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.

China’s HDPE prices recover but spreads tell the real story as prospects dim for next year
30th September 2022

CHINA HDPE injection grade prices over naphtha feedstock costs are the lowest this year since our price assessments began in 1990

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China PP spreads data continue to show no recovery, weakest market since at least 2003
28th September 2022

UNTIL WE SEE a recovery in China PP-naphtha spreads during around a 12-month period to close to long-term annual averages, there will have been no co

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Global PE and PP indexes Week Two: Asian prices recover as Europe declines continue
26th September 2022

THESE ARE STILL extraordinary times in global polyolefins markets. Although the great equalisation has begun as pricing in most of the rest of the wor

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European PE and PP producers face re-globalisation risks
23rd September 2022

Northwest Europe PP price premiums over China averaged $161/tonne between November 2002 and December 2020. Between January 2021 and 16 September 2022

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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.

The Sentiment Index continues to be a reliable guide to the S&P 500’s performance
25th September 2022

Most commentators chose to ignore the warnings on inflation and recession provided by chemical industry data. As a result, they have been blindsided b

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Smartphone sales continue to fall as consumers cut back
18th September 2022

Consumers around the world are tightening their purses and cutting back on non-essential purchases, as the recession continues to develop and China's

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Queen Elizabeth’s death marks the end of an era for the UK
11th September 2022

Truss will be the first UK premier since Churchill to operate without the Queen in support. And as Robert Shrimsley had already noted in the Financia

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Food costs and interest rates rise as energy and fertilizer supplies are hit by the invasion
4th September 2022

It's going to be a very difficult winter. Most of the world will be impacted as Europe bids up energy/food prices to keep its people warm and fed. And

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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.

Spot LNG stuck in bullish mood
21st July 2021

Spot LNG prices remain firmly in bullish mood, with little prospect of an immediate easing of tight market conditions. Low storage levels in Europe, g

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Spot LNG strong as China equals Japan
18th June 2021

Spot LNG strong as China equals Japan Spot LNG prices remain bullish as China’s demand growth continues and Australia enters a period of heavy maint

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Spot LNG bullish on storage, summer peak
21st May 2021

Spot LNG bullish on storage, summer peak Spot LNG prices have broken back into double figures, over $10/MMBtu, as Europe continues to pull in gas to r

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Asia, Europe LNG converges as US turns cold
16th February 2021

Spot gas markets in Europe and Asia have re-aligned after splitting apart during last month’s cold weather and price spikes in east Asia. But it may

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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.

Ethylene-derivative opportunities take centre stage at IPC
28th March 2022

Huge opportunities are at hand for US producers of ethylene and its derivatives, especially in a world where security of supply remains tenuous in man

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Crude oil’s meteoric rise to ripple through supply chains
3rd March 2022

Crude oil prices are rising at a rate at which passing on the increases downstream is proving untenable in some markets. Its volatility will spur furt

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Sustainability challenges posed by recycled plastic inflation’s long game
23rd February 2022

The packaging supply chain needs to come to grips with inflation, but in a context few are considering at the moment – the sustainability movement.

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Logistics will signal pathway to market normalisation
12th January 2022

Prices precipitously falling from their highs after months of feverous run-up is typical commodity market behaviour, but the conditions in which the c

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