Petrochemicals after the Supercycle: Revised scenarios

LET ME AGAIN bang away on the same old drum which I’ve covered with a new skin: The above slide is an updated version of the slide I first published late last year. Note that there is a new scenario added to the original two, A Bi-polar World. Also note that I have this time included percentage weightings of my views on the likelihoods of the scenarios.

I could be wrong, of course. I might have given the wrong weightings to each of the scenarios, or more simply have chosen the wrong scenarios entirely.