Tag Archives | commodities

Seven Risks Of Choosing Specialties Over Commodites

By John Richardson

CHEMICALS analysts love to talk with great enthusiasm about the specialty end of this business because margins per tonne can be a great deal higher than in boring old plain vanilla commodities. Specialties is an exciting story …

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China Commodities: Fool’s Gold

By John Richardson

GILLIAN Tett’s splendid book about the root causes of the global financial crisis, Fool’s Gold, talks about “silo thinking”. Regulators, politicians and supposed financial experts had deep expert knowledge in their chosen fields, but lacked the ability …

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Chemicals Companies Risk Losing Market Muscle

By John Richardson

IT used to be so easy. All you had to do was build a feedstock-advantage plant outside China and/or build a plant in China and demand would take care of itself.

The reason was that China was …

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