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Europe’s Dinosaur Destiny

By John Richardson

DINOSAURS became extinct, scientists think, because of an event beyond their control – either an asteroid colliding with the earth, volcanic activity, an ice age, disease or gradual climate change.

With all due respect to the former …

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China’s About Turn: The Seven Global Implications

By John Richardson

HISTORIANS will end up concluding that falling emerging market currencies and stock markets – the prelude to what could be a full-blown crisis –  is really about China and not about the US Federal Reserve. The Fed …

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ExxonMobil, Energy Efficiency And Innovation

By John Richardson

SAVING money through energy efficiency, along with innovation, will be two of  the keys to success in the New Normal because  demand-growth patterns will be very different than during the Supercycle. The suspension, which guaranteed success for …

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Dow And Commodities-Specialities Integration

 

By John Richardson

IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled?

This is a question raised by this excellent Insight article, from …

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Gas, Gas, And Perhaps Even More Gas

By John Richardson

THE global petrochemicals industry is stepping on the gas as it accelerates both capacity expansions and the restructuring of existing assets. Apologies for the pun.

In the US, of course, some 25m tonnes/year of ethylene capacity is …

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The Minority Isn’t Always Wrong

By John Richardson

“I REALLY worry about the ability to export extra capacity from the US as I think global markets will become much more regional,” said a source with a poylolefins producer .

“The US is also pretty much …

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3D Printing Likely To Change Just About Everything

By John Richardson

3D printing will very probably force manufacturers, including those who make chemicals and polymers, to build entirely new business models.

Here is why:…

The young in Western societies will be poorer because of less aggregate demand as

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Western Demand Still Weaker

By John Richardson

AS the euphoria over the Fed’s measured tapering echoes through global equity markets, many people at certain points on the continuum - which we described in detail earlier this week - will be happy.

Perhaps for the …

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Global Growth Outlook: Sorting Out The Continuum

By John Richardson

WHAT do you do for a living? Are you a speculator in equity markets or do you make things for a living?

These, we think, are highly relevant questions as we head towards the New Year.

It …

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Oil Market Risks For 2014

By John Richardson

PAUL Satchell, the UK-based chemicals analyst with glob investment bank Cannacord Genuity wrote  in his December Volume Proxy* report, which was released earlier this month: “It has long been our opinion that real demand fundamentals in commodity …

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