Author: John Richardson
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Tariffs, Trump, US-China LDPE and the role of AI
By John Richardson I REST MY CASE! When I was writing this blog 24 hours ago, I wrote the following intro section in italics below: WATCH OUT for those who will claim that they know the final outcomes of President Trump’s decision to impose additional tariffs on imports from Canada, Mexico and China. Just in…
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The big changes in China’s LLDPE market and what could happen next
By John Richardson THE ABOVE SLIDE, as with my slide earlier this week on HDPE, shows the extent to which China’s LLDPE market swung in favour of the US in 2021-2024. This was during the three years after the end of the Chemicals Supercycle compared with the three years immediately before the end of the…
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US-to-China HDPE: The “known, unknowns” and the “known, knowns”
By John Richardson YOU SHOULD continue to prepare for anything between an improved trading relationship between the US and China, a full-blown trade war or anything in between these two extremes. You can argue that this has ever been such or that the new White House administration has led to much greater uncertainty. Whatever. This…
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Tariffs, infinite improbabilities and US PE exports to China
By John Richardson WELL, THAT DIDN’T LAST LONG. In the run-up to this year’s presidential election, Donald Trump said he planned to impose additional tariffs of 60% on Chinese imports, but this week he mentioned an extra tariff of only 10%. Watch this space, though, because we are in a world of confusion and muddle…