
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.
Ageing populations, chemicals demand and the broader picture
29th May 2025We need new models for forecasting chemicals demand growth
Trade war or no trade war, these are the market fundamentals that won’t change
26th May 2025THE TRADE WAR, whether it continues or goes away, won't change the market fundamentals
As the new realities sink, petchems search for a new business model
23rd May 2025DELEGATES at this year's Asia Petrochemical Industry Conference in Bangkok recognised the demand crisis resulting from demographics
China’s Petrochemical Plans Clouded by Trade War, Demand Risks
6th May 2025Confused? You should be, raising the need for deeper and wider scenario planning on China's petrochemicals self-sufficiency.
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.
Bond vigilantes start to push interest rates higher – and impact auto/housing markets
25th May 2025Borrowing makes a lot of sense when interest rates and inflation are low. But now, both are returning to more normal levels. This will increase defaul
President Trump’s tariff war and planned tax cuts reawaken the ‘bond vigilantes’
18th May 2025Republicans are racing to finish the draft budget by Memorial Day at the end of the month. Bond investors can be forgiven for getting nervous about wh
Apple set for double hit from Trump’s tariff war
11th May 2025China is Trump's main target. He has claimed that China will pay the extra cost. But US consumers know better. They rushed to buy in March before pric
Sell in May, and go away?
4th May 2025President Trump's Tariff War will soon lead to empty shelves at Wal-Mart, Target, Home Depot and many other stores this month. The famous saying "Well
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