Tag Archives | US Presidential Election

Global Trade: What The New Dynamics Mean For Petchems

By John Richardson

THE result of this year’s US presidential election may well be determined by one issue – trade – as yesterday’s first presidential debate perhaps indicated.

These are incredibly dangerous times for the global economy, and with it, …

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What Exclusion From China’s One Belt, One Road Looks Like

By John Richardson

IS the whole world really turning again free trade? No, if you consider the potential improvement in trade flows between the 65 mainly developing countries which make up China’s One Belt, One Road (OBOR) initiative.

What we …

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China’s “Teapot” Refineries: Example Of The Bigger Picture

By John Richardson

IT is all about jobs, jobs and more jobs in politics. Promising to create and maintain employment is how politicians win office. And delivering on these two pledges keeps them in power.

But let’s not by cynical …

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US Oil Exports And The Struggle For Jobs

By John Richardson

THERE are few other genuine long-term bright spots in the US economy other than shale oil and shale gas unless you are at the very top of the economic pile and so view cloud computing, social media …

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President Donald Trump: This Chart Tells You Why It’s Possible

By John Richardson

PEOPLE are scratching their heads over the sustained popularity of Donald Trump and Bernie Sanders – the two most-prominent “populist” candidates for presidency of the US.

But nobody should be the slightest bit surprised that Trump and …

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The Suspension Has Gone

By John Richardson

WHAT a week it’s been when, of course, politics has trumped everything else and has challenged the view of those who believe that demand will take care of itself.

Demand did take care of itself during the Supercycle, …

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Tackling The SOEs

“The state advances as the private sector retreats…” The table below shows the size of China state-owned enterprises versus some other corporate giants.

Source of table: The Economist. ICBC is the Industrial and Commercial Bank of China. 

 

By John …

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Uncertainties Over US Gas Pricing

By John Richardson

NOBODY saw the shale gas technological breakthroughs coming and thus the revival of the US petrochemicals industry took everybody by surprise.

Today the accepted wisdom is that the US industry will remain a license to print money …

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Mitt Romney Risks China Trade War

By John Richardson

MITT Romney is playing a dangerous game with pre-election rhetoric that might end up tying him to a policy decision that results in a US-China trade war, warns Stephen Roach, the former head of Morgan Stanley Asia and senior …

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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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