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.
Instead of demand for the nine polymers growing by 7m tonnes in 2022 under our base cases, my downsides see consumption falling by 6m tonnes.
Every tonne you don’t produce, when you correctly assess that the demand isn’t there in a particular market, will be important in preserving cashf
The ICIS Supply & Demand Base Case growth for Eurozone and UK PE demand in 2022 over last year is 1%. Downside 1 assumes consumption will contract
Global chemicals face negative growth on inflation, more logistics problems and a deep China downturn3rd May 2022
SUPPLY-CHAIN problems continue to disrupt the global chemicals and polymer industries more than two years since the pandemic began. Right now, the cen
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.
Europe's plastic industry is at a critical turning point. Profitability is falling as the recession bites. But it cannot just cut back and hunker down
Central banks and investors believed stimulus programs had created a "New Paradigm" where asset prices would always increase. Now they are starting to
Time to focus on the danger of corporate and household leverage as “subprime on steroids” comes to an end24th April 2022
The seeming genius of many private equity funds in recent years has been based on this ability to borrow at cheap rates during the ‘up’ part of th
Essentially, the problem is a timebomb which is set to explode next winter unless governments work together to increase arable planting, establish eme
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.
Crude oil prices are rising at a rate at which passing on the increases downstream is proving untenable in some markets. Its volatility will spur furt
The packaging supply chain needs to come to grips with inflation, but in a context few are considering at the moment – the sustainability movement.
Prices precipitously falling from their highs after months of feverous run-up is typical commodity market behaviour, but the conditions in which the c
Negotiations on annual contracts are under way for many in the plastics supply chain, and the market conditions looming over the bargain table have ra
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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