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Japan Repeats Its Mistake. You Cannot Print Babies
By John Richardson WHEN you have built your reputation on a policy that has so far failed, you have essentially two options. You can either admit you were wrong and reverse course or double down on...
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The Risks Ahead For Polyethylene
By John Richardson TOO many people will look at the chart on the left and think, “Crisis? What crisis?” But glance to the right for what it is like in another petrochemicals value chain. What is...
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Negative Interest Rates Will Not Work
By John Richardson WE are entering an almost surreal world where Western central bankers, rather than admit they are wrong, have either already opted for, are in the case of the Fed are openly...
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China’s Yuan: Making Sense Of All The Noise
By John Richardson LAST year nearly $1trn was moved out of China as rich people lost confidence in the direction of the economy. Much of this was moved if not illegally, then through stretching the...
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Manage Demand And Keep Control Of Your Business
By John Richardson CHEMICALS companies don’t always disappear when things turn bad. Ownership can instead just change hands. Reasons for this include the fact that private investors are of course...
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Demand: The New Direction for Profit
By John Richardson WE were right about China’s change of economic direction, which we identified in November 2013. We were then right about the collapse in oil prices from August 2014 onwards. And we...
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US Ethane Shipments And The Broader Picture
By John Richardson THE first shipment of ethane from the US to Europe, which is set to arrive on Wednesday to feed the INEOS cracker at Rafnes in Norway, will be widely interpreted as meaningonly one...
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A Letter to Janet Yellen: Why People Expect Low Inflation
Last month, Janet Yellen, the chairman of the US Federal Reserve ( see picture on the left), admitted in a briefing to the Economic Club of New York that she was baffled by the lack of strong future...
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Beware Of Oil-Price Rally: Nothing To Do With Fundamentals
By John Richardson PEOPLE are once again at risk of dangerously over-exposing themselves to a further collapse in oil prices following yesterday’s increase to the highest levels since November 2015....
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European Polyolefins: Rebuilding The Bridges
By John Richardson SHOULD any petrochemicals value chain be a zero-sum game – a constant battle between suppliers and customers to determine who emerges as the single winner in any one month or...
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