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Chemicals and the Economy

The end of China’s real estate bubble will impact global supply chains, exports and growth

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly.” These lines from Ernest Hemingway’s classic novel “Fiesta” (USA title ‘The Sun also Rises’), summarise where we now are with Evergrande’s likely default in China.  It did indeed begin “gradually” at first – starting in February 2016. As I noted here […]

Supply chains set to transform as companies start to reshore

Major new opportunities are starting to appear in today’s New Normal world, as I describe in a new analysis for the Institution of Chemical Engineers. Please click here to read the full article. We are set to enter a “New Normal” world as economies slowly reopen again with the arrival of Covid-19 vaccines. This will […]

Welcome to the New Normal – a look ahead to 2030

10 years ago, I took a look ahead at what we could expect in the next decade, as discussed last week. Unfortunately, we now face the major economic and social crises that the chart predicted, if policymakers continued with ‘business as usual’. This week, I want to look ahead at what we can expect to […]

The New Normal for global industry

The global chemical industry is the third largest sector in the world behind agriculture and energy, and its outputs find their way into everything we consume. Paul Hodges, chairman of the pH Report, analyzes the chemical industry to give a unique perspective on the global economy to investors and corporations. In this timely discussion, he […]

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