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.    
Little prospects of genuine US and China deal leave US petrochemicals exports very vulnerable
11th October 2019

As always, this blog post expresses my own personal views and these are not the views of ICIS. Thanks By John Richardson TEN HOURS before I wrote this...

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The new China and the rise of the Millennials transform the petrochemicals business model
6th October 2019

By John Richardson ANYONE who has anything to do with the petrochemicals industry or anything to do with the global economy, in other words all of us,...

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Global manufacturing slowdown: Turn to China’s polypropylene market for your explanation
4th October 2019

By John Richardson THEY SADLY still don’t get it. All the clamour yesterday was about declining services and manufacturing growth in the West, w...

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China PE overstocking rises to more than 1m tonnes as exporters continue to flood the market
1st October 2019

By John Richardson CHINA is heading for another good year of PE demand growth with estimates from several players of growth at around of 8%. This is i...

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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.
Markets face major paradigm shifts as recession approaches
6th October 2019

Major paradigm shifts are occurring in the global economy, as I describe in a new analysis for ICIS Chemical Business Over the past 25 years, the budg...

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$50bn hole appears in New York financial markets – Fed is “looking into it”
29th September 2019

Most people would quickly notice if $50 went missing from their purse or wallet. They would certainly notice if $50k suddenly disappeared from their b...

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Auto markets set for major disruption as Electric Vehicle sales reach tipping point
21st September 2019

Major disruption is starting to occur in the world’s largest manufacturing industry.  Hundreds of thousands of jobs will likely be lost in the ...

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No Deal Brexit still a likely option if opposition parties fail to support a new referendum
15th September 2019

Canada’s normally pro-UK ‘Globe and Mail’ summed up the prevailing external view of Brexit last week: “We begin this editorial with an apology...

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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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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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LNG spreads tighten, Gulf braces for storm
16th July 2019

Spot LNG prices held below $5.00/MMBtu in the four weeks from mid-June to mid-July on the back of continued strong supply in the global market. Howeve...

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European energy prices looking weak heading into third quarter
12th July 2019

This article was written by Harriet Roberts. It discusses the findings of the ICIS European Energy Mid-Year Outlook 2019 European energy prices weak o...

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Spot LNG falls, but tensions in Gulf
19th June 2019

Spot LNG prices remained low around the world in mid-June, prompting continued speculation over whether US producers might cut back output later this ...

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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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