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Chemicals and the Economy

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 […]

The state of the global economy in 2020

Last Wednesday, I gave the opening presentation for the ICIS PET Conference and looked at whether the global economy is seeing a Rebound or a full Recovery after the lockdowns? It covered a wide range of topics: Chemicals’ Capacity Utilisation is the best leading indicator for the global economy, and it continues to weaken Central […]

Merkel warns of need to prepare for No Deal Brexit

Most people missed the fact that last Tuesday was the last possible date to delay the UK’s exit from the EU at the end of the year.  Yet as Germany’s leader, Angela Merkel warned on Wednesday: “To put it mildly, progress in the negotiations has been very limited. I will continue to press for a good […]

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