Western Australia, holidays, Scarborough Beach,
Asian Chemical Connections
Historic polyolefin market collapse
polyolefin market collapse, financial meltdown, financial rescue package, oil-supply crisis,
A drowning man will clutch onto anything
Peak Oil, Deutsche Bank, gas pricing, coal-o-chemicals, coal gasification, PetroRabigh, Saudi Aramco, Sumitomo Chemical
Uncle Sam back from the dead?
Shell Chemicals, oil price, McKinsey, shipping costs,
Yes, I know – I was wrong!
Peak Oil, falling crude, being Scottish, Asian shares collapse, Brent crude
Japan’s corporate hero
manga, Japanese conformism, losing face, Lost Decade
BASF seeks “decisive” change
alternative energy, oil, catalysts, Fischer Tropsch
Crazy money breeds new thinking
This article from The New Scientist suggests we might have to develop a whole new way of asssesing what drives all commodity markets. Intuitively, everyone knows that the herd instinct matters. But to measure this mathematically, or statistically, seems a mountainous but fascinating challenge. At least it will keep the a few academics off the […]
Middle East and China to run C2s regardless….
….that’s the case – in the Middle East case because of advantaged feedstock and in China’s case because it will be strategic. In previous downturns, far more capacity was western, or other Asian, and liquids based and so rate cuts brought markets more quickly into balance. The graphs below from ICIS Plants & Projects data […]
It’s a whole new ball game
First of all, apologies to readers for my complete neglect of this blog over the last six weeks. I can only plead overwork and being too stunned by the collapse of the global economy to think about the blogosphere. I promise regular posts from now on, provided I am not once again dazzled by the […]
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