Investors worry US ethylene expansions mimic mining downturn
29th July 2015 by

I spent most of last week in New York and Boston, meeting with major investors.  One key topic on a...

BASF warns on outlook; Dow warns on China, ethylene cycle
27th July 2015 by

BASF and Dow Chemical both warned on the outlook when presenting their H1 results last week: BASF CE...

Oil price fall creates major inventory risk for chemical markets
5th January 2015 by

Oil prices have now fallen $50/bbl since I forecast their collapse in August.  But it is only rece...

US shale gas bubble will end in tears for ethylene expansions
29th December 2014 by

A return to lower oil prices is good news for the global economy.  But it is bad news for all those...

Shell CEO says Europe needs to leverage chemicals clusters
22nd October 2014 by

There are 2 ways to improve operating rates in an industry.  One is to increase volumes, the other ...

US ethylene outages boost European and Asian PE producers
22nd September 2014 by

Polymer traders must be already counting their end-of-year bonuses, as the value of the US$ rises w...

EU cracker operating rates remain near record lows
4th July 2014 by

An ageing population and record annual levels of oil prices create massive headwinds for Europe̵...

US shale gas expansions highlight lack of demand
1st April 2014 by

One good thing may come out of the current excitement over the US ethylene expansions being discusse...

Ethylene prices have 96% correlation to oil prices
20th March 2014 by

Companies are about to review their Q1 performance, and re-forecast profit and revenue for the rest ...

European ethylene production at 1996 low
4th February 2014 by

Nobody was expecting very much from Q4 ethylene production in Europe, as several plants had been tak...

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