Tag Archives | one-child policy


No More Of This…

By John Richardson

THE big hope is that once China returns from its National Holidays (1-7 October), petrochemicals markets will enjoy a big and sustainable recovery.

It is not going to happen.

Throughout this year, the hope has been that the …

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BBC News Warns On China’s Demographic Crisis

A major new report from BBC News suggests that “China’s economic model is in danger” due to its rapidly ageing population.

It reaches exactly the same conclusions as in our Boom, Gloom and the New Normal ebook. Chapter 6, published …

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China And Demographics

OUR last four blog posts have focused on some of the big challenges confronting China’s economy over the next 12-18 months.

Today we again switch our focus to how major changes in demographics could adversely impact longer-term growth prospects.


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The Water Challenge

Source of picture: BBC


By John Richardson

By 2050, the world’s 10 biggest river basins by population are expected to produce a quarter of global GDP, according to a report commissioned by HSBC, which was released in June.

The …

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Dictating Chemicals Demand



By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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China’s Luxury Goods Risk


By John Richardson

THE “luxury end” of China’s polyethylene (PE) market is being heavily targeted by overseas producers and the results so far have been pretty spectacular, according to one of the producers.

“The annual growth in demand for …

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China’s Labour Complications

Source: Wang Feng, director of the Brookings-Tsinghua Center for Public Policy in Beijing, from an article published in the China Economic Quarterly.


By John Richardson

ONE of the explanations for China’s disappointing petrochemicals demand growth during 2012 is that …

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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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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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Boom, Gloom and the New Normal published this week



Today, the blog is proud to announce the publication the first Chapter of its new eBook:

‘Boom, Gloom and the New Normal: how Western BabyBoomers are changing global chemical demand patterns, again’

It is co-authored with Paul Hodges …

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