Chemicals and the Economy

Budgeting for a downturn
22nd October 2007 by

The ‘consensus forecast’ for 2008 is very optimistic, as I commented in my post-EPCA note. It sa...

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Buffett sells PetroChina
20th October 2007 by

I mentioned PetroChina in the very first blog entry, when the stock was trading at $155 in New York....

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Policymakers turn more downbeat
18th October 2007 by

There has been a noted change of tone from leading policymakers in the past few days. Gone is the ja...

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BP and Reliance
15th October 2007 by

BP and Reliance Industries are both powerhouses in their own fields. BP’s new CEO, Tony Hayward, h...

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Pricing for profit
12th October 2007 by

The price of a product is a key factor in determining the profitability of producing and using it. A...

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Shenhua shares double on IPO
10th October 2007 by

Coal-to-chemicals just took a further step towards becoming a major source of chemical production on...

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US housing worsens
8th October 2007 by

Its now 3 months since we first saw the impact of the subprime crisis. At that time, the main impact...

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EPCA 2007
3rd October 2007 by

It seems likely that this week’s European Petrochemical Association annual meeting in Berlin will ...

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Dow warns
26th September 2007 by

Dow CEO Andrew Liveris has spelled out very clearly his concerns about the impact of the US subprime...

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One week later
25th September 2007 by

A week ago, I wrote that it would be important to see if ‘the US Federal Reserve can pull a rabbit...

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