Q1 results were very good. But do they mean we are in a SuperCycle, as some analysts have suggested?
In a major 3 page article for this week's ICIS Chemical Business, the blog looks in detail at the risk from developments in China, Japan, the debt crisis and high oil prices.
It concludes that the outlook is most uncertain, and recommends that chemical companies develop robust contingency plans, in case H2 disappoints.
Please click here if you would like to download a free copy of the article.