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.    
Why the trade deal is much ado about almost nothing
20th January 2020

These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richardson RELATIONSHIPS between the US and China reached...

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Higher Asian ethylene and polyethylene prices do not mean we are past the bottom of the downcycle
15th January 2020

By John Richardson THE RISE in Asian spot ethylene prices is being cited as evidence of better downstream polyethylene (PE) supply and demand fundamen...

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The polymers industry, climate change and a call to action
13th January 2020

By John Richardson MUCH OF the debate about plastics and the environment is, I fear, missing the bigger picture. The focus is heavily on what some of ...

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Why President Trump, unlike with Iran, will find it harder to shift course on China
10th January 2020

As always, these are my personal views only and do not represent the views of ICIS. Thank you   By John Richardson A WILLINGNESS to change policy...

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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.
Contingency planning is essential in 2020 as “synchronised slowdown” continues
12th January 2020

The IMF has now confirmed that the world economy has moved into the synchronised slowdown that I forecast here a year ago. Its analysis also confirms ...

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Will stock markets see a Minsky Moment in 2020?
5th January 2020

Few investors now remember the days when price discovery was thought to be the key role of stock markets. Instead, we know that prices are really now ...

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Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the collapse of China’s shadow banking bubble; 2...

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Boris Johnson will have to disappoint someone in 2020 as the UK finally leaves the EU
15th December 2019

Finally, after three and a half years, the UK has reached “the end of the beginning” with Brexit, in Winston Churchill’s famous phra...

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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 LNG prices for January slide as US plants begin
20th December 2019

Spot LNG prices over the past four weeks for January 2020 cargoes to Asia averaged $5.515/MMBtu, falling back 11% from average prices for December 201...

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Asian LNG softens on mild weather, strong supply
20th November 2019

Spot LNG prices in east Asia softened over the past four weeks on indications of mild weather for the winter ahead and against a background of strong ...

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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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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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