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  • Budgeting for survival

    The blog prefers to be optimistic. But 30 years in the chemical industry has taught it to be extremely realistic. So it proposes 'batten down the hatches' is its motto for 2009. Chemical companies are likely to be sailing in some very rough seas, with treacherous currents and plenty of dangerous...
    Posted to ICIS Blogs (Weblog) by Anonymous on 10-19-2008

  • The last few days

    There are clearly a lot of critical developments at the moment. So I thought it might be helpful to index recent postings: Financial crisis US to follow UK in buying bank shares 'Incompetence and denial' Iceland calls in IMF Europe, N America, China cut interest rates The zeitgeist continues...
    Posted to ICIS Blogs (Weblog) by Anonymous on 10-10-2008

  • 'Demand and prices in free fall'

    The moment the blog has long feared, and warned about , may be about to arrive. It appears that we may be about to revisit 1980, when for some weeks it seemed that demand for many petchem products had simply stopped. As Nigel Davis notes in an excellent ICIS insight article , we are not there yet. But...
    Posted to ICIS Blogs (Weblog) by Anonymous on 10-07-2008

  • A tale of two outlooks – part 2

    In an early blog last July , I marvelled at the contrast between the then upbeat nature of financial markets, and the gloom apparent elsewhere. I suggested that these two views of life couldn’t ‘continue to exist alongside each other for ever’, and suggested that whatever scenario came out on top would...
    Posted to ICIS Blogs (Weblog) by Anonymous on 04-20-2008

  • Every silver lining has a cloud

    I am currently lucky enough to be visiting Asia every month. This also gives me a chance to ‘check the temperature’ as regards people’s outlook on the economy. And I think its fair to say that the mood has moved from optimism to caution. Good news is tempered by its potential downside. Nothing typifies...
    Posted to ICIS Blogs (Weblog) by Anonymous on 04-13-2008
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