Next week, I will publish my annual Budget Outlook, covering the 2021-2023 period. It will highlight how the pandemic is accelerating major paradigm shifts in society, politics and the global economy. I have been publishing these Outlooks since 2007, and they disprove the idea that forecasting is a waste of time. They highlight instead that […]
Chemicals and the Economy
Chemicals in the eye of the storm as UK heads for a WTO Brexit on 1 January
On Friday, the UK premier confirmed what many of us have expected for a long time. There is unlikely to be a trade deal with the EU27 when the UK leaves at the end of December: “We should get ready for 1 January with arrangements that are more like Australia’s – based on simple principles […]
Pandemic redraws the map
Companies have entered a new landscape where the coronavirus has accelerated major paradigm shifts, as I discuss in my latest analysis for ICIS Chemical Business. 2020 is proving to be one of those years when time seems to speed up. The pandemic has been the catalyst for a range of paradigm shifts, which are […]
What will happen if President Trump loses the election?
I spent from September 2015 onwards, during the last US Presidential election, trying to explain why Donald Trump was likely to win. As I noted after the event in November 2016: “It really wasn’t very difficult to see that Donald Trump could win the White House, and that the Republicans could control Congress, for the […]