By John Richardson IF YOU THINK that forecasting the direction of China’s petrochemicals demand has become complicated enough because of Common Prosperity, the new complexities around demand pale into insignificance compared with the tangle of fresh variables shaping local capacity growth. The above slide is just my back-of-the-envelope attempt to chart some of […]
Asian Chemical Connections
“Out Of The Box” Solutions Can Prevent Global Trade Tensions
By John Richardson IF you are a politician in the West, one approach to today’s crisis of global industrial overcapacity is heap most of the blame on China and threaten China with trade barriers. But if China doesn’t respond to your rhetoric, the problem is that you might be forced to follow through by actually […]
Recovery Always 3-6 Months Away
By John Richardson THE recovery always seems to be three to six months away. Thus, as hope fades for a Q4 economic rebound in China, a marketing and sales executive with a major European speciality chemicals player told the blog earlier this week: “Everything will be fine in the New Year once China’s new leaders […]
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