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...
View ArticleDemand: 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...
View ArticleUS 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...
View ArticleA 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...
View ArticleBeware 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....
View ArticleEuropean 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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