Press & Media

2017
Oct Saudi Arabia’s ‘Vision 2030’ is looking a lot less clear FT Beyondbrics
Hurricane Harvey marks new beginning for the chemical industry
Too early to count the cost of Hurricane Harvey YouTube video interview
Sept Baby boomers’ spending decline has hit demand and inflation Financial Times letter
Aug Investors ponder further shocks after N Korea jolt Reuters interview
China’s used cars put a dent in global industry FT Beyondbrics
Jul O negócio é largar na frente plásticos em revista
Jun Supply chains to shift from global to local
What’s May’s car-crash election means for us all MoneyWeek cover story
Supply chains go local as BabyBoomers age YouTube video interview
China’s changed priorities indicate end to stimulus FT Beyondbrics
Apr Ageing boomers are no longer spending Financial Times letter
Mar US polyethylene exports on front-line in the War of Words
Trump, China in War of Words on trade YouTube video
Feb The effectiveness and impact of post-2008 UK monetary policy Evidence to UK Treasury Committee Inquiry
Jan 2017: A risky year ahead
What the New Year may hold in store for investors MoneyWeek Round Table
Global recession is base case for 2017 YouTube video interview
Demographics are critical to economic forecasting Andy Haldane (Chief Economist, Bank of England) at IfG
2016
Dec A new strategy for profit
Nov Forget the IMF: global chemicals are your guide to future performance Financial Times
Italy’s referendum is next test for Eurozone stability
Industry needs new strategy to spread benefits of globalisation
Oct Fed’s economic models applied to a past era Financial Times letter
Markets struggle with political risk
Hope is not a strategy YouTube video interview
Hope is not a strategy Chemical industry analysis
Sept What is wrong with a little deflation? Portfolio Adviser podcast
Quantitative Easing could become the next subprime
Shifting population driving economics FT Adviser
You’ve seen the Great Unwinding; get ready for the Great Reckoning Financial Times
Aug Brexit risks for the UK economy EuroMoney interview
Oil price to sink back to $30 a barrel Interactive Investor
Demand – the New Direction for profit Premium magazine
Jul Auto sales and the oil price: the Great Unwinding continues Financial Times
Polymers face challenging times
Adapting to changing global demographics
May Chemical industry is best indicator of EM outlook – and the outlook is not good Financial Times
Apr Saudi Arabia’s Aramco valued at more than $1tn ahead of flotation Daily Telegraph
Saudi Aramco to become holding company Wall Street Journal
Mar Demand – the new direction for profit
Oil price rise unsustainable YouTube video interview
China’s rising exports: less about growth, more about exporting deflation Financial Times
Feb If only the central banks could print babies Financial Timess
China’s lending bubble is being deflated Financial Times
The world’s economy soared last year (or plunged) New York Times
Jan The Great Unwind will continue MoneyWeek Outlook for 2016
Painful return to reality beckons
Expect $25-$30/bbl oil and lower chemical prices in 2016 YouTube interview
Mudou a fase da lua
2015
Dec Xi in Paris: all part of China’s New Normal Financial Times blog post
Oct Investing in oil is a slippery slope Financial Times report
Commodity bubble pops as China model changes
Printed money won’t save us MoneyWeek interview
The wave of immigration is a positive thing MoneyWeek video interview
Sept Chemicals chaos
Europe’s migrant influx threatens Shengen BBC World Business Report interview
Jul Supply chain revolution is on the way Video interview
Jun Europe can win despite age trends
May Business models have to change as BabyBoom dividend ends Video interview
Apr A toxic combination for economic policy
Emerging markets: a Great Unravelling
Mar ‘No country for young men’ Nick Ferrari, LBC, radio interview
Low oil is here to stay
O peso da idade Interview in Portuguese
Oil prices have further to fall YouTube video interview
Feb Oil price collapse brings deflation closer
Jan Winners and losers in the New Normal
How to invest during the Great Unwinding MoneyWeek video interview by Merryn Somerset Webb
MoneyWeek feature article
Oil price collapse and China slowdown create New Normal world YouTube video interview
2014
Dec Oil prices keep bouncing down the stairs A ‘pH Report’ Research Note
A great unwinding
Aging Europe needs the migrants it doesn’t want
Nov Employment Outlook – getting back to work
The Great Unwinding is underway
Saudi Arabia needs much lower oil prices Research Note
Oct Too many unanswered questions on China growth Financial Times
The Great Unwinding of policymaker stimulus is underway Research Note
Time to look forwards, not back
European companies and investors are missing a major growth opportunity video interview
Sept China’s economic transformation
Jul The economic impact of today’s major demographic changes Euromoney video interview
Jun US housing hit by demographic shift
Here today and gone tomorrow? A simple guide to China’s world of trade finance
May Geopolitics and demand
China accelerates reform of its financial sector Research Note
Apr Population aging creates capital repayment risk for government bonds Allianz Project M magazine
US shale gas expansions highlight lack of demand YouTube interview
Mar Will market forces start to play a role in China? Research Note
US boom is a dangerous game
Demographics drive demand, and fertility rates are falling
Feb China bank lending: From $1tn to $10tn and back again Research Note
Jan Plan for a volatile world
2013
Nov Iran talks offer hope
Oct This is the end of constant growth
Ageing populations create new opportunities YouTube interview
Sept The tide is turning on chemical growth
Aug Sinopec’s big picture strategy
A flap of a butterfly’s wings to freeze the UK economy
Fair play at work
Jul Women in the US labour force
Ageing UK population will have lower economic growth
Population Problems Barron’s letter
Oil markets risk rapid repricing as Japan stimulates Research Note
Demography drives business volatility
May Population problems
Apr The impact of the central banks’ stimulus programmes on oil markets Conference presentation
Ageing boomers change demand patterns
Mar Sustaining Growth as the West Arrives at the Demographic Cliff Conference keynote presentation
Feb Risks to growth overshadow ‘false dawn’ on financial markets
The impact of an ageing population on GDP UK Treasury Committee evidence
Jan Global economy faces tough 2013
2013 Outlook – Challenges and Opportunities Video interview
Happy 55th Birthday, Mr and Ms Average BabyBoomer Financial Times
2012
Dec MONEY WEEK video tutorial on the importance of demographics
Growth won’t save us, there won’t be any Money Week
Could 2013 be the year of BabyBoom doom?
CNBC Africa interview on the impact of the New Normal on demand patterns Video interview
Nov Demographics slowdown hits company results
Industry must respond to changing demographics
Oct The cost of growing old frugally Financial Times
US economy: Demographics the ‘silent witness’ RESEARCH NOTE
The global economy: Demographics the ‘silent witness’ RESEARCH NOTE
UK Economy: Demographics the ‘silent witness’ RESEARCH NOTE
Purchasing in a volatile, uncertain, complex and ambiguous world
Central banks make the downturn worse
Major recession ahead warns leading industry consultant
Sept Central banks will make global downturn worse RESEARCH NOTE
The New Retirement (US radio interview podcast)
How the West’s ageing population is already altering stock market returns
Aug An end to constant growth
Jun Auto sector needs new direction
A window on the outlook
May Prepare for a New Normal
Apr A road map for success
Mar New policies needed to restore growth
Chinese want affordability not luxury Financial Times letter
Feb New ways of manufacturing will be vital (video interview)
A changing landscape – issues for manufacturers
Oil price highs mean trouble lies ahead
The products of the future – doing more with less
Jan Welcome to Austeria
Policy makers should learn from their mistakes (video interview)
2011
Nov Time to alter strategy (includes video interview)
BabyBoomers change the markets
Don’t rely on Asia to save the chemical industry (video interview)
The risks to China and India growth
Oct Middle East companies aim to capture emerging markets
The outlook for Q4 and beyond (video interview)
Longer-term strategies needed
Sep ‘When I’m Sixty-Four’ (YouTube video interview)
‘When I’m Sixty-Four’
‘When I’m Sixty-Four’ (YouTube video interview)
Boom, Gloom and the New Normal – Chapter 5
The influence of demographics on future demand Interview
New Normal challenges firms to think differently
The golden age of the boomers is gone – for ever Financial Times letter
Aug The world in 2021 (YouTube video interview)
The world in 2021
Boom, Gloom and the New Normal – Chapter 4
Jul Boom, Gloom and the New Normal – Chapter 3
Oil prices distorted by Wall Street’s computer trading (YouTube video interview)
Oil prices distorted by computer trading
Future great chemical companies need long-term thinking
Jun Chemical demand demographics are changing rapidly (YouTube video interview)
Boom, Gloom and the New Normal – Chapter 2
The financial crisis and the New Normal
China plastic demand slump may crimp Asian naphtha demand
May Global economy entering New Normal (YouTube video interview)
The Challenges of the New Normal
Boom, Gloom and the New Normal – Chapter 1
Welcome to Austeria – 4 risks to chemical company profits
Apr High oil price means chemicals market heading for major downturn (YouTube video interview)
Mar Middle East uprising can impact your chemistry job
Jan Time is Ripe to Plan for Uncertainty
Survive by Planning for Uncertainty YouTube video interview
INSIGHT – Taking Time to Consider Alternative Futures
Budgeting for Uncertainty – the New White Paper
2010
Dec Crude likely to fall on slow economic growth
Petrobras leads project development in Latin America
Nov Benzene buyers need to evaulate sourcing strategies YouTube video interview
Oct NiTech wins ICIS Innovation Award
Recovery is supply-driven YouTube video interview
Changes leave the markets in turmoil
Major changes underway in chemical markets YouTube video interview
Sep Riskiness of bonds may be over-inflated Financial Times article
Aug Dr Ralf Kuhlmann joins IeC
The real bottom line is what we need
Jul View American Chemical Society webinar on the H2 Outlook
US Institute for Supply Management – summary of the mid-year White Paper Update
Jun Petchem upturn may just be temporary respite
Budgeting for a New Normal
A mid-year White Paper Update
Apr Strategies for success in the US petchem and polymer business YouTube Video interview
Be a winner, not a victim
Mar The need for Innovation during the downturn YouTube Video interview
Feb ‘Budgeting for a New Normal’ White Paper (5MB)
Jan Restocking not the same as Recovery
Paul Hodges’s chemical industry outlookYouTube Video interview
Prepare for the great petchem marathon
Recession prompts shift in chemical company strategies
2009
Dec Downturn prompts chemical strategy shift
Nov Bloomberg, ICIS reports on IeC Amsterdam Conference
Strong crude weighs on Asian chemicals demand
Oct New reality for chemicals
Sept How to tell if your company is in financial trouble, or recovering
Reducing energy costs in the water industry
Aug The China question
Jul Chemicals sector struggles in recession
Apr IeC’s Paul Hodges to judge annual ICIS Innovation Awards
Restocking begins but the downturn continues
Mar Low-cost operation key to survival
Radio interview with IeC’s Paul Hodges
Interview summary
Feb Domino effect fears over chemical industry
Coping with oil price volatility
Jan The CEO’s checklist for survival
2008
Nov Financial Times recognises IeC “warned of coming downturn”
European demand to be more robust in downturn
The “crystal blog” foresaw the global financial crisis
Oct Petrochemicals: capacity crunch
Weaker oil prices – a mixed blessing
Sep Credit crunch causes demand destruction (radio interview)
Polymer demand hit by credit crunch, over-capacity
Aug Integration will be key
How significantly will the petchem world change?
Only the strongest will prosper
Jul Capacity grows despite slowdown
A mood swing in aromatics
Jun Chemicals feel the wind of change
Crunch time for non-integrated petchem producers
Apr Building your defenses
Mar Europe chems get jitters due to weak dollar
Feb How to run a business during a recession
2007
Nov Farewell ICI
Chem makers can expect naphtha battle
Oct US credit crisis could spread
Sep A logistical nightmare

For all media enquiries
contact Paul Hodges on
phodges@thephreport.com   ►
or call us on
+44 (0)20 7700 6100

Download New Normal eBook

Written by Paul Hodges and John Richardson, it describes how the ageing of the Western Baby Boomers is changing the global economy.

 

New Normal e-book

The New Normal Channel