BASF worries about China, India

BASF opened its first China plant 20 years ago. Its Asian strategy focuses on China, Japan, S Korea and India.

Thus yesterday’s comments by vice chairman Martin Brudermüller deserve careful study by any company or investor who is interested in t…

US PE exporters face more competition in Brazil

As promised, the blog looks today at the performance of US polyethylene (PE) exporters in Brazil.

It was the fastest-growing of the major markets in 2011, as the wider economy benefitted from China’s demand. Since 2008, Brazil’s PE net imports have…

US exports to China fall, as cost advantage grows

US petchem producers are planning a major boost to ethylene capacity. They now have the 2nd cheapest feedstock in the world, due to ethane from shale gas. The only question is, where will they sell their product?

Ethylene, of course, is very expensi…