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 CHINA IS gradually getting back to work, but only gradually because the government is trying to carefully calibrate the release of tens of millions of people from quarantine without triggering a second wave of infections. The way that China has tackled the disease has been nothing short of heroic. Small and medium-sized...
By John Richardson ALL THE old assumptions about how oil, feedstock and petrochemicals markets work need to quite literally be thrown out of the windo...Read
By John Richardson INDUSTRY associations around the world are lobbying governments about the importance of the petrochemical industry for vital servic...Read
By John Richardson I SINCERELY want to help you guys. That’s what I am here for. To this end, here is another warning not to heed what I believe is ...Read
By John Richardson The only honest answer is that none of us know how events will turn out because of the rapid pace and unpredictable nature of the c...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.
A branch of Centaline Property Agency in Hong Kong © Bloomberg Indebted Chinese property developers threaten a domino effect on western credit markets , as I describe in my latest post for the Financial Times, published on the BeyondBrics blog Second-order impacts are starting to appear as a result of China’s lockdowns. These are having...
The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to this weekend’s headline from the Wall Street...Read
China is the world’s largest market for smartphones and autos – responsible for c30% of global sales for both. Yet as Reuters notes: ...Read
Former Saudi Oil Minister Sheikh Yamani’s warning in 2000 looks increasingly prophetic today: “30 years from now, there will be a huge amount ...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.
Spot LNG prices over the past four weeks for January 2020 cargoes to Asia averaged $5.515/MMBtu, falling back 11% from average prices for December 201...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.