Chemicals and the Economy

Petrochemicals must face up to multiple challenges
14th October 2018 by

Europe’s petrochemical sector must prepare now for the trade war, US start-ups, Brexit and the...

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Ethane price hikes, China tariffs, hit US PE producers as global market weakens
23rd September 2018 by

Sadly, my July forecast that US-China tariffs could lead to a global polyethylene price war seems to...

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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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Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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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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US PE exports on front line as Trump changes trade policies
15th January 2018 by

It is almost a year since Donald Trump became President.  And whilst he has not followed through on...

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Difficult times ahead for US polyethylene exports as business models change
20th November 2017 by

This wasn’t the chart that companies and investors expected to see when they were busy finalis...

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Chemical industry data shows reflation remains hope, not reality
31st July 2017 by

Western central bankers are convinced reflation and economic growth are finally underway as a result...

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Sinopec’s results confirm China’s focus on employment and self-sufficiency, not profit
1st June 2017 by

China’s strategies for oil, refining and petrochemical production are very different from thos...

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China’s increase in chemicals self-sufficiency will hit US shale gas expansions
11th May 2017 by

Some years ago, when China was well on the way to becoming the world’s largest importer of che...

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