Polyethylene’s crisis will create Winners and Losers
8th December 2019 by

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I h...

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US-China tariffs could lead to global Polyethylene price war
8th July 2018 by

I was interviewed on Friday about the likely impact of President Trump’s trade wars on the glo...

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US ethylene prices near all-time lows as over-capacity arrives
13th May 2018 by

US ethylene spot prices are tumbling as the major new shale gas expansions come on line, as the char...

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Populism rises as global dynamics drive market shifts
30th November 2016 by

We are living in a New Normal world.  Populists such as Nigel Farage, Donald Trump, Marine le Pen a...

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Chemical capacity utilisation continues to weaken
6th January 2016 by

Capacity Utilisation (CU%) is the best measure we have for the current state of the global chemical ...

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US polyethylene and PVC exporters focus on margin, not volume
2nd December 2013 by

2013 has seen 3 types of markets develop for the blog’s IeC Downturn Monitor portfolio as the...

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Crude oil’s slide puts markets under pressure
15th April 2013 by

Crude oil markets long ago lost their role of price discovery. Since early 2009, they have instead b...

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Prices rise whilst demand falls
13th August 2012 by

The blog is extremely concerned about recent market developments. Nobody minds higher prices, if the...

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Computers push oil prices higher, again
6th August 2012 by

Trading volumes in financial markets are very low these days. Many ordinary investors are on holiday...

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Financial markets hope for more policy ‘lunacy’
30th July 2012 by

The last few days have seen financial markets rallying, whilst the news from the real economy gets w...

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