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.    
Plastics pollution crisis: Impact on polyethylene margins in 2022-2027
13th May 2019

By John Richardson ALMOST all countries late last week signed a UN deal to monitor the flow of hard-to-recycle plastics to poorer countries. The US wa...

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China PE demand boom will not stop further margin declines
10th May 2019

By John Richardson CHINA’S polyethylene (PE) market is being temporarily weighed down by overstocking which is the result of the big surge in March ...

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China holds all the petchems demand aces as it digs in for longer trade war
8th May 2019

By John Richardson THE STRENGTH of China’s position in the intensifying trade war is further underlined by the above chart. In everything from oil a...

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President Trump’s Tweets increase risk of no trade deal until 2021
6th May 2019

By John Richardson THE PROSPECTS of a trade deal seem to have have faded into the distance as a result of Tweeted threats from President Trump that th...

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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.
There’s a great future for the European plastics industry in recycled plastic
5th May 2019

Europe’s plastics industry is under major threat from the growing legislative and consumer backlash against plastic packaging. As with the globa...

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Uber’s $91bn IPO marks the top for today’s debt-fuelled stock markets
28th April 2019

Uber’s IPO next month is set to effectively “ring the bell” at the top of the post-2008 equity bull market on Wall Street.  True, i...

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The End of “Business as Usual”
21st April 2019

In my interview for Real Vision earlier this month, (where the world’s most successful investors share their thoughts on the markets and the bi...

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Most businesses were nowhere near Ready for Brexit last Friday – we mustn’t make the same mistake again
14th April 2019

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...

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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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Technology-neutral auctions – myth or reality?
27th March 2019

This article was written by Vija Pakalkaite (EU Carbon and Power Analyst) and Matthew Jones (Senior Market Analyst) and it discusses the trend of mult...

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ICIS Dutch TTF gas benchmark closes above EAX in bear market
21st March 2019

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...

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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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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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