for a dramatic decline in 2010-12, according to the latest estimates from Shanghai-based commodities information service CBI (see table at the end of …

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Commodity Stockpiles A Risky Bet

 

By John Richardson

Inventories of copper, aluminium, lead and nickel have risen as prices for all these commodities have also surged, says this article in The Economist.

 

Source of graph: The Economists

 

Copper stocks total half a …

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Polyolefins: A view from the ground

By Malini Hariharan

H2 is just two months away but one China-based market participant says that there is still a total lack of clarity on price direction for the rest of the year.

Buying activity picked up last week but …

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China Chemicals Review And Outlook

Source of picture: www.destination360.com

 

Dear Reader

Please click here – ChinaChems2009AndOutlook.doc for my review of what happened in China last year and Q1 2010 and for some pointers for the rest of this year.

All the best

John Richardson…

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No More Gas For Saudi Private Cos – Industry Source

Ras Tanura in Saudi – private companies bunkered by feedstock shortage?

By John Richardson

The gas feedstock shortages in Saudi Arabia – which we have commented on before – are such that no private company will receive any allocations in …

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China Polyolefin Buyers Smell Blood……

…..but time to party for some thanks to re-exports to Brazil

Source of picture: edgsgonesouth.com

 

By John Richardson

It’s a funny old world – or so it seems in poylolefins at the moment as traders re-export resin from China …

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