Tag Archives | US-China trade

The Battle To Retain Metallocene Polyethylene Price Premiums

By John Richardson

THE ABOVE chart could be a sign of a long term trend where we see metallocene linear-low density polyethylene (LLDPE) price premiums over standard, or C4 grade, LLDPE film at lower levels.

We have already seen C6 …

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Asian Naphtha-PE Spreads Collapse By 80% As 2018 Challenges Build

By John Richardson

ASIAN naphtha-to-polyethylene (PE) spreads collapsed by 80% in the first week of January compared with December last year because of the failure to pass on the rise in naphtha feedstock costs resulting from higher oil prices.

In …

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US And China In 2017: Political Risk Analysis Is Essential

By John Richardson

ON MONDAY, I talked about how US companies might lose out in the long term  under the new Trump administration as China’s economy evolves. This post was mainly for chemicals industry strategic planners with a 5-10 year …

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US And China: Into The Unknown on 20 January

By John Richardson

WHERE would Apple be without China’s pivotal role in the globalisation of manufacturing? I think it is fair say that Apple with just 12% of the world’s smartphone sales would not account for 90% of industry profitability …

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Mitt Romney Risks China Trade War

By John Richardson

MITT Romney is playing a dangerous game with pre-election rhetoric that might end up tying him to a policy decision that results in a US-China trade war, warns Stephen Roach, the former head of Morgan Stanley Asia and senior …

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