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.    
China slowdown: Loss of 7m tonnes of global PP demand points to new investment model
15th February 2019

By John Richardson CHINA’S influence on the world economy has grown to such an extent over the last decade that is now a bigger driver of growth tha...

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China autos and polypropylene: Growth has peaked and will decline
13th February 2019

By John Richardson WHAT if the number of new vehicle sales in China reached a long term peak of 28.9m in 2017? What if the declines in sales that we s...

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Oil at $58-69 over next year as focus switches to demand
11th February 2019

Guest blogger today is again Ajay Parmar in the second his posts. He is a chemical engineering professional with 5 years of industrial experience in o...

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Trade war dangers for US polyethylene re-emerge as talks appear to flounder
8th February 2019

          By John Richardson ONLY YESTERDAY just about everyone I spoke to in the polyethylene (PE) industry believed that th...

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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.
The BoE’s pre-emptive strike is not without risk
12th February 2019

The Financial Times has kindly printed my letter below, arguing that it seems the default answer to almost any economic question has now become “...

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IKEA heads into the circular world with furniture subscription trial
10th February 2019

“Once upon a time, Granny and Grandad used to go to a large shop on the motorway to buy their furniture. They used to stagger around carrying Bi...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession confirms consumer downturn. The only strange thin...

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Flexible working is key to reversing today’s collapse in fertility rates
27th January 2019

Women in most parts of the world are not having enough children to replace our population. This is one of the great issues of our time, but is hardly ...

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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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