commodities ‘Super Cycle’

Rethinking, repositioning and restructuring are now essential for industry survival

Resilience requires companies to refocus downstream and diversify their portfolio. They also need to be clear about the value proposition for their target market – are they providing Value, or Luxury? Rethinking, repositioning and restructuring are now all key to survival and future profit.

Rethinking, repositioning and restructuring are now essential for industry survival Read More

Food banks spread in richer countries, hunger spreads in poorer countries, as Europe’s fertilizer crisis continues

Unfortunately, the problems look set to get worse rather than better. And the oil price rise caused by the Israel/Gaza crisis adds to the problems caused by the Ukraine invasion. A difficult winter, and 2024, lie ahead.

Food banks spread in richer countries, hunger spreads in poorer countries, as Europe’s fertilizer crisis continues Read More

“FANGs” lose their teeth as stock markets relearn their key role of price discovery

Now, we are all starting to suffer for the central banks mistake in adopting Bernanke Theory. The bubbles they created are finally starting to burst as interest rates return to more normal levels. This will be very painful for all those who trusted them to manage the economy.

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Everyone “knows” that the Fed will never let markets fall – and that China will never burst its real estate bubble

Our pH Report Sentiment Index has been a very reliable guide to the S&P 500 in recent years. Now it is suggesting a major downturn may be underway as the US and Chinese stimulus programmes come to an end.

Everyone “knows” that the Fed will never let markets fall – and that China will never burst its real estate bubble Read More

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 EV sales up the S-curve of adoption has to be my Chart of the Year.

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Friends of the Earth v Royal Dutch Shell – what did the Dutch Court rule, and what does it mean for Shell’s business?

My Dutch colleague, Daniël de Blocq van Scheltinga, is a graduate of Leiden University in the Netherlands, with a Master of Law degree and a specialty in International law. Here he gives his expert view on the Dutch court’s decision to order Shell to reduce its CO2 emissions by at least 45% , relative to

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Chemical industry data shows reflation remains hope, not reality

Western central bankers are convinced reflation and economic growth are finally underway as a result of their $14tn stimulus programmes.  But the best leading indicator for the global economy – capacity utilisation (CU%) in the global chemical industry – is saying they are wrong.  The CU% has an 88% correlation with actual GDP growth, far […]

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