Chemicals and the Economy

The changing landscape for manufacturers
29th February 2012 by

The New Normal involves three major transformations in the nature of consumer markets: • The incre...

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5 Risks to China’s growth story
28th February 2012 by

China’s economic growth has become more and more unbalanced over the past 10 years, as we disc...

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Demand declines as Federal Reserve fuels oil price rise
27th February 2012 by

The Wall Street Journal carried an interesting opinion piece on Friday, assessing current market con...

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Oil prices hit the top of their triangle
25th February 2012 by

Oil prices are poised at a critical point. As the chart shows, the recent rally has taken them to th...

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Financial market correlation hits new peak
23rd February 2012 by

The US S&P 500 is the most important stock index in the world. It contains 500 different major c...

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US oil markets at a turning point
22nd February 2012 by

An excellent new report from Citi’s commodities team suggests the US supply/demand balance for...

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Auto sales have slow start in January
21st February 2012 by

January was not a great month for auto sales in the 3 major markets of the USA, EU and China. These ...

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Déjà vu all over again in petchem markets
20th February 2012 by

This time last year, the petchem industry stood on the edge of an unseen precipice. Life seemed good...

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Greece’s problems lead to EU auto industry job cuts
18th February 2012 by

Greece’s debt default saga seems never-ending. And it is tempting to hope that it only matters...

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US PE exporters face more competition in Brazil
16th February 2012 by

As promised, the blog looks today at the performance of US polyethylene (PE) exporters in Brazil. It...

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