Author Archives: blogclarksons

A Pivot to Asia: Obama’s Renaissance & China’s Challenge

By the end of last week, the US Supreme Court had announced a whole raft of rulings on a number of controversial issues that have dominated US domestic politics for much of the Obama Presidency. In a period that political … Continue reading

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Chemical Major’s Q1 Earnings: What do they tell us?

As is usual with the end of a quarter the market is flooded with a wave of earnings reports from a whole host of listed companies; from owners, to charterers – to brokers even! For many, particularly the general public, … Continue reading

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M&A Activity in the Chemical Industry. What makes it Tick?

As with any industry sector, mergers and acquisitions (M&A) are a focal point of interest for competitors, employees, the media and in some cases it even peaks the interest of the general public. The proposed acquisition of BG Group by … Continue reading

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Good Times Ahead for the US Petrochemical Industry?

All too often the usual rhetoric of doom and gloom surrounds growth and the economy in all matters, not just the petrochemical world. However, following a release of the latest US petrochemical growth figures from the American Chemistry Council we … Continue reading

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Delays, Collisions & Strikes: A Thorn in the US Port System

The old adage of ‘Time is Money’ is often thrown around with great abandon but when the cost to businesses reaches USD 1 billion per day due to ten day strikes and delays on the US West Coast in 2002 … Continue reading

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Is the US Shale Gas Phenomenon Under Threat?

The much publicised fall in crude oil prices over the last 7 months has caused an awful amount of chatter and jitters in the commodity markets. Brent crude prices fell by the end of January to below $50 per barrel … Continue reading

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Geopolitical Footprints: The Obama Administrations Policy on Cuba & its effect on Specialised Products

Just before Christmas 2014 the US and Cuban governments shocked the world with what can only be described as an attempt to change one of the most steadfast foreign policy positions of the last fifty years. Both President’s Barack Obama … Continue reading

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Evaporating Abenomics & Recession Blights?

China’s disappointing Q3 GDP news last month which happened to be the slowest growth level recorded since the global financial crisis, has added worries over global growth. This is also coupled with the risk that it may miss its official … Continue reading

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So What About China?

Recently we saw the latest GDP results release from the Chinese National Bureau of Statistics. GDP grew by 7.3% in Q3 2014 compared to 7.5% in Q2 and 7.4% in Q1. Indeed, overall the first three quarters of 2014 posted … Continue reading

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The European Chemical Industry: Where are We Now?

As another EPCA dawns on the Specialised Products market we thought it prudent to revisit the issue of the European region’s competitiveness and how it is performing against the ever present threat from the US and the dominance of the … Continue reading

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