Tag Archives | demographics

Asian Polyethylene Producers: What You Must Do Now $70 Crude Is More Likely

By John Richardson

THE facts on the ground in global crude markets have shifted even further in just two days. Now it seems more likely that oil prices will rise to $70 a barrel or above in Q1 of next …

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Next Polyethylene Downcycle: Risk That History Will Repeat Itself

By John Richardson

WE can break the history of the global polyethylene (PE) business so far this century into four major phases, thanks to the above chart, which was compiled with the help of our excellent Supply & Demand Database:…

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Income Stagnation And The Impact On The Global Economy

By John Richardson

HAVE the post-Global Financial Crisis (GFC) economic stimulus policies of the Western central banks worked? If your answer is yes, you might be heavily influenced by your economic circumstances.

Those who are convinced that everything is working …

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Economic And Geopolitical Chaos In 2017

By John Richardson

MOST of the experts believed that Remain was going to win the vote on whether or not Britain would stay in the EU. Such was the strength of the consensus that even Nigel Farage, then leader of …

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Global Chemicals Operating Rates Lowest Since 1987

By John Richardson

SOMETIMES one single chart is worth many thousands of words, which is the case with the chart. Hence today’s brief post as the chart tells you a great deal of what you need to know:

Based on…

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Anger Grows In The US Over Lost Economic Opportunities

By John Richardson

THE US Federal Reserve is increasingly coming round to the understanding that demographics shape demand.

Last week I heard about a research paper from the San Francisco Fed that made the same arguments that we made in …

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Why The Political Populists Are Being Successful

By John Richardson

HERE are some sobering statistics that mainstream politicians and economic policymakers should take note of:

The real, inflation-adjusted incomes of two-thirds of households in 25 advanced economies were flat or fell between 2005 and 2014 compared with…

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China And A Breakdown In Free Trade: Scenarios For Petrochemicals

By John Richardson

MY blog post last Friday, on the threat to the petrochemicals industry of a retreat in global free trade, has gained a great deal of interest. This is good as this is an essential debate.

Today I …

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Oil Prices, Chemicals Markets Face Steep Declines

By John Richardson

THERE are three things you need to know about today’s global chemicals markets:

Oil prices are now retreating back to quite probably below $30/bbl, and so of course there will be a chemicals destocking process. But the…

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Brexit, Other Uncertainties Undermine Seasonal Pricing Confidence

By John Richardson

FOR many, many years, seasonality has been a great guide to short term pricing patterns in Asian chemicals and polymer markets.

Take high-density polyethylene (HDPE) injection grade as just one example, which is used to make a …

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