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China Will Not Shut Down. It Will Instead Run Harder.

By John Richardson

EVERY $10 decline in the iron ore price knocks more than $2bn off the annual revenues of Vale,  Rio Tinto and BHP Billion and around $250m from those of Anglo American.

We can see a similar dynamic …

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China Exceeds US 20th Century Cement Output In Just Two Years

By John Richardson

CHINA produced more cement in 2011 and 2012 than the US produced in the whole of the 20th century. Yes, that’s right, China produced more cement in just two years than the States produced in 100 years.…

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Finding A Home For US Polyethylene Expansions

By John Richardson

EVEN if you take a benign view of the future of the US economy (which, separately, we think is the wrong view), the planned increases in US polyethylene (PE) capacity still raise this very important question: Where …

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Modi: Great Words, All The Best, But We Are Watching You

By John Richardson

IT IS once again fantastic news that Narendra Modi has highlighted the need to improve sanitation in India, as he also did last month.

During his National Day speech last week, India’s prime minister called on listeners …

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Demographics And “The Internet Of Things”

A DECADE from now, you might wake up in the morning and:…

Step on scales that quickly shoot data to a service provider that helps you decide how long and hard to exercise on the treadmill that day.
Brush your

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European Energy Sovereign Wealth Fund Needed

By John Richardson

THE blog met with an old friend on its recent trip to the UK, a scientist, who moaned about her local MP’s  ignorance about why energy self-sufficiency was vital for any economy.

“He is opposed to shale …

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US To Lose Out To China In Energy Race

By John Richardson

ARE you either a “tree hugger” or a “climate science denier”? If you fall into one of these two categories, you will be one of the dwindling minority of people who support a multi-faceted approach to US …

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Thailand’s Coup: The Economic Suspension Has Gone

By John Richardson

WE are  going to feel every political, social and economic bump in the road from now on because the suspension on the proverbial automobile has gone.

No longer can Asian economies compensate for their domestic problems in …

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Demographics Threaten China Property Collapse

By John Richardson

THE persistent weakness in China’s petrochemicals markets had mainly been caused by problems in the country’s property sector, according to many delegates on the sidelines of last week’s Asia Petrochemical Industry Conference (APIC) in Pattaya, Thailand.

Here …

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How To Measure Modi’s Success

By John Richardson

WINNING an election is one thing and governing is entirely different – as the hopeless Tony Abbott is discovering in Australia (more in a later blog post).

We sincerely hope that Narendra Modi proves to be a …

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