UNTIL or unless margins and spreads return to normal, there will have been no China recovery
Asian Chemical Connections
Global ethylene 12 months later: Nothing seems to have changed
What would it take to return global operating rates to the very healthy 1992-2023 average of 88%? Global capacity would have to grow by an average of around 2m tonnes a year versus our base case of 6.2m tonnes a year.
Polycarbonate trade flows: The need for new approaches to reflect trade tensions
New models are needed to understand demand and trade flows in light of increased trade tensions
The China story is consistent even in higher-value polycarbonate
BECAUSE OF events in China. global polycarbonate operating rates can only return to normal if 2024-2030 capacity declines by a total of 1m tonnes/year.
China’s demographic crisis: Implications for polymers demand
The light blue bars show the impact of a Dire Demographics scenario on China’s polymers demand
Global styrene markets reflect permanent changes in the chemicals landscape
DON’T just back and wait for markets to correct themselves
Stop wasting time waiting for the end of the downcycle
THE TEN REASONS why this isn’t a standard chemical industry downcycle
The US is winning in China in today’s HDPE world but what about tomorrow?
THE US is winning in the key China market because of feedstock advantages in a lower-price environment. But future trade flows will likely be shaped by geopolitics, demographics, debts and sustainability
Global HDPE, the value of facts over commentary and the importance of scenario planning
Global HDPE capacity would have to grow by just 173,000 tonnes a year versus our base case assumption of 2.6m tonnes a year to achieve a 2024-2030 operating rate of 88%.
Latest China PP data: The old Supercycle world retreats further into the past
The major PP exporters to China continue their sales turnover shrink on rising self-sufficiency weak pricing and poor demand growth
Jump to page: