Europe faces Russian gas and oil supply risk over Ukraine
14th May 2014 by

History shows that that governments usually lose arguments with energy suppliers.  UK premier Ha...

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Crimea referendum highlights growing geo-political risks
14th March 2014 by

Markets have been remarkably calm ahead of Crimea’s planned Sunday referendum to leave Ukraine...

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Global auto industry sales growth depends on China
29th January 2014 by

Autos remain the world’s largest manufacturing industry, and the single biggest source of dema...

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China auto sales jump to meet pollution quota deadline
15th January 2014 by

China’s auto sales moved past Europe’s in 2010, and are now close to US levels.  But ev...

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Brazil, Russia, India car sales fall for first time in 10 years
14th January 2014 by

Since 2009, the 4 BRIC nations (Brazil, Russia, India and China) have been the focus of every car ma...

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Russia’s growth stalls in 2012, as new capacity comes online
27th February 2013 by

The blog’s annual review of the Russian market showed production growth stalled in 2012. Outpu...

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Boom/Gloom Index stalls as austerity worries rise
3rd May 2012 by

EU policymakers like to pretend that the Eurozone debt crisis was resolved by the adoption of last M...

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Shale gas supports US PVC exports
25th April 2012 by

Yesterday the blog discussed caustic soda, and the recent importance of China’s metal demand. ...

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Russia’s chemical production continues to grow
9th February 2012 by

Russia has been the great exception in regional chemical markets. Normally, production growth starts...

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Global auto sales growth stalls as BabyBoomers age
24th January 2012 by

Cars are now the largest single market for chemical sales, as housing markets have slowed globally. ...

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