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Chemicals and the Economy

A look back from 2030 at the success of COP26

Looking back over the 2020s,  it is easy to see how forward-looking companies emerged as Winners in the race to decarbonise, as I discuss in my new analysis for ICIS Chemical Business. “If we are going to hold the rise in the Earth’s temperature to 1.5 degrees, we must reduce emissions significantly between 2020 and […]

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 […]

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