Asian Chemical Connections

You must not assume a Goldilocks oil price in 2019 – not too hot, not cold
19th December 2018 by

By John Richardson TIME AND again people get oil markets wrong because they entirely focus on the ph...

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Asian PE margins to test 2012 lows as consensus catches up with economic realities
17th December 2018 by

By John Richardson IT HAS been evident since as early as February this year that China’s economy i...

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US/China trade war: G20 deal would not solve deep-seated differences
21st November 2018 by

By John Richardson NOBODY should be surprised by warm smiles, firm handshakes and an agreement to fr...

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President Trump’s “very good” call with President Xi: Nothing changes
2nd November 2018 by

PRESIDENT TRUMP said yesterday that his discussions with President Xi Jinping were “moving along n...

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US LLDPE exports to Europe to increase by at least 70% in 2019
3rd October 2018 by

By John Richardson ON MONDAY I took the percentage shares of total US linear-low density polyethylen...

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US LLDPE needs 68% export growth next year to top five markets…..
1st October 2018 by

…..and that’s assuming there is no trade war with China! By John Richardson THE MORE you...

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US/China trade war will escalate even if new tariffs are delayed
7th September 2018 by

By John Richardson BY LATER today we may or may not know whether President Trump will proceed with t...

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US ethylene glycols: The Cost Of Exclusion From China
5th September 2018 by

By John Richardson IF THE US were unable to export ethylene glycols (EG) to China the economic logic...

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US Economic Strength Of Little Benefit To Global Polyolefins
3rd September 2018 by

By John Richardson THE BETTER that things get in the US (provided you own equities and are not on a ...

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Why Trade War Will Continue Throughout 2019 And Impact On Polyethylene
29th August 2018 by

By John Richardson A MISCALCULATION by the White House could be one of several reasons why the US/Ch...

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