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.

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ABOUT THE AUTHOR

John Richardson

John Richardson is a highly experienced trainer and chemicals industry consultant, who has been working in the industry for 22 years. Based in Asia-Pacific, John has a deep knowledge of the companies and people who have transformed the region into the world’s major production and consumption region. His aim is to provide insightful, factually-based consultancy of the key issues facing the industry. For any comments our queries on this blog, contact John at john.richardson@icis.com.    
US LLDPE imports threaten to overwhelm European market
20th March 2019

By John Richardson THE above chart may end up being an underestimate of the extent to which US linear-low density polyethylene (LLDPE) gains further m...

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Per capita consumption another blunt tool for predicting China polymers growth
18th March 2019

By John Richardson WE ALREADY know that forecasting Chinese polyethylene (PE) demand growth based on multiples of GDP doesn’t work. This is almost c...

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Risks for US petrochemicals once again rise as trade war takes another twist
15th March 2019

By John Richardson JUST when nearly of all us (including me) thought that a trade deal was about to happen, US Trade Representative Robert Lighthizer ...

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China polyethylene demand forecasting: Forget GDP, look downstream and focus on regions
12th March 2019

By John Richardson THE TOP DOWN method of estimating polyethylene (PE) demand growth in China that uses multiples over GDP seems to have major weaknes...

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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.

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ABOUT THE AUTHOR

Paul Hodges

Paul Hodges is Chairman of International eChem, trusted commercial advisers to the global chemical industry. He also serves as a Global Expert for the World Economic Forum. The aim of this blog is to share ideas about the influences that may shape the chemical industry and the global economy over the next 12 – 18 months. It looks behind today’s headlines, to understand what may happen next in critical areas such as oil prices, China and Emerging Markets, currencies, autos, housing, economic growth and the environment. Please do join me and share your thoughts. Between us, we will hopefully develop useful insights into the key factors that will drive the industry's future performance.
Ageing Perennials set to negate central bank stimulus as recession approaches
10th March 2019

The world’s best leading indicator for the global economy is still firmly signalling recession.  That’s the key conclusion from the chart...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adopt a market share-based pricing policy: “Saudi Ar...

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BASF prepares its UK supply chain for Brexit
24th February 2019

BASF has been working with Ready for Brexit (the online platform I co-founded last year) as part of its programme to prepare its UK supply chain for B...

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Companies and investors have just 30 working days left to prepare for a No Deal Brexit
17th February 2019

Companies across the UK and EU27 are suddenly realising there are now just 30 working days until the UK will likely abandon its 45-year trading relati...

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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.

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ICIS View: Turkish lira crisis spells new concerns for energy sector
15th August 2018

After losing nearly one fifth of its value within the last week, the Turkish lira recovered some losses, stabilising at TL6.5 to the US dollar in Tues...

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ICIS View: UK to close subsidy scheme for smaller renewables
20th July 2018

The UK had indicated in 2015 that the generation tariff under the FiT scheme would end in March 2019 but Thursday’s announcement means the export ta...

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ICIS View: Groningen residents’ gain is Europe’s loss
5th June 2018

As the bill to cut production from the Netherlands’ giant Groningen field makes its way through the Dutch halls of power, the challenges of implemen...

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Clock is ticking on MiFID II
2nd February 2017

Time is running out for energy companies that have to work out if they will be included or exempted by upcoming financial rules that will make some of...

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Chemical Connections

ICIS editors and consultants give their views on the big questions raised by market events and developments. By analysing market conditions, supply and demand, and other factors influencing future profitability, they set today’s markets into context and provide an outlook for 2016 and beyond.

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Is The US Ethane Market Getting Tighter?
12th June 2017

Taking look at the latest EIA data (published 4/28/2017) with a little ICIS analytics thrown in: The amount of ethane recovered in February was up 20%...

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The Art of Price Forecasting
8th June 2017

One of the most disheartening parts of being in the price forecasting business, particularly in the energy price forecasting business, is that, despit...

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