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US Oil: Nothing Is Uncertain As Certainty

By John Richardson

ALL of yesterday’s excitement about the US overtaking Saudi Arabia and Russia by 2017 to become the world’s biggest oil producer – and exceeding Russia to become the world’s biggest gas producer by 2015 – needs to …

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China’s Intellectual Property Challenge

Wen Jiabao – stepping down

Source of picture: KeystoneUSA-ZUMA/Rex Features 

 

In the last of our series of posts on China’s leadership handover, which begins today as the 18th Party Congress meets, we look at intellectua property rights protection.  

By John …

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The US Shale Gas Boom Will End

Don’t follow the herd… 

By John Richardson

ISN’T it amazing how we keep getting caught out by the unexpected, from the global financial crisis to  China is entering a period of much-lower growth?

No, not really. As long as we …

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The BRICS Fallacy

By John Richardson

THE above chart, from a new Research Note released by fellow blogger Paul Hodges, exposes the fallacy that BRICS and emerging-market growth can by themselves rescue the global economy.

And, as we have highlighted before on this blog, …

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China-Japan Dispute Worsens

By John Richardson

THE collapse in Japanese auto sales in China, a result of the East China Island dispute, is just the first phase in what could be a very damaging economic war, the blog understands.

Phase two could be …

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China Deflation

The second of our series of blog posts on China’s economic challenges over the next 12-18 months focuses on deflation.

 

By John Richardson

DEFLATION has now become a major concern for the Chinese economy following the release of official …

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The Water Challenge

Source of picture: BBC

 

By John Richardson

By 2050, the world’s 10 biggest river basins by population are expected to produce a quarter of global GDP, according to a report commissioned by HSBC, which was released in June.

The …

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Dictating Chemicals Demand

 

 

By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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How Green Is Gas?

By John Richardson

THE blog has been attending the 25th World Gas Conference in Kuala Lumpur, Malaysia, this week where one of the themes repeated on numerous occasions has been the wonderful environment benefits of natural gas.

Poor old coal …

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A Road Map For Success

The new chapter of our free ‘Boom, Gloom and the New Normal’ ebook sets out a road map to success for companies in the New Normal. It also identifies 5 key areas where major change is already underway.

Demand-driven. Markets …

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