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Getting Started On Rebuilding Your Company Strategy

By John Richardson

THE New Normal is a journey of discovery, as my colleague Paul Hodges pointed out in his blog post yesterday.

As this latest global economic crisis develops, it is vital that we start the journey otherwise many …

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Want Oil Prices Back At Above $1OO? Be Careful What You Wish For

By John Richardson

WE worry that quite a few people still don’t get it on crude oil.

Here is why:…

As recently as July, as the chart above from the latest BP Energy Review shows, oil prices were from 2009

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Oil Prices at $50 or $150 In 2015? Take Your Pick

By John Richardson

REAL price discovery is finally returning to oil markets after years of incredibly harmful central bank stimulus which put the market largely in the hands of the speculators.

But now actual supply of and demand for oil …

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China Announces “The End Of GDP Growth Supremacy”

By John Richardson

THE views of the small number of men who run China – i.e. the country’s Politburo – have long been viewed as the best possible guide to where the country is heading.

Chemicals manufacturers were right to …

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China Coal-To-Olefins “A Net Water Producer”

By John Richardson

IT has become the accepted wisdom over the last few years that the coal-to-olefins (CTO) process in China consumes a lot of water.

This theory has been expressed in so many conference papers and in research papers …

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China Exceeds US 20th Century Cement Output In Just Two Years

By John Richardson

CHINA produced more cement in 2011 and 2012 than the US produced in the whole of the 20th century. Yes, that’s right, China produced more cement in just two years than the States produced in 100 years.…

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Finding A Home For US Polyethylene Expansions

By John Richardson

EVEN if you take a benign view of the future of the US economy (which, separately, we think is the wrong view), the planned increases in US polyethylene (PE) capacity still raise this very important question: Where …

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The Philippines: What A Fantastic Opportunity

By John Richardson

The Philippines is in a demographic sweet spot, according to the CIA factbook. In 2013, for instance, 34% of the population was aged between 0-14 and 19.1 was aged between 15-24.

This is potentially fantastic news if …

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European Energy Sovereign Wealth Fund Needed

By John Richardson

THE blog met with an old friend on its recent trip to the UK, a scientist, who moaned about her local MP’s  ignorance about why energy self-sufficiency was vital for any economy.

“He is opposed to shale …

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India’s Budget: The Toilet Test

By John Richardson

IT was fantastic news to hear that Narendra Modi, in his first budget as Prime Minister, has repeated his pledge of ensuring that every Indian has access to a toilet by 2019.

But will he follow through …

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