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China’s OBOR Creates “Win, Win” Demographic Solutions…

…and in the process, it could radically reshape global geopolitics, economic growth patterns and chemicals trade flows

By John Richardson

THE above map, from this excellent FT Beyondbricks blog post by Paul Hodges and Daniël de Blocq van Scheltinga, illustrates …

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China’s Soil Pollution: The $1,000 Trillion Problem

By John Richardson

THE ESTABLISHED approach to dealing with soil polluted by chemicals waste involves washing the soil and treating it with bacteria. These were the methods used ahead of the 2012 London Olympic Games, reports The Economist. The cost …

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Tumbling Oil Prices: Implications For Asian Polyethylene

By John Richardson

DON’T say that I didn’t warn you. Oil prices now look much more likely to hit my forecast of $35//bbl, or lower, by Q4. Such is the downward momentum right now in crude markets that it is …

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Oil Prices Falling Towards $35 On US Supply, China Demand

WTI continues its journey towards a possible $35/bbl by Q4 of this year on rising US shale-oil production and a slight slowdown in the Chinese economy with big implications for global economic growth. And $25/bbl or lower crude in 2018 …

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China’s “Appetite For Pain” Makes $35/bbl Crude More Likely

The Chinese government is showing great determination in its latest battle against excessive and highly speculative lending. This will carry on as a cushion of strong GDP growth has been created, allowing a slowdown that will surprise many people with …

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US Climate Decision: Chemicals Company Winners And Losers

By John Richardson

CHINA is set to introduce a carbon emissions trading scheme later this year for steel and aluminium,, with the chemicals  and polymers sectors set to join at a later date.

Next January, China is also set to …

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How China Stands To Win From US Climate Decision

By John Richardson

How might China benefit from its decision to stick with the COP21 climate-change deal as the US withdraws? Here are some thoughts.

Easier to Escape the Middle Income Trap

China is already leading the global charge on …

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Why Oil Prices Could Be At $35/bbl Or Lower By Q4

Saudi Arabia and the rest of OPEC may regret their decison to cut production, as this has led to a resurgence in US shale-oil production – and a further wave of innovation in shale technologies. Combine this with a slowdown …

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Buoyant, Calm Financial Markets Fail to Reflect Growing Risks

By John Richardson

THE Chicago Board Options Exchange’s (CBOE) volatility index fell to its lowest level since 1993 on 8 May.

But we knew then that the China economy was slowing down – and that very probably, the Trump administration …

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China’s Polyethylene Market Faces Long Destocking Process

China’s polyethylene (PE) imports surged and domestic production saw strong growth in Q1. This occurred as the economy slowed down on reduced availability of credit and the pollution clean-up. Even if global  producers saw this coming, they had no other …

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