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...

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...

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...

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...

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...

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...

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...

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 ...

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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