Evergrande’s default will only be the first of many. Companies and countries that have “bet the ranch” on China’s “perpetual motion machine” need to urgently decide how to minimise their potential losses,…
The plastics industry as we know it today, may well start to move into an endgame as it is squeezed from both ends of the value chain.
Chart of the Year – the surge in Electric Vehicle sales will disrupt auto, oil and petrochemical markets
The implications of the rise in EV sales go well beyond the auto and oil markets, with petrochemicals likely to be next in line for disruption. This is why the surge in…
Time for demographics to replace economics, as Evergrande’s default marks the end of the central banks’ debt bubble
It is time for the central banks to give up their outdated economic models, and focus instead on the science of demographics. Their efforts to create economic growth by ‘printing babies’ have…
Electricity set to become the fuel of the future: renewables capacity will equal fossil fuels by 2026
We can expect to see electricity prices fall along with CO2 emissions. And consumers will no longer be held to ransom by geopolitical events
COP26 confirmed that the world is moving away from fossil fuels. OPEC’s high prices have made this move easier to afford by causing artificial shortages.
The new business models, based on using locally-produced recycled plastic feedstocks, are a ‘once=-in-a-lifetime’ opportunity to create growth for decades to come.
Recession may also burst today’s asset price bubbles in stock markets and housing prices – and even in more obscure assets such as art markets.
Apple still takes 75% of smartphone profits, due to its domination of the value chain. But other industries have been rather slow to learn the lessons from its success.