Tag Archives | Russia

Crude Drives Asian Polyethylene Spreads To Three-Year Low As 2018 Risks Build

By John Richardson

IN MARCH 2016 we gave three scenarios for crude-oil prices:

Collapsing Demand where we saw crude falling to $25/bbl on weak global demand that would make it impossible to repay much of the huge debts that had…

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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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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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Oil Supply Rising On Efficiency Gains, Govt Policy

By John Richardson

FOR most of the time from 2009 until the end of H1 2014, understanding what was going on in petrochemicals markets was pretty easy.

The price of oil was stable in the region of $100 a barrel …

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China Deals With Demographics In The Right Way

CHINA’S approach to its challenging demographics are in complete contrast to the Russian approach, which we outlined yesterday.

In the case of China, its strategy involves:

Providing manufacturers with strong incentives to relocate from high labour cost coastal provinces to…

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Russian Sanctions Too Little, Too Late

By John Richardson

“A common orthodoxy in Western thought – the notion of  a globalising world in which greater prosperity was ultimately analogous to stability – has  been again thrown into contention,” wrote the Financial Times, in an article worth …

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Germany Needs To Follow The Example Of Its Footballers

By John Richardson

WHAT a fantastic World Cup and Germany were deserved winners. Their flair, dedication, organisation, attention to detail and team spirit were great to see.

But in Gideon Rachman’s very thoughtful piece in Tuesday’s Financial Times, he highlights …

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LNG As Geopolitical Tool: US Would Need To Turn Communist

By John Richardson

OVER the last couple of weeks, ever since Russia effectively annexed the Crimea, it has been argued that the US can use LNG as geopolitical weapon.

By making the approvals process easier for LNG export terminals, this …

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Xi Jingping’s Challenges

By John Richardson

XI Jinping, who formally became China’s president last week during the National People’s Congress meeting, faces enormous challenges.

Life is, for example, pretty grim for hundreds of millions of people in China.

Many have lost out on …

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The Challenges For 2013

By John Richardson

WE wish our readers a great festive season and wish them all the best for the New Year. We will take a break and resume the blog on 28 December.

We really do wish we could be …

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