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.    
Environmental taxes on US polyethylene shipments to the EU seem inevitable
17th November 2019

By John Richardson IT ALL seemed to make perfect sense at the time. Feedstock and financing were incredibly cheap and trade barriers kept falling. Alt...

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The global polyethylene paradigm shift of permanently weaker demand
15th November 2019

By John Richardson MALCOLM GLADWELL, in his very thought provoking book The Outliers, writes about what we think is gut instinct, but is instead the r...

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Vietnam polyethylene demand boom may not last because of infrastructure pressures
13th November 2019

By John Richardson LET’S start with some good news: Vietnamese polyethylene (PE) demand looks set to grow by 16% in 2019 over last year compared wit...

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Shift in supply chains away from China adds costs, complexities and risks for petrochemicals
11th November 2019

By John Richardson AS PETROCHEMICALS and other manufacturers scramble to relocate their businesses away from China in order to compensate for the trad...

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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.
The next billion phone users will be buying $10 smart feature phones, not $1000 iPhones
10th November 2019

Smartphone sales plateaued in Q3, down 9% since Q3 2017’s peak of 1.55bn, as the chart shows.  But the bigger threat from smart feature phones ...

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UK election offers voters no middle ground in December
3rd November 2019

Pity the poor UK voters as they prepare to vote in probably the most critical election of their lives. As they battle the wind and rain to vote in the...

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Budgeting for paradigm shifts and a debt crisis
27th October 2019

It is now 8 years since John Richardson and I published our 10-year forecast for 2021 in Boom, Gloom and the New Normal: How the Western BabyBoomers a...

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Paradigm shifts create Winners and Losers
20th October 2019

MY ANNUAL BUDGET OUTLOOK WILL BE PUBLISHED NEXT WEEK Next week, I will publish my annual Budget Outlook, covering the 2020-2022 period. The aim, as al...

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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 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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Freeport LNG set for first cargo, storage talk grows
21st August 2019

The 5.0 million tonnes per annum (mtpa) US Freeport LNG train one was getting ready to load its first cargo in August, adding the prospect of further ...

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LNG spreads tighten, Gulf braces for storm
16th July 2019

Spot LNG prices held below $5.00/MMBtu in the four weeks from mid-June to mid-July on the back of continued strong supply in the global market. Howeve...

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European energy prices looking weak heading into third quarter
12th July 2019

This article was written by Harriet Roberts. It discusses the findings of the ICIS European Energy Mid-Year Outlook 2019 European energy prices weak o...

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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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