By John Richardson SHALE gas may never be a significant energy solution for Europe because the political challenges are just too great, as this article in the Financial Times points out.For example, the FT writes that: Fracking is banned in France and the Netherlands. The Dutch government scrapped a parliamentary proposal to allow fracking […]
Asian Chemical Connections
Asia’s Naphtha Crackers
By John Richardson ONE industry observer describes some of the cracker and refinery-petrochemicals projects in Southeast Asia (SEA) as “national projects”. In other words, their justification is not entirely on economics, but also about nation building and reducing import dependency. And so, as we discussed yesterday, perhaps some of these projects will be shelved when […]
Asia, The Fed And Swimming Naked
By John Richardson WHEN the tide eventually goes out, we will find out who has been swimming naked. This will also be the case in several emerging markets, ex-China, when the Fed eventually draws down its stimulus. Hot money seeking higher returns has flowed into India, Indonesia, Thailand, the Philippines and Malaysia, for example, […]
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