Tag Archives | ageing populations

China Holds Most Of The Good Cards In Trade War With US

By John Richardson

THE BREAKOUT of formal trade hostilities between China and the US, after more than a year of a “war of words” between the two countries, has occurred shortly after the EU responded to the US aluminium and …

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Petchems Markets To Become Entirely Regional As Trade Barriers Increase

By John Richardson

WHEN Donald Trump held election rallies during 2016, the amount of anger directed at mainstream Democratic Party candidate Hillary Clinton was, as everyone knows, intense. She represented the kind of mainstream politician that many of those who …

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As Global Trade War Moves Closer, Impact On Petchems In 2018-2019

By John Richardson

IT USED to be the case that one week was a long time in politics, but now, because of policy conducted via Twitter and other forms of social media, five minutes seems to be a long time …

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Polyethylene Margins Face Collapse On Overcapacity

By John Richardson

THE consensus view is that whilst global polyethylene (PE) margins have further to fall from their levels so far in 2018 (see the above chart), they will not get that much worse. It is thought that the …

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US-China Trade War Draws Closer: Impact On Petrochemicals

By John Richardson

NOTHING that has happened over the last 24 hours should take you by surprise. Your petrochemicals company has had ample time to prepare for the US-China trade war that has now become a much stronger possibility following …

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China And US On Collision Course As Trade Tensions Build

By John Richardson

Yesterday, President Trump threatened to impose penalties on China for alleged abuse of intellectual property right rules. Below is the context behind way claims of abuses are likely to increase in the future.  This suggests that China …

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Stock Markets: Real Implications For Petchems and Risks Of A “Cynical Bubble”

By John Richardson

WHEN stock markets are rising, the proverbial garden can look as if it is blooming with summer flowers without a weed in sight.

But the underlying data suggest wealth inequality is still a major issue in the …

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House Of Cards Waiting To Fall: Oil, Equities And The Economy

By John Richardson

HOW much of the rise in oil prices since June of last year has been down to the fundamentals of supply and demand versus the hedge funds taking out a record number of short positions?

We are …

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US Stock Market Decline Highlights Consumer Spending, Income And Debt Risks

By John Richardson

THE SUSTAINABILITY of the US economic recovery rests on the willingness of people who cannot afford to spend money to continue to spend money.

In order to explain what I mean, let’s start with income and wealth …

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Petchems Face Major Inventory Risk As Economic Confidence Builds

By John Richardson

NOBODY knows how many tonnes of un-cracked naphtha are sitting in steam cracker storage tanks around the world compared with H1 of last year.

Or how much plastic resin and rolls of plastic film are being held …

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