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 2024IN 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
China’s recent economic stimulus barely registers on PE margins
22nd October 2024CHINA'S RECENT economic stimulus has failed ot turn around record low PE margins
China PP sales turnover collapses by $4.6bn after the end of the Supercycle
2nd October 2024LOSSES ACROSS China’s top ten trading partners in PP totalled $4.6bn. The only winner was, not surprisingly, the Russian Federation with a turnover
Your new China stimulus noise-cancelling headphones: PE spreads and margins
30th September 2024UNTIL or unless margins and spreads return to normal, there will have been no China recovery
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.
Chemicals must respond to demographic destiny
10th November 2024Demographic changes are now transforming the nature of demand in chemicals and other industries. Far-sighted companies around the world are already ad
The polls may be close, but normal ‘polling error’ means Harris or Trump could still win by a landslide
3rd November 2024Voter 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
NVIDIA moves to new highs, while nearly half of major US companies have no earnings
27th October 2024Markets 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
China’s cheap, well-made, Electric Vehicles take centre stage at Paris Motor Show
20th October 20242025 is therefore likely to be a make-or-break year for many European automakers. Chinese automakers can already export profitably into Europe, despit
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