Chemicals and the Economy

Paul Hodges

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...

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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...

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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...

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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...

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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 ...

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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...

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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...

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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...

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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 ...

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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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