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2016: Trade Tensions, Social Unrest And Deflation

By John Richardson

THE world by 2020 – as Paul Hodges and I discussed in Chapter 4 of our 2011 book, Boom Gloom & The New Normal – is going to look very different indeed from what most of us …

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The Opportunities For 2016 And Beyond Are Huge

A happy festive season and all the best for the New Year to my readers. What should chemicals companies do to be successful in 2016 and beyond. What follows will help. I am taking a break from blogging, but will …

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Oil At $25 Or Even Lower By The End Of This Year

By John Richardson

AS most people react like a rabbit caught in a car headlight to the latest collapse in crude-oil prices, they need to take note of this: The long term average price of oil, adjusted for inflation, is …

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Dow and DuPont Need To Prove Sceptics Wrong

By John Richardson

UNLESS you live on Mars, you will have obviously read about the ground-breaking climate change deal reached in Paris over the weekend.

Sure, it will only come into force if 55 countries responsible for at least 55% …

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Dow And DuPont: How A Merger Could Work

By John Richardson

DOW Chemical and DuPont are companies with tremendous histories. It is no exaggeration to say that they have helped to build the American economy, right from the early days of Henry Herbert Dow and Eleuthère Irénée du …

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Autos Material Science: 180 Degree Change For Petchems

By John Richardson

HERE is an example of how the links between the petrochemicals and polymers business and the autos industry have long worked:…

  In the 1980s, propylene was a very low value co-product of naphtha and other liquids cracking.

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Deflation Threatens Asia’s Ethylene-Polyethylene Link

By John Richardson

AS you can see from the above chart, ever since April 1997, when we first started providing price quotes for spot Northeast Asian (NEA) high-density polyethylene (HDPE) film grade, it has been spot ethylene rather than spot …

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China’s Chemicals Strategy: More Complexity

By John Richardson

THE more that things change to some extent the more they stay the same in China. This is adding another layer of complexity to forecasting where the country’s chemicals industry is heading.

Take this article from the …

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China Reforms Stay On Track With 8% Credit Fall

By John Richardson

THE above chart shows the moving average growth of total social financing (TSF) in China since 2009 in US dollars. You can see the surge  in the growth of TSF from 2009 until 2013 and its subsequent …

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CEOs Need To Get Rid Of The “Fear Factor”

It now makes sense to reduce my number of blog posts to three a week – on Mondays, Wednesdays and Fridays – as the “argument” stage of the New Normal is much closer to being over. Far more people than …

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