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About The pH Report – extensive experience and global perspective

The litmus test for the global economy

About The pH Report

The pH Report and leC

The pH Report is published by IeC, a London-based strategy consultancy advising Fortune 500 and FTSE 100 companies, investment banks and fund managers.

Our value proposition is based on our ability to view the economy through the lens of the chemical industry, which is proven to be the best leading indicator for the global economy:

  • Our approach is data-driven, and we cover areas where the team has long-term expertise such as developments in China, oil markets, geopolitics, as well as chemicals/plastics themselves and their key end-uses – autos, housing and electronics
  • Our privileged position as advisers to investors and corporates enables us to operate in a ‘sweet spot’ where we can help investors to better understand companies’ key priorities, and help companies to understand investor needs
  • Having successfully forecasted the 2008 subprime crash, we were able to use the analysis in our 2011 book, ‘Boom, Gloom and the New Normal’ to identify how changing demographics mean that businesses need to move from being supply-driven to being demand-led.
  • Via our analysis of the need “to do more with less”, we were also one of the first to identify the importance of the waste plastics/circular economy issue, and how sustainability is replacing globalisation as a key driver for the future


About The pH Report – Paul Hodges

Paul Hodges

Is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He has been widely recognised for correctly forewarning of the 2008 global financial crisis. His analysis of the key role of demographics in driving the global economy is now attracting increasing interest from senior policymakers and executives.

Paul is Chairman of International eChem (IeC), non-executive Chairman of NiTech Solutions and Ready for Brexit, and senior adviser to I.C.I.S. and Recycling Technologies. Prior to launching IeC in 1995, Paul spent 17 years with Imperial Chemical Industries (ICI), both in England and the USA, where he held senior executive positions in petrochemicals and chloralkali, and was Executive Director of a $1bn ICI business. Paul serves as a Global Expert with the World Economic Forum and is a Freeman of the City of London. He is a graduate of the University of York, and studied with IMD business school.


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About The pH Report – Daniel de Blocq van Scheltinga

Daniël de Blocq van Scheltinga

Was the first foreigner to be granted permission to run the finance company of a top-tier Chinese State Owned Enterprise, when establishing and managing ChemChina Finance Company. Previously, Daniël held a variety of senior positions in corporate and investment banking, including as Asia Pacific Head of Chemicals and Asia Head Asset Based Finance for ABN AMRO.

He moved to Hong Kong in 2001, and continues to spend much of his time in China, advising both international and Chinese firms, as well as leaders in the public and private sectors. Daniël is a graduate of Leiden University, the Netherlands, with a Master of Law degree with a specialty of International law.


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David Hughes

David Hughes

Is an expert on the Middle East, having lived and worked in Riyadh, Saudi Arabia for 5 years after leading SABIC’s global business redesign programme in 2009. He has held a range of senior executive positions with SABIC, Huntsman and ICI, where he led a range of global $1bn+ businesses based in the Middle East, Europe and the USA. He also served on a number of industry bodies, including as Vice-Chairman of the Board of Petrochemicals Europe, the Asian Clean Fuels Association and the Methanol Institute.


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Paul Satchell

Dr Paul W Satchell

Has worked in the chemical industry as an equity analyst with some of the world’s leading investment banks, and directly with chemical companies. For 21 years to 2017, he covered the global chemical industry for banks including ING, Merrill Lynch and Investec, making market recommendations and undertaking advisory work in M&A and lending. He was particularly well known for his development of the Chemicals Volume Proxy, a unique real-time monitor of chemicals demand. Before this, he spent 16 years in the industry itself, mainly with BP/BP Chemicals. He is Honorary Treasurer of the Royal Society of Chemistry and previously chaired its Investment Committee.


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