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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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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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Want Oil Prices Back At Above $1OO? Be Careful What You Wish For

By John Richardson

WE worry that quite a few people still don’t get it on crude oil.

Here is why:…

As recently as July, as the chart above from the latest BP Energy Review shows, oil prices were from 2009

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China: A Deliberate “Snowball Effect”

By John Richardson

EARLIER this week we answered this question – “How bad will it get in China before it gets good?” – in this blog post and a follow-up post that looked at some the immense, long-term uncertainties.

Now …

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China Coal-To-Olefins “A Net Water Producer”

By John Richardson

IT has become the accepted wisdom over the last few years that the coal-to-olefins (CTO) process in China consumes a lot of water.

This theory has been expressed in so many conference papers and in research papers …

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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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