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.
The strength of China's post zero-COVID recovery in 2023 will be crucial, as will local operating rates as self-sufficiency further increases. Another
Scenario 2, my preferred scenario, would see China 2023 PE demand at approximately 38.5m tonnes – an average of 2% higher across the three grades than
Companies behind the crackers due on-stream over the next four years emphasise the low-carbon output. The planned new plant also have excellent econo
Even our base case sees global PE capacity in excess of de</mand at 22m tonnes in 2023 compared with a 10m tonnes/year annual average in 2000-2022.
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 'digitalization of everything' has transformed the global economy over the past 30 years. The rise of the internet is just one example. Now electr
The end of stimulus, and the growing importance of demographics, means the economy could face a major downturn15th January 2023
‘Business as usual’ has been a great strategy for the past 40 years. But nothing lasts forever. It has now – like the central banks’ stimulus
Now, we are all starting to suffer for the central banks mistake in adopting Bernanke Theory. The bubbles they created are finally starting to burst a
Nobody knows how markets will develop. But past performance is the best guide that we have. This is why our Sentiment Index is my Chart of the year fo
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.
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.
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
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
The packaging supply chain needs to come to grips with inflation, but in a context few are considering at the moment – the sustainability movement.
Prices precipitously falling from their highs after months of feverous run-up is typical commodity market behaviour, but the conditions in which the c
Now, more than ever, dynamic insights are key to navigating complex, volatile commodity markets. Access to expert insights on the latest industry developments and tracking market changes are vital in making sustainable business decisions.
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