By John Richardson Amidst all the continued excitement about abundant supplies of ethane in the US, some sceptics are still warning that all may not as it seems during petrochemicals company investor presentations. “The US does not have 100 years of natural gas supply,” said the author of this post on the Oil Drum blog. […]
Asian Chemical Connections
US Petchems “Double Peak” Theory
Wall Street rounding up investors? Source of picture: Rex Features In a guest blog post, Joseph Chang, the global editor of our magazine, ICIS Chemical Business, echoes our own concerns that it is getting very frothy out there. The “this time it will be different” school of thought sems to be controlling the sentiment […]
The US Shale Gas Boom Will End
Don’t follow the herd… By John Richardson ISN’T it amazing how we keep getting caught out by the unexpected, from the global financial crisis to China is entering a period of much-lower growth? No, not really. As long as we keep being driven by the short attention-span of financial markets and the demands of quarterly […]
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