Chemicals and the Economy

EU auto sales slide for 4th year in a row
17th January 2014 by

Final data for EU auto sales has now been published, and is summarised in the chart above: Sales fel...

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US new car sales at highest level since 2007
16th January 2014 by

The good news about US auto sales is in the chart above.  It shows: 2013 volumes at 15.6 million we...

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China auto sales jump to meet pollution quota deadline
15th January 2014 by

China’s auto sales moved past Europe’s in 2010, and are now close to US levels.  But ev...

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Brazil, Russia, India car sales fall for first time in 10 years
14th January 2014 by

Since 2009, the 4 BRIC nations (Brazil, Russia, India and China) have been the focus of every car ma...

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The trend is your friend until it isn’t – part 2
13th January 2014 by

“May you live in interesting times” is a Chinese proverb which has an alternative meanin...

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Deflation gets closer in Europe, USA and China
10th January 2014 by

Demographics drives demand.  If it doesn’t, then its hard to think what does.  So forecastin...

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US house price recovery “living on borrowed time”
9th January 2014 by

Housing used to be the key driver for US chemical demand in the SuperCycle, and went into overdrive...

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Aluminium stocks enough to build nearly 2 years’ supply of cars
8th January 2014 by

We all know that strange things have been happening in global commodity markets in the past 5 years....

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“The policy Kings/Queens have no clothes”
7th January 2014 by

There seems almost no need to publish a forecast for 2014.  Policymakers have toured the TV studios...

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Global economy approaches a T-junction
6th January 2014 by

Intuition’s great benefit is that it provides a different perspective.  Thus the intuitive ...

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