ICIS Market Expert Blogs

Asian Chemical Connections

John Richardson and Malini Hariharan'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 analyst, who has been working in the industry for 18 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 analysis of the key issues facing the industry.
Big jump in China PE imports points to destocking as demand prospects weaken
12th November 2018

By John Richardson CHINA’S official PE imports and exports are finally out for January-September 2018 after a very long delay. Until a week ago, off...

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Major crude downside and upside risks for petchems
11th November 2018

By John Richardson ONE of the biggest risks for petrochemicals producers has once again become oil prices as we enter a period of weaker demand and lo...

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Negative Asian polyolefins margins show need for recession planning
5th November 2018

ASIAN PE and PP spreads turned negative in October this year for the first time since the same month five years earlier. As spreads turned negative it...

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President Trump’s “very good” call with President Xi: Nothing changes
2nd November 2018

PRESIDENT TRUMP said yesterday that his discussions with President Xi Jinping were “moving along nicely” following a “very good” telephone cal...

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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.
Global smartphone recession confirms consumer downturn
11th November 2018

Q3 smartphone sales data show the global market in recession, as Strategy Analytics confirmed: “The global smartphone market has now declined for fo...

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Chemical output signals trouble for global economy
4th November 2018

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been negative on a year-to-date basis since February Fall...

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Budgeting for the end of “Business as Usual”
28th October 2018

Companies and investors are starting to finalise their plans for the coming year.  Many are assuming that the global economy will grow by 3% – 3.5...

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“What could possibly go wrong?”
21st October 2018

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeting for the Great Unknown in 2018 – 2020‘....

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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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ICIS View: UK to close subsidy scheme for smaller renewables
20th July 2018

The UK had indicated in 2015 that the generation tariff under the FiT scheme would end in March 2019 but Thursday’s announcement means the export ta...

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ICIS View: Groningen residents’ gain is Europe’s loss
5th June 2018

As the bill to cut production from the Netherlands’ giant Groningen field makes its way through the Dutch halls of power, the challenges of implemen...

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Clock is ticking on MiFID II
2nd February 2017

Time is running out for energy companies that have to work out if they will be included or exempted by upcoming financial rules that will make some of...

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No alternative: Europe’s low-carbon energy transition will come of age in 2017
25th January 2017

“Alternative energy”. Is that still a common phrase? In some quarters, it is. In a recent New York Times Trump-themed article, the phrase was in t...

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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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