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.    
Exporters of PP and SM to China seem to have options other than shutdowns, but not PX exporters
29th November 2020

By John Richardson DIFFICULT choices lie ahead for exporters of polypropylene (PP), styrene monomer (SM) and paraxylene (PX) to China. From next year ...

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China polyethylene and ethlyene glycols in 2021: country-by-country outlook for exporters
26th November 2020

By John Richardson CHINA’S polyethylene (PE) imports could be at either 19.8m tonnes in 2021 or 16.8m tonnes, as I discussed on Wednesday. The above...

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China’s PE imports in 2021 could be as high as 19.8m tonnes or as low as 16.8m tonnes
24th November 2020

By John Richardson IN SCENARIO 3 in the above chart, China would import 16.8m tonnes of polyethylene (PE) in 2021. This would be down by 13% from the ...

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China may next year import 66% less PP from South Korea than in 2020, 72% less styrene from Saudi Arabia
22nd November 2020

By John Richardson All the numbers that follow are my estimates only and are not the official ICIS numbers. But I hope what follows helps you with you...

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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 blog aims to share ideas about the outlook for the chemical industry and the global economy. It looks behind today’s headlines, to understand what may happen next in critical areas including the warning signs over the outlook for the global economy; geopolitics and the rise of populism;  oil and energy markets; sustainability and the rise of the circular economy; and key areas of chemical demand including autos, housing and electronics.
Plastics producers face a ‘wake-up call’ from both ends of the value chain
22nd November 2020

Plastics producers have had a great run over the past 60 years, as demand took off for their products. But now globalisation is being replaced by sust...

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Smartphone sales confirm mid-market of ‘affordable luxury’ is disappearing
15th November 2020

Another 3 months, another decline in global smartphone sales. And more pressure on mid-market players like Samsung, as China’s low-cost producer...

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Chemistry & the Economy webinar on Thursday
10th November 2020

Please join me for the next ACS Chemicals & Economy webinar on Thursday, at 2pm Eastern Standard Time, USA, when we will discuss: How US trade and...

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“We may be opponents, but we are not enemies, we’re all Americans”
8th November 2020

Groundhog Day 2, last week’s made-for-TV movie set in Pennsylvania, was the perfect lockdown choice. Every morning, one could check the vote tal...

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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 LNG remains in bullish mood
22nd October 2020

Spot LNG prices continued to strengthen from mid-September to mid-October as the market takes an increasingly bullish turn on the back of unexpected p...

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Spot LNG gains on Australia, US problems
18th September 2020

Spot LNG prices strengthened from mid-August to mid-September on the back of ongoing repair work in Australia and after a hurricane swept through the ...

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Spot LNG stronger on winter, outages
21st August 2020

Spot LNG prices for front-month cargoes started to climb from their previous rock-bottom levels during the four weeks from mid-July to mid-August. Hig...

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We need to talk about Joe!
20th August 2020

So, once the Democrats conclude this week’s first ever virtual convention held by a US political party, we will finally be able stop calling Joe Bid...

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Chemical Connections

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.

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ABOUT THE AUTHOR

Jeremy Pafford

Jeremy Pafford leads the ICIS market development strategy for the US, Mexico and Canada. He represents the company and showcases its expertise to the chemicals market and his role draws upon his experience in leading engagement efforts by the Americas team. Previously, Jeremy served as managing editor, Americas, leading the team’s efforts in analysing the ethylene, propylene, polymers, solvents and oleochemicals markets. He has covered several markets, authored research and presented at major events on topics such as the North American shale boom, US-China trade tensions and how macroeconomic developments translate into chemical market trends.
Daniel Fletcher-Manuel
Daniel Fletcher-Manuel is the head of financial markets development at ICIS and has a wealth of experience in chemical analysis and forecasting. He works with banks and investors to develop their understanding of energy and chemical market trends, enhance their risk and forecasting models and build better pitch books. With his ICIS Chemicals Investor blog, Daniel aims to illuminate the physical drivers of a stock’s performance as well as helping analysts to identify the energy and chemical stories that matter.
All roads following US elections should lead to enactment of infrastructure bill
22nd October 2020

Finding common ground for US Republicans and Democrats is as difficult as ever during these hyper-partisan times, but if there has been one subject th...

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Plastic rubbish: the pandemic is increasing rather than reducing the pressure for change
19th October 2020

This is the first of a series of blog posts where I will examine the environmental paradigm shift and what it means for the petrochemicals industry. T...

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Good recycling news plants seeds for further advances
9th October 2020

This year continues to be a “slog,” a word when said aloud just reeks of 2020. I guess that would be onomatopoeia for those you who remember your ...

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Could recycling bring naphtha back in style?
2nd October 2020

Last week, the blog took a look at how government policies could shape a market such as that for linear low density polyethylene (LLDPE). The scenario...

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