Tag Archives | Russia

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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US Oil: Nothing Is Uncertain As Certainty

By John Richardson

ALL of yesterday’s excitement about the US overtaking Saudi Arabia and Russia by 2017 to become the world’s biggest oil producer – and exceeding Russia to become the world’s biggest gas producer by 2015 – needs to …

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Real Demand In The Real Economy

By John Richardson

THE FED’S decision to launch quantitative easing 3 (QE3), a series of open-ended steps more radical than anything it has attempted before, is bound to drive petrochemicals pricing higher, in response to the surging cost of crude.…

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Food Prices And Chemicals

Graph prepared by the http://www.thegatesnotes.com/Personal/2012-Annual-Letter

 

By John Richardson

RISING food prices resulting from adverse weather conditions in the US, South America and Russia represent yet another threat to global economic growth.

Grain prices could, for instance, increase by as …

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