HERE ARE THREE initial scenarios (and of course events are moving rapidly) about what the Israel-Iran crisis could mean for the global economy and thus petrochemicals
Asian Chemical Connections
The Illusion of Free Markets in Petrochemicals
THE TRADE WAR is just the latest of non-plant specific and broader factors that drive the petrochemicals industry
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
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.
Petrochemicals after the Supercycle: Revised scenarios
LET ME AGAIN bang away on the same old drum which I’ve covered with a new skin: The above slide is an updated version of the slide I first published late last year. Note that there is a new scenario added to the original two, A Bi-polar World. Also note that I have this time included percentage weightings of my views on the likelihoods of the scenarios.
South Korea petrochemicals: Challenges and opportunities
SOUTH KOREA needs to transform its petrochemicals and polymers exports through reduced exposure to China and improved sustainability
China’s average annual LLDPE net imports could be just 300,000 tonnes in 2024-2030
CHINA’S net LLDPE imports could average 6.5m tonnes a year of just 300,000 tonnes in 2024-2030
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