Apologies for letting this blog slip again, but have been busy trying to make a crust presenting ICIS training courses. And so as a bonus for our army of avid readers, here are my extended thoughts on the above: In the midst of the economic crisis it would be so easy to bury your head […]
Asian Chemical Connections
Maybe it’s not as bleak as I’ve made out…
Consensus opinion tends to swing firmly in one direction and then the other. For example, in the good old days of 2007 you would have been pretty hard-pressed to find many in the chemicals industry who saw anything but a mildly cyclical downturn. But the widely-held view now – that we are facing five years […]
The big challenges
As delegates gather for this year’s European Petrochemical Association meeting in the unreal world of Monaco (unreal for the 99.9 per cent recurring of us who don’t own Ferraris), I thought it was worth summarising some of the issues discussed on this blog over the last few months. We’ve dealt with: *Oil-price volatility and the […]
Eggheads are annoying
BASF, eggheads, integration benefits, McKinsey, counter-cyclical investment, Ciba Specialty Chemicals, Clariant
I’ve got ten of these
Fischer Tropsch, BASF, Dow Chemical, The Hay Group, renumeration
China’s growth conundrum
I couldn’t let today pass without including a picture of the Olympic Stadium in Beijing where the opening ceremony is about to take place. The purpose of this redefined blog is not to look at the short term, though. For expert commentaey on the effects of the Olympics and other macroeconomic factors on the world’s […]