Archive | Environment RSS feed for this section

China Polyolefins: An Outlook For The Rest Of 2017

By John Richardson

AS THE chart above shows, China is suffering from a bout a polyolefins indigestion right now as a result of a sharp rise in both imports and domestic production. This helps to explain the recent falls in …

Continue Reading

Tackling China’s Latest Steel Bubble: Implications For Petrochemicals

Note: A technical fault meant I was unable to update the blog on Wednesday and Friday last week. Business as usual returns this week.

By John Richardson

THE stop, start nature of economic reforms in China, which is the result …

Continue Reading

Another Layer Of Trumponomics Risk: Equities Versus Real Economy

By John Richardson

THE TOP chart shows that global chemicals industry operating rates fell to just 78.3% in November, even though companies up down the industry’s value chain were building inventory ahead of expected New Year price rises.  This was …

Continue Reading

The Failure Of The Liberal Political And Economic Elite

By John Richardson

ONE of the research papers produced ahead of this year’s World Economic Forum (WEF) meeting in Davos highlighted demographics as one of the key reasons for rising working and middle class discontent in the West.

In an …

Continue Reading

A World In Crisis: Tackling Basic Needs Is The Solution

By John Richardson

ALL SORTS of experts keep telling us that identifying the world’s problems is incredibly complex.

But it, is in, fact, incredibly simple – all you have to do is to meet Basic Needs such as coping with …

Continue Reading

The World In 2020 – An Update On Our Forecasts In ‘Boom, Gloom and the New Normal’

All of us would love to be able to see into the future. And five years after the publication of ‘Boom, Gloom and the New Normal: How the Ageing of the Western BabyBoomers is Changing Demand Patterns, Again‘, it seems …

Continue Reading

OPEC Cutbacks: The Case Against Any Major Impact

By John Richardson

OPEC’s decision to cut production could well turn out to have no significant impact on the direction of oil markets in 2017 and beyond. I believe that everything still points to weaker, rather than stronger, crude prices, …

Continue Reading

Chemicals Companies Must Be The Solution And Not The Problem

By John Richardson

MORE than 40 years after the launch of the first universal recycling symbol, only 14% of plastic packaging is collected for recycling. When additional value losses in sorting and reprocessing are factored in, only 5% of material …

Continue Reading

Trump And Other Political Risks: No Room For Complacency

By John Richardson

SINCE my post last week –China Becomes Dominant Superpower: Implications for Petchems – more data and analysis has emerged on the potential downside for the US if it ends up in a trade war with China. An …

Continue Reading

Tomorrow’s Economic Supercycle: Only If We Build A lot More Toilets

By John Richardson

AFTER my presentation yesterday during the 4th ICIS Asian Polyolefins Conference in Bangkok, someone asked me a very good question: “Where is the next Economic Supercycle going to come from?”

My answer was as follows:…

Quite possibly

Continue Reading