Chemicals and the Economy

“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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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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UK faces ‘make or break summer’ as ‘No Deal’ Brexit risk rises
15th July 2018 by

Last week, the UK’s Foreign Secretary, its chief Brexit negotiator and several junior minister...

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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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The blog’s 11th birthday – and a look forward to 2021
2nd July 2018 by

The blog has now been running for 11 years since the first post was written from Thailand at the end...

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Financial markets party as global trade wars begin
3rd June 2018 by

More people left poverty in the past 70 years than in the whole of history, thanks to the BabyBoomer...

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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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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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