Tag Archives | US petrochemicals

Polyethylene Margins Face Collapse On Overcapacity

By John Richardson

THE consensus view is that whilst global polyethylene (PE) margins have further to fall from their levels so far in 2018 (see the above chart), they will not get that much worse. It is thought that the …

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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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US-China Trade War Draws Closer: Impact On Petrochemicals

By John Richardson

NOTHING that has happened over the last 24 hours should take you by surprise. Your petrochemicals company has had ample time to prepare for the US-China trade war that has now become a much stronger possibility following …

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US Polyethylene: Even Without Trade War, $6.2bn Of Sales In China At Risk

By John Richardson

AS THE number of exemptions from the new US steel and aluminium tariffs grow for Americas “friends”, the direct impact of the tariffs might end up being fairly minimal. So far, Canada, Mexico and Australia have been …

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Global Trade War: $12.4bn of US Petchems Exports At Risk

By John Richardson

THE CUMULATIVE negative effect on global GDP as more and more countries became involved in a trade war is estimated by the above table on the left, from a research paper by economists as the Australian National …

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