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.
By John Richardson JUST 5% of US companies with revenues of more than $500m plan to relocate operations out of China, according to the latest survey by the American Chamber of Commerce in Shanghai. This partly reflects highly networked manufacturing clusters, wrote the Australian Strategic Policy Institute in this excellent article. “Automotive and electronics clusters...
By John Richardson INVESTORS must look beyond measures of GDP growth if they are going to understand what is really happening in the global economy, w...Read
By John Richardson CHINA FACES another test of its pandemic control capabilities because of new outbreaks in Hebei and Heilongjiang provinces. On Wedn...Read
By John Richardson MOST OF the time historical events move at a snail’s pace. The metaphorical tectonic plates are still moving but th...Read
By John Richardson IT WAS a tremendous year. China’s 2020 polyethylene (PE) demand growth over 2019 averaged 10% across the three grades. This compr...Read
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.
Sustainability rather than globalisation is becoming the key driver for business. And the paradigm shift this creates means that companies need to adopt new Critical Success Factors as shown above. Leadership skills will be essential at all levels of the organisation in order to stimulate the creativity and action orientation required for success. There are...
Most companies had closed when the new EU-UK Trade and Cooperation Agreement (TCA) was finally announced on Christmas Eve. And they are only now start...Read
Each year, it seems there is only one candidate for Chart of the Year. And 2020 is no exception. It has to be the CAPE Index developed by Nobel Prize ...Read
I worked for many years at a world-leading chemical company, ICI. But sadly, it lost its way as senior management began to focus more on financial met...Read
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.
The Democrat Party sweep of the Georgia runoff senatorial elections this week means President-elect Joseph Biden will take office on 20 January with his party in control of both houses of Congress and thus an easier path to enacting the policies on which he campaigned. The blog previously outlined some possibilities for pandemic-recovery economic stimulus...
US president-elect Joseph Biden has called the recently passed $900bn second round of coronavirus-related economic stimulus a down-payment to what he ...Read
A lot can change in 30 days. Thirty days ago, US President Donald Trump felt confident he was on his way to a second term, while election opponent Jos...Read
Finding common ground for US Republicans and Democrats is as difficult as ever during these hyper-partisan times, but if there has been one subject th...Read
This is the first of a series of blog posts where I will examine the environmental paradigm shift and what it means for the petrochemicals industry. T...Read