Amid these uncertain times, it’s easy for businesses to slam on the brakes on investment and focus on core operations in the hopes of riding out the economic storm. But companies rooted in strong foundations find ways to continue investing during such times, with a keen eye on growth now and accelerated growth post-crisis. That […]
Chemical Connections
Thoughts from the road on the road ahead
Just back from a road-trip holiday to Yellowstone and the Grand Tetons where my family and I escaped the Texas heat and found a way to enjoy time away from work. We maintained our social distancing, eating takeout while on the long drive to Wyoming and Montana and doing most of our sightseeing via sparsely […]
Data drives home life changes for Americans amid pandemic
Apparently, right now is a good time to take a walk or drive around that new house you’ve bought. Well, maybe not you or I, but a lot of Americans seem to be doing that according to the data. CNBC compiled into a short post five charts that tell a fascinating story about our behaviours […]
Remote-working growth yields food for thought for supply chain
What opportunities and challenges does sustained growth in remote working present to FMCGs and retailers? With economies in the throes of various stages of reopening, debate has begun surrounding when businesses dominated by white-collar workers bring their employees back into an office setting. Even in states such as Texas where I am located, many companies […]
Amid information madness, it’s the methods that matter
It’s getting harder to know what to believe. That statement doesn’t come as a revelation to many reading this blog, as the constant inundation of information makes distillation into beliefs, assertions and forecasts extremely challenging. Just as you’re trying to wrap your head around a set of data, another comes out that contradicts it or […]
For FMCGs and retail procurers, window of opportunity is now
What does the spring oil collapse mean for procurers at the end of the value chain? Welcome to June and the unofficial start to summer in the Northern Hemisphere. If you are a fast-moving consumer goods (FMCG) company, you have also entered the timeframe in which you and many of your peers should see the […]
Automobile demand woes taking polypropylene for ride
There are a few time-tested principles you take for granted when dealing with chemical data: Crude oil price movements will be a direct or indirect indicator of chemical price deltas. Upstream price rises, compared with upstream price falls, are more likely to cause downstream prices to change (in other words, suppliers tend to pass on […]
Opportunity lies in recognising the next renaissance
Here’s a blasphemous statement: There really is no “new normal.” The only “new normal” is the “new normal” of calling current conditions the “new normal,” and today’s “new normal” is just replacing conditions that we had been calling the “new normal” since the US shale wave disrupted energy and chemical markets. Normalcy evolves with societal […]