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China’s Gasoline Export Surge Was Entirely Predictable

By John Richardson

WHEN it first became apparent earlier this year that China was aggressively expanding diesel exports, we were told not to worry as this was said to merely reflect the replacement of China’s old economy with its new …

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US Auto Sales: Recovery? What Real Recovery?

By John Richardson

IF you look at last year’s US auto sales in isolation, the plan to transform the fortunes of economically struggling Wilkes County in North Carolina makes every bit of sense. In 2015, 17.5m vehicles were sold in …

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Chemicals Companies Need Security Of Demand

By John Richardson

MUCH of the focus of last week’s Asia Petrochemical Industry Conference (APIC) in Singapore  once again seemed to be about feedstock advantage.

This included several charts ranking the competitiveness of the three major categories of ethylene producers …

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US Water Crisis: Be Part Of The Solution, Not The Problem

By John Richardson

IT SHOULD be pretty obvious to all of us that there is a huge gap in the provision of basic needs in the emerging world. Just look, for example, at the some 2.3bn people who in 2015 …

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The Two Different Chinas: Outcome Remains Uncertain

By John Richardson

THIS year’s “sugar high” was always going to be that exactly that – if you look at the right data. The staggering increase in China’s total credit   in Q1 2016 over the first quarter of last year  …

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Go Where The Money Is: Sanitation And Water

By John Richardson

HOW do you define global progress? Is it the number of extra people each year who are able to afford to buy a smartphone, or is it the number of additional people who are given access to …

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Sitting On The Fence Involves Choosing Failure

By John Richardson

IF you choose not to decide, you still have made a choice. So the choice today is yours. If you remain on the fence, still unsure about whether the end of the Supercycle is real or not, …

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The End Of The Economic Supercycle: What To Do Next

By John Richardson

THE above infographic explains the end of the economic Supercycle:

•During the 1980s/1990s, the BabyBoomers – the largest and wealthiest generation that the world has ever seen – entered the Wealth Creator generation (those aged 25 – …

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Saudi Arabia, Refining And The Battle for Crude Market Share

By John Richardson

SAUDI ARABIA is determined to win its battle for greater market share of the global oil market, and at the same add value downstream to its hydrocarbon reserves. This is the consistent message I have picked over …

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Demand: The New Direction for Profit

By John Richardson

WE were right about China’s change of economic direction, which we identified in November 2013. We were then right about the collapse in oil prices from August 2014 onwards. And we also made the right call when …

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