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Asian Chemical Connections

Oil Prices: The Denial Persists

  By John Richardson THERE is a tentative and rather fragile belief out there that oil prices have on this occasion finally bottomed in the mid-$35/bbl range. This is partly based on the production freeze announced by Saudi Arabia and Russia in mid-February. The  US Energy Information Administration also announced that US shale oil production […]

Manage Demand And Keep Control Of Your Business

By John Richardson CHEMICALS companies don’t always disappear when things turn bad. Ownership can instead just change hands. Reasons for this include the fact that private investors are of course always seeking to make money from any crisis. Why not buy perfectly good assets for just a few cents on each dollar of debt of […]

Global Autos Sales: Preparing For A 40% Decline

By John Richardson ARE you preparing for a 40% collapse in global auto sales by 2040? Are you instead, both privately and publicly, burying your head in the sand because 2040 seems too far away to even begin to think about? But this Barclays Investment Bank scenario for a possible 40% collapse in  auto sales by […]

Investors Mislead US On Oil Versus Natural Gas

By John Richardson DID you raise the right concerns during board meetings before the end of great oil-price bull run? If you didn’t, this is not intended as a criticism because it would quite likely have been career suicide to tell your CEO that something might go wrong. What’s important now, though, is not to […]

The Risks Ahead For Polyethylene

By John Richardson TOO many people will look at the chart on the left and think, “Crisis? What crisis?” But glance to the right for what it is like in another petrochemicals value chain. What is happening on the right could sooner than you think be happening on the left: The polyethylene (PE) value chain […]

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