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.    
BASF’s shocking Q2 results should have been no shock at all
9th July 2019

y John Richardson NOBODY should be surprised by the BASF results for Q1 2019 where, on a year-on-year basis, EBIT was down by 71%. This was largely be...

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Multiple trade disputes and the risks for the US PE industry
3rd July 2019

By John Richardson FALLING out with a trading partner as big as China is problematic enough. But the US is also out of sorts with the EU, India and Tu...

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China PE overstocking at nearly a million tonnes as demand weakens, competition intensifies
2nd July 2019

By John Richardson MEASURING petrochemicals and polymer inventory levels in China with any reasonable degree of accuracy is an impossible task. Nobody...

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China petrochemicals recovery on G20 trade war progress will be shortlived
30th June 2019

By John Richardson China petrochemical and polymer price spreads over naphtha feedstock costs will rebound over the next few weeks as a result of even...

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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.
From subprime to stimulus…and now social division
6th July 2019

The blog has now been running for 12 years since the first post was written from Thailand at the end of June 2007. A lot has happened since then: Ther...

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Resilience amidst headwinds is key for H2
30th June 2019

Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ICIS Chemical Business. None of us have ever seen ...

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Perennials set to defeat Fed’s attempt to maintain the stock market rally as deflation looms
23rd June 2019

Never let reality get in the way of a good theory. That’s been the policy of western central banks since the end of the BabyBoomer-led SuperCycl...

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Europe’s auto sector suffers as Dieselgate and China’s downturn hit sales
16th June 2019

Trade wars, Dieselgate and recession risk are having a major impact on the European auto industry, as I describe in my new video interview with ICIS C...

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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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European energy prices looking weak heading into third quarter
12th July 2019

This article was written by Harriet Roberts. It discusses the findings of the ICIS European Energy Mid-Year Outlook 2019 European energy prices weak o...

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Spot LNG falls, but tensions in Gulf
19th June 2019

Spot LNG prices remained low around the world in mid-June, prompting continued speculation over whether US producers might cut back output later this ...

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Spot LNG prices steady at low levels
23rd May 2019

Global spot LNG prices held steady over the four weeks from mid-April to mid-May, remaining at a low level compared to last year, with no major change...

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IMO 2020: Will you sink or swim?
3rd May 2019

In just eight months, the International Marine Organisation (IMO) 2020 regulation will cut the maximum sulphur content in marine fuels worldwide, in a...

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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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