China’s economy, Canton Trade Fair, China unemployment, deflation threat, high inventories, China Daily
Asian Chemical Connections
China’s economy: A case of wishful thinking?
Could the chemicals industry be in danger of wanting to believe something so much that ignores overwhelming evidence to the contrary? The widespread perception is that China’s economy has reached a turning point. “The worst of the crisis is over and the world is entering the time when things will gradually get better,” wrote former […]
The China Recovery Conundrum
eutsche Bank, Wall Street Journal, New York Times, China economy, China Q1 growth, China Q1
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
If manufacturers started buying up their suppliers….
This excellent article from The Economist about vertical integration got me thinking that if, say, auto makers start buying up parts suppliers in developed markets (in developing markets the plastics processing industry is too fragmented) we could end up facing a whole new set of industry dynamics. Buying up your supplier, or at least offering […]
Go to the bottom of the class and stay there
financial rescue package, financial meltdown, idiotic financiers, corporate greed
It’s tough at the top…….
It’s easy to take pot shots at the boss, and everyone of course feels they have been underpromoted and could do the job better themselves. Andrew Liveris is just the latest in a long line of CEOs to experience both envy – and at the moment perhaps a little pleasure at their failures. The gloating […]
Chem engineers back with avengeance
chemical engineers, financial meltdown, Nigel Davis, inventory management, H2 2009 recovery
The demise of private equity
private equity, Charles R Morris, Paul Krugman, the New York Times, Conscience Of A Liberal
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