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.
Here is a first of a series of outlook articles for 2020 where I focus on the risks ahead for the global polyethylene business By John Richardson CHINA’S polyethylene (PE) market will start 2020 with a whimper because of exceptionally high levels of overstocking, which is a reflection of growing global oversupply. In the...
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....Read
By John Richardson NOT since at least the beginning of 2014 have Northeast and Southeast Asian polyethylene (PE) and polypropylene (PP) margins been a...Read
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...Read
By John Richardson THE MAINSTREAM view is that there is nothing fundamental about the decline in new vehicle sales in China. Conventional analysis bla...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.
Please join me for the next ACS Chemicals & Economy webinar on Thursday, at 2pm Eastern Standard Time, USA, when we will discuss: The contrast between the downbeat outlook for the chemical market and the upbeat stock market The challenges facing US shale gas polyethylene exports due to the US-China trade war and concerns over...
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...Read
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...Read
“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 ...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.
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 ...Read
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...Read
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.