A new recession era to emerge
22nd March 2020 by

Contingency planning has become mission-critical. The longer the coronavirus pandemic continues, the...

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Coronavirus disruptions make global recession almost certain
11th February 2020 by

Last month, our Hong Kong-based pH Report colleague, Daniël de Blocq van Scheltinga, warned of the ...

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Contingency planning is essential in 2020 as “synchronised slowdown” continues
12th January 2020 by

The IMF has now confirmed that the world economy has moved into the synchronised slowdown that I for...

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UK election offers voters no middle ground in December
3rd November 2019 by

Pity the poor UK voters as they prepare to vote in probably the most critical election of their live...

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Oil market weakness suggests recession now more likely than Middle East war
11th August 2019 by

Oil markets remain poised between fear of recession and fear of a US attack on Iran. But gradually i...

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Resilience amidst headwinds is key for H2
30th June 2019 by

Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ...

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Recession risk rises as Iran tensions and US-China trade war build
26th May 2019 by

Oil markets are once again uneasily balanced between two completely different outcomes – and o...

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Stormy weather ahead for chemicals
24th March 2019 by

Four serious challenges are on the horizon for the global petrochemical industry as I describe in my...

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CEOs need new business models amid downturn
14th January 2019 by

Many indicators are now pointing towards a global downturn in the economy, along with paradigm shif...

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BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018 by

The chemical industry is easily the best leading indicator for the global economy.  And thanks to K...

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