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
Tag : Fibre Intermediates
7 min read
7 min read
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
5 min read
Global PP market and Omicron: deflationary pressures build
By John Richardson THE OMICRON outbreak is piling further pressure on already extremely stressed supply chains as Europe struggles to cope with the
5 min read
Benzene, the need for a new global Industrial Revolution and the big challenges that lie ahead
By John Richardson THE CHART BELOW shows that 60% of global benzene production in 2021-2040 is forecast to be made via technologies linked to
5 min read
Benzene, the need for a new global Industrial Revolution and the big challenges that lie ahead
By John Richardson THE CHART BELOW shows that 60% of global benzene production in 2021-2040 is forecast to be made via technologies linked to
1 min read
After the COP26 disappointment, the “blame game” will get us nowhere
The implications of last week’s disappointing COP26 meeting in Glasgow are so complex and so numerous that is going to take more than one blog post
6 min read
After the COP26 disappointment, the “blame game” will get us nowhere
The implications of last week’s disappointing COP26 meeting in Glasgow are so complex and so numerous that is going to take more than one blog post
1 min read
New China HDPE import scenarios for 2021-2031 in the context of Common Prosperity
By John Richardson IF YOU THINK that forecasting the direction of China’s petrochemicals demand has become complicated enough because of
1 min read
China’s “Common prosperity” uncertainties multiply as we head into the unknown
By John Richardson DON’T SAY I didn’t warn you. This article in The Wall Street Journal confirms my warning that Xi Jinping’s “common
1 min read
China provides major climate hope as latest IEA report underlines that it is all about the developing world
By John Richardson WHEN I worked for a UK local newspaper as a “cub” or junior reporter in the 1980s, there was a major international air crash.
1 min read
China’s less commodity intensive future requires major petchem strategic rethink
By John Richardson THE THING about the collapse of China is that, like commercially viable nuclear fusion and peak oil, it is always ten years away
1 min read
China pulls multiple policy levers to fix energy shortages but don’t forget secular fall in demand
By John Richardson Executive Summary CHINA’S POWER shortages could fixed by the end of this month or early November, I was told by a senior
1 min read
China petchem project cancellations on “common prosperity” may not mean higher imports
By John Richardson IT IS BEING suggested that China’s “common prosperity” policy pivot, the biggest event in the global economy since at least
1 min read
China traditional Q4 petchems demand increase unlikely because of economic rebalancing
By John Richardson A NEW RESEARCH PAPER by economists Kenneth Rogoff and Yuanchen Yang underlines the scale of what is at stake for petrochemicals
1 min read
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