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China Turns A Corner On Shale Gas

By John Richardson

CHINA has more shale gas reserves than the US, and, like the US six years ago, confronts a dangerous reliance on imported energy.

But the development of the shale industry in China is being hampered by water …

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Poverty Alleviation Matters More Than GDP

By John Richardson

RICH people, relatively speaking, don’t buy that many chemicals and polymers – hence, poverty reduction matters from a dollars and cents as well as a moral perspective.

Thus, a report released this week by the Asian Development …

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China’s Official View On New Stimulus

By John Richardson

THE mood has improved in China’s chemicals markets  over the last few days thanks to strong indications from Beijing that a new economic stimulus package is about to be launched.

But, as we predicted yesterday, any such …

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China Copper, Chemicals And The Interconnections

By John Richardson

IT is the interconnections that matter and the trouble is that few people seem to have adequately thought about the interconnections between the various dysfunctional parts of the Chinese economy.

For example;…

A lot of the main

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China Housing No Longer A One-Way Bet

By John Richardson

CHINA’s real estate sector was responsible for 16% of the country’s GDP growth, 33% of fixed asset investment, 20% of outstanding loans, 26% of new loans, and contributed 39% to government revenues in 2013, according to Nomura.…

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China’s Urbanisation Myth Bites The Dust

By John Richardson

THE blog would again be in the position of being able to afford a yacht in Monte Carlo if it had a dollar, even in an Australian dollar these days, for every time it has heard the …

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China Jobs Versus The Cost Curve

By John Richardson

ACHIEVING approval for any new petrochemicals projects in China is going to be a lot harder in the future, is a a growing view across the chemicals industry.

A senior executive with a US-based polyolefins producer, for …

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Europe’s Dinosaur Destiny

By John Richardson

DINOSAURS became extinct, scientists think, because of an event beyond their control – either an asteroid colliding with the earth, volcanic activity, an ice age, disease or gradual climate change.

With all due respect to the former …

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The Future For China Auto Sales

By John Richardson

The distance from end-use markets didn’t matter for chemicals and polymers producers during the 2008-2013 credit surge in China because, as we said yesterday, demand was so good that few people were willing to ask too many …

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China Pollution: The Years Of Living Differently

By John Richardson

“THE mountains are high and the emperor is far away,” is a well-known phrase in China, which has been applied to many areas of legal enforcement.

“The refinery in, say, Shanxi province might have installed a de-sulphurisation …

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