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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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China: How Conventional Wisdom Becomes Conventional Wisdom

By John Richardson

HOW does  conventional wisdom – i.e. the opinion of the majority – become conventional wisdom?

This is a subject that the blog pondered over the last few days as it wandered around Euro Disney. Unfortunately, Mickey, Donald …

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China Coal-To-Olefins: Water Not An Issue

By John Richardson

CONVENTIONAL wisdom has it that the water issue stands in the way of the growth of the coal-to-olefins (CTO) industry in China.

The process consumes a lot of water  – between 15-20 tonnes for every tonne of …

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Modi Pledges To Do More Than Just Boost The Stock Market

By John Richardson

THE blog is delighted that Narendra Modi sees the bigger picture through this bold statement: “By 2022, no Indian should be without a home, without clean water, without electricity and without a toilet.”

Fantastic. This is exactly …

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China’s Methanol Industry: Through The Looking Glass

By John Richardson

AT first glance, some of the facts relating to China’s methanol sector sound like Jabberwocky  sounded to Alice when she firs discovered the language of that name in the marvellous Lewis Carroll novel, Alice Through The Looking …

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The New “China Price” Threatens Metallocene LLDPE

By John Richardson

THE great advantage of moving up the value chain to  metallocene-grade linear low-density polyethylene (mLLDPE) in Asia is that every time converters upgrade their equipment, they tend to switch to machinery that can process the resin.

“In …

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