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.    
Petrochemical feedstock purchasing managers: What to think about and what do next
27th March 2020

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...

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Vital work to maintain petrochemicals supply for essential services must continue
26th March 2020

By John Richardson INDUSTRY associations around the world are lobbying governments about the importance of the petrochemical industry for vital servic...

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Polyethylene: How to plan sensibly as we face threat of new Global Depression
25th March 2020

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 ...

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Coronavirus may take as much as two years to be brought under control
22nd March 2020

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...

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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 blog aims to share ideas about the outlook for the chemical industry and the global economy. It looks behind today’s headlines, to understand what may happen next in critical areas including the warning signs over the outlook for the global economy; geopolitics and the rise of populism;  oil and energy markets; sustainability and the rise of the circular economy; and key areas of chemical demand including autos, housing and electronics.
A new recession era to emerge
22nd March 2020

Contingency planning has become mission-critical. The longer the coronavirus pandemic continues, the more it will expose the underlying fragility of t...

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“They may ring their bells now, before long they will be wringing their hands”
15th March 2020

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...

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Chain’s smartphone and auto sales tumble as coronavirus hits demand
8th March 2020

China is the world’s largest market for smartphones and autos – responsible for c30% of global sales for both.  Yet as Reuters notes: ...

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Oil markets hit perfect storm as coronavirus cuts demand
1st March 2020

Former Saudi Oil Minister Sheikh Yamani’s warning in 2000 looks increasingly prophetic today: “30 years from now, there will be a huge amount ...

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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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Spot LNG falls below $3 after mild winter, virus
18th February 2020

Spot LNG prices have dropped to record lows under $3.00/MMBtu after a mild winter combined with the coronavirus outbreak in China to bring strong cuts...

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US LNG projects advance as spot remains low
15th January 2020

Global LNG prices remained soft in the four weeks to mid-January as US export projects continued to progress, adding yet more capacity to an already o...

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Spot LNG prices for January slide as US plants begin
20th December 2019

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...

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Asian LNG softens on mild weather, strong supply
20th November 2019

Spot LNG prices in east Asia softened over the past four weeks on indications of mild weather for the winter ahead and against a background of strong ...

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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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