“All news is good news” for China’s GDP slowdown
23rd January 2012 by

There is no arguing with markets when they are being driven by sentiment, either positive or negativ...

Supply shortages drive olefin market profitability
17th January 2012 by

The above chart would have seemed unbelievable at any time in the past 30 years. It shows the perfor...

Uncertainty grips New Year trading
16th January 2012 by

Markets are worryingly quiet for the start of a New Year. There is some restocking underway, but the...

Record high oil prices hit demand
9th January 2012 by

The blog is quite surprised at the mainstream media’s lack of interest in the fact that averag...

2011 saw ‘long-drawn out fundamental downturn’ begin
4th January 2012 by

The chart above shows how the benchmark products in the IeC Downturn Monitor moved during 2011. The ...

IMF warns of protectionism, and possible Depression
19th December 2011 by

Whisper it softly, so as not to alarm the CEO. But the world is starting to look worryingly like the...

DuPont warns and stresses “productivity initiatives”
12th December 2011 by

By now, companies should be reordering for the New Year. CFOs have achieved their working capital ta...

Petchem trading slows as holiday period nears
5th December 2011 by

The blog was in Singapore last week, running the final New Normal workshop of the year with co-autho...

Markets slip in China and Europe
28th November 2011 by

Many investors and policymakers believe that the global economy is just in a ‘soft patch’...

Policy makers talk, whilst markets weaken
21st November 2011 by

Petchem markets are telling us something very important about the state of the global economy. They ...

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