Here is Slide Three for today. See the other two earlier slides, detailing the New Petrochemicals Landscape
Asian Chemical Connections
Why Artificial Intelligence Is Not a Dot-Com Bubble Mark II
IF WE END UP in recession we need to spend more and not less on artificial intelligence
Beyond the China growth miracle: The three things you should do in 2025
IN ALL THE MUDDLE about demand, there are three actions you can take today to give clarity to your business plans
The first of three things you should do during the rest of this downturn
THIS IS A living and breathing chart that will need to be constantly updated
AI’s Evolution: Not Inevitable, But Shaped by Critical Decisions
In the first of a new series of blog post, Adventures of AI, I look at why artificial intelligence is truly revolutionary
The big changes in China’s LLDPE market and what could happen next
Estimated US LLDPE sales turnover in China increased by $2.3bn in 2022-2024 versus 2019-2021. What happens next?
Don’t hide beneath the bed sheets when you see today’s first slide
PLEASE DON’T hide your head beneath the sheets and hope that this slide will go away. What are you going to do about this? Please read on.
Five personal predictions for chemicals markets in 2025
IT IS THAT time of the year again when analysts need to put their reputations on the line and make forecasts for the following year. So, see above the slide with my five forecasts for 2025 with detailed descriptions in the main text of the post.
China, global chemical trade flows and the need for better analysis
THERE is nothing new in this pattern in the case of some of these polymers. What’s new could be the willingness to absorb Chinese surpluses
As you plan for 2025, a reminder of the big shift in market fundamentals
IT IS the gap between earlier expectations of China’s chemicals demand growth and the new growth realities that largely explain record levels of global oversupply.
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