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...

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....

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...

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...

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...

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...

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...

EPCA 2007
3rd October 2007 by

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

Dow warns
26th September 2007 by

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

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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