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.    
Global PVC demand could fall by 1.1m tonnes as coronavirus crisis becomes global
26th February 2020

By John Richardson YOU CANNOT stimulate economic activity when factories and offices need to be shut down, airlines are forced to cancel thousands of ...

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China polyethylene imports could be 3m tonnes lower as economy seizes up
24th February 2020

By John Richardson IT IS TIME for crisis planning, I am afraid, as a result of the World Health Organisation’s warning that the “window of opportu...

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Rescue of major conglomerate, struggling SMEs raise risks for China and global economies
20th February 2020

The most important issue here remains the human cost of the coronavirus outbreak. My thoughts and hopes continue to go out to my friends, contacts and...

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Global polyethylene demand in 2020 at risk of 2.4m decline because of coronavirus
19th February 2020

By John Richardson I AM a bit confused this morning following some excitement about the Chinese decision to allow polyethylene (PE) importers to apply...

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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.
Financial markets head for (another) train crash as coronavirus starts to impact
17th February 2020

China’s industrial heartland of Hubei (pop 59m) and its capital Wuhan (pop 11m) have now been locked down for nearly a month as a result of the ...

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Coronavirus disruptions make global recession almost certain
11th February 2020

Last month, our Hong Kong-based pH Report colleague, Daniël de Blocq van Scheltinga, warned of the “Possible development (epidemic?) of the Wuh...

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Your A to Z Guide to the Brexit trade negotiations
2nd February 2020

A. Article 50 of the Lisbon Treaty set out the rules for leaving the European Union. As with most negotiations, it assumed the leaving country would p...

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China’s plastic ban and recycling launch marks end of ‘business as usual’ for plastics industry
26th January 2020

Paradigm shifts start slowly at first, and it is easy to miss them. But then one day, they suddenly become obvious, and it becomes a scramble to catch...

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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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US LNG projects advance as spot remains low
15th January 2020

Global LNG prices remained soft in the four weeks to mid-January as US export projects continued to progress, adding yet more capacity to an already o...

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Spot LNG prices for January slide as US plants begin
20th December 2019

Spot LNG prices over the past four weeks for January 2020 cargoes to Asia averaged $5.515/MMBtu, falling back 11% from average prices for December 201...

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Asian LNG softens on mild weather, strong supply
20th November 2019

Spot LNG prices in east Asia softened over the past four weeks on indications of mild weather for the winter ahead and against a background of strong ...

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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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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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