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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 And A Breakdown In Free Trade: Scenarios For Petrochemicals

By John Richardson

MY blog post last Friday, on the threat to the petrochemicals industry of a retreat in global free trade, has gained a great deal of interest. This is good as this is an essential debate.

Today I …

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Emerging Markets: 67.7 More Years To Catch Up With US

By John Richardson

IF I had a dollar in my pocket for every time I had read or heard the phrase “the rise of the middle classes in the emerging markets” in the context that this was a tremendous opportunity …

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The Hypnotic Allure Of Emerging Markets

By John Richardson

A GLEAMING new skyscraper in downturn Beijing, Bangkok, Mumbai, Jakarta or Kuala Lumpur made for fantastic TV viewing, especially if a photogenic reporter was standing in front of such a building.

The reporter would then talk about …

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Serving The Needs Of The Vulnerable Poor Majority

By John Richardson

HERE is another way of looking at the important new Pew Research study, which I first wrote about last Friday:…

Just 16% of the world’s population live on incomes that would take them safely above the poverty

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Spend Your Supply-Driven Profits On Managing Demand

By John Richardson

IT has been a fantastic few months for Asia’s naphtha cracker industry as the above chart further illustrates. Even in the case of poor old, very heavily commoditised raffia-grade polypropylene (PP), variable cost margins so far this …

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Supply Exceptionally Tight, But Real Demand Still Struggles

By John Richardson

WHAT a fantastic year it has so far been for margins, with the chart above showing how in one grade of polyethylene (PE), Northeast Asia (NEA) and European producers are really, really cashing in. The same applies …

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How 3D Printing Means No Repeat Of China’s Growth Story

By John Richardson

AS you can see from the above chart, China’s percentage share of the global polypropylene (PP) market has risen from 15% of consumption in 2000 to 33% in 2014. During the same period, however, India’s share of …

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Ageing Populations And Fitting Two Billion Into One Billion

By John Richardson

THE above chart is of absolutely critical importance for anybody who is serious about estimating both the strength and nature of future global demand growth for chemicals.

If you are not a serious analysts then, sure, ignore …

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Africa: How To Seize Another Opportunity

By John Richardson

WHEN you’ve finished renegotiating with your lenders, your shareholders and your bondholders about what the collapse of oil prices means for your chemicals company, you will, hopefully, have a strategy to come through this crisis more or …

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