THE TRADE WAR is just the latest of non-plant specific and broader factors that drive the petrochemicals industry
Asian Chemical Connections
Ageing populations, chemicals demand and the broader picture
We need new models for forecasting chemicals demand growth
As the new realities sink, petchems search for a new business model
DELEGATES at this year’s Asia Petrochemical Industry Conference in Bangkok recognised the demand crisis resulting from demographics
A Different Kind of Downturn: Why This Cycle Won’t Simply “Right Itself”
Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
Beyond the China growth miracle: The three things you should do in 2025
IN ALL THE MUDDLE about demand, there are three actions you can take today to give clarity to your business plans
Two connected words of the year for 2025: “Protectionism” and “China”
LOTS OF FOCUS has been on the Trump effect on the US trading relationship with China. But we need to think more broadly than this. I see a significant risk that next year we will see trade tensions increasing between other countries and China for the reasons described in today’s post
Five personal predictions for chemicals markets in 2025
IT IS THAT time of the year again when analysts need to put their reputations on the line and make forecasts for the following year. So, see above the slide with my five forecasts for 2025 with detailed descriptions in the main text of the post.
China, global chemical trade flows and the need for better analysis
THERE is nothing new in this pattern in the case of some of these polymers. What’s new could be the willingness to absorb Chinese surpluses
As you plan for 2025, a reminder of the big shift in market fundamentals
IT IS the gap between earlier expectations of China’s chemicals demand growth and the new growth realities that largely explain record levels of global oversupply.
China versus the rest of the developing world: The great reordering of polymers demand
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 by posts on Vietnam, Mexico, India, Brazil and Indonesia.
These will be amongst the countries in the Developing World ex-China region that will eventually replace China as the main drivers of global chemicals demand.
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