Tackling Gender Inequality, Climate Change Etc Key To Future Chemicals Growth

By John Richardson

IF you think that progress towards tackling issues such as gender inequality in sub-Saharan Africa has nothing to do with forecasting chemicals and polymers demand growth, then you are going to face some severe difficulties over the …

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G20 Reassurances Not Enough To Stop A Currency War

By John Richardson

PRESIDENTS XI Jinping and Barack Obama have made a commitment to avoid competitive currency devaluations at the G20 summit in Hangzhou.

The fact sheet released by the two presidents also contained this statement: [China will] “continue an …

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US Economic Rescue Fails On Missing Human Factor

By John Richardson

THE US Federal Reserve thought it understood how the world worked, thanks to its FRB/US (Ferbus) computer model.

“Assuming that the FRB/US model does a good job of capturing the macroeconomic implications of declining house prices, such …

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China’s One Belt, One Road: What It Means For PP and PVC

By John Richardson

MONDAY’S blog post on China’s One Belt, One Road initiative has produced a very strong response. I thus thought it was important to discuss in detail  what what One Belt, One Road could mean for two major …

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China’s One Belt, One Road To Reshape Petchems Trade Flows

By John Richardson

THE ONE Belt, One Road initiative is a crucial element in China’s efforts to economically re-invent itself – and this reinvention has to work if China is to avoid economic stagnation.

We therefore know that One Belt, …

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Oil Market Jigsaw Puzzle: Putting The Pieces Together

By John Richardson

THE data has long told us that the efficiency of the US shale oil process is constantly improving.

For instance, the above chart shows that in just in one shale-oil field in the US – the Bakken …

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How To Battle For Value In Oversupplied Markets

By John Richardson

FOR the moment all is good, as the chart above illustrates, which details the premiums that C6 metallocene-grade linear-low density (LLDPE) have enjoyed over standard commodity grade C4 LLDPE in the key China market.

The October 2010 …

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The New World Of Demand, Trade And Competition

By John Richardson

TOMORROW nearly always ended up being better than today for the polymers industry, thanks to the resilience of demand growth during the Economic Supercycle.

What also made life easy was the assumption that global free trade would, …

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Dip In China Credit Growth A Global Warning Sign

By John Richardson

CHINA might choose to once again kick the can down the road by further delaying essential economic reforms, but this is not my base case for the rest of this year and into 2017.

Xi Jinping and …

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China And A Breakdown In Free Trade: Scenarios For Petrochemicals

By John Richardson

MY blog post last Friday, on the threat to the petrochemicals industry of a retreat in global free trade, has gained a great deal of interest. This is good as this is an essential debate.

Today I …

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