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US Economy: More Of The Same Will Not Work…

 

By John Richardson

US Federal Reserve chair Janet Yellen’s solution for the failed monetary stimulus policies of the last seven years? More of the same, which is a further signal to investors desperate for yield that they have little …

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Asian Polyethylene: Challenge The New Paradigm

By John Richardson

IT would be very interesting to go back to 2000 and compare the strength of positive sentiment towards the future of the Asian polyethylene (PE) industry to the above chart.

The chart shows spreads between naphtha costs, …

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US Water Crisis: Be Part Of The Solution, Not The Problem

By John Richardson

IT SHOULD be pretty obvious to all of us that there is a huge gap in the provision of basic needs in the emerging world. Just look, for example, at the some 2.3bn people who in 2015 …

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Go Where The Money Is: Sanitation And Water

By John Richardson

HOW do you define global progress? Is it the number of extra people each year who are able to afford to buy a smartphone, or is it the number of additional people who are given access to …

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Sitting On The Fence Involves Choosing Failure

By John Richardson

IF you choose not to decide, you still have made a choice. So the choice today is yours. If you remain on the fence, still unsure about whether the end of the Supercycle is real or not, …

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China Takes Two Steps Back: The New Lending Surge

By John Richardson

JUST as it appeared as if the visionary reformers within the Chinese government had won their battle to deflate the most economically and environmentally toxic investment bubble in global economic history, China has taken a step backwards.…

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The Doha Oil Meeting: Were You Ahead Of The Curve?

By John Richardson

IT WAS tremendous whilst it lasted for the hedge funds and will have enabled them to make a lot of money – the ones who, of course, had the good sense to switch from long to short …

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Saudi Arabia, Refining And The Battle for Crude Market Share

By John Richardson

SAUDI ARABIA is determined to win its battle for greater market share of the global oil market, and at the same add value downstream to its hydrocarbon reserves. This is the consistent message I have picked over …

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Demand: The New Direction for Profit

By John Richardson

WE were right about China’s change of economic direction, which we identified in November 2013. We were then right about the collapse in oil prices from August 2014 onwards. And we also made the right call when …

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Manage Demand And Keep Control Of Your Business

By John Richardson

CHEMICALS companies don’t always disappear when things turn bad. Ownership can instead just change hands.

Reasons for this include the fact that private investors are of course always seeking to make money from any crisis. Why not …

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