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.
By John Richardson WHEN POLYETHYLENE (PE) and polypropylene (PP) markets become truly global again remains anyone’s guess. But what’s clear in myRead
By John Richardson MOST people now accept that China’s real estate sector, worth some 29% of the country’s GDP, is deflating with significant longRead
By John Richardson A GOOD FRIEND and contact messaged me this week to say, “Wow, this is complicated”. Yes, I am afraid so. These are the most difRead
By John Richardson AGAIN, PLEASE DON’T SAY I DIDN’T WARN YOU. Regular readers of the blog will not be surprised in the slightest by the chart beloRead
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.
Evergrande's default will only be the first of many. Companies and countries that have “bet the ranch” on China’s “perpetual motion machine”Read
The plastics industry as we know it today, may well start to move into an endgame as it is squeezed from both ends of the value chain.Read
Chart of the Year – the surge in Electric Vehicle sales will disrupt auto, oil and petrochemical markets19th December 2021
The implications of the rise in EV sales go well beyond the auto and oil markets, with petrochemicals likely to be next in line for disruption. This iRead
Time for demographics to replace economics, as Evergrande’s default marks the end of the central banks’ debt bubble12th December 2021
It is time for the central banks to give up their outdated economic models, and focus instead on the science of demographics. Their efforts to createRead
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.
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.
Negotiations on annual contracts are under way for many in the plastics supply chain, and the market conditions looming over the bargain table have raRead
Now, more than ever, dynamic insights are key to navigating complex, volatile commodity markets. Access to expert insights on the latest industry developments and tracking market changes are vital in making sustainable business decisions.
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