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.
Asian Chemical Connections
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.
The developing world outside China to the rescue, but not for a long time
A full recovery next year? If you think this is likely, then think again
China’s recent economic stimulus barely registers on PE margins
CHINA’S RECENT economic stimulus has failed ot turn around record low PE margins
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
Alice in Wonderland, the Cheshire cat and the chemicals industry
Chemicals companies need to decide where they are heading now that the Supercycle is over
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
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