The Blog

ACS Chemistry & the Economy webinar on Thursday

ACS Chemistry & the Economy webinar on Thursday

Please join me for the next ACS Chemicals & Economy webinar on Thursday, at 2pm Eastern Standard Time, USA, when we will discuss: The contrast between the downbeat outlook for the chemical market and the upbeat stock market The challenges facing US shale gas polyethylene exports due to the US-China trade war and concerns over

read more
Polyethylene’s crisis will create Winners and Losers

Polyethylene’s crisis will create Winners and Losers

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I have been forecasting.  Scenario planning is now a matter of potential life or death for companies likely to be impacted over the next 12-18 months. The collapse in margins is already quite dramatic as the chart based on

read more
What’s next for Brexit and chemicals?

What’s next for Brexit and chemicals?

The UK is about to go to the polls again to try and decide the Brexit issue.  Chemicals will be one of the industries most affected by the decision, as it depends on cross-border supply chains.  As the UK Chemical Industries Association has warned: “The chemical industry in the UK and in Europe needs a

read more
Global economy hits stall speed, whilst US S&P 500 sets new records

Global economy hits stall speed, whilst US S&P 500 sets new records

Whisper it not to your friends in financial markets, but the global economy is moving into recession. The US stock markets keep making new highs, thanks to the support from the major western central banks. But in the real world, where the rest of us live, the best leading indicator for the global economy is

read more
Portugal shows the way to climate neutrality by 2050

Portugal shows the way to climate neutrality by 2050

“If you don’t know where you are going, any road will do”. The Irish proverb’s logic shows us the way forward on the greatest challenge that we face today, of achieving climate neutrality by 2050. As the President of the European Petrochemical Association, Marc Schuller, highlighted last month when issuing a ‘call to action’: “The

read more

Archives

Categories

Latest Tweets