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.

Stop wasting time waiting for the end of the downcycle
19th August 2024

THE TEN REASONS why this isn't a standard chemical industry downcycle

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The US is winning in China in today’s HDPE world but what about tomorrow?
16th August 2024

THE US is winning in the key China market because of feedstock advantages in a lower-price environment. But future trade flows will likely be shaped b

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Global HDPE, the value of facts over commentary and the importance of scenario planning
14th August 2024

Global HDPE capacity would have to grow by just 173,000 tonnes a year versus our base case assumption of 2.6m tonnes a year to achieve a 2024-2030 ope

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Latest China PP data: The old Supercycle world retreats further into the past
2nd August 2024

The major PP exporters to China continue their sales turnover shrink on rising self-sufficiency weak pricing and poor demand growth

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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.

Apple loses its Top 5 position in China as price competition intensifies
4th August 2024

Smartphones highlight the major shift underway in consumer markets. The cost of living crisis means people are only buying what they "need", and cutti

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Oil prices head into a warning triangle again
28th July 2024

OPEC+ countries have been playing the geopolitical card for the past 2 years. But their output cuts have allowed US producers to gain market share, wi

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European voters rally to the centre as external threats increase
21st July 2024

Europe faces major geopolitical threats. In the East, the EU faces an existential challenges from Russia’s Ukraine invasion and its "no limits" par

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The time for action to protect European chemicals is now
14th July 2024

The critical test is now ahead – making it happen. Companies, investors and policymakers need to borrow Winston Churchill’s famous motto, “Actio

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