Archive | Sustainability RSS feed for this section

The Failure Of The Liberal Political And Economic Elite

By John Richardson

ONE of the research papers produced ahead of this year’s World Economic Forum (WEF) meeting in Davos highlighted demographics as one of the key reasons for rising working and middle class discontent in the West.

In an …

Continue Reading

A World In Crisis: Tackling Basic Needs Is The Solution

By John Richardson

ALL SORTS of experts keep telling us that identifying the world’s problems is incredibly complex.

But it, is in, fact, incredibly simple – all you have to do is to meet Basic Needs such as coping with …

Continue Reading

Bricklaying In Australia And Oil Prices: Important Similarities

By John Richardson

THE bricklayer came around to my house three years ago, quickly surveyed the extent of the job, drew a sharp breath, and said, “It’s going to cost you at least Aus$4,000.” And that was after a four-week …

Continue Reading

The World In 2020 – An Update On Our Forecasts In ‘Boom, Gloom and the New Normal’

All of us would love to be able to see into the future. And five years after the publication of ‘Boom, Gloom and the New Normal: How the Ageing of the Western BabyBoomers is Changing Demand Patterns, Again‘, it seems …

Continue Reading

Chemicals Companies Must Be The Solution And Not The Problem

By John Richardson

MORE than 40 years after the launch of the first universal recycling symbol, only 14% of plastic packaging is collected for recycling. When additional value losses in sorting and reprocessing are factored in, only 5% of material …

Continue Reading

Tomorrow’s Economic Supercycle: Only If We Build A lot More Toilets

By John Richardson

AFTER my presentation yesterday during the 4th ICIS Asian Polyolefins Conference in Bangkok, someone asked me a very good question: “Where is the next Economic Supercycle going to come from?”

My answer was as follows:…

Quite possibly

Continue Reading

China Becomes Dominant Superpower: Implications For Petchems

 

By John Richardson

CHINA can become the world’s No1 Superpower, replacing the US, if it can rise to challenges such as these:…

Asia needs US$8trn of investment in the decade to 2020 to deal with its infrastructure deficit. As countries

Continue Reading

Donald Trump And $25 A Barrel Crude Oil

By John Richardson

Our three scenarios for oil prices, in our study, Demand: The New Direction for Profit, includes one scenario where oil prices in today’s money fall to a long-term average of around $25/bbl. Here are all three scenarios.…

Continue Reading

A Donald Trump Presidency: Scenarios For US Polyethylene

By John Richardson

THE above chart shows much polyethylene (PE) we think the US will have to export by 2020, based on our latest Supply & Demand updates. This might well have changed due to delays in start-ups. Watch this …

Continue Reading

Sustainability Reshapes Petrochemicals Demand

By John Richardson

IF you still view the petrochemicals world from only the perspective of feedstock advantage then the above chart, taken from the recent ICIS EPCA seminar, offers this very straightforward fantastic opportunity:…

If our higher penetration scenario for

Continue Reading