By John Richardson WE NEED to talk about politics without being political – a very difficult task, but an essential one if we are to be dispassionate as humanly possible in our analysis, and thus produce worthwhile analysis. If we are not dispassionate, we end up shouting at each other; and when anyone shouts, nobody […]
Asian Chemical Connections
The Edginess, The Nervousness Continues
By John Richardson THE edgy and nervous nature of the recovery in Asian polyolefin markets became even more apparent from discussions the blog held with traders and producers during a visit to Singapore last week. Such was the uncertainty that there were mid-week reports of falls in pricing. By Friday, though, one producer told us […]
US Petchems Overconfident On Shale Gas
By John Richardson THE soaring confidence of the US petrochemicals industry over abundant ethane feedstock from shale gas could end up being colossally misplaced, as we have discussed before on the blog. America is the most NIMBY (not in my backyard) of all societies and so it shouldn’t come as a surprise to anybody that […]
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