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Major China PE and PP rate cuts fail to halt slide in spreads to historic lows
By John Richardson AHA! I had another of those light bulb moments yesterday after a dozen or so calls, including one to our excellent ICIS pricing
Tag : China Real Estate
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Ukraine: Oil prices, lost petrochemicals demand, changing trade flows and the impact of the four megatrends
By John Richardson IF WE ARE involved in a new protracted Cold War, this will change just about everything for the petrochemicals industry. Or, of
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China Luxury: More Ups Than Downs Says Bain Report
Despite hazards like the property market’s instability (an issue that’s far from over), China’s luxury market ended 2021 in good shape. It grew
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Why China’s PP demand may only grow by 1% per year in 2022-2032
By John Richardson MOST people now accept that China’s real estate sector, worth some 29% of the country’s GDP, is deflating with significant
7 min read
China HDPE negative 2021 growth, declining imports underline need for new business model
By John Richardson Following on from my post on Wednesday, please study the quite remarkable chart below, and, if you are not making Common
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With Common Prosperity set to dominate 2022, here is some essential history
By John Richardson THERE IS ONLY one slight problem with the argument that developing world demand is behind the boom in petrochemicals demand over
2 min read
Has China’s Property Sector Reached Its Tipping Point?
What Happened: The new year is spelling new troubles for the China Evergrande Group. On January 3, the world’s most indebted developer suspended
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Where Does Evergrande’s Default Leave Luxury?
What Happened: As the world’s most indebted real estate empire, China Evergrande Group now faces a slew of claims from companies owed money. Its
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China phenol self-sufficiency: another one could bite the dust
By John Richardson IT IS A FANTASTIC song from a great band. Another One Bites the Dust by Queen underlines the versatility of a band that could not
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Here is your guide to Asian and Global HDPE markets in Q4 this year and in 2022
By John Richardson THE COMING COLLAPSE of China, as I’ve discussed is before, is like commercially viable nuclear fusion and peak oil –
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China carbon limits and Evergrande tied together as short term growth challenges build
By John Richardson Executive summary THE LIKELIHOOD that 227,000 tonnes of China’s polyethylene (PE) and polypropylene (PP) coal-based capacity is
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China’s incomplete financial reform
Author: Meijun Qian, ANU China has experienced phenomenal economic growth since 1978 when it opened up to the outside world. Fundamental changes have
6 min read
China real estate a growing stress point for global chemicals demand
By John Richardson WE ALL know, or at least we all should know, just how important is the Chinese economy to the global economy. Assume