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Why China Is Becoming More Innovative Than The West

By John Richardson

THE data is quite staggering. Last year, mobile payments in China totalled $5.5 trillion versus compared with just a $112 billion. This means that on  a per capita or person basis, mobile internet payments totalled $3,900 in …

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Peak Oil Demand Opportunities For Petchems Are Being Over-Hyped

By John Richardson

THERE is a lot of excitement about new petrochemicals feedstock opportunities resulting from the approaching end of the road for the internal combustion engine, the rise of the electricity battery car and the related arrival of Peak …

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US Trade Policy Has So Far Bought China More Time…

…..But any number of outcomes remain possible, which underlines the fact that we live in a world of elevated political risk. Chemicals companies must, as a result, build multiple scenarios for future economic growth and trade flows.

By John Richardson…

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Life Cycle Of Plastics Packaging Demand And Internet Sales

By John Richardson

THERE is a huge amount of excitement out there right now about booming internet sales and how this also boosting packaging demand and so sales of polymers such as polyethylene (PE), polypropylene and polystyrene.

China is, not …

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US Govt Policy, Weaker China Indicate Further Oil Price Decline

By John Richardson

OIL markets have reached an important tipping point as the bulls and the bears try to exert decisive influence.

There is resistance from the bulls which helps to explains why, after last week’s collapse in oil prices, …

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China’s OBOR Creates “Win, Win” Demographic Solutions…

…and in the process, it could radically reshape global geopolitics, economic growth patterns and chemicals trade flows

By John Richardson

THE above map, from this excellent FT Beyondbricks blog post by Paul Hodges and Daniël de Blocq van Scheltinga, illustrates …

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Oil Prices Falling Towards $35 On US Supply, China Demand

WTI continues its journey towards a possible $35/bbl by Q4 of this year on rising US shale-oil production and a slight slowdown in the Chinese economy with big implications for global economic growth. And $25/bbl or lower crude in 2018 …

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China’s “Appetite For Pain” Makes $35/bbl Crude More Likely

The Chinese government is showing great determination in its latest battle against excessive and highly speculative lending. This will carry on as a cushion of strong GDP growth has been created, allowing a slowdown that will surprise many people with …

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US Climate Decision: Chemicals Company Winners And Losers

By John Richardson

CHINA is set to introduce a carbon emissions trading scheme later this year for steel and aluminium,, with the chemicals  and polymers sectors set to join at a later date.

Next January, China is also set to …

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How China Stands To Win From US Climate Decision

By John Richardson

How might China benefit from its decision to stick with the COP21 climate-change deal as the US withdraws? Here are some thoughts.

Easier to Escape the Middle Income Trap

China is already leading the global charge on …

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