Archive | Environment RSS feed for this section

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 …

Continue Reading

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 …

Continue Reading

Global Autos Sales: Preparing For A 40% Decline

By John Richardson

ARE you preparing for a 40% collapse in global auto sales by 2040? Are you instead, both privately and publicly, burying your head in the sand because 2040 seems too far away to even begin to think …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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% …

Continue Reading
New-Old-1950-Oct15a

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 …

Continue Reading

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.

Continue Reading

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 …

Continue Reading