ICIS Market Expert Blogs

Asian Chemical Connections

John Richardson’s Asian Chemicals Connections looks at Asian and global commodity chemicals and polymer pricing trends, supply and demand, macroeconomics, energy and environmental issues.

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ABOUT THE AUTHOR

John Richardson

John Richardson is a highly experienced trainer and chemicals industry consultant, who has been working in the industry for 22 years. Based in Asia-Pacific, John has a deep knowledge of the companies and people who have transformed the region into the world’s major production and consumption region. His aim is to provide insightful, factually-based consultancy of the key issues facing the industry. For any comments our queries on this blog, contact John at john.richardson@icis.com.    
Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses away from China in order to compensate for the trad...

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IMF confirms global economy all about China as US threat to growth persists
8th November 2019

By John Richardson DON’T SAY I didn’t tell you. An important new IMF study confirms what I’ve been arguing for a long time: China has overtaken ...

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India must forget trying to follow China and should instead launch a Green New Deal
3rd November 2019

By John Richardson DON’T WORRY, I am told, India is on the way. As China undergoes major structural changes which guarantee much lower petrochemical...

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China’s polyethylene indigestion persists as margins point to major downturn
30th October 2019

By John Richardson CHINA’S POLYETHYLENE (PE) market continues to display signs of chronic indigestion. Significant overstocking persists with Northe...

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Chemicals and the Economy

Guest blogger, Paul Hodges looks behind today's headlines and studies key influencers shaping the chemical industry over the next 12-18 months. He takes a closer look at oil prices, economic growth and the environment among other things, along with some light-hearted commentary along the way.

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ABOUT THE AUTHOR

Paul Hodges

Paul Hodges is Chairman of International eChem, trusted commercial advisers to the global chemical industry. He also serves as a Global Expert for the World Economic Forum. The aim of this blog is to share ideas about the influences that may shape the chemical industry and the global economy over the next 12 – 18 months. It looks behind today’s headlines, to understand what may happen next in critical areas such as oil prices, China and Emerging Markets, currencies, autos, housing, economic growth and the environment. Please do join me and share your thoughts. Between us, we will hopefully develop useful insights into the key factors that will drive the industry's future performance.
UK election offers voters no middle ground in December
3rd November 2019

Pity the poor UK voters as they prepare to vote in probably the most critical election of their lives. As they battle the wind and rain to vote in the...

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Budgeting for paradigm shifts and a debt crisis
27th October 2019

It is now 8 years since John Richardson and I published our 10-year forecast for 2021 in Boom, Gloom and the New Normal: How the Western BabyBoomers a...

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Paradigm shifts create Winners and Losers
20th October 2019

MY ANNUAL BUDGET OUTLOOK WILL BE PUBLISHED NEXT WEEK Next week, I will publish my annual Budget Outlook, covering the 2020-2022 period. The aim, as al...

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Companies ignore the Perennials 55+ generation at their peril
13th October 2019

Nearly a third of the the world’s High Income population are now in the Perennials 55+ generation. Yet companies mostly ignore their needs ̵...

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Energy Connections

ICIS energy editors post their expert opinions on the major topics facing participants in the European gas, electricity, LNG and oil markets. This blog will look behind the headlines and critically analyse the impact of market developments on the industry, with some more light-hearted posts thrown in for good humour.

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Freeport LNG set for first cargo, storage talk grows
21st August 2019

The 5.0 million tonnes per annum (mtpa) US Freeport LNG train one was getting ready to load its first cargo in August, adding the prospect of further ...

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LNG spreads tighten, Gulf braces for storm
16th July 2019

Spot LNG prices held below $5.00/MMBtu in the four weeks from mid-June to mid-July on the back of continued strong supply in the global market. Howeve...

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European energy prices looking weak heading into third quarter
12th July 2019

This article was written by Harriet Roberts. It discusses the findings of the ICIS European Energy Mid-Year Outlook 2019 European energy prices weak o...

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Spot LNG falls, but tensions in Gulf
19th June 2019

Spot LNG prices remained low around the world in mid-June, prompting continued speculation over whether US producers might cut back output later this ...

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Chemical Connections

ICIS editors and consultants give their views on the big questions raised by market events and developments. By analysing market conditions, supply and demand, and other factors influencing future profitability, they set today’s markets into context and provide an outlook for 2016 and beyond.

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Is The US Ethane Market Getting Tighter?
12th June 2017

Taking look at the latest EIA data (published 4/28/2017) with a little ICIS analytics thrown in: The amount of ethane recovered in February was up 20%...

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The Art of Price Forecasting
8th June 2017

One of the most disheartening parts of being in the price forecasting business, particularly in the energy price forecasting business, is that, despit...

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