Cadbury, China civil unrest, financial meltdown, Tainted food
Asian Chemical Connections
Even Middle East funding is under threat
Dow Chemical, Ras Tanura, the deadly duo, Hank Paulson, Ben Bernanke, financial meltdown, financial rescue package, Saudi Aramco
Eggheads are annoying
BASF, eggheads, integration benefits, McKinsey, counter-cyclical investment, Ciba Specialty Chemicals, Clariant
A drowning man will clutch onto anything
Peak Oil, Deutsche Bank, gas pricing, coal-o-chemicals, coal gasification, PetroRabigh, Saudi Aramco, Sumitomo Chemical
Uncle Sam back from the dead?
Shell Chemicals, oil price, McKinsey, shipping costs,
“Reports of my death……
Shell Chemicals, coal gasification, carbon capture and storage, ethane shortage, reverse globalisation, New York Tiimes
Liveris gets liverish on energy
Andrew Liveris, Dow Chemical, Donald Rumsfeld, Dick Cheney, corn-based ethanol, hydrogen fuel cells,
“There must be some way out of here….”
Peak Oil, Jimi Hendrix, Ben Bernanke, Federal Reserve, Goldman Sachs, Alberta Tar Sands, resource nationalism
Japan’s corporate hero
manga, Japanese conformism, losing face, Lost Decade
Middle East and China to run C2s regardless….
….that’s the case – in the Middle East case because of advantaged feedstock and in China’s case because it will be strategic. In previous downturns, far more capacity was western, or other Asian, and liquids based and so rate cuts brought markets more quickly into balance. The graphs below from ICIS Plants & Projects data […]