Chemicals and the Economy

US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019 by

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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Stock markets risk Wile E. Coyote fall despite Powell’s rush to support the S&P 500
6th January 2019 by

How can companies and investors avoid losing money as the global economy goes into a China-led reces...

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BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018 by

The chemical industry is easily the best leading indicator for the global economy.  And thanks to K...

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Asian downturn worsens, bringing global recession nearer
25th November 2018 by

The chemical industry is the best leading indicator for the global economy.  And my visit to Singap...

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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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“What could possibly go wrong?”
21st October 2018 by

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeti...

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Petrochemicals must face up to multiple challenges
14th October 2018 by

Europe’s petrochemical sector must prepare now for the trade war, US start-ups, Brexit and the...

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Ethane price hikes, China tariffs, hit US PE producers as global market weakens
23rd September 2018 by

Sadly, my July forecast that US-China tariffs could lead to a global polyethylene price war seems to...

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