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  • A drowning man will clutch onto anything

    A drowning man will grab hold of any floating debris - even a plastic bag made from standard-grade Chinese polyethylene (PE). Hence, last Friday a statement by Wang Tianpu led to a few days of excited speculation about the cancellation of several Chinese cracker projects . The president of Sinopec Corp...
    Posted to ICIS Blogs (Weblog) by Anonymous on 09-12-2008

  • Uncle Sam back from the dead?

    A very interesting report by McKinsey (you can sign up free for their online newsletter which only takes a minute) expands on the theme of reverse globalisation which I talked about last week. The cost of shipping a standard 40-foot container has tripled since 2000 and labour cost increases have risen...
    Posted to ICIS Blogs (Weblog) by Anonymous on 09-10-2008

  • Yes, I know - I was wrong!

    Anybody who has had the misfortune to have to listen to me ranting on about Peak Oil of late might have heard - if they managed to stay awake long enough - that I predicted crude could not fall below $100 a barrel because of the fundamentals. I must admit my first reaction when I heard on the radio this...
    Posted to ICIS Blogs (Weblog) by Anonymous on 09-10-2008

  • Balancing economics with the environment

    Recent comments by An Qiyuan, chairman of the Chinese People's Political Consultative Committee for Shaanxi, warned of the environment and social catastrophe facing the northwestern province of China because of a shortage of water. He was referring to the diversion of water from Shaanxi to Beijing...
    Posted to ICIS Blogs (Weblog) by Anonymous on 03-05-2008

  • Will Dow ever crack India?

    The two big gaps in the US major's Asian presence (and gaping gaps they indeed are) are cracker complexes in India and China. China could be fixed through the alliance with PIC - meaning, Dow has leverage to get a license to build a naphtha cracker complex by offering crude supply through its new...
    Posted to ICIS Blogs (Weblog) by Anonymous on 01-09-2008
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