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 LDPE demand could fall by as much as 8% this year with net imports 500,000 tonnes lower
1st July 2022

CHIINA'S LDPE spreads over naphtha feedstock costs have held up very well this. But this doesn't mean to say that demand is good. Chinese demand could

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China’s options for economic revival in 2022 narrow as HDPE demand outlook worsens
29th June 2022

My previous best-case outcome for China’s HDPE demand growth in 2022 was 6%. My worst-case scenario was a 3% decline. Now, though, I worry that the

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China may this year become the Asia and Middle East third-biggest PP exporter, replacing Singapore. In 2020, China was nowhere in sight
24th June 2022

AS RECENTLY AS 2020, China’s polypropylene (PP) exports totalled just 424,746 tonnes, causing what must have been barely a ripple of anxiety among t

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Polyolefins pricing data suggest China still hasn’t recovered
22nd June 2022

Comparative PE and PP pricing data between Vietnam and southeast asia – and the "spreads" numbers between China PE and PP prices and naphtha costs – s

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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.

US Supreme Court throws a lifeline to Democrats for the mid-term elections
26th June 2022

Social and political issues were always more important than economics before the SuperCycle.  And now they are resurfacing again. Does an individual

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Markets will see plenty of rallies, but history suggests the real bottom will be at least 2 years away
19th June 2022

The history of the 1929 and 2000 downturns suggests the real pain is yet to come. Housing markets look terribly over-valued around the world, as I not

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Energy market chaos highlights risks to the global economy, as US consumer sentiment hits all-time lows
12th June 2022

Consumer sentiment is already at all-time lows. Rising energy, transport and food prices will likely soon push inflation above 10%, and interest/mortg

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Wall Street finally recognises a recession is underway – “It’s a hurricane…coming our way”
5th June 2022

There are positives in all this, as the Green agenda will create new opportunities to replace those that are now disappearing. But for the moment, at

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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.

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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Volatile resin markets require rethinking 2022 contracts
5th November 2021

Negotiations on annual contracts are under way for many in the plastics supply chain, and the market conditions looming over the bargain table have ra

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