Honam’s Malaysia buy opens SEA market share battle
22nd July 2010 by

Over-capacity is going to be a major issue for the petchem industry over the next few years. Asian p...

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Petchem supply/demand enters the New Normal
15th July 2010 by

The blog’s major series this week has focused on the changes that seem to be taking place in m...

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Global chemical recovery starts to slow
26th June 2010 by

At the mid-year point, its interesting to look at the performance of the total chemical industry, in...

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Strategies for success in the US petchem industry
20th March 2010 by

Major changes are underway in the US petchem and polymer market: • Middle East/Asian production wi...

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Dow puts debt problems behind it
4th March 2010 by

A year ago, the Dow Chemical stock price was below $6, giving the company a total market capitalisat...

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Restocking not the same as Recovery
22nd January 2010 by

Will Beacham of ICIS interviewed me yesterday in London’s Trafalgar Square. Please click above...

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China’s petchem imports soar on oil price speculation
9th July 2009 by

After yesterday’s post, Edwin Pang of Credit Suisse in Hong Kong has raised an interesting que...

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Moody’s sees negative outlook for Asian petchems
17th March 2009 by

Its not just the World Bank that is concerned about the outlook for East Asia. Today, Moody’s ...

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Dow pays $78.97/share for Rohm & Haas
11th March 2009 by

The blog has always had enormous respect for Dow. This was due to their ability to manage unconventi...

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