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.
By John Richardson IF YOU only read the financial press and follow the stock markets you can be entirely forgiven for thinking that China’s economy has turned around as a result of huge injection of economic stimulus. But anyone whose job it is to follow petrochemicals markets should know that the jury is still out...
By John Richardson THE ABOVE chart should give you pause for thought if you believe that the Chinese economy is already recovering as a result of majo...Read
By John Richardson IF THE US had the same income distribution it had in 1979, the bottom 80% of the population would have $1 trillion -or $11,000 per ...Read
WE HELD our 8th World Polyolefins Conference in Vienna last week where I presented this paper on the China market. Polymers that go into durable end-u...Read
By John Richardson Click here for my latest interview with Will Beacham, Deputy of ICIS Chemical Business (go to the Download Episode icon, d...Read
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.
In my interview for Real Vision earlier this month, (where the world’s most successful investors share their thoughts on the markets and the biggest investment themes), I look at what data from the global chemical industry is telling us about the outlook for the global economy and suggest it could be set for a downturn. “We look at...
Thank goodness for backbench MPs and the European Union. Without their efforts, the UK would by now have left the EU without any trade deals, or ongoi...Read
With the European Commission saying that a No Deal is now “likely“, small businesses across the UK and EU27 have begun to look forward to ...Read
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 Dutch TTF gas benchmark closed above the East Asian Index (EAX) spot LNG price on 20 March for the first time in three years, inverting the u...Read
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...Read
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...Read
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...Read
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.