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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Political and economic risks rise as US mid-term elections near
2nd September 2018 by

This is the Labor Day weekend in the USA – the traditional start of the mid-term election camp...

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US-China tariffs could lead to global Polyethylene price war
8th July 2018 by

I was interviewed on Friday about the likely impact of President Trump’s trade wars on the glo...

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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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Trump’s trade war should set warning bells ringing for every company and investor
8th April 2018 by

There should be no surprise that President Trump has launched his trade war with China.  The real s...

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Goodbye to “business as usual” model for plastics
18th March 2018 by

Polymer markets face two major challenges in coming months. The most immediate is the arrival of t...

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US Treasury benchmark yield heads to 4% as 30-year downtrend ends
22nd January 2018 by

The US 10-year Treasury bond is the benchmark for global interest rates and stock markets.  And for...

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US PE exports on front line as Trump changes trade policies
15th January 2018 by

It is almost a year since Donald Trump became President.  And whilst he has not followed through on...

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The return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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