ICIS Market Expert Blogs

Read our chemical and energy experts’ latest assessment of the market

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.

Tariffs, infinite improbabilities and US PE exports to China
29th November 2024

The US has gained lots of ground in China because of lower import tariffs and its strong production-cost position. What happens next

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As you plan for 2025, a reminder of the big shift in market fundamentals
27th November 2024

IT IS the gap between earlier expectations of China's chemicals demand growth and the new growth realities that largely explain record levels of globa

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The developing world outside China to the rescue, but not for a long time
31st October 2024

A full recovery next year? If you think this is likely, then think again

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China versus the rest of the developing world: The great reordering of polymers demand
28th October 2024

IN THE FIRST OF a special series of blog posts, I am going to examine Turkey’s chemicals and polymers demand growth prospects. This will be followed

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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.

Companies need to refocus to avoid over-capacity problems ahead
24th November 2024

Today’s population growth is mainly due to increasing life expectancy, not babies being born. And these Perennials 55+ are the most under-served gen

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Smartphone markets could see major changes as Trump rolls out his tariffs
17th November 2024

The world's most successful investor, Warren Buffett, has been selling his shares. Apple was once half of his equity portfolio. But over the past yea

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Chemicals must respond to demographic destiny
10th November 2024

Demographic changes are now transforming the nature of demand in chemicals and other industries. Far-sighted companies around the world are already ad

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The polls may be close, but normal ‘polling error’ means Harris or Trump could still win by a landslide
3rd November 2024

Voter enthusiasm is usually key to election victory. And it is clear that Trump's focus on immigration is enthusing many voters. But logic suggests th

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