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 credits separate polymer Winners and Losers as the world divides
14th June 2019

By John Richardson THE WORLD is becoming a much more complex and fragmented place as the consensus about the benefits of open markets and the largely ...

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Trade War: 88m tonnes of lost polymers demand despite the boom in Asia ex-China
12th June 2019

By John Richardson SURE, there are tremendous opportunities for petrochemicals and polymers companies in booming Southeast (SEA) Asia and South Asia a...

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Trade war certainties: A bi-polar world and the overwhelming importance of Chinese demand
10th June 2019

By John Richardson THE IRONY IS that if the US trade deficit with China shrinks because of the trade war, its deficits with other developing countries...

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China PP demand growth still heading for seven-year low despite surge in imports
7th June 2019

By John Richardson ALL is not suddenly right with China’s polypropylene (PP) demand despite our revised data for January-April 2019 indicating growt...

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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.
D-Day commemorations mark end of a political era
9th June 2019

Last week, 95 year-old Harry Read repeated the jump that he and his fellow parachutists had made as the advance party for the D-Day landings. He told ...

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2019 Global Outlook – a mid-year update: ACS webinar on Thursday
4th June 2019

There will be no shortage of important topics to discuss on Thursday, at my regular Chemistry and the Economy: 2019 Mid-Year Update webinar for the A...

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Wishful thinking dominates Brexit debate as the UK heads towards No Deal on 31 October
2nd June 2019

One of the best things I learned at school was the simple mnemonic: “To ASSUME can make an ASS of U and ME” Unfortunately, most of those i...

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Recession risk rises as Iran tensions and US-China trade war build
26th May 2019

Oil markets are once again uneasily balanced between two completely different outcomes – and one again involves Iran. Back in the summer of 2008...

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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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IMO 2020: Will you sink or swim?
3rd May 2019

In just eight months, the International Marine Organisation (IMO) 2020 regulation will cut the maximum sulphur content in marine fuels worldwide, in a...

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Technology-neutral auctions – myth or reality?
27th March 2019

This article was written by Vija Pakalkaite (EU Carbon and Power Analyst) and Matthew Jones (Senior Market Analyst) and it discusses the trend of mult...

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ICIS Dutch TTF gas benchmark closes above EAX in bear market
21st March 2019

The ICIS Dutch TTF gas benchmark closed above the East Asian Index (EAX) spot LNG price on 20 March for the first time in three years, inverting the u...

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ICIS View: Turkish lira crisis spells new concerns for energy sector
15th August 2018

After losing nearly one fifth of its value within the last week, the Turkish lira recovered some losses, stabilising at TL6.5 to the US dollar in Tues...

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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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