New Normal in the news

The Car Market Is Crashing
Paul Hodges | Blockworks (1 Dec 2022)
The Chemicals Market Is Bearish – Stupendously Bearish
Paul Hodges | Blockworks (4 Nov 2022)
FT Letters - Jackson Hole comment by Paul Hodges
‘The Financial Times’, Letters (26 Aug 2022) by Paul Hodges, Chairman, New Normal Consulting

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2023
 
Mar PODCAST: Think Tank: US bank run heralds tougher lending conditions
  PODCAST: Think Tank: China adds record-breaking chemicals capacity in 2023, global markets wary
 
Feb PODCAST: Think Tank: Chemicals to benefit as global “Green War” gets underway
  SOAS PODCAST Will China get old before it gets rich?
  PODCAST: Think Tank: China economy, chemicals fail to bounce back yet
  PODCAST: Think Tank: Start of year chemicals uptick may be a false dawn
 
Jan PODCAST: Think Tank: EU chemicals may lose free carbon credits, double costs, under CBAM legislation
  PODCAST: The economic importance of chemicals BLK Capital Management interview
  Economy drives need for change
 
2022
 
Dec Onde ficarão as próximas plantas de PE e PP? Plásticos em Revista
  PODCAST: Think Tank: Europe chemicals suffer lowest operating rate since 2008, global industry in doldrums
  PODCAST: Think Tank: Ban on Russian refined products will hurt Europe more than oil restrictions
 
Nov PODCAST: Think Tank: High gas prices, shortages here to stay, Europe must adapt
  PODCAST: Think Tank: China demand outlook poor onshutdowns, pandemic policies
  How to get out of the perfect storm?
 
Oct PODCAST: Think Tank: High gas prices, shortages here to stay, Europe must adapt
  PODCAST: Think Tank: Crisis worst in living memory, plan for a more complex world
  PODCAST: Think Tank: Sustainability dominates agenda but industry progress slow
  Scenario planning key amid volatility
  PODCAST: Think Tank: Europe petrochemicals face ‘winter of discontent’
 
Sept PODCAST: Think Tank: Demand collapsing in auto, construction end use markets
  Russian Gas Shortage Could Have Deep Reverberations Interview with GLG
  PODCAST: In the lion’s den: The effects of geopolitics on the financial markets Interview with Sawchuk Wealth
  PODCAST: Think Tank: Chemical distributors less exposed to downturn, still face tough Q4 in Europe
  PODCAST: Think Tank: Sliding fundamentals could reshape global chemicals production
 
Aug PODCAST: Think Tank: Chemicals must stay on low carbon track despite current crises
  Facing up to paradigm shifts – Premium interview
  PODCAST: Think Tank: Global chemical prices collapse, Europe prepares for dry summer, tough winter
  Haja resistência ao impacto – Plástico em revista interview
 

Real Vision: Paul Hodges Believes Markets Will Refocus on Price Discovery

RealVision My Life in 4 Trades: Paul Hodges Believes Markets Will Refocus on Price Discovery
Paul Hodges believes markets will refocus on price discovery
RealVision: My Life in 4 Trades (3 Aug 2022)
  SOAS PODCAST: China’s problems with faltering growth and rising debt
  PODCAST: Think Tank: Covestro profit warning, chemical price slump highlight H2 risks
 
Jul PODCAST: Think Tank: Messy supply chains complicate Europe gas rationing plans
  PODCAST: Think Tank: Gas rationing for chemicals, fertilizers likely in Europe this winter
  PODCAST: Think Tank: Chems sector resilient in Q2 but conditions forecast bleak for H2
 
Jun PODCAST: Think Tank: Europe, German chemicals face gas supply crisis
  PODCAST: Think Tank: INEOS project halt highlights Europe’s plight
  PODCAST: Think Tank: Chaotic fertilizer markets, weather events, could worsen food crisis
 

Paul Hodges Says Investors Should Stop Fed-Watching Real Vision podcast

RealVision interview: Paul Hodges Says Investors Should Stop Fed Watching
Paul Hodges Says Investors Should Stop Fed-Watching
RealVision: The Next Big Trades (7 Jun 2022)
 
May PODCAST: Think Tank: Europe propylene market drowns, faltering demand signals broader economic woes
  PODCAST: Think Tank: Europe chemicals could face short periods of gas rationing this winter
 

“Be Bloody Careful” As Recession Hits Europe and China RealVision (26 May 2022)

 
Apr This major industry may be signalling a recession Yahoo Finance
  PODCAST: Think Tank: Recycling and circular value chains could drive local pricing of plastics
  Ukraine, pandemic, herald market shifts
 
Mar A globalização esvaziou – Plástico em revista interview
  PODCAST: Think Tank: Companies face a new dawn as low-inflation era comes to an end
  PODCAST: Why petrochemicals won’t save oil demand Interview with Westwood Global Energy
  VIDEO/PODCAST: Russia and Ukraine: The big picture Interview with Sawchuk Wealth
  PODCAST: Think Tank: Oil price shock will hit margins, demand and economy
  Viewpoint: Sustainable business decisions The Chemical Engineer
  PODCAST: Think Tank: How chemical markets are reacting to Russian invasion of Ukraine
 
FebBusiness not as usual Chemistry & Industry
  PODCAST: Think Tank: Ukraine conflict could hurt margins as costs soar amid falling demand
  Global Plastic Supply Chain Investors Line-up at First Close of Infinity Recycling’s Circular Plastics Fund
  PODCAST: Think Tank: Chemicals demand growth detaches from GDP, gets complicated
  In the Lion’s Den Interview with Sawchuk Wealth
  The end of Peak China Asian Affairs
 
Jan Sostenibilita ed economia circolare come “cura” contro gli effetti della pandemia In Italian
  PODCAST: Think Tank: Stock market bubble may be about to burst
  O desmonte do passado – Plástico em revista interview
  PODCAST: Think Tank: Europe, US chemicals face China dominance in race for low carbon technology
  PODCAST: Think Tank: Supply chain crisis delaying inevitable downturn
  Plastics industry feedstocks at risk from the rise of Electric Vehicles
  PODCAST: Think Tank: More gas price volatility likely in winter 2022
 
2021 
Dec PODCAST: Think Tank: Economy, chemicals may switch from inflation to deflation in 2022
  Using chemistry to avert the tragedy of the oceans
  PODCAST: Think Tank: As China moves to self-sufficiency, expect scramble for global market share
 
Nov PODCAST: Think Tank: Omicron risks further supply chain and demand disruption
  PODCAST: Think Tank: EPCA president Hartwig Michels on the low carbon challenge and supply chain, logistics crisis
  PODCAST: Think Tank: Chemicals indicators point to global slowdown amid margin contraction
  PODCAST: Think Tank: COP26 highlights how chemicals must ‘wake up and smell the coffee’
 
Oct PODCAST: Think Tank: China property bubble burst could trigger global recession
  China in context: The exuberant lifestyle of Evergrande’s billionaire boss SOAS podcast
  PODCAST: Think Tank: Industry must banish inertia, reinvent itself for a low carbon future
  A look back from 2030 at the success of COP26
  PODCAST: Think Tank: Demand, supply chains face disruption from new China policy
  An end to the China bubble would risk a Minsky moment Financial Times letter
 
Sep PODCAST: Think Tank: Demand, supply chains face disruption from new China policy
  An end to the China bubble would risk a Minsky moment Financial Times letter
  PODCAST: Think Tank: Soaring energy prices disrupt fertilizer, chemical markets
  PODCAST: Think Tank: Evergrande debt crisis signals major reset for China
  PODCAST: Think Tank: American Chemistry Council’s Kevin Swift reflects on Storm Ida and a career in chemicals
 
Aug PODCAST: Think Tank: chemicals enjoy highest operating rate in 30 years despite pandemic, logistics disruption
  PODCAST: Think Tank: Logistics crisis could last for years, force more regional supply chains
  Pandemic accelerates business transformation
  PODCAST: Think Tank: Fear of shortages may fuel inventory building; expect H2 destocking
 
Jul Chemical Makers Are Booming as People Buy Ever More Stuff Bloomberg analysis
  PODCAST: Think Tank: Mushrooming carbon costs will push Europe chemicals to transform
  PODCAST: Think Tank: Chemical markets may have peaked, expect H2 slowdown
  PODCAST: Think Tank: Europe’s low carbon drive could revolutionise chemicals
 
Jun PODCAST: Think Tank: Can industry rise to the challenge of a low carbon future?
  Sustainability Gaining Momentum in Auto Markets Globally Real Vision video interview
  PODCAST: Think Tank: Chemicals need governments to take more action on climate
  Shell v Dutch Friends of the Earth, June 2021
  PODCAST: Think Tank: Don’t ignore demographics – they drive demand
 
May PODCAST: Think Tank: Plunging chemical prices could signal return to ‘normal’
  PODCAST: Think Tank: Petrochemical price inflation could switch to deflation
  PODCAST: As panic buying subsides, where next?
  Transforming Supply Chains The Chemical Engineer interview
 
AprPODCAST: Joe Biden’s earth summit brings tipping point for industry
  PODCAST: Record-breaking chemical margins as logistics, supply crisis persists
  PODCAST: Pandemic has broken link to GDP for chemicals demand, new models required
  Shift in life expectancy puts a focus on retraining Financial Times letter
 
Mar PODCAST: Demand pushed in different directions by vaccine roll-out, supply chain disruption
  PODCAST: Hydrogen could hold the key to low carbon chemicals
  Chemicals on the threshold of a dramatic transformation CHEManager interview
  PODCAST: Markets distorted by logistics and panic buying, but underlying optimism seen for 2021
  PODCAST: Ramp up of recycling held back by technology, poor collection, inertia
 
Feb Weak Demand and the Return to “Normal” Illusion — Live with Paul Hodges Real Vision interview
  PODCAST: US Gulf Coast storm outages risk global supply crunch
  PODCAST: Gulf petrochemicals special focus with GPCA secretary general Dr. Abdulwahab Al-Sadoun
  Um novo tempo In Portuguese
  PODCAST: Drive to lower carbon means no new steam crackers after 2030
 
Jan PODCAST: Chemical sector must step up circular investments from tens to hundreds of millions
  L’Industria del PET va online In Italian
  PODCAST: Europe chemicals face €1bn 2021 carbon bill as global action intensifies
  PODCAST: Biden ushers in global era of low carbon
  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
 
MayPODCAST: 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
 
AprThe 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
FebThe 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
 
NovBrexit 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
 
OctPetrochemicals face multiple challenges ICIS news podcast interview with Paul Hodges
 Is your business ready for Brexit?
 
SepFinancial crises and the five stages of loss Financial Times letter
 
JulUS-China tariffs could lead to global Polyethylene price war
 
JunRecycling moves up the agenda
 Recycle revolution
 
MayPolymer recycling comes of age
 China’s lending bubble is history FT Beyondbrics
 Nada será como antes
 
MarGoodbye to business as usual model
  Sustainability and the circular economy create major new opportunities YouTube video interview
 
FebOlder 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
 
NovBrexit reality hits U.K. chemical companies
  Verso una produzione sostenibile
 
OctSaudi 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
 
SepBaby boomers’ spending decline has hit demand and inflation Financial Times letter
 
AugInvestors ponder further shocks after N Korea jolt Reuters interview
 China’s used cars put a dent in global industry FT Beyondbrics
 
JulO negócio é largar na frente plásticos em revista
 
JunSupply 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
 
AprAgeing boomers are no longer spending Financial Times letter
MarUS polyethylene exports on front-line in the War of Words
 Trump, China in War of Words on trade YouTube video
FebThe effectiveness and impact of post-2008 UK monetary policy Evidence to UK Treasury Committee Inquiry
Jan2017 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 
DecA new strategy for profit
NovForget 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
OctFed’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
SepWhat 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
AugBrexit 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
JulAuto sales and the oil price: the Great Unwinding continues Financial Times
 Polymers face challenging times
 Adapting to changing global demographics
MayChemical industry is best indicator of EM outlook – and the outlook is not good Financial Times
AprSaudi Arabia’s Aramco valued at more than $1tn ahead of flotation Daily Telegraph
 Saudi Aramco to become holding company Wall Street Journal
MarDemand – 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
FebIf 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
JanThe 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 
DecXi in Paris: all part of China’s New Normal Financial Times blog post
OctInvesting 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
SepChemicals chaos
 Europe’s migrant influx threatens Shengen BBC World Business Report interview
JulSupply chain revolution is on the way Video interview
JunEurope can win despite age trends
MayBusiness models have to change as BabyBoom dividend ends Video interview
AprA 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
FebOil price collapse brings deflation closer
JanWinners 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 
DecOil prices keep bouncing down the stairs A ‘pH Report’ Research Note
 A great unwinding
 Aging Europe needs the migrants it doesn’t want
NovEmployment Outlook – getting back to work
 The Great Unwinding is underway
 Saudi Arabia needs much lower oil prices Research Note
OctToo 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
SepChina’s economic transformation
JulThe economic impact of today’s major demographic changes Euromoney video interview
JunUS housing hit by demographic shift
 Here today and gone tomorrow? A simple guide to China’s world of trade finance
MayGeopolitics and demand
 China accelerates reform of its financial sector Research Note
AprPopulation aging creates capital repayment risk for government bonds Allianz Project M magazine
 US shale gas expansions highlight lack of demand YouTube interview
MarWill 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 
FebChina bank lending: From $1tn to $10tn and back again Research Note
JanPlan for a volatile world
2013 
NovIran talks offer hope
OctDeal 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 
SepThe tide is turning on chemical growth
AugSinopec’s big picture strategy
 A flap of a butterfly’s wings to freeze the UK economy
 Fair play at work
JulWomen 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
MayPopulation problems
AprThe impact of the central banks’ stimulus programmes on oil markets Conference presentation
 Ageing boomers change demand patterns
MarSustaining Growth as the West Arrives at the Demographic Cliff Conference keynote presentation
FebRisks to growth overshadow ‘false dawn’ on financial markets
 The impact of an ageing population on GDP UK Treasury Committee evidence 
JanGlobal economy faces tough 2013
 2013 Outlook – Challenges and Opportunities Video interview
 Happy 55th Birthday, Mr and Ms Average BabyBoomer Financial Times
2012 
DecMONEY 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
NovDemographics slowdown hits company results
 Industry must respond to changing demographics
OctThe 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
SepCentral 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
AugAn end to constant growth
JunAuto sector needs new direction
 A window on the outlook
MayPrepare for a New Normal
AprA road map for success
MarNew policies needed to restore growth
 Chinese want affordability not luxury Financial Times letter
FebNew 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
JanWelcome to Austeria
 Policy makers should learn from their mistakes (video interview)
2011 
NovTime 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
OctMiddle 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
AugThe world in 2021 (YouTube video interview)
 The world in 2021
 Boom, Gloom and the New Normal – Chapter 4
JulBoom, 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
JunChemical 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
MayGlobal 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
AprHigh oil price means chemicals market heading for major downturn (YouTube video interview)
MarMiddle East uprising can impact your chemistry job
JanTime 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 
DecCrude likely to fall on slow economic growth
 Petrobras leads project development in Latin America
NovBenzene buyers need to evaulate sourcing strategies YouTube video interview
OctNiTech 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
SepRiskiness of bonds may be over-inflated Financial Times article
AugDr Ralf Kuhlmann joins IeC
 The real bottom line is what we need
JulView American Chemical Society webinar on the H2 Outlook
 US Institute for Supply Management – summary of the mid-year White Paper Update
JunPetchem upturn may just be temporary respite
 Budgeting for a New Normal
 A mid-year White Paper Update
AprStrategies for success in the US petchem and polymer business YouTube Video interview
 Be a winner, not a victim
MarThe need for Innovation during the downturn YouTube Video interview
Feb‘Budgeting for a New Normal’ White Paper (5MB)
JanRestocking 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 
DecDownturn prompts chemical strategy shift
NovBloomberg, ICIS reports on IeC Amsterdam Conference
 Strong crude weighs on Asian chemicals demand
OctNew reality for chemicals
SepHow to tell if your company is in financial trouble, or recovering
 Reducing energy costs in the water industry
AugThe China question
JulChemicals sector struggles in recession
AprIeC’s Paul Hodges to judge annual ICIS Innovation Awards
 Restocking begins but the downturn continues
MarLow-cost operation key to survival
 Radio interview with IeC’s Paul Hodges
 Interview summary
FebDomino effect fears over chemical industry
 Coping with oil price volatility
JanThe CEO’s checklist for survival
2008 
NovFinancial Times recognises IeC “warned of coming downturn”
 European demand to be more robust in downturn
 The “crystal blog” foresaw the global financial crisis
OctPetrochemicals: capacity crunch
 Weaker oil prices – a mixed blessing
SepCredit crunch causes demand destruction (radio interview)
 Polymer demand hit by credit crunch, over-capacity
AugIntegration will be key
 How significantly will the petchem world change?
 Only the strongest will prosper
JulCapacity grows despite slowdown
 A mood swing in aromatics
JunChemicals feel the wind of change
 Crunch time for non-integrated petchem producers
AprBuilding your defenses
MarEurope chems get jitters due to weak dollar
FebHow to run a business during a recession
2007 
NovFarewell ICI
 Chem makers can expect naphtha battle
OctUS credit crisis could spread
SepA logistical nightmare