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Acrylonitrile butadiene styrene trade war disruptions

By John Richardson

BECAUSE CHINA is such a dominant player in finished goods manufacturing, US tariffs on Chinese imports as part of the trade war will have major negative effects upstream across a wide range of petrochemicals and polymers and …

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US styrene another petchems sector at risk from trade war

By John Richardson

THE US decision to pick a fight with China over trade and geopolitical influence could backfire very badly from the perspective of new US investments in petrochemicals capacity – most notably polyethylene (PE) and ethylene glycols (EG).…

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How Lehman Bros reshaped China and the global PE business

By John Richardson

MOST of the analysis on the tenth anniversary of the Global Financial Crisis (GFC) focuses on the effects on Western economies and societies. Economic inequality has risen since 2008 resulting in the rise of populist politics, is …

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US Economic Strength Of Little Benefit To Global Polyolefins

By John Richardson

THE BETTER that things get in the US (provided you own equities and are not on a zero-hours contract) the worse things become in emerging markets.

Despite a weaker greenback on a trade-weighted basis, the investor sell-off …

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PE Margins Fall As Trade War Threatens Two Entirely Separate Trading Blocks

By John Richardson

LET’S FIRST of all take a close look at what the above chart is telling us about the damage already done to polyethylene (PE) margins before considering what could happen next.

US high-density PE (HDPE) margins are …

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US Risks Losing Access To 82% Of Global PE Consumption Growth, 80% Of Exports

By John Richardson

PERHAPS this week’s low-level trade talks between the US and China shouldn’t only be judged on the basis that they are low level, involving officials of mid-level seniority who are therefore not empowered to achieve major breakthroughs.…

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Climate Change, Extreme Weather: Implications For Chemicals Companies

By John Richardson

The greater frequency of extreme weather events presents a huge challenge for chemicals companies.

Take Hurricane Harvey and Hurricane Irma as the most obvious current examples. Weather forecasting service AccuWeather writes in this article:

This is the …

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Trump, China’s Geographic Realities And The Risks Ahead

By John Richardson

DONALD Trump doesn’t read that many books. But one book that he should read (assuming he hasn’t done already,and so apologies in advance if I am wrong) is Tim Marshall’s excellent Prisoners of Geography.

The chapter on …

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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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Success In 2017: Move Quickly from Denial To Acceptance

By John Richardson

COUNTING the deckchairs on the deck of the Titanic as it heads towards the iceberg is the exact equivalent of assuming that 2017 oil prices will almost be entirely determined by whether or not OPEC and non-OPEC …

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