The New Normal for global industry

Economic growth

SHARE THIS STORY

The global chemical industry is the third largest sector in the world behind agriculture and energy, and its outputs find their way into everything we consume. Paul Hodges, chairman of the pH Report, analyzes the chemical industry to give a unique perspective on the global economy to investors and corporations.

In this timely discussion, he uses this lens to analyze the industrial fallout from COVID-19:

  • The Chemical Industry: The Slowdown Predates COVID-19
  • What is Chemical Industry Data trying to tell us?
  • The New Normal
  • The End of Globalization in the Chemical Industry and Beyond
  • Winners and Losers from the end of Globalization
  • Zeroing in on the Near-term
  • Data Series to Watch
  • Mixed Signals from the Oil Market
  • Summary and Takeaways

Real Vision have kindly agreed to give blog readers free access to the full interview. Please click here to view it.

PREVIOUS POST

Hertz goes bankrupt as non-essential consumer demand disappears

24/05/2020

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn...

Learn more
NEXT POST

World moves from Denial to Anger, as the Paradigm of Loss moves forward

07/06/2020

I have been warning about the Covid-19 risk since early February, and in April s...

Learn more
More posts
Housing markets face long-term downturn as central banks abandon stimulus
05/09/2021

Last month saw the beginning of the end for the central banks’ 20-year experiment with stimulu...

Read
Businesses set for transformation as supply chain chaos combines with Net Zero targets
15/08/2021

‘Business as usual’ seems a most unlikely outcome as we look forward over the next 6 months....

Read
Auto industry provides a model for the transition to Net Zero
25/07/2021

Flooding in China and Europe, record temperatures in the USA, wild fires – all these are signs...

Read
Europe’s Green Deal will transform its economy, as floods confirm urgency of tackling climate change
18/07/2021

The floods raging in Germany and Benelux highlight the scale of the Climate Change challenge ahead.Â...

Read
Governments continue to fail the Covid challenge
04/07/2021

Governments have failed to properly protect their populations from the pandemic. Some have actively ...

Read
The blog’s 14th birthday – and the New Normal world it predicted has arrived
27/06/2021

The blog has now been running for 14 years since the first post was written from Thailand at the end...

Read
ACS Chemistry & the Economy webinar on Thursday
02/06/2021

Please join me for the next ACS Chemicals & Economy webinar on Thursday, at 2pm Eastern Standard...

Read
225 years ago today. The first ever vaccination – against smallpox, the great killer of the time
14/05/2021

The pandemic has reminded us of the critical role played by vaccination in our lives. Its impact beg...

Read

Market Intelligence

ICIS provides market intelligence that help businesses in the energy, petrochemical and fertilizer industries.

Learn more

Analytics

Across the globe, ICIS consultants provide detailed analysis and forecasting for the petrochemical, energy and fertilizer markets.

Learn more

Specialist Services

Find out more about how our specialist consulting services, events, conferences and training courses can help your teams.

Learn more

ICIS Insight

From our news service to our thought-leadership content, ICIS experts bring you the latest news and insight, when you need it.

Learn more