on October 24, 2014

15 years ago, it was fashionable to dismiss eBusiness as a fairy story.  I remember those days well, as I had just raised $25m from major companies to...

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on October 23, 2014

Exactly a year ago this week, the INEOS petrochemical business at Grangemouth in Scotland was facing closure.  This would have been a disaster for the...

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on October 22, 2014

There are 2 ways to improve operating rates in an industry.  One is to increase volumes, the other is to reduce capacity.   The latest APPE data...

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on October 21, 2014

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below.Oct 20, 2014 10:48am By Paul Hodges of International eChem Two...

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on October 20, 2014

A blog reader has kindly sent the above cartoon from the financial pages of The Telegraph newspaper today. Clearly investors are beginning to share...

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on October 20, 2014

World markets have seen major falls since the Great Unwinding of policymaker stimulus began 2 months ago. Naturally, chemical markets have taken some of the biggest hits, given the...

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on October 17, 2014

Oil prices are highly likely to fall further, not rebound, over the next few months.  That is the blog’s conclusion to its 3-part analysis of...

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on October 16, 2014

Yesterday’s post described how OPEC oil producers are seeing their export sales to the US start to disappear.  But this, of course, is only one side of...

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on October 15, 2014

The world now faces a supply glut in almost every source of energy, including oil, gas and coal.  It is also seeing major increases in output of key products including gasoline,...

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on October 14, 2014

The headline above was the Wall Street Journal’s summary of last week’s market action.  But was it really “crazy”? Perhaps it just felt “crazy” to those...

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