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.    
How we could all end up as losers from President Trump’s trade policies
16th August 2019

The views below are my own, and, as always, do not express the opinion of ICIS By John Richardson REGARDLESS of your politics you should worry about D...

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President Trump’s tariff concession adds to uncertainties as we drift towards a bipolar world
14th August 2019

The following opinions are my personal views, and, as always, do not express the views of ICIS By John Richardson PRESIDENT TRUMP could have blinked a...

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China PE overstocking at above a million tonnes as Beijing struggles to boost economy
12th August 2019

By John Richardson EVEN IF our base case growth rate* for PE in China in 2019 proves to be correct the H1 data still suggest excess inventories of 755...

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China trade war duties on US LDPE “very likely” as global recession concerns grow
9th August 2019

By John Richardson IT IS very likely that China will impose 25% additional imports duties on LDPE in response to the latest US escalation of the trade...

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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.
Oil market weakness suggests recession now more likely than Middle East war
11th August 2019

Oil markets remain poised between fear of recession and fear of a US attack on Iran. But gradually it seems that fears about a war are reducing, whils...

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Smartphone sales continue their decline, whilst $25 smart feature phones open up new markets
4th August 2019

Global smartphone sales have now been falling for 8 consecutive quarters, since Q3 2017. They are now down 9% from their peak, as the chart shows, bas...

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UK, EU27 and EEA businesses need to start planning for a No Deal Brexit on 31 October
28th July 2019

New UK premier, Boris Johnson, said last week that the UK must leave the EU by 31 October, “do or die, come what may”. This means UK, EU27 and EEA...

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London house prices edge closer to a tumble
21st July 2019

After the excitement of Wimbledon tennis and a cricket World Cup final, Londoners were back to their favourite conversation topic last week – ho...

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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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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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Spot LNG prices steady at low levels
23rd May 2019

Global spot LNG prices held steady over the four weeks from mid-April to mid-May, remaining at a low level compared to last year, with no major change...

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IMO 2020: Will you sink or swim?
3rd May 2019

In just eight months, the International Marine Organisation (IMO) 2020 regulation will cut the maximum sulphur content in marine fuels worldwide, in a...

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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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