Mr. Paul Hodges

Member of the Industrial Council

Council Member Biography

Paul Hodges is Chairman of International eChem, an independent consultancy firm providing analysis of chemical and petrochemical markets for major companies and international investors. His aim is to help them better understand and manage commercial and financial risks, particularly those created by today's more volatile oil and financial markets. Mr. Hodges has considerable global experience, having worked in North America, Europe, Asia, and the Middle East. His client list includes major chemical companies, as well as leading investment banks and hedge funds. Additionally, Mr. Hodges is non-executive Chairman of NiTech Solutions, a fast growing technology spin-out from Heriot Watt University, Scotland. Prior, he spent 17 years as Commercial Director within Imperial Chemical Industries Plc, a leading chemical manufacturer. (This is me - Update Profile)

Employment History

1995 - Unspecified: Chairman, International eChem
1978 - 1995: Commercial Director, IMPERIAL CHEMICAL INDUSTRIES LTD

GLG News^SM Analyses by Paul Hodges

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Boom, Gloom and the New Normal

August 13, 2011

Analysis of:This Time, Maybe the U.S. Is Japan | online.wsj.com

The USA and other Western nations are following the path of Japan's economy post-1990 and the ending of its housing/stock market boom. Our detailed new analysis, Boom, Gloom and the New Normal - how the Western BabyBoomers are Changing Global Demand Patterns, Again shows why. It argues, contrary to conventional economic opinion, that demand is falling in the West due to the ageing of the BabyBoomers. 29% of the Western population is now 55+, and older people spend less, and save more.

Q2 Chemicals Results raise Concerns about the Outlook

August 5, 2011

History shows that a sustained rise of oil prices to current levels has always led to a recession.Chemical company results for Q2 do nothing to suggest that 'this time is different'.

European Petchem Cracker Margins at 'Top of Cycle Levels' on Supply-Side Issues

July 27, 2011

European petchem cracker margins are at top of cycle levels. But they have been driven by a series of positive impacts on the supply side, not by strong European demand. This makes the outlook more unstable than most investors may realise.

Sinopec's Petrochemical Business 1998 - 2010

July 13, 2011

Chinese company Sinopec will be the world’s largest ethylene producer by 2014. Our new report (available via GLG Research), based on in-depth analysis of its historical performance, demonstrates that its key role is instead to maximise domestic employment by being a reliable supplier of raw materials to manufacturers down the value chain. It is essential reading for anyone wishing to understand how ‘the China factor’ will impact Asian and global petrochemical markets over the next few years.

Western BabyBoomers are Changing Chemical Demand Patterns, Again

June 29, 2011

Economists and demographers have failed to talk to each other over the past 20 years. If they had, we would all understand why global growth has recently been slowing. My new eBook, Boom, Gloom and the New Normal – How Western BabyBoomers are Changing Chemical Demand Patterns, Again will help investors make up for lost time.

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GLG Study Groups with Paul Hodges(?)

Study Group Name	No. Members
Adhesive and Sealant Experts	611
Specialty Chemical Experts	390
Chemical Industry Consultants (EU)	303
Chemical Industry Experts in GLG Member Programs (EU)	222
Titanium Dioxide Experts	171