ICIS Market Expert Blogs

Read our chemical and energy experts’ latest assessment of the market

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.

Global PE demand in 2024 could have been 74m tonnes lower if incomes and population drove the market
25th March 2024

If population and incomes drove growth, global PE demand could have been just 52m tonne in 2024 versus the ICIS forecast of 126m tonnes. The China mar

China’s average annual LLDPE net imports could be just 300,000 tonnes in 2024-2030
18th March 2024

CHINA'S net LLDPE imports could average 6.5m tonnes a year of just 300,000 tonnes in 2024-2030

China’s PX net imports may fall to an annual average of just 700,000 tonnes in 2024-2030
13th March 2024

CHINA'S annual average PX exports in 2024-2030 could average as much as 7.4m tonnes a year or as little as 700,000 tonnes

Why China’s HDPE net imports could average just 700,000 tonnes per year in 2024-2030
8th March 2024

RIGOROUS scenario planning is essential for China's net import flows in 2024-2030


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.

Oil and financial markets start to wake up to geopolitical reality
7th April 2024

The oil price has rallied 22% over the past 4 months, since it bottomed at $74/bbl. And slowly but surely, traders are being forced to realise that ge

Risks mount for US ethylene exports
31st March 2024

Future Winners in today's New Normal world will be those companies that realise that the key question is no longer, "Do we have low-cost supply?" It

All happy property owners are alike, each unhappy owner is unhappy in their own way 
24th March 2024

"The entire commercial real estate space has to reset. No one really knows where the values are…You can’t raise rates this quickly and not expect

Western automakers face a race to catch up as Chinese EVs arrive
17th March 2024

Automakers have very little time – maybe as little as 5 years – to reposition themselves to meet today's market needs. They need to develop an integra


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