Welcome to the New Normal – a look ahead to 2030
1st November 2020 by

10 years ago, I took a look ahead at what we could expect in the next decade, as discussed last week...

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If you don’t want to know the future, look away now
25th October 2020 by

Next week, I will publish my annual Budget Outlook, covering the 2021-2023 period. It will highlight...

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Global chemical industry – key trends for success in today’s New Normal
2nd August 2020 by

The chemical industry is the best leading indicator for the global economy. On Friday, I had the pri...

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“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

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Stormy weather ahead for chemicals
24th March 2019 by

Four serious challenges are on the horizon for the global petrochemical industry as I describe in my...

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Futures markets, US shale, the big winners from OPEC meeting
7th December 2016 by

There were only two winners from the past 3 months of OPEC’s “Will they?, Won’t th...

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Global GDP saw record fall in 2015 – new IMF data
20th April 2016 by

New data from the International Monetary Fund confirms that last year’s collapse in global GDP...

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Oil heads to $30/bbl as Great Unwinding reaches 1st anniversary
17th August 2015 by

Global markets are becoming ever more complex as the Great Unwinding of stimulus policies continues....

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Investors worry US ethylene expansions mimic mining downturn
29th July 2015 by

I spent most of last week in New York and Boston, meeting with major investors.  One key topic on a...

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Iran deal highlights “massively oversupplied” oil market
14th July 2015 by

The oil market was the first to feel the impact of the Great Unwinding of policymaker stimulus near...

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