Tag Archives | demographics

Demographics Threaten China Property Collapse

By John Richardson

THE persistent weakness in China’s petrochemicals markets had mainly been caused by problems in the country’s property sector, according to many delegates on the sidelines of last week’s Asia Petrochemical Industry Conference (APIC) in Pattaya, Thailand.

Here …

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China’s Urbanisation Myth Bites The Dust

By John Richardson

THE blog would again be in the position of being able to afford a yacht in Monte Carlo if it had a dollar, even in an Australian dollar these days, for every time it has heard the …

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Europe’s Dinosaur Destiny

By John Richardson

DINOSAURS became extinct, scientists think, because of an event beyond their control – either an asteroid colliding with the earth, volcanic activity, an ice age, disease or gradual climate change.

With all due respect to the former …

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The US Patient Needs An Operation

By John Richardson

THE Fed’s quantitative easing (QE) programme hasn’t worked because, to use an analogy, it has been equivalent to pumping drugs into a patient that needs major surgery in order to fully recover.

A steady flow of drugs …

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Gas, Gas, And Perhaps Even More Gas

By John Richardson

THE global petrochemicals industry is stepping on the gas as it accelerates both capacity expansions and the restructuring of existing assets. Apologies for the pun.

In the US, of course, some 25m tonnes/year of ethylene capacity is …

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The Minority Isn’t Always Wrong

By John Richardson

“I REALLY worry about the ability to export extra capacity from the US as I think global markets will become much more regional,” said a source with a poylolefins producer .

“The US is also pretty much …

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3D Printing Likely To Change Just About Everything

By John Richardson

3D printing will very probably force manufacturers, including those who make chemicals and polymers, to build entirely new business models.

Here is why:…

The young in Western societies will be poorer because of less aggregate demand as

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The US Growth Conundrum

By John Richardson

WHERE is the growth in the US economy going to come from to consume the big increase in the country’s ethylene and derivatives production due to take place from 2017 onwards?

This is a question that continues …

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The Perils Of An Even Weaker Yen

By John Richardson

YOU cannot turn 65-year-olds into 35-year-olds, no matter how much central bank stimulus you throw at the problem.

This is why the real, underlying problem with Japan is its demographics which make all the current attempts to …

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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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