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US Ethane Shipments And The Broader Picture

By John Richardson

THE first shipment of ethane from the US to Europe, which is set to arrive on Wednesday to feed the INEOS cracker at Rafnes in Norway, will be widely interpreted as meaningonly one thing: That nothing in …

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Seven Risks Of Choosing Specialties Over Commodites

By John Richardson

CHEMICALS analysts love to talk with great enthusiasm about the specialty end of this business because margins per tonne can be a great deal higher than in boring old plain vanilla commodities. Specialties is an exciting story …

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How To Grow Sales In A Deflationary World

By John Richardson

CHINA hugely increased its propylene and derivatives capacity to the point where by 2011, it became the first region or country where downstream propylene consumption surpassed that of ethylene.

This didn’t mean booming actual demand for propylene …

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Oil Price Recovery: Please Remember 2015

By John Richardson

EVEN if oil prices should go down right now, based on supply and demand fundamentals, the financial players will not let that happen.

This is the view of several analysts who point to the closure of numerous …

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China: Ignore Misleading Analysis On Reform Reversal

By John Richardson

A GREAT deal of misleading analysis has been written about this year’s National People’s Congress (NPC) – China’s annual parliamentary meeting – which always takes place every March.

Much of this misleading analysis has been centred on …

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Demand: The New Direction for Profit

By John Richardson

WE were right about China’s change of economic direction, which we identified in November 2013. We were then right about the collapse in oil prices from August 2014 onwards. And we also made the right call when …

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China: Wrong Questions Will Give You The Wrong Answers

By John Richardson

IF you start with the wrong questions about China, you are obviously going to end up with the wrong answers.

In the case of China’s polyolefins industry, too many people are still asking themselves this wrong question: …

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Manage Demand And Keep Control Of Your Business

By John Richardson

CHEMICALS companies don’t always disappear when things turn bad. Ownership can instead just change hands.

Reasons for this include the fact that private investors are of course always seeking to make money from any crisis. Why not …

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Machiavelli’s “New Order Of Things”: Risks and Rewards

By John Richardson

IF you get it, you understand what is really happening out there, there is no guarantee that you will be successful as Machiavelli (see below right) – the great Italian Renaissance historian, politician, philosopher and writer etc. …

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China’s Export Strategy: The Realistic Scenario

By John Richardson

THE analyst was giving me hard time. “You see, the problem is you are not a chemicals engineer, and haven’t crunched the supply and demand data and cost curve data. What you are talking about is all …

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