Tag Archives | Boom Gloom and the New Normal

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Europe’s “Recovery” Falters

 

By John Richardson

THE mood in European ethylene and polyethylene (PE) markets has changed over the last two weeks, according to my ICIS pricing colleagues, Nel Weddle and Linda Naylor.

“A drop in crude oil and naphtha values saw speculation …

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China’s Changing Demand

By John Richardson

THE nature of demand in China is changing, despite the belief among some chemicals analysts, and companies, that everything will soon return to normal.

Here is a summary of our key arguments. Please print off and pin …

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US Euphoria

By John Richardson

THE shale gas advantage, along with the revival of the US economy, made for a euphoric atmosphere at last week’s International Petrochemicals Conference (IPC)* in San Antonio, Texas.

China was only a blip on the corner of …

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Foxconn And Chemicals

By John Richardson

THE recent investigation by the US-based Fair Labor Association into Foxconn is a further indication of how China is transforming its economic model.

It was found that Foxconn breached several Chinese regulations, including a maximum working week …

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Threat of Oil “Permafrost”

By John Richardson

Saudi Arabian oil minister Ali al-Naimi on Tuesday did his best to calm the oil markets by arguing that the kingdom had met all its customers’ requests for crude, and was ready to raise output to full …

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Doing More With Less – The Products Of The Future

THE global economy is moving into a difficult period, as it transitions to the New Normal. Debt levels are high, and incomes are under pressure, particularly for the large numbers of people moving into retirement.

Cost must be the key criteria …

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America’s New Political Era

What follows is likely to be of little interest to those, like ourselves, who are obsessed by the week-by-week price of polyethylene (PE).

But a strong US economy is essential for a healthy global chemicals industry, and what is being …

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The Great Opportunities Ahead

 

The blog is taking a break for the festive season (we will back on Thursday next week before, of course, closing-down again over the New Year period). 

We would like to wish all of our readers a very happy …

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Innovating Down The Value Chain

By John Richardson

THE lack of depth and thought behind “analysis” of the economic challenges facing developing economies has worried the blog for some time.

It is undoubtedly the case that as hundreds of millions more people in countries such …

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Oil Prices, Wall Street And Economic Chaos

By John Richardson

Crude oil and commodities markets have lost touch with the fundamental realities. This didn’t just happen yesterday, but began a decade ago.That’s the argument the blog put forward in the latest chapter of our new free eBook, …

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