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Rudderless Australia Drifts On

By John Richardson

THERE used to be two certainties in life that everyone in Australia could depend on. We all know that the first certainty was, and sadly still is, death. But the second certainty was China acting as the …

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Your Seven-Point Guide To H2 2015 Oil Prices

By John Richardson

BEFORE you get carried away with the wholly misguided notion that we have entered into a “new normal” of oil prices in the region of $60-80 a barrel for the rest of this year, see below for …

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PetroChina and Sinopec Will Never Be The Same Again

By John Richardson

CHINA’S two giant state-owned oil, gas, refining and petrochemicals companies have enjoyed many fantastic years during which they could do just about what they liked, according to an increasing number of critics.

“You can’t control them,” an …

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China’s New Investment Bank: Either Join Or Lose Out

 

By John Richardson

THE UK, first of all, agreed to join the China-led Asia Infrastructure Investment Bank (AIIB) and now France, Germany and Italy have followed suit.

Encouragingly, also, in one of the few good decisions since he came …

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China Jobs Squeeze: Why It Is Happening And What It Means

Jobs, jobs and jobs are the three main priorities for politicians everywhere. In the first of my series of country and region-specific posts on this subject, I look at what this means for China.

 

By John Richardson

SOME of …

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New Silk Road Part 2: How China Will Win

Here is the second part of my thinking on what China’s New Silk Road means for the global chemicals industry. Part One appeared last Thursday.

 

By John Richardson

PER capital GDP in Yunnan province in China’s southwest was just …

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Getting Started On Rebuilding Your Company Strategy

By John Richardson

THE New Normal is a journey of discovery, as my colleague Paul Hodges pointed out in his blog post yesterday.

As this latest global economic crisis develops, it is vital that we start the journey otherwise many …

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Why Should China Be Any Different From The US?

By John Richardson

THE complacent, yesterday’s wisdom about China is that it will remain a major importer of lots of petrochemicals for many years to come.

If you have already stuck your neck out to support a project that will …

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China Exports: Whatever It Takes To Boost Volumes

By John Richardson

HERE is a reminder of some key facts about the Chinese economy:…

Investment, in the form of local real estate, infrastructure and industrial capacity accounts for around 50% of the country’s GDP.
China’s total investment levels are

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US Petrochemicals: The Way Forward

By John Richardson

ANYBODY out there prepared to make a guess? How long are these fantastic earnings for US petrochemicals companies in the key polyolefins space going to last? Six months, 12 months, 18 months or perhaps even longer?

The …

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