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Chemicals and the Economy

Plastics producers need to move to recycled feedstocks as Western refineries start to close

Plastics producers are now being squeezed from both ends of the value chain. Upstream, the growing demand for Electric Vehicles is starting to lead to refinery closures, reducing feedstock availability. Downstream, brand owners are stepping up the pressure for increased use of recycled plastic, as the new Global Commitment report from the Ellen Macarthur Foundation […]

Polyethylene’s crisis will create Winners and Losers

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I have been forecasting.  Scenario planning is now a matter of potential life or death for companies likely to be impacted over the next 12-18 months. The collapse in margins is already quite dramatic as the chart based on […]

Populism rises as global dynamics drive market shifts

We are living in a New Normal world.  Populists such as Nigel Farage, Donald Trump, Marine le Pen and Beppe Grillo are gaining support as economic growth slows and social/political unrest becomes common.  My presentation at our annual conference last week in Vienna highlighted some of the key issues, as Jessie Waldheim of ICIS news […]

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