ICIS Market Expert Blogs

Read our chemical and energy experts’ latest assessment of the market

Asian Chemical Connections

John Richardson’s Asian Chemicals Connections looks at Asian and global commodity chemicals and polymer pricing trends, supply and demand, macroeconomics, energy and environmental issues.

The “sound and fury” of new China stimulus and PE and PP spreads
16th December 2024

New China stimulus in 2025 seems unlikely to be able to fully address long-term economic challenges

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Five personal predictions for chemicals markets in 2025
11th December 2024

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

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China, global chemical trade flows and the need for better analysis
2nd December 2024

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

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Tariffs, infinite improbabilities and US PE exports to China
29th November 2024

The US has gained lots of ground in China because of lower import tariffs and its strong production-cost position. What happens next

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Chemicals and the Economy

Guest blogger, Paul Hodges looks behind today's headlines and studies key influencers shaping the chemical industry over the next 12-18 months. He takes a closer look at oil prices, economic growth and the environment among other things, along with some light-hearted commentary along the way.

Europe’s economy loses its “engine”, as France follows Germany into political turmoil
8th December 2024

Europe has been built through crisis since the end of World War 2. Today's economic and political crises require a similar focus on reinvention.

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Trump’s tariff war confirms geopolitics are replacing economics as the key driver for decisions
1st December 2024

The Perennials 55+ cohort have replaced babies as the main source of US population growth since 2005. They already own most of what they need. So the

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Companies need to refocus to avoid over-capacity problems ahead
24th November 2024

Today’s population growth is mainly due to increasing life expectancy, not babies being born. And these Perennials 55+ are the most under-served gen

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Smartphone markets could see major changes as Trump rolls out his tariffs
17th November 2024

The world's most successful investor, Warren Buffett, has been selling his shares. Apple was once half of his equity portfolio. But over the past yea

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