| 2021 |
|
| Jan |
Brexit’s Red Tape Is Just Beginning New York Times |
|
Look for Winners and Losers in 2021 |
| |
PODCAST: Faltering China chemicals signal caution for 2021 |
| |
| 2020 |
|
| Dec |
PODCAST: Brexit like a slow puncture as investment gets diverted elsewhere |
| |
PODCAST: Economists more optimistic, but logistics risks a threat to chemicals |
| |
PODCAST: ExxonMobil write downs signal end of fossil fuels, need for new thinking in chemicals |
| |
| Nov |
PODCAST: New Asia trade bloc is good news for China chemicals, disaster for US |
| |
PODCAST: Chemical market disruptions will persist, despite vaccine progress |
| |
PODCAST: US election – Trump versus Biden on chemicals |
| |
| Oct |
Real Vision: The Global Macro Litmus Test — Live With Paul Hodges |
| |
PODCAST: China’s key planning meeting has huge implications |
| |
PODCAST: Dr Dark, after Dark. Macro, Chemicals & Innovation |
| |
PODCAST: UK-EU27 chemicals face severe Brexit disruption with or without a deal |
| |
PODCAST: EPCA CEO Caroline CiuCiu – Capturing growth from sustainability tops agenda |
| |
Pandemic redraws the map |
| |
PODCAST: EPCA president Marc Schuller – Pandemic has accelerated pre-existing trends |
| |
| Sep |
PODCAST: China bounce back may be on shaky foundations |
| |
PODCAST: Europe refineries, petrochemicals may close as demand fails to recover |
| |
Sustainability can boost the impact of stimulus packages |
| |
PODCAST: Why ‘peak oil’ may coincide with ‘peak plastic’ |
| |
PODCAST: No-deal Brexit increasingly likely from January 2021 |
| |
PODCAST: Downturn began in 2017 and has accelerated |
| |
| Aug |
PODCAST: China flooding displaces 60m people, $40bn in damage, hindering recovery |
| |
PODCAST: Virus vaccine could be years away so pivot now for permanent changes in demand |
| |
PODCAST: focus on radical new business models to survive |
| |
| Jul |
June’s data suggests only a weak recovery – India ET TV interview |
| |
Road to recovery? – Fx Strategies video interview |
| |
PODCAST: EU €800/t plastic waste tax supports recycling, may drive product substitution |
| |
PODCAST: Coronavirus boosts digitisation in chemicals R&D, new manufacturing technologies |
| |
PODCAST: Chemicals demand is improving, but recovery a long way off |
| |
The Top 5 pandemic paradigm shifts |
| |
| Jun |
The New Normal for global industry – Real Vision video interview |
| |
PODCAST: BP disposal raises questions over petchems as oil and gas sector lifeline |
| |
5 major paradigm shifts will impact industry and markets Video interview |
| |
PODCAST: Is the global recession really just because of Covid-19? |
| |
PODCAST: Chemicals could face L-shaped recovery, rapid shift from oil to renewables |
| |
PODCAST: Virus to accelerate China self-sufficiency in chemicals, overcapacity elsewhere |
| |
PODCAST: Ethylene cycle points to project cancellations, overcapacity |
| |
PODCAST: Optimism for June/July may be misplaced, focus on remodelling business |
| |
| May |
PODCAST: Chemicals to be squeezed between rising costs, collapsing demand |
| |
PODCAST: Sustainability’s importance to grow after the pandemic as supply chains become local |
| |
PODCAST: Next steps for chemicals amid pandemic – ICIS advisory board |
| |
PODCAST: As lockdowns are eased, identify pockets of demand, long-term trends |
| |
Coronavirus dims chemistry job market prospects |
| |
PODCAST: New data shows depth of downturn – expect steep contraction for chemicals |
| |
| Apr |
The bill for two decades of doomed stimulus measures is due Financial Times letter |
| |
PODCAST: New data shows depth of downturn – expect steep contraction for chemicals |
| |
PODCAST: Era of cost-advantaged ethane crackers ends |
| |
Industry needs wartime focus on meeting basic needs |
| |
| Mar |
A new recession era to emerge |
| |
PODCAST: Businesses need to plan for collapse in demand, prolonged downturn |
| |
Crude collapse to crush US petchem advantage, virus spread boosts global recession risk |
| |
PODCAST: Expect global recession, disruption to chemicals and other major markets after oil crash |
| |
| Feb |
Virus slams stocks |
| |
| Jan |
Synchronised slowdown to persist in 2020 |
| |
| 2019 |
|
| Dec |
Automakers face stiff headwinds in big emerging markets Financial Times beyondbrics |
| |
| Oct |
Chemicals face paradigm shift |
| |
| Aug |
China’s renminbi and the global ring of fire Financial Times beyondbrics |
| |
Asian petrochemical profits slammed by trade war crossfire, oversupply Reuters |
| |
It’s time for companies to take control on Brexit |
| |
| Jun |
Resilience amid headwinds is key |
| |
| May |
Por trás da cara pintada Plásticos em revista interview |
| |
| Apr |
Don’t get carried away by Beijing’s stimulus FT Beyondbrics |
| |
| Mar |
Stormy weather ahead for chemicals |
| |
Paul Hodges on chemical industry challenges podcast |
| |
Are your clients ready for Brexit? Accountancy Age |
| |
Kopieermachine van Britse handelsminister hapert Het Financieele Dagblad |
| Feb |
The BoE’s pre-emptive strike is not without risk Financial Times letter |
| |
| Jan |
CEOs need new business models amid downturn |
| |
Prepare now for synchronised global downturn YouTube video interview |
| 2018 |
|
| Dec |
Brexit will not be decided before Christmas Channel 4 News |
| |
Government edits own documents to remove claim no-deal Brexit is ‘unlikely’ Sky News |
| |
UK businesses not ready for Brexit Sunday Express |
| |
Small businesses urged to prepare for hard Brexit Daily Mail |
| |
BBC Radio Kent interview with Paul Hodges on Brexit |
| |
All roads lead to No Deal Breaking News |
| |
| Nov |
Brexit worsens global recession risk ICIS podcast |
| |
The global economy: key indicators pointing to just how bad things are MoneyWeek podcast |
| |
Will UK house prices ever rise again? |
| |
BBC News interview with Paul Hodges on Brexit |
| |
Chemical output signals trouble for global economy FT Beyondbrics |
| |
| Oct |
Petrochemicals face multiple challenges ICIS news podcast interview with Paul Hodges |
| |
Is your business ready for Brexit? |
| |
| Sep |
Financial crises and the five stages of loss Financial Times letter |
| |
| Jul |
US-China tariffs could lead to global Polyethylene price war |
| |
| Jun |
Recycling moves up the agenda |
| |
Recycle revolution |
| |
| May |
Polymer recycling comes of age |
| |
China’s lending bubble is history FT Beyondbrics |
| |
Nada será como antes |
| |
| Mar |
Goodbye to business as usual model |
| |
Sustainability and the circular economy create major new opportunities YouTube video interview |
| |
| Feb |
Older workers are looking for something more Financial Times letter |
| |
China’s role in market volatility FT Beyondbrics |
| |
| Jan |
Oil, interest rates, debt and protectionism highlight risks for 2018 |
| |
The return of volatility is the key market risk for 2018 YouTube video interview |
| |
| 2017 |
|
| Dec |
Anything to declare? |
| |
Anti-pollution drive hits China’s role as global growth engine FT Beyondbrics |
| |
| Nov |
Brexit reality hits U.K. chemical companies |
| |
Verso una produzione sostenibile |
| |
| 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 |
| |
| Sep |
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 will see further rise in protectionism |
| |
What the New Year may hold in store for investors MoneyWeek Round Table |
| |
Supply/demand fundamentals set to challenge central banks YouTube video interview |
| |
Demographics are critical to economic forecasting Andy Haldane (Chief Economist, Bank of England) |
| 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 |
| Sep |
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 |
| Sep |
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 |
| Sep |
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 |
Deal with union prevents closing of Scottish plant New York Times |
| |
Last-ditch scramble to save Grangemouth Financial Times front page headline story |
| |
Unite union to make last-ditch attempt to save plant and 800 jobs Daily Telegraph |
| |
This is the end of constant growth |
| |
Ageing populations create new opportunities YouTube interview |
|
| Sep |
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 |
| Sep |
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 |
| Sep |
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 |
