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Bricklaying In Australia And Oil Prices: Important Similarities

By John Richardson

THE bricklayer came around to my house three years ago, quickly surveyed the extent of the job, drew a sharp breath, and said, “It’s going to cost you at least Aus$4,000.” And that was after a four-week …

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The World In 2020 – An Update On Our Forecasts In ‘Boom, Gloom and the New Normal’

All of us would love to be able to see into the future. And five years after the publication of ‘Boom, Gloom and the New Normal: How the Ageing of the Western BabyBoomers is Changing Demand Patterns, Again‘, it seems …

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Chemicals Companies Must Be The Solution And Not The Problem

By John Richardson

MORE than 40 years after the launch of the first universal recycling symbol, only 14% of plastic packaging is collected for recycling. When additional value losses in sorting and reprocessing are factored in, only 5% of material …

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Donald Trump And $25 A Barrel Crude Oil

By John Richardson

Our three scenarios for oil prices, in our study, Demand: The New Direction for Profit, includes one scenario where oil prices in today’s money fall to a long-term average of around $25/bbl. Here are all three scenarios.…

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Sustainability Reshapes Petrochemicals Demand

By John Richardson

IF you still view the petrochemicals world from only the perspective of feedstock advantage then the above chart, taken from the recent ICIS EPCA seminar, offers this very straightforward fantastic opportunity:…

If our higher penetration scenario for

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Stunning Agreement On HFCs Offers Huge Opportunities

By John Richardson

THE DELHI bank manager’s priority was to make sure his son got through medical school. He obviously therefore didn’t have that much time or energy to worry about global warming before he bought a hydrofluorocarbon (HFC)-fuelled air-conditioning …

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Why The Political Populists Are Being Successful

By John Richardson

HERE are some sobering statistics that mainstream politicians and economic policymakers should take note of:…

The real, inflation-adjusted incomes of two-thirds of households in 25 advanced economies were flat or fell between 2005 and 2014 compared with

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US Economic Rescue Fails On Missing Human Factor

By John Richardson

THE US Federal Reserve thought it understood how the world worked, thanks to its FRB/US (Ferbus) computer model.

“Assuming that the FRB/US model does a good job of capturing the macroeconomic implications of declining house prices, such …

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Oil Market Jigsaw Puzzle: Putting The Pieces Together

By John Richardson

THE data has long told us that the efficiency of the US shale oil process is constantly improving.

For instance, the above chart shows that in just in one shale-oil field in the US – the Bakken …

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Oil Prices, Chemicals Markets Face Steep Declines

By John Richardson

THERE are three things you need to know about today’s global chemicals markets:…

Oil prices are now retreating back to quite probably below $30/bbl, and so of course there will be a chemicals destocking process.
But the

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