4 risks to petchem profits

Question mark.pngQ1 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.

About Paul Hodges

Paul Hodges is Chairman of International eChem, trusted commercial advisers to the global chemical industry. Paul is also an invited member of the World Economic Forum’s Global Agenda Council. The aim of this blog is to share ideas about the influences that may shape the chemical industry over the next 12 – 18 months. It will try to look behind today’s headlines, to understand what may happen next in important issues such as oil prices, economic growth and the environment. We may also have some fun, investigating a few of the more offbeat events that take place from time to time. Please do join me and share your thoughts. Between us, we will hopefully develop useful insights into the key factors that will drive the industry's future performance.

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