Tag Archives | New Normal

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China’s Demographic Crisis

          

           Chinese govt poster promoting the one-child policy  

 

 

By John Richardson

IF all you can remember is strong emerging markets growth, then it is easy to be misled into only building into your scenarios the notion that China and …

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Global Economy Loses Suspension

By John Richardson

ISN’T it interesting how when you talk to someone involved in a petrochemicals project, either publicly or privately, their project is very often sufficiently to the left of the cost curve to gain a winning advantage over competitors?

Discussions …

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North America Manufacturing Rebound

 

By John Richardson

THIS fascinating slide from Accenture, in a new study that the consultancy is about to release on the rebound in North American manufacturing competitiveness, quantifies the steep rise in relative labour costs in China between 2001 …

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A Road Map For Success

The new chapter of our free ‘Boom, Gloom and the New Normal’ ebook sets out a road map to success for companies in the New Normal. It also identifies 5 key areas where major change is already underway.

Demand-driven. Markets …

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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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Further China Evidence

By John Richardson

FURTHER evidence of weakness in the Chinese economy has emerged via the polyolefins market.

In an excellent Insight article, my ICIS colleagues Chow Bee Lin and Peh Soo Hwee say that China’s plastics processors are resisting additional …

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China’s Leadership Struggle

By John Richardson

IT is still an article of faith among some people in the chemicals industry that all you have to do is concentrate on cost-efficient supply and the demand in developing countries such as China will inevitably continue …

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China Inland Boom: Who Will Benefit?

By John Richardson

This fascinating article in The Economist raises further important questions about the impact on petrochemicals of changing migration patterns.

Last week, we discussed how what industry executives had been discussing for three years has finally happened: Severe …

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The Changing Landscape For Manufacturers

 

The New Normal involves three major transformations in the nature of consumer markets, which are:

• The increasing size of the New Old 55+ age group in the West.

• Too many young people struggling with higher unemployment.

• …

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