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China And The US: History Repeats Itself

By John Richardson

THE history of the economic rise of the United States during the 19th and 20th centuries is littered with instances of financial crises, oversupply in manufacturing and infrastructure and government stimulus programmes – most notably, the New …

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Getting Started On Rebuilding Your Company Strategy

By John Richardson

THE New Normal is a journey of discovery, as my colleague Paul Hodges pointed out in his blog post yesterday.

As this latest global economic crisis develops, it is vital that we start the journey otherwise many …

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Global Polyethylene: A Painful Balancing Act

By John Richardson

HERE are a few important facts about polyethylene (PE):…

China accounted for 30%, or 2.35m tonnes , of global imports of linear low-density PE (LLDPE) in 2013 (see the above chart).
It accounted for 43% of high-density

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China Exports: Whatever It Takes To Boost Volumes

By John Richardson

HERE is a reminder of some key facts about the Chinese economy:…

Investment, in the form of local real estate, infrastructure and industrial capacity accounts for around 50% of the country’s GDP.
China’s total investment levels are

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Fed Policies Increase Emerging Market Poverty

By John Richardson

THERE are 2.8bn people – 40% of the world’s population – who live on $2-10 a day.

These people are “the fragile middle”, according to the Financial Times, as they are constantly in danger of falling back …

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China Polyethylene: What To Tell Your Boss

 

 

By John Richardson

YOU are a junior researcher working for a global polyethylene (PE) producer.  This is your opportunity to help change “group thinking” and so greatly improve your career prospects.

It is not going to be easy, …

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US Petrochemicals: The Way Forward

By John Richardson

ANYBODY out there prepared to make a guess? How long are these fantastic earnings for US petrochemicals companies in the key polyolefins space going to last? Six months, 12 months, 18 months or perhaps even longer?

The …

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Ten Reasons Why US Petrochemicals Should Think Again

By John Richardson

IT is incredibly hard to “stare a gift horse in the mouth” when your share options have soared in value and you annual bonuses, based on your company’s record-breaking profitability, have been nothing short of fantastic for …

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Thirty Reasons Why Ethylene Will Not Be Tight Until 2019

By John Richardson

THERE is a very common view out there that the ethylene cycle will tighten from next year until around 2019, when the big flood of new US capacity is expected to hit the market.

This is supported …

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Want To Keep Your Job? What To Tell Your Boss

By John Richardson

THE economic data on China was very useful yesterday if you had already gone long on oil or US equities.

Both crude and the S&P 500 rallied on positive interpretations of Q3 GDP and industrial production data, …

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