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.
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
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
China may this year become the Asia and Middle East third-biggest PP exporter, replacing Singapore. In 2020, China was nowhere in sight24th 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
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
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.
Social and political issues were always more important than economics before the SuperCycle. And now they are resurfacing again. Does an individual
Markets will see plenty of rallies, but history suggests the real bottom will be at least 2 years away19th 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
Energy market chaos highlights risks to the global economy, as US consumer sentiment hits all-time lows12th 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
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
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.
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
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
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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