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. He also serves as a Global Expert for the World Economic Forum. The aim of this blog is to share ideas about the influences that may shape the chemical industry and the global economy over the next 12 – 18 months. It looks behind today’s headlines, to understand what may happen next in critical areas such as oil prices, China and Emerging Markets, currencies, autos, housing, economic growth and the environment. 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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