Global chemical industry – key trends for success in today’s New Normal
2nd August 2020 by

The chemical industry is the best leading indicator for the global economy. On Friday, I had the pri...

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Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

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Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020 by

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would ...

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Reshoring set to create Winners and Losers as advanced manufacturing takes over
12th July 2020 by

Not many companies still operate in the same way as 500 years ago, or even 50 years ago. But in manu...

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Merkel warns of need to prepare for No Deal Brexit
5th July 2020 by

Most people missed the fact that last Tuesday was the last possible date to delay the UK’s exi...

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The Top 5 pandemic paradigm shifts
28th June 2020 by

The Covid-19 pandemic has accelerated the fundamental changes which were already underway in global ...

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Oil prices start to reconnect with coal and gas
21st June 2020 by

Oil prices are finally starting to reconnect with other fossil fuel prices, as the chart shows.  It...

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Economic risks rise as the lockdowns end
14th June 2020 by

It is now 13 years since I wrote the first post here, in June 2007. A lot has happened since then: ...

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World moves from Denial to Anger, as the Paradigm of Loss moves forward
7th June 2020 by

I have been warning about the Covid-19 risk since early February, and in April suggested here that: ...

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The New Normal for global industry
31st May 2020 by

The global chemical industry is the third largest sector in the world behind agriculture and energy,...

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