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.    
China’s shift towards styrene self-sufficiency adds to pressure for new petrochemicals business model
9th August 2020

By John Richardson IT IS dead simple, apparently. All you have to do is find alternative geographical markets to China as China moves towards petroche...

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Why a hard look at the data show China has not seen a V-shaped recovery
6th August 2020

          Note: All the data comparisons below are year-on-year By John Richardson IF YOU closely study H1 data on China petr...

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China moves closer to Iran as tensions with the US build: Implications for petrochemicals
2nd August 2020

By John Richardson Opinions and emotions and can shape how we interpret data, but, as we all know, our personal views need to be put on hold and our e...

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China polyolefins market H1 review: so far so good, but beware of the risks ahead
30th July 2020

By John Richardson ALL looks fine in the polyolefins world. The Old Normal appears to have reasserted itself as Chinese demand has come roaring back. ...

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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.
Global chemical industry – key trends for success in today’s New Normal
2nd August 2020

The chemical industry is the best leading indicator for the global economy. On Friday, I had the privilege of discussing a wide range of key issues wi...

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Oil prices signal potential end to the V-shaped recovery myth
26th July 2020

Oil prices have moved into another ‘flag shape’ – which previously provided critical warning of the March collapse, and of those in ...

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Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would be over in a few days or weeks. But it is now clea...

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Reshoring set to create Winners and Losers as advanced manufacturing takes over
12th July 2020

Not many companies still operate in the same way as 500 years ago, or even 50 years ago. But in manufacturing, it’s quite common.  As the pictu...

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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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Market volatility is here to stay
1st July 2020

Today marks the first day of the second half of 2020, and as I’m sure you will all agree, a lot has changed in six months. If you can all cast your ...

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Spot LNG still weak, despite more cuts
16th June 2020

Spot LNG prices remained very weak in the period from mid-May to mid-June. Growing numbers of US cargo cancellations being planned across the summer h...

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Reports of clean energy’s demise are greatly exaggerated
28th May 2020

As the Covid-19 pandemic enters its sixth month, we are starting to get more data on the impacts that efforts to contain the disease have had on the g...

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Spot LNG gains on US shutdowns
19th May 2020

Spot LNG prices remain at historically low levels, the result of ongoing structural oversupply in the market after recent years in which new supply pr...

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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.
Chemical Investor Forum: Exploring regression analysis to forecast Westlake’s earnings
3rd August 2020

The multiple linear regression analysis technique shows a 0.87 R-squared value for Westlake Chemical’s quarterly EBITDA (2012-2020) as the dependant...

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China moves closer to Iran as tensions with the US build: Implications for petrochemicals
3rd August 2020

By John Richardson Opinions and emotions and can shape how we interpret data, but, as we all know, our personal views need to be put on hold and our e...

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Pandemic creating baby booms and busts – and challenges for the supply chain
31st July 2020

The coronavirus pandemic is amplifying birth rate trends in many parts of the world, creating via procreation (or lack thereof) challenges and opportu...

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China polyolefins market H1 review: so far so good, but beware of the risks ahead
31st July 2020

By John Richardson ALL looks fine in the polyolefins world. The Old Normal appears to have reasserted itself as Chinese demand has come roaring back. ...

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