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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 …

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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, …

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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 …

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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 …

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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

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Donald Trump And $25 A Barrel Crude Oil

By John Richardson

Our three scenarios for oil prices, in our study, Demand: The New Direction for Profit, includes one scenario where oil prices in today’s money fall to a long-term average of around $25/bbl. Here are all three scenarios.…

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EIA

Oil Prices Over The Next Six Months: What You Need To Know

By John Richardson

SURPRISED by the latest decline in crude prices following the US Energy Administration’s (EIA) report that more oil went in to storage last week than in any other week in 34 years?

You really shouldn’t be if …

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Sustainability Reshapes Petrochemicals Demand

By John Richardson

IF you still view the petrochemicals world from only the perspective of feedstock advantage then the above chart, taken from the recent ICIS EPCA seminar, offers this very straightforward fantastic opportunity:…

If our higher penetration scenario for

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Stunning Agreement On HFCs Offers Huge Opportunities

By John Richardson

THE DELHI bank manager’s priority was to make sure his son got through medical school. He obviously therefore didn’t have that much time or energy to worry about global warming before he bought a hydrofluorocarbon (HFC)-fuelled air-conditioning …

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Western Central Bank Finally Agrees That Ageing Populations Matter

By John Richardson

FINALLY – for the first time - one of the major Western central banks is in agreement with what Paul Hodges and I have been arguing since we released our book in 2011 – Boom. Gloom & …

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