June PODCAST: Think Tank: Can industry rise to the challenge of a low carbon future?
  Sustainability Gaining Momentum in Auto Markets Globally Real Vision video interview
  PODCAST: Think Tank: Chemicals need governments to take more action on climate
  Shell v Dutch Friends of the Earth, June 2021
  PODCAST: Think Tank: Don’t ignore demographics – they drive demand
May PODCAST: Think Tank: Plunging chemical prices could signal return to ‘normal’
  PODCAST: Think Tank: Petrochemical price inflation could switch to deflation
  PODCAST: As panic buying subsides, where next?
  Transforming Supply Chains The Chemical Engineer interview
Apr PODCAST: Record-breaking chemical margins as logistics, supply crisis persists
  PODCAST: Pandemic has broken link to GDP for chemicals demand, new models required
  Shift in life expectancy puts a focus on retraining Financial Times letter
Mar PODCAST: Demand pushed in different directions by vaccine roll-out, supply chain disruption
  PODCAST: Hydrogen could hold the key to low carbon chemicals
  Chemicals on the threshold of a dramatic transformation CHEManager interview
  PODCAST: Markets distorted by logistics and panic buying, but underlying optimism seen for 2021
  PODCAST: Ramp up of recycling held back by technology, poor collection, inertia
Feb Weak Demand and the Return to “Normal” Illusion — Live with Paul Hodges Real Vision interview
  PODCAST: US Gulf Coast storm outages risk global supply crunch
  PODCAST: Gulf petrochemicals special focus with GPCA secretary general Dr. Abdulwahab Al-Sadoun
  Um novo tempo In Portuguese
PODCAST: Drive to lower carbon means no new steam crackers after 2030
Jan PODCAST: Chemical sector must step up circular investments from tens to hundreds of millions
L’Industria del PET va online In Italian
PODCAST: Europe chemicals face €1bn 2021 carbon bill as global action intensifies
PODCAST: Biden ushers in global era of low carbon
Brexit’s Red Tape Is Just Beginning New York Times
Look for Winners and Losers in 2021
PODCAST: Faltering China chemicals signal caution for 2021
Dec PODCAST: Brexit like a slow puncture as investment gets diverted elsewhere
PODCAST: ExxonMobil write downs signal end of fossil fuels, need for new thinking in chemicals
Nov PODCAST: New Asia trade bloc is good news for China chemicals, disaster for US
PODCAST: Chemical market disruptions will persist, despite vaccine progress
PODCAST: US election – Trump versus Biden on chemicals
Oct Real Vision: The Global Macro Litmus Test — Live With Paul Hodges
PODCAST: China’s key planning meeting has huge implications
PODCAST: Dr Dark, after Dark. Macro, Chemicals & Innovation
PODCAST: UK-EU27 chemicals face severe Brexit disruption with or without a deal
PODCAST: EPCA CEO Caroline CiuCiu – Capturing growth from sustainability tops agenda
Pandemic redraws the map
PODCAST: EPCA president Marc Schuller – Pandemic has accelerated pre-existing trends
Sept PODCAST: China bounce back may be on shaky foundations
PODCAST: Europe refineries, petrochemicals may close as demand fails to recover
Sustainability can boost the impact of stimulus packages
PODCAST: Why ‘peak oil’ may coincide with ‘peak plastic’
PODCAST: No-deal Brexit increasingly likely from January 2021
PODCAST: Downturn began in 2017 and has accelerated
Aug PODCAST: China flooding displaces 60m people and causes $40bn in damage, hindering recovery
PODCAST: Virus vaccine could be years away so pivot now for permanent changes in demand
PODCAST: focus on radical new business models to survive
Jul June’s data suggests only a weak recovery – India ET TV interview
Road to recovery? – Fx Strategies video interview
PODCAST: EU €800/tonne plastic waste levy will accelerate recycling, may drive product substitution
PODCAST: Petrochemicals now driven by geo-politics more than economics
PODCAST: Coronavirus accelerates digitisation in chemicals R&D, new manufacturing technologies
PODCAST: Chemicals demand is improving, but recovery a long way off
The Top 5 pandemic paradigm shifts
Jun The New Normal for global industry – Real Vision video interview
PODCAST: BP disposal raises questions over petchems as oil and gas sector lifeline
5 major paradigm shifts will impact industry and markets Video interview
PODCAST: Is the global recession really just because of Covid-19?
PODCAST: Chemicals could face L-shaped recovery, rapid shift from oil to renewables
PODCAST: Virus to accelerate China self-sufficiency in chemicals, overcapacity elsewhere
PODCAST: Ethylene cycle points to project cancellations, overcapacity
PODCAST: Optimism for June/July may be misplaced, focus on remodelling business
May PODCAST: Chemicals to be squeezed between rising costs, collapsing demand
PODCAST: Sustainability’s importance to grow after the pandemic as supply chains become local
PODCAST: Next steps for chemicals amid pandemic – ICIS advisory board
PODCAST: As lockdowns are eased, identify pockets of demand, long-term trends
Coronavirus dims chemistry job market prospects
PODCAST: New data shows depth of downturn – expect steep contraction for chemicals
Apr The bill for two decades of doomed stimulus measures is due Financial Times letter
PODCAST: New data shows depth of downturn – expect steep contraction for chemicals
PODCAST: Era of cost-advantaged ethane crackers ends
Industry needs wartime focus on meeting basic needs
Mar A new recession era to emerge
PODCAST: Businesses need to plan for collapse in demand, prolonged downturn
Crude collapse to crush US petchem advantage, virus spread boosts global recession risk
PODCAST: Expect global recession, disruption to chemicals and other major markets after oil crash
Feb Virus slams stocks
Jan Synchronised slowdown to persist in 2020
Dec Automakers face stiff headwinds in big emerging markets Financial Times beyondbrics
Oct Chemicals face paradigm shift
Aug China’s renminbi and the global ring of fire Financial Times beyondbrics
Asian petrochemical profits slammed by trade war crossfire, oversupply Reuters
It’s time for companies to take control on Brexit
Jun Resilience amid headwinds is key
May Por trás da cara pintada Plásticos em revista interview
April Don’t get carried away by Beijing’s stimulus FT Beyondbrics
Mar Stormy weather ahead for chemicals
Paul Hodges on chemical industry challenges podcast
Are your clients ready for Brexit? Accountancy Age
Kopieermachine van Britse handelsminister hapert Het Financieele Dagblad
Feb The BoE’s pre-emptive strike is not without risk Financial Times letter
Jan CEOs need new business models amid downturn
Prepare now for synchronised global downturn YouTube video interview
Dec Brexit will not be decided before Christmas Channel 4 News
Government edits own documents to remove claim no-deal Brexit is ‘unlikely’ Sky News
UK businesses not ready for Brexit Sunday Express
Small businesses urged to prepare for hard Brexit Daily Mail
BBC Radio Kent interview with Paul Hodges on Brexit
All roads lead to No Deal Breaking News
Nov Brexit worsens global recession risk ICIS podcast
The global economy: key indicators pointing to just how bad things are MoneyWeek podcast
Will UK house prices ever rise again?
BBC News interview with Paul Hodges on Brexit
Chemical output signals trouble for global economy FT Beyondbrics
Oct Petrochemicals face multiple challenges ICIS news podcast interview with Paul Hodges
Is your business ready for Brexit?
Sept Financial crises and the five stages of loss Financial Times letter
July US-China tariffs could lead to global Polyethylene price war
June Recycling moves up the agenda
Recycle revolution
May Polymer recycling comes of age
China’s lending bubble is history FT Beyondbrics
Nada será como antes
Mar Goodbye to business as usual model
Sustainability and the circular economy create major new opportunities YouTube video interview
Feb Older workers are looking for something more Financial Times letter
China’s role in market volatility FT Beyondbrics
Jan Oil, interest rates, debt and protectionism highlight risks for 2018
The return of volatility is the key market risk for 2018 YouTube video interview
Dec Anything to declare?
Anti-pollution drive hits China’s role as global growth engine FT Beyondbrics
Nov Brexit reality hits U.K. chemical companies
Verso una produzione sostenibile
Oct Saudi Arabia’s ‘Vision 2030’ is looking a lot less clear FT Beyondbrics
Hurricane Harvey marks new beginning for the chemical industry
Too early to count the cost of Hurricane Harvey YouTube video interview
Sept Baby boomers’ spending decline has hit demand and inflation Financial Times letter
Aug Investors ponder further shocks after N Korea jolt Reuters interview
China’s used cars put a dent in global industry FT Beyondbrics
Jul O negócio é largar na frente plásticos em revista
Jun Supply chains to shift from global to local
What’s May’s car-crash election means for us all MoneyWeek cover story
Supply chains go local as BabyBoomers age YouTube video interview
China’s changed priorities indicate end to stimulus FT Beyondbrics
Apr Ageing boomers are no longer spending Financial Times letter
Mar US polyethylene exports on front-line in the War of Words
Trump, China in War of Words on trade YouTube video
Feb The effectiveness and impact of post-2008 UK monetary policy Evidence to UK Treasury Committee Inquiry
Jan 2017 will see further rise in protectionism
What the New Year may hold in store for investors MoneyWeek Round Table
Supply/demand fundamentals set to challenge central banks YouTube video interview
Demographics are critical to economic forecasting Andy Haldane (Chief Economist, Bank of England)
Dec A new strategy for profit
Nov Forget the IMF: global chemicals are your guide to future performance Financial Times
Italy’s referendum is next test for Eurozone stability
Industry needs new strategy to spread benefits of globalisation
Oct Fed’s economic models applied to a past era Financial Times letter
Markets struggle with political risk
Hope is not a strategy YouTube video interview
Hope is not a strategy Chemical industry analysis
Sept What is wrong with a little deflation? Portfolio Adviser podcast
Quantitative Easing could become the next subprime
Shifting population driving economics FT Adviser
You’ve seen the Great Unwinding; get ready for the Great Reckoning Financial Times
Aug Brexit risks for the UK economy EuroMoney interview
Oil price to sink back to $30 a barrel Interactive Investor
Demand – the New Direction for profit Premium magazine
Jul Auto sales and the oil price: the Great Unwinding continues Financial Times
Polymers face challenging times
Adapting to changing global demographics
May Chemical industry is best indicator of EM outlook – and the outlook is not good Financial Times
Apr Saudi Arabia’s Aramco valued at more than $1tn ahead of flotation Daily Telegraph
Saudi Aramco to become holding company Wall Street Journal
Mar Demand – the new direction for profit
Oil price rise unsustainable YouTube video interview
China’s rising exports: less about growth, more about exporting deflation Financial Times
Feb If only the central banks could print babies Financial Timess
China’s lending bubble is being deflated Financial Times
The world’s economy soared last year (or plunged) New York Times
Jan The Great Unwind will continue MoneyWeek Outlook for 2016
Painful return to reality beckons
Expect $25-$30/bbl oil and lower chemical prices in 2016 YouTube interview
Mudou a fase da lua
Dec Xi in Paris: all part of China’s New Normal Financial Times blog post
Oct Investing in oil is a slippery slope Financial Times report
Commodity bubble pops as China model changes
Printed money won’t save us MoneyWeek interview
The wave of immigration is a positive thing MoneyWeek video interview
Sept Chemicals chaos
Europe’s migrant influx threatens Shengen BBC World Business Report interview
Jul Supply chain revolution is on the way Video interview
Jun Europe can win despite age trends
May Business models have to change as BabyBoom dividend ends Video interview
Apr A toxic combination for economic policy
Emerging markets: a Great Unravelling
Mar ‘No country for young men’ Nick Ferrari, LBC, radio interview
Low oil is here to stay
O peso da idade Interview in Portuguese
Oil prices have further to fall YouTube video interview
Feb Oil price collapse brings deflation closer
Jan Winners and losers in the New Normal
How to invest during the Great Unwinding MoneyWeek video interview by Merryn Somerset Webb
MoneyWeek feature article
Oil price collapse and China slowdown create New Normal world YouTube video interview
Dec Oil prices keep bouncing down the stairs A ‘pH Report’ Research Note
A great unwinding
Aging Europe needs the migrants it doesn’t want
Nov Employment Outlook – getting back to work
The Great Unwinding is underway
Saudi Arabia needs much lower oil prices Research Note
Oct Too many unanswered questions on China growth Financial Times
The Great Unwinding of policymaker stimulus is underway Research Note
Time to look forwards, not back
European companies and investors are missing a major growth opportunity video interview
Sept China’s economic transformation
Jul The economic impact of today’s major demographic changes Euromoney video interview
Jun US housing hit by demographic shift
Here today and gone tomorrow? A simple guide to China’s world of trade finance
May Geopolitics and demand
China accelerates reform of its financial sector Research Note
Apr Population aging creates capital repayment risk for government bonds Allianz Project M magazine
US shale gas expansions highlight lack of demand YouTube interview
Mar Will market forces start to play a role in China? Research Note
US boom is a dangerous game
Demographics drive demand, and fertility rates are falling
Feb China bank lending: From $1tn to $10tn and back again Research Note
Jan Plan for a volatile world
Nov Iran talks offer hope
Oct Deal with union prevents closing of Scottish plant New York Times
Last-ditch scramble to save Grangemouth Financial Times front page headline story
Unite union to make last-ditch attempt to save plant and 800 jobs Daily Telegraph
This is the end of constant growth
Ageing populations create new opportunities YouTube interview
Sept The tide is turning on chemical growth
Aug Sinopec’s big picture strategy
A flap of a butterfly’s wings to freeze the UK economy
Fair play at work
Jul Women in the US labour force
Ageing UK population will have lower economic growth
Population Problems Barron’s letter
Oil markets risk rapid repricing as Japan stimulates Research Note
Demography drives business volatility
May Population problems
Apr The impact of the central banks’ stimulus programmes on oil markets Conference presentation
Ageing boomers change demand patterns
Mar Sustaining Growth as the West Arrives at the Demographic Cliff Conference keynote presentation
Feb Risks to growth overshadow ‘false dawn’ on financial markets
The impact of an ageing population on GDP UK Treasury Committee evidence
Jan Global economy faces tough 2013
2013 Outlook – Challenges and Opportunities Video interview
Happy 55th Birthday, Mr and Ms Average BabyBoomer Financial Times
Dec MONEY WEEK video tutorial on the importance of demographics
Growth won’t save us, there won’t be any Money Week
Could 2013 be the year of BabyBoom doom?
CNBC Africa interview on the impact of the New Normal on demand patterns Video interview
Nov Demographics slowdown hits company results
Industry must respond to changing demographics
Oct The cost of growing old frugally Financial Times
US economy: Demographics the ‘silent witness’ RESEARCH NOTE
The global economy: Demographics the ‘silent witness’ RESEARCH NOTE
UK Economy: Demographics the ‘silent witness’ RESEARCH NOTE
Purchasing in a volatile, uncertain, complex and ambiguous world
Central banks make the downturn worse
Major recession ahead warns leading industry consultant
Sept Central banks will make global downturn worse RESEARCH NOTE
The New Retirement (US radio interview podcast)
How the West’s ageing population is already altering stock market returns
Aug An end to constant growth
Jun Auto sector needs new direction
A window on the outlook
May Prepare for a New Normal
Apr A road map for success
Mar New policies needed to restore growth
Chinese want affordability not luxury Financial Times letter
Feb New ways of manufacturing will be vital (video interview)
A changing landscape – issues for manufacturers
Oil price highs mean trouble lies ahead
The products of the future – doing more with less
Jan Welcome to Austeria
Policy makers should learn from their mistakes (video interview)
Nov Time to alter strategy (includes video interview)
BabyBoomers change the markets
Don’t rely on Asia to save the chemical industry (video interview)
The risks to China and India growth
Oct Middle East companies aim to capture emerging markets
The outlook for Q4 and beyond (video interview)
Longer-term strategies needed
Sep ‘When I’m Sixty-Four’ (YouTube video interview)
‘When I’m Sixty-Four’
‘When I’m Sixty-Four’ (YouTube video interview)
Boom, Gloom and the New Normal – Chapter 5
The influence of demographics on future demand Interview
New Normal challenges firms to think differently
The golden age of the boomers is gone – for ever Financial Times letter
Aug The world in 2021 (YouTube video interview)
The world in 2021
Boom, Gloom and the New Normal – Chapter 4
Jul Boom, Gloom and the New Normal – Chapter 3
Oil prices distorted by Wall Street’s computer trading (YouTube video interview)
Oil prices distorted by computer trading
Future great chemical companies need long-term thinking
Jun Chemical demand demographics are changing rapidly (YouTube video interview)
Boom, Gloom and the New Normal – Chapter 2
The financial crisis and the New Normal
China plastic demand slump may crimp Asian naphtha demand
May Global economy entering New Normal (YouTube video interview)
The Challenges of the New Normal
Boom, Gloom and the New Normal – Chapter 1
Welcome to Austeria – 4 risks to chemical company profits
Apr High oil price means chemicals market heading for major downturn (YouTube video interview)
Mar Middle East uprising can impact your chemistry job
Jan Time is Ripe to Plan for Uncertainty
Survive by Planning for Uncertainty YouTube video interview
INSIGHT – Taking Time to Consider Alternative Futures
Budgeting for Uncertainty – the New White Paper
Dec Crude likely to fall on slow economic growth
Petrobras leads project development in Latin America
Nov Benzene buyers need to evaulate sourcing strategies YouTube video interview
Oct NiTech wins ICIS Innovation Award
Recovery is supply-driven YouTube video interview
Changes leave the markets in turmoil
Major changes underway in chemical markets YouTube video interview
Sep Riskiness of bonds may be over-inflated Financial Times article
Aug Dr Ralf Kuhlmann joins IeC
The real bottom line is what we need
Jul View American Chemical Society webinar on the H2 Outlook
US Institute for Supply Management – summary of the mid-year White Paper Update
Jun Petchem upturn may just be temporary respite
Budgeting for a New Normal
A mid-year White Paper Update
Apr Strategies for success in the US petchem and polymer business YouTube Video interview
Be a winner, not a victim
Mar The need for Innovation during the downturn YouTube Video interview
Feb ‘Budgeting for a New Normal’ White Paper (5MB)
Jan Restocking not the same as Recovery
Paul Hodges’s chemical industry outlookYouTube Video interview
Prepare for the great petchem marathon
Recession prompts shift in chemical company strategies
Dec Downturn prompts chemical strategy shift
Nov Bloomberg, ICIS reports on IeC Amsterdam Conference
Strong crude weighs on Asian chemicals demand
Oct New reality for chemicals
Sept How to tell if your company is in financial trouble, or recovering
Reducing energy costs in the water industry
Aug The China question
Jul Chemicals sector struggles in recession
Apr IeC’s Paul Hodges to judge annual ICIS Innovation Awards
Restocking begins but the downturn continues
Mar Low-cost operation key to survival
Radio interview with IeC’s Paul Hodges
Interview summary
Feb Domino effect fears over chemical industry
Coping with oil price volatility
Jan The CEO’s checklist for survival
Nov Financial Times recognises IeC “warned of coming downturn”
European demand to be more robust in downturn
The “crystal blog” foresaw the global financial crisis
Oct Petrochemicals: capacity crunch
Weaker oil prices – a mixed blessing
Sep Credit crunch causes demand destruction (radio interview)
Polymer demand hit by credit crunch, over-capacity
Aug Integration will be key
How significantly will the petchem world change?
Only the strongest will prosper
Jul Capacity grows despite slowdown
A mood swing in aromatics
Jun Chemicals feel the wind of change
Crunch time for non-integrated petchem producers
Apr Building your defenses
Mar Europe chems get jitters due to weak dollar
Feb How to run a business during a recession
Nov Farewell ICI
Chem makers can expect naphtha battle
Oct US credit crisis could spread
Sep A logistical nightmare

Download the eBook

Written by Paul Hodges and John Richardson, it describes how the ageing of the Western Baby Boomers is changing the global economy. Visit our New Normal site to download.