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.

China versus the rest of the developing world: The great reordering of polymers demand
28th October 2024

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

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China’s recent economic stimulus barely registers on PE margins
22nd October 2024

CHINA'S RECENT economic stimulus has failed ot turn around record low PE margins

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China PP sales turnover collapses by $4.6bn after the end of the Supercycle
2nd October 2024

LOSSES ACROSS China’s top ten trading partners in PP totalled $4.6bn. The only winner was, not surprisingly, the Russian Federation with a turnover

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Your new China stimulus noise-cancelling headphones: PE spreads and margins
30th September 2024

UNTIL or unless margins and spreads return to normal, there will have been no China recovery

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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.

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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Chemicals must respond to demographic destiny
10th November 2024

Demographic changes are now transforming the nature of demand in chemicals and other industries. Far-sighted companies around the world are already ad

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The polls may be close, but normal ‘polling error’ means Harris or Trump could still win by a landslide
3rd November 2024

Voter enthusiasm is usually key to election victory. And it is clear that Trump's focus on immigration is enthusing many voters. But logic suggests th

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NVIDIA moves to new highs, while nearly half of major US companies have no earnings
27th October 2024

Markets are finally rediscovering their core role of price discovery. The US 10-year rate has risen 0.5% since the Fed cut its rate by 0.5%. And so th

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