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.    
Long term downcycle will transform global petrochemicals, creating new Winners and Losers
6th December 2019

By John Richardson THIS IS not a normal downcycle. Please get over that idea however many people, both inside and outside your company, tell you this....

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Asian PE and PP margins at lowest levels in at least five years and will go lower……
4th December 2019

By John Richardson NOT since at least the beginning of 2014 have Northeast and Southeast Asian polyethylene (PE) and polypropylene (PP) margins been a...

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Asian polypropylene market heads for major 2020 downturn
2nd December 2019

By John Richardson THE ASIAN polypropylene (PP) market hasn’t been as bad as the region’s polyethylene (PE) market in 2019 because of much more li...

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China new vehicle sales: A long term decline and what this means for petrochemicals
29th November 2019

By John Richardson THE MAINSTREAM view is that there is nothing fundamental about the decline in new vehicle sales in China. Conventional analysis bla...

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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.
Polyethylene’s crisis will create Winners and Losers
8th December 2019

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I have been forecasting.  Scenario planning is now a...

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What’s next for Brexit and chemicals?
4th December 2019

The UK is about to go to the polls again to try and decide the Brexit issue.  Chemicals will be one of the industries most affected by the decision, ...

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Global economy hits stall speed, whilst US S&P 500 sets new records
1st December 2019

Whisper it not to your friends in financial markets, but the global economy is moving into recession. The US stock markets keep making new highs, than...

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Portugal shows the way to climate neutrality by 2050
24th November 2019

“If you don’t know where you are going, any road will do”. The Irish proverb’s logic shows us the way forward on the greatest ...

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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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Spot bulls challenge LNG supply bears
16th September 2019

Cuts to Dutch gas production, French nuclear troubles and a court case impacting Russian pipe flows combined to give a sharp upwards boost to spot gas...

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Freeport LNG set for first cargo, storage talk grows
21st August 2019

The 5.0 million tonnes per annum (mtpa) US Freeport LNG train one was getting ready to load its first cargo in August, adding the prospect of further ...

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LNG spreads tighten, Gulf braces for storm
16th July 2019

Spot LNG prices held below $5.00/MMBtu in the four weeks from mid-June to mid-July on the back of continued strong supply in the global market. Howeve...

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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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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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