Global polyethylene supply could lengthen, becoming a buyers’ market, sooner than many people think
By John Richardson RARELY, IF EVER, have events felt so bafflingly complex in the global polyethylene (PE) business. Take as an example the chart
By John Richardson RARELY, IF EVER, have events felt so bafflingly complex in the global polyethylene (PE) business. Take as an example the chart
By John Richardson RARELY, IF EVER, have events felt so bafflingly complex in the global polyethylene (PE) business. Take as an example the chart
By John Richardson WE ARE STILL waiting for detailed data on China’s petrochemicals and polymers imports in January and February 2021. This is just
By John Richardson IT CONTINUES to surprise and disappoint me how every minutiae of the recent US petrochemicals outages have been pored over by
By John Richardson DO YOU have a dedicated team studying the policy outcomes from this year’s meetings of the National People’s Congress (NPC)
By John Richardson CHINA’S Belt & Road Initiative (BRI) is alive and kicking and will, in my view, go from strength to strength as it radically
By John Richardson All the numbers that follow are my estimates only and are not the official ICIS numbers. But I hope what follows helps you with
By John Richardson IT IS always useful to develop a good plan and then effectively implement the plan. China appears to have been successful in both
By John Richardson THERE are so many angles to this that, as with the potential outcomes of the US presidential election, China’s Fifth Plenum is
By John Richardson EVER SINCE the Berlin Wall fell in 1989, and the last great geopolitical struggle came to an end, the petrochemicals business has
These are, as always, my personal views and do not express the views of ICIS. Thanks By John Richardson RELATIONSHIPS between the US and China
As always, these are my personal views only and do not represent the views of ICIS. Thank you By John Richardson A WILLINGNESS to change policy
By John Richardson THINK of the Fukushima disaster in 2011 and multiply its impact on global supply chains by at least a factor of ten. Then place
By John Richardson PRESIDENT Trump has promised a “tremendous amount of business” for US farmers following the announcement of a “Phase 1”
Here is a first of a series of outlook articles for 2020 where I focus on the risks ahead for the global polyethylene business By John