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 AFTER a very challenging first quarter, nobody wants to make further write-downs on the value of raw materials and finished-product inventories. But this is the risk for any polyethylene (PE) producer who believes the recent rallies in equity markets and oil prices are leading indicators for the strength of the real economy....
By John Richardson PLEASE DON’T say I didn’t warn you. China is rapidly moving towards polypropylene (PP) self-sufficiency. There is every chance ...Read
By John Richardson ALL OF us are struggling to come to terms with a collapse in the global economy that is poised to be worse than the Great Depressio...Read
By John Richardson POLITICIANS, not just including the Populist variety, are talking a lot about reshoring or bringing back home manufacturing supply ...Read
By John Richardson RECENT rises in oil and petrochemicals prices should not in my view be taken as a signal that the worst phase of the coronavirus cr...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.
The global chemical industry is the third largest sector in the world behind agriculture and energy, and its outputs find their way into everything we consume. Paul Hodges, chairman of the pH Report, analyzes the chemical industry to give a unique perspective on the global economy to investors and corporations. In this timely discussion, he...
The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 102-year old Hertz rental company from filing for Ch...Read
London property websites haven’t used the word “reduced” for many years. But it’s starting to appear again on homes for sale a...Read
The smartphone sales decline accelerated in Q1, as Strategy Analytics report: “Global smartphone shipments fell 17% to reach 275m in Q1. This is...Read
The Financial Times kindly made my letter on the risks now associated with central bank stimulus their Lead Letter One has to agree with your editoria...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.
What does the spring oil collapse mean for procurers at the end of the value chain? Welcome to June and the unofficial start to summer in the Northern Hemisphere. If you are a fast-moving consumer goods (FMCG) company, you have also entered the timeframe in which you and many of your peers should see the...
There are a few time-tested principles you take for granted when dealing with chemical data: Crude oil price movements will be a direct or indirect in...Read
Five months into 2020, here’s where we are: Companies literally and figuratively have ripped up their plans and guidance on 2020 business expect...Read
Here’s a blasphemous statement: There really is no “new normal.” The only “new normal” is the “new normal” of calling current condit...Read