Cheap used phones priced at<$200 are now the only growth area in the smartphone market. Companies who just sell hardware are now set to be Losers as their profits tumble. Companies like Apple, with a strong brand and service offering, will be long-term Winners.
Chemicals and the Economy
Plastics industry reaches ‘make up your mind time’ on recycling and single-use products
Doing nothing is no longer an option. The plastics industry has a game-changing opportunity to take a global lead in developing a circular economy. It now needs to focus on developing the new products and services needed to create the new business model.
Chemical industry results confirm major recession is underway
Chemicals are telling us that all the world’s major economies are in a major downturn. And the downturn is starting to accelerate as companies cut back spending and fire people. Real estate, autos and other key areas are already suffering along with the banking system.
Stock markets on the brink as the end of ‘Presidential Cycle’ support looms
It seems highly likely that the Rebound rally is ending, and the market Downtrend is about to resume. Time spent on researching the paradigm shifts that will take us into the New Normal will likely prove very profitable for the future
Stimulus programmes have created a major debt crisis, as the money cannot be repaid
The problem is that most economic models were originally built in the 1960s/70s, when people still died around pension age, and are out-of-date
Recycling can secure the future for US chemical companies
We have reached the endgame for today’s business models. Management teams need to start thinking ‘out of the box’ and develop new business models and strategies for the New Normal world.
Its ‘Minsky Moment’ time again as investors start to worry about return of capital
“You can’t run the most reckless monetary and fiscal experiment in history without the bill eventually coming due. The first invoice arrived as inflation. The second has come as a financial panic, with economic damage that may not end with Silicon Valley Bank.”
Today’s financial crisis confirms that “failing to plan, equals planning to fail”
Companies and investors need to invest time now on having a genuine debate about the risks ahead. The regulatory failures of the past few days highlight what can quickly go wrong, if one hasn’t war-gamed out potential risks. As the saying goes, “Failing to plan, equals planning to fail”.
Food prices hit record level as fertilizer costs/availability reduce farm output
As the World Food Programme warns, “High fertilizer prices could turn the current food affordability crisis into a food availability crisis, with production of maize, rice, soybean and wheat all falling in 2022.”
Clean energy set to squeeze fossil fuel demand as ‘the electrification of everything’ continues
Portugal is showing the way. Despite 6 months of drought last year, 57% of its electricity came from renewables. And its clean energy focus means it is becoming “one of the cheapest markets in Europe”. CO2 emissions will also have reduced by 75% in 2030 versus 2021.
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