A full recovery next year? If you think this is likely, then think again
Asian Chemical Connections
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.
China’s recent economic stimulus barely registers on PE margins
CHINA’S RECENT economic stimulus has failed ot turn around record low PE margins
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
Stop wasting time waiting for the end of the downcycle
THE TEN REASONS why this isn’t a standard chemical industry downcycle
Don’t put sustainability in a broom cupboard in the basement
How the chemicals world could re-align as sustainability becomes a new route to competitive advantage
Petrochemicals three years from now: A shrinking global market?
MORE THAN 70% of global polyethylene demand is at risk from ageing populations, climate change and geopolitics.
China PP exports could reach 2.6m tonnes in 2024 as markets become ever-more complex
As recently as 2020, China’s PP exports for the whole year were just 424,746 tonnes. Between 2021 and 2023 they ranged between 1.3m to 1.4m tonnes. If the January-May 2024 export momentum were to continue for the rest of this year, full-year 2024 exports would reach 2.6m tonnes, double last year’s level.
China could still become entirely petrochemicals self-sufficient despite the impact of EVs on its refineries
Petrochemical exporters to China need to ignore suggestions that lack of feedstocks will slow China’s push to complete petrochemicals self-sufficiency
A Personal View of the New Petrochemicals World
What follows is, as always on the blog, a personal view of how I see the petrochemicals world developing. There are no right answers, and the debate is the thing. That’s how we move forward together.
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