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China’s OBOR Creates “Win, Win” Demographic Solutions…

…and in the process, it could radically reshape global geopolitics, economic growth patterns and chemicals trade flows

By John Richardson

THE above map, from this excellent FT Beyondbricks blog post by Paul Hodges and Daniël de Blocq van Scheltinga, illustrates …

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Oil Prices Falling Towards $35 On US Supply, China Demand

WTI continues its journey towards a possible $35/bbl by Q4 of this year on rising US shale-oil production and a slight slowdown in the Chinese economy with big implications for global economic growth. And $25/bbl or lower crude in 2018 …

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China’s “Appetite For Pain” Makes $35/bbl Crude More Likely

The Chinese government is showing great determination in its latest battle against excessive and highly speculative lending. This will carry on as a cushion of strong GDP growth has been created, allowing a slowdown that will surprise many people with …

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US Climate Decision: Chemicals Company Winners And Losers

By John Richardson

CHINA is set to introduce a carbon emissions trading scheme later this year for steel and aluminium,, with the chemicals  and polymers sectors set to join at a later date.

Next January, China is also set to …

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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 …

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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 …

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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 …

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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 …

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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 …

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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

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