China Doing “More With Less” In Steel And Plastics
16th September 2014 by

By John Richardson CHINA is still a poor country relative to the West and here is why: Average per ...

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Eight Steps To Realising This Will Be Worse Than Lehman Bros
15th September 2014 by

By John Richardson WE are going through a process of realisation at the moment. It is not a linear p...

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Broad Commodities Sell-Off Threatens Petrochemicals
12th September 2014 by

By John Richardson IRON ore prices are now down by nearly 40% so far this year to a level not seen s...

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Another Hammer Blow For China Polyethylene
12th September 2014 by

By John Richardson CHINA is bringing down the hammer time and time again as it continues to play the...

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Walking Away From Reality At Tianjin World Economic Forum
11th September 2014 by

By John Richardson SOME of the world’s global business leaders don’t seem to get it. This is...

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Iron Ore and Petrochemicals Share The Same Delusions
10th September 2014 by

By John Richardson BACK in January we wrote:  “As China’s investment growth model is unwound ...

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China’s Real Growth Could Be Weakest Since 1995
9th September 2014 by

By John Richardson WE all should know that China’s published GDP figures are meaningless as, of co...

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China Transformation Webinar Tomorrow
8th September 2014 by

By John Richardson EVERYWHERE you look is the same,  according to the Asia ICIS pricing reports for...

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Asia Chemicals Will Need To Cut Operating Rates
4th September 2014 by

By John Richardson THE above chart, from Paul Satchell’s latest Volume Proxy*, indicates that the ...

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Shanghai And The Real Pessimists
3rd September 2014 by

By John Richardson THE blog is used to being told “you are too pessimistic on China”, and is use...

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