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.
China full-year lending decline confirms that Fed pause is a sideshow
15th January 2019

By John Richardson CHINA’S full-year 2018 lending figures are out and they underline what I’d be warning throughout last year – the withdrawal o...

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Oil prices to be buoyed by new shipping fuel rules, despite economic slowdown
13th January 2019

Guest blogger today is Ajay Parmar. He is a chemical engineering professional with 5 years of industrial experience in oil refining, primarily in a pr...

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Turkey PE demand could be 8% lower as economic problems continue
11th January 2019

By John Richardson TURKEY’S apparent demand for PE may have fallen by 8% in 2018 to around 2m tonnes from 2.2m tonnes of demand in 2017, I estim...

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Flood of US LLDPE begins to disrupt markets with worse to follow
9th January 2019

By John Richardson THE ABOVE table illustrates the 2018 impact on smaller LLDPE markets of the arrival of big volumes of new US production. Big percen...

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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.
Stock markets risk Wile E. Coyote fall despite Powell’s rush to support the S&P 500
6th January 2019

How can companies and investors avoid losing money as the global economy goes into a China-led recession?  That’s the key question as we enter ...

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Chart of the Year – China’s shadow banking collapse means deflation may be round the corner
16th December 2018

Last year it was Bitcoin, in 2016 it was the near-doubling in US 10-year interest rates, and in 2015 was the oil price fall.  This year, once again, ...

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BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018

The chemical industry is easily the best leading indicator for the global economy.  And thanks to Kevin Swift and his team at the American Chemistry ...

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Chemistry & the Economy: 2019 Outlook
4th December 2018

There will be no shortage of important topics to discuss on Thursday, at my regular Chemistry and the Economy: 2019 Outlook webinar for the American C...

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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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ICIS View: UK to close subsidy scheme for smaller renewables
20th July 2018

The UK had indicated in 2015 that the generation tariff under the FiT scheme would end in March 2019 but Thursday’s announcement means the export ta...

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ICIS View: Groningen residents’ gain is Europe’s loss
5th June 2018

As the bill to cut production from the Netherlands’ giant Groningen field makes its way through the Dutch halls of power, the challenges of implemen...

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Clock is ticking on MiFID II
2nd February 2017

Time is running out for energy companies that have to work out if they will be included or exempted by upcoming financial rules that will make some of...

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No alternative: Europe’s low-carbon energy transition will come of age in 2017
25th January 2017

“Alternative energy”. Is that still a common phrase? In some quarters, it is. In a recent New York Times Trump-themed article, the phrase was in t...

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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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