Tag Archives | BASF

China: “Just When I Thought I Was Out….”

By John Richardson

THE BLOG woke up this morning determined to write about something else, but, as Michael Corleone said in Godfather III, “just when I thought I was out, they pull me back in”.

What stopped us writing about …

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Dow And Commodities-Specialities Integration

 

By John Richardson

IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled?

This is a question raised by this excellent Insight article, from …

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German Politicians Head In The Wrong Direction

By John Richardson

IT took Germany’s politicians five weeks, including a final marathon 17-hour negotiating session, to agree on a “grand coalition”, points out The Economist in this article. 

The trouble is that, despite this massive expenditure of hot air …

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More Great News On China

Pollution over eastern China

Source of picture: Wikimedia

 

By John Richardson

IT wasn’t the kind of news that China’s polyethylene (PE) traders wanted to reflect on over the weekend.

On Friday, China’s cabinet – the State Council – announced …

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Innovation: No More Time Left To Lose

 

 Source of picture: http://whyfiles.org/ 

 

By John Richardson

MY colleague Nigel Davis has written an excellent Insight article which highlights how some chemicals companies are seeking to respond to changing patterns.

As we have discussed before, Bayer Material Science …

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Dow: China GDP Growth 3-5 Percent

 

By John Richardson

DOW Chemical’s Andrew Liveris has changed his views on China as a result of an economic slowdown that seems to have taken many people by surprise.

“China’s economy has continued to decelerate as European exports suffered,” …

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Dictating Chemicals Demand

 

 

By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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BASF Highlights Changes In Growth

 

Martin Brudermüller

Source of picture: BASF

 

By John Richardson

“THE struggle over China’s future direction seems to be harder fought than we had imagined,” said BASF vice chairman Martin Brudermüller last Thursday, in a German newspaper interview.

“There …

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A Dramatic Difference In Mood

By John Richardson

THE big difference in the mood at the ground level of certain parts of the petrochemicals industry compared with that of company board members and investors was thrown into further stark relief earlier this week.

As we …

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Chemical Shares Fall From “Buzz Mountain” Summit

By John Richardson

CHEMICAL share prices have surged to the top of what one industry observer calls “buzz mountain” during the last six months.

The buzz has been centred on the supercycle theory which holds that recent corrections in commodity …

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