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 […]
Chemical Connections
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 […]
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