By John Richardson IF not these six months then it will be the second half of this year and if not H2 then definitely, without a doubt, sometime in 2017. So goes the constantly shifting thinking of some oil, gas and chemicals companies, and some of the independent analysts, on when oil markets will rebalance […]
Asian Chemical Connections
This Is Not Just Another Economic Downcycle
By John Richardson ECONOMIC upcycles come and go, but in the end, the fundamentals don’t change. This is the message I have picked up from conversations with senior industry executives over the last two weeks. “All we have to do is cut costs, wait this one out, and everything will be fine in 12-18 months. […]
Japan Repeats Its Mistake. You Cannot Print Babies
By John Richardson WHEN you have built your reputation on a policy that has so far failed, you have essentially two options. You can either admit you were wrong and reverse course or double down on your mistake – i.e. do more of the same failed thing in the hope that it will somehow eventually […]
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