6 min read
Petrochemicals transition to Net Zero to result in new margin and cost curve drivers
The petrochemicals or chemicals (depending what you prefer) transition to Net Zero is both connected and different from the energy transition for
Tag : Ldpe
6 min read
5 min read
New scenarios for 2022 US PE exports as volatility and uncertainty increase even further
By John Richardson CONFUSED? If so, you are fully across what’s happening in the global polyethylene (PE) market. Anyone who isn’t confused is
6 min read
China LDPE: Final review for 2021 and outlook for the rest of this year
Today I complete my series of posts on China’s polyolefins markets in 2021 with outlooks for 2022. This post focuses on low-density polyethylene
11 min read
Bad at Art Forum #3: Buckets as Well as Jewels
As an artist-cum-mad-scientist and avid recycling nerd, folks often come to me for answers to their frustration and confusion about plastics. If I
6 min read
China 2021 polyethylene demand could be 1.9m tonnes lower than last year
By John Richardson WE NOW HAVE enough data to make some firm conclusions about what the Chinese polyethylene (PE) market will have looked like in
6 min read
China 2021 polyethylene demand could be 1.9m tonnes lower than last year
By John Richardson WE NOW HAVE enough data to make some firm conclusions about what the Chinese polyethylene (PE) market will have looked like in
1 min read
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
6 min read
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
1 min read
The perils of Evergrande for China and world polyolefins demand
By John Richardson ON THE PLUS side of the H2 China polyolefins demand ledger are the Golden Week Holidays between 1-7 October and the Singles’ Day
1 min read
China polyolefins demand in 2021 could be 6.5m tonnes lower than expected with imports a lot weaker
By John Richardson NOW we must be very careful here. Time and time again, Chinese polyolefins growth has defied the doom mongers. Just look at 2015
1 min read
China PP demand improvement points to huge global dependence on just one country
By John Richardson AS I’VE BEEN arguing for the past ten years, the global petrochemicals industry is enormously, disproportionately, reliant on
1 min read
Global HDPE demand prospects dim on a slower developing world and China
By John Richardson THE DRAG ON global polyolefins growth from declining demand in the developing world will, I think, be much greater than I thought
1 min read
The developing world must be at the centre of every climate discussion and initiative
By John Richardson THE LATEST Intergovernmental Panel on Climate Change (IPCC) report makes grim reading if you support the science-based argument,
1 min read
China panic over a downturn in H2 2021 is as overcooked the H1 boom narrative
By John Richardson THERE is a lot of very unhelpful noise out there about China which is making it very difficult for petrochemical producers and
1 min read
China polyolefins demand declines accelerate as supply chains remain the key challenge
By John Richardson ONE OF THE golden rules that has nearly always applied over the last 20 years is that you never bet against the Chinese economy.