eutsche Bank, Wall Street Journal, New York Times, China economy, China Q1 growth, China Q1
Asian Chemical Connections
Some important new petchem trends
To keep you updated on what we believe is happening in petrochemicals, here are some important recent trends: *Futures markets in China are playing an increasingly important role in influencing pricing in polyolefins, methanol and PTA. Trading volume on the Dalian Commodity Exchange (watch out for Focus piece due out on ICIS today) for LLDPE […]
Asian petchems: A H2 Outlook
Bear Stearns, Dalian Commodity Exchange, bear-market rally, China speculation, ethane versus naphtha prices, International eChem
Short-term gain could equal long-term pain
In the depths of the Asian financial crisis an American industry executive said, “I don’t know why Korea has a petrochemical industry. It should be just shut down.” There were also widespread complaints over “soft” government-directed loans that supported Asian companies through the difficult times of 1997-98. How the tables have turned, according to another […]
I don’t want to gloat but I told you so….
It looks like olefins and aromatics prices are on the retreat in Asia as I predicted earlier this month. I only feel slightly smug because it seems obvious that naphtha was a big driver – and that markets were being talked up by producers desperate to recover monumental Q4 losses. There will be lots more […]
How to make money in a downturn Part 1
John Cusack, Kate Beckinsale, antidumping petitions, trade protection, living in cloud cuckoo land
Chem engineers back with avengeance
chemical engineers, financial meltdown, Nigel Davis, inventory management, H2 2009 recovery
“Now, I have this great idea”….
Bernard Madoff, Ponzi Scheme, financial meltdown, parting of the red sea,
Waiting for the dead cat to bounce
Free-falling felines, dead-count bound, chemical-market rebounds, financial meltdown
Uncle Sam back from the dead?
Shell Chemicals, oil price, McKinsey, shipping costs,
Jump to page: