European Petrochemicals: Making Money Despite Deflation
31st October 2014 by

By John Richardson THE European petrochemicals industry has done staggeringly well since 2008 thanks...

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China Capacity Closures? Stop Whistling In The Dark
30th October 2014 by

By John Richardson Measured in US dollars, the price of US imports from China has risen just by 4% o...

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Coming To Terms With Global Deflation
29th October 2014 by

By John Richardson YOU used to be able to take, say, a World Bank report on GDP growth forecasts, pl...

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China: Don’t Get Caught Naked
28th October 2014 by

By John Richardson THAT’S it then, the evidence is in that the September surge in China’s export...

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China A Nation Of Cheap Copycats? Nonsense
27th October 2014 by

By John Richardson COMPLACENCY is the enemy of  good analysis and one particular piece of complacen...

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China’s “Vast Pit Of Debt”
24th October 2014 by

By John Richardson THE consensus has further shifted in our direction, as this editorial in yesterda...

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Thirty Reasons Why Ethylene Will Not Be Tight Until 2019
23rd October 2014 by

By John Richardson THERE is a very common view out there that the ethylene cycle will tighten from n...

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Want To Keep Your Job? What To Tell Your Boss
22nd October 2014 by

By John Richardson THE economic data on China was very useful yesterday if you had already gone long...

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No Other Choice But To Tackle “Group Thinking”
21st October 2014 by

By John Richardson WE are proud to work with Paul Hodges, chairman of the UK-based chemicals company...

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China: How To Chart The Future
20th October 2014 by

By John Richardson THE chart below should not be printed out and pinned on any chemicals company boa...

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