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.
By John Richardson DEVELOPED WORLD oil and gas majors who faced rising investor pressure on greenhouse gas emissions accounted for just 15% of global energy production, said Jason Bordoff, co-founding Dean of the Columbia Climate School in this important article in Foreign Policy. The rest lay with the state-owned energy giants who were under far...
By John Richardson I MADE THE argument last Thursday that until or unless the world is fully vaccinated against the pandemic, container freight...Read
By John Richardson IF YOU WANT to understand when container-freight chaos will fully come to an end, look at the graphic above from Our World in Data,...Read
By John Richardson IT FEELS LIKE several lifetimes ago. If you recall, way back in November-December 2019 Asian variable cost integrated naphtha-based...Read
By John Richardson NOBODY SHOULD be surprised that the developing world has fallen behind in the battle to reduce greenhouse gas emissions as the regi...Read
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.
In January, “everyone knew” that inflation was about to take off, and that the US$ was going to collapse. Last week, the great Bob Farrell’s Rule No 9 proved its worth, yet again. US interest rates fell sharply and the US$ bottomed for this cycle. The two charts above tell the story – because they...
My Dutch colleague, Daniël de Blocq van Scheltinga, is a graduate of Leiden University in the Netherlands, with a Master of Law degree and a specialt...Read
The pandemic was very good news for some companies, with demand for online activities rocketing. But whilst many parts of the developing world are sti...Read
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.
LNG traders are questioning how long a surge in Asian spot prices can last, after dramatic price increases caused by unexpected outages, strengthened ...Read
The ICIS Chemical connections blog delves into the chemicals and commodities behind some of the world’s biggest companies. Daniel tracks and provides analysis on 167 companies in the oil and gas, commodities, chemicals, speciality chemicals, plastics, packaging and fertilizers markets and Jeremy analyses macro and micro trends affecting the North American chemicals industry, from olefins, aromatics and solvents to general-purpose and engineered plastics.
How bad are things on the logistics front? A COVID-19 outbreak at the Port of Yantian in China is causing container ships to back up or to be diverted as services and deliveries are delayed. The port is critical to exports from China’s Pearl River Delta, a major manufacturing center in the world’s major manufacturing...
Supply tightness in key commodities such as chemicals, polymers, lumber and steel has been a major story of 2021, but increasingly logistics are takin...Read
Get ready to open your wallets a bit more. Whether you are in the chemical business, the services industry or the business of feeding people, the cost...Read
Reinvestment in infrastructure has finally made it to centre stage of US political discussions, but prepare to be underwhelmed by what ultimately resu...Read
Mid-February’s prolonged freeze on the Texas-Louisiana coast has juiced up market commentary as much as it has most petrochemical and polymer pricin...Read