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’s ever-more sophisticated chemicals market could entirely serve itself
18th June 2024What's your Plan B if China were to also become self-sufficient in specialities as well as commodities?
China could still become entirely petrochemicals self-sufficient despite the impact of EVs on its refineries
14th June 2024Petrochemical exporters to China need to ignore suggestions that lack of feedstocks will slow China's push to complete petrochemicals self-sufficiency
China’s economic challenges continue to be made clear by PP spreads
9th June 2024Until average PP spreads recover by 149% from where they were up until 9 June, there will have been no return to the great markets we saw during the S
South Korea petrochemicals: Challenges and opportunities
4th June 2024SOUTH KOREA needs to transform its petrochemicals and polymers exports through reduced exposure to China and improved sustainability
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.
Stock market bubbles follow the same pattern, as Nvidia and Cisco confirm
23rd June 2024Nvidia is a good company. And AI has proved useful for decades – flying planes, for example. But Silicon Valley is also very good at hype. And so Nvid
‘Car Wars’ begin as US, EU and Turkey impose duties on Chinese electric vehicles
16th June 2024Europe and the USA are unlikely to handover the EV market to China. And so today's Car Wars may well led to further tariffs on both sides. The next f
OPEC+ starts to refocus on market share as demand growth weakens
10th June 2024OPEC would have been better advised to keep prices low to reduce non-OPEC supply. Instead, they are likely to face some difficult pricing decisions la
EU and UK elections will likely set new course for Europe, as geopolitical tensions rise
2nd June 2024Both elections could well prove the most important in decades. The EU faces major crises with Russia's invasion and the risk of deindustrialisation.
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