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.    
China rapid rebound promises another great year for petchems, but beware of the fault lines
20th October 2020

By John Richardson IT helped immensely that as the rest of the world was shutting down, China’s factories were coming back on stream. This allowed C...

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Plastic rubbish: the pandemic is increasing rather than reducing the pressure for change
18th October 2020

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...

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Retreat of globalisation and implications for petrochemicals
15th October 2020

By John Richardson EVER SINCE the Berlin Wall fell in 1989, and the last great geopolitical struggle came to an end, the petrochemicals business has b...

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China’s short and long-term domestic consumption challenges will be difficult to resolve
12th October 2020

By John Richardson A CURSORY glance at the data from China’s Golden Week holidays, as I predicted would be the case, indicate that everything is rig...

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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 blog aims to share ideas about the outlook for the chemical industry and the global economy. It looks behind today’s headlines, to understand what may happen next in critical areas including the warning signs over the outlook for the global economy; geopolitics and the rise of populism;  oil and energy markets; sustainability and the rise of the circular economy; and key areas of chemical demand including autos, housing and electronics.
Pandemic redraws the map
11th October 2020

  Companies have entered a new landscape where the coronavirus has accelerated major paradigm shifts, as I discuss in my latest analysis for ICIS...

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What will happen if President Trump loses the election?
4th October 2020

I spent from September 2015 onwards, during the last US Presidential election, trying to explain why Donald Trump was likely to win.  As I noted afte...

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Covid fears risk a Great Depression and major social unrest
27th September 2020

Governments spent most of February/March ignoring my warnings here on the dangers posed by the Covid pandemic. Now many are moving in the opposite dir...

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Chemical industry has key role in helping to create a more sustainable world
20th September 2020

The chemical industry has a critical role to play in enabling the world to “build back better” after the pandemic. That is the conclusion ...

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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 gains on Australia, US problems
18th September 2020

Spot LNG prices strengthened from mid-August to mid-September on the back of ongoing repair work in Australia and after a hurricane swept through the ...

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Spot LNG stronger on winter, outages
21st August 2020

Spot LNG prices for front-month cargoes started to climb from their previous rock-bottom levels during the four weeks from mid-July to mid-August. Hig...

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We need to talk about Joe!
20th August 2020

So, once the Democrats conclude this week’s first ever virtual convention held by a US political party, we will finally be able stop calling Joe Bid...

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Spot LNG weak despite more cuts
20th July 2020

Spot LNG prices remain at rock-bottom levels despite major cuts to global production, especially from the US. The ICIS EAX price for spot LNG deliveri...

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Chemical Connections

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.

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ABOUT THE AUTHOR

Jeremy Pafford

Jeremy Pafford leads the ICIS market development strategy for the US, Mexico and Canada. He represents the company and showcases its expertise to the chemicals market and his role draws upon his experience in leading engagement efforts by the Americas team. Previously, Jeremy served as managing editor, Americas, leading the team’s efforts in analysing the ethylene, propylene, polymers, solvents and oleochemicals markets. He has covered several markets, authored research and presented at major events on topics such as the North American shale boom, US-China trade tensions and how macroeconomic developments translate into chemical market trends.
Daniel Fletcher-Manuel
Daniel Fletcher-Manuel is the head of financial markets development at ICIS and has a wealth of experience in chemical analysis and forecasting. He works with banks and investors to develop their understanding of energy and chemical market trends, enhance their risk and forecasting models and build better pitch books. With his ICIS Chemicals Investor blog, Daniel aims to illuminate the physical drivers of a stock’s performance as well as helping analysts to identify the energy and chemical stories that matter.
Plastic rubbish: the pandemic is increasing rather than reducing the pressure for change
19th October 2020

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...

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Good recycling news plants seeds for further advances
9th October 2020

This year continues to be a “slog,” a word when said aloud just reeks of 2020. I guess that would be onomatopoeia for those you who remember your ...

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Could recycling bring naphtha back in style?
2nd October 2020

Last week, the blog took a look at how government policies could shape a market such as that for linear low density polyethylene (LLDPE). The scenario...

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How policies could shape LLDPE’s future
25th September 2020

There should be little doubt that government policies across the globe will play a critical role in stimulating, rebuilding and reshaping economies st...

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