| Preface |
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IX | |
| Acknowledgments |
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XIII | |
| Introduction |
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1 | (3) |
| Methodology |
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4 | (7) |
| 1 Global Megatrends by 2050 |
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11 | (130) |
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16 | (13) |
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16 | (2) |
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18 | (7) |
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1.1.2.1 Area and Age Distribution |
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18 | (1) |
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1.1.2.2 Change in Age Distribution |
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18 | (7) |
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25 | (4) |
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27 | (2) |
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29 | (13) |
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1.2.1 Foreign Direct Investment(FDI) |
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40 | (2) |
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42 | (19) |
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1.3.1 Trend - A New International Order |
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43 | (11) |
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1.3.1.1 Sub Trend - the Emergence of the BRIC Economies |
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43 | (3) |
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1.3.1.2 Sub Trend - Corporate Mega Economies - (CME) |
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46 | (4) |
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1.3.1.3 Sub trend - Social Networks |
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50 | (4) |
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1.3.2 Trend - An increasing role of Governments |
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54 | (7) |
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61 | (38) |
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1.4.1 Recent Energy Transitions |
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63 | (6) |
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1.4.2 Key Lessons from Recent Energy Mix Transitions |
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69 | (1) |
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69 | (1) |
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1.4.4 Energy Success Criteria |
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69 | (1) |
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1.4.5 Shocks Are a Valuable Source of Information |
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70 | (1) |
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1.4.6 Transitions Occur in "Life" |
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70 | (1) |
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1.4.7 The Golden Rule - Economics Dictate Energy Transitions |
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70 | (1) |
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1.4.8 Transitions Always Occur, the Question Is When: The Oil Peak |
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71 | (3) |
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1.4.9 The Oil Peak - M. King Hubbert |
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74 | (1) |
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1.4.10 OPEC - Energy projections to 2030 |
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75 | (5) |
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1.4.11 Recent Developments |
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80 | (19) |
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1.4.11.1 Nudear Energy - The Aftermath of Fukushima |
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80 | (5) |
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1.4.11.2 Shale Gas the "Game Changer" - Natural Gas the Energy of the Future |
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85 | (14) |
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99 | (30) |
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1.5.1 Business Case - EU Tire Labeling - CO2 Emissions Reduction in the Tire and Automotive Industry |
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113 | (16) |
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129 | (3) |
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131 | (1) |
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131 | (1) |
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132 | (1) |
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132 | (1) |
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1.7 Accelerators - Information Technology and "Singularity" |
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132 | (7) |
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139 | (2) |
| 2 The World by 2050 |
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141 | (22) |
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2.1 "A Much Larger, Wealthier, Healthier, and Sustainable World" |
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141 | (4) |
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144 | (1) |
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2.2 Status of the World - 2010 |
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145 | (1) |
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146 | (15) |
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146 | (9) |
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2.3.2 Sustainable Scenario |
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155 | (6) |
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Appendix: Roadmaps to a World of 4000 g of CO2 per Capita per Day |
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161 | (2) |
| 3 The Chemical Industry in 2010 |
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163 | (38) |
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3.1 Chemical Industry: Economic Relevance |
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163 | (3) |
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3.2 Chemical Industry: Technological Relevance |
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166 | (2) |
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3.3 Industry Relevance: Profitability |
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168 | (3) |
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3.4 Feedstocks and Energy |
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171 | (2) |
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3.5 Major Sectors and Products of the Chemical Industry |
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173 | (1) |
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3.6 Industry Structure and Companies |
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173 | (11) |
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184 | (2) |
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186 | (8) |
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3.8.1 Recent History of the Chemical Industry Excluding Pharmaceuticals |
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186 | (11) |
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3.8.1.1 1750-1850 Industrial Revolution and Inorganic Chemistry |
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187 | (1) |
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3.8.1.2 1850 Synthetic Dyes from Coal for Textiles, and Chlorine Bleach |
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187 | (1) |
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187 | (1) |
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3.8.1.4 1880 Rayon from Wood Fibers |
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188 | (1) |
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3.8.1.5 1900 Electrolysis of Brine (Chlorine) |
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188 | (1) |
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3.8.1.6 1913 Synthetic Fertilizers |
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189 | (1) |
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3.8.1.7 1910-1920 Steam Cracker (Ethylene, Propylene and Butadiene) |
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190 | (1) |
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3.8.1.8 1920-1930 - Styrene Cracking (Ethyl-benzene and Styrene) Cracking |
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190 | (1) |
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3.8.1.9 Polyamide Nylon (DuPont) |
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190 | (1) |
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3.8.1.10 1930s - Synthetic Rubber |
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190 | (1) |
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3.8.1.11 1950s - Plastics Demand Explodes |
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191 | (3) |
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3.8.1.12 1960s Internationalization |
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194 | (1) |
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3.8.1.13 2010-2050 - The Chemical Industry Leads the Revolution against Climate Change |
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194 | (1) |
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194 | (1) |
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3.10 Summary - Industry Major Features and Upcoming Megatrends |
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195 | (2) |
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3.11 Major Features of the Chemical Industry |
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197 | (3) |
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3.11.1 Summary: Global Major Megatrends |
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199 | (1) |
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200 | (1) |
| 4 Impact Assessment of the Global Megatrends on the Chemical Industry |
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201 | (20) |
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201 | (6) |
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4.2 Megatrends with the Highest Impact into the Chemical Industry (Global & Area Level) |
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207 | (1) |
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4.3 Megatrends with the Highest Impact in the Industry (Area Level) -(Figure 4.4) |
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208 | (2) |
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4.4 Megatrends with the Highest Impact into the Different Features of the Industry |
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210 | (2) |
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4.5 Major Results for the Chemical Industry Globally |
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212 | (2) |
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4.6 Major Results for the Chemical Industry in the ADV Economies |
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214 | (2) |
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4.7 Major Results for the Chemical Industry in the BRIC Economies |
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216 | (2) |
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4.8 Major Results for the Chemical Industry in the REST Economies |
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218 | (3) |
| 5 The Chemical Industry by 2050 |
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221 | (86) |
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221 | (4) |
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5.2 Feature 1: The Relevance of the Chemical Industry |
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225 | (20) |
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226 | (10) |
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5.2.1.1 Chemicals and Pharmaceuticals by 2050 - per Capita Demand in $US |
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229 | (7) |
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5.2.2 Technological Relevance |
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236 | (5) |
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5.2.2.1 The Chemical Industry - Long Term Cycles |
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236 | (5) |
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241 | (4) |
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5.3 Feature 2: Inputs - Feedstocks |
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245 | (11) |
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5.3.1 BAU Scenario for Feedstocks by 2050 |
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247 | (3) |
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5.3.2 Feedstock Simulation II by 2050: "Shale Gas I - Ethane + 20% Globally" |
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250 | (2) |
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5.3.3 Simulation II by 2050: "Shale Gas II - Ethane at Maximum Capacity Globally" - (Unreal) |
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252 | (2) |
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5.3.4 Conclusionand Feedstock Alternatives |
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254 | (2) |
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5.4 Feature 3: Outputs - Products |
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256 | (8) |
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5.4.1 Global Ethylene Market by 2050 - BAU Scenario |
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258 | (6) |
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5.5 Feature 4: Climate Change - Greenhouse Emissions - CO2 Emissions |
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264 | (19) |
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5.5.1 Historical and Future Scenarios on World CO2 Emissions |
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268 | (9) |
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5.5.2 Summary - Global Emission Trading Systems in Operation |
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277 | (6) |
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5.5.2.1 Chemical Industry - Greenhouse Emissions Abatement in 2005 |
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281 | (2) |
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5.6 Feature 5: Industry Structure |
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283 | (11) |
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5.6.1 Markets - Largest World Markets |
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284 | (3) |
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284 | (1) |
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284 | (3) |
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287 | (4) |
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287 | (2) |
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289 | (2) |
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5.6.3 Companies - Changes in Global Sales Rankings and Company Structures |
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291 | (3) |
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5.7 Feature 6: Social Awareness |
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294 | (2) |
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Appendix - Climate Change |
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296 | (11) |
| 6 Conclusion |
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307 | (8) |
| Appendix |
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315 | (4) |
| Index |
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319 | |