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Triangle27April

Saudi Arabia’s “Vision 2030″: What It Means

 

Demand: The New Direction for Profit

 

By John Richardson

SAUDI ARABIA’S “Vision 2030”, which was released on Monday, underlines what has been clear from government statements for a long while – that the Kingdom knows it has to …

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The Doha Oil Meeting: Were You Ahead Of The Curve?

By John Richardson

IT WAS tremendous whilst it lasted for the hedge funds and will have enabled them to make a lot of money – the ones who, of course, had the good sense to switch from long to short …

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Saudi Arabia, Refining And The Battle for Crude Market Share

By John Richardson

SAUDI ARABIA is determined to win its battle for greater market share of the global oil market, and at the same add value downstream to its hydrocarbon reserves. This is the consistent message I have picked over …

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Oil Prices 80% Likely Not To Return To Previous Levels

By John Richardson

In yesterday’s world the ongoing geopolitical tensions between Saudi Arabia and Iran would have resulted in a sustained rally in oil prices. But this rally lasted barely couple of days as a result of persistently high US …

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Oil Prices: How To Avoid “Rear-View Mirror” Thinking

By John Richardson

EARLIER this year I said that crude prices in the region of $30 a barrel were perfectly possible. Now, rather belatedly I feel, Goldman Sachs and other some other analysts are waking up to this possibility, with …

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US “Swimming In Ethylene” As Global Polyethylene Problems Build

If you are interested in my take on Asian polyethylene (PE) and polypropylene (PP) prices and margins going forward 12 months, then contact me at this email address – john.richardson@icis.com. I will then provide you with details on how to …

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Saudi Arabia: It Has Never Been About Beating US Shale Oil

By John Richardson

THE CONVENTIONAL view is that Saudi Arabia has launched its market-share campaign in oil markets in order to pretty much get rid of the US shale-oil industry.

By so doing, it would secure its long-term economic future …

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Global Polyethylene: The Bubble Continues To Burst

By John Richardson

THERE are further reasons to believe that the bubble continues to burst for much of the global polyethylene (PE) industry, after what has been a misleadingly strong first half of the year.

US ethylene capacity and production …

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Asian Polypropylene: The Recent Past And Immediate Future

If you are interested in my take on Asian polyethylene (PE) and polypropylene (PP) prices and margins going forward 12 months, then contact me at this email address – john.richardson@icis.com. I can then provide you with details on how to …

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Asia Polyethylene: Explaining The Past And Future

By John Richardson

TAKE a look at the above chart and ask yourself this question, “Why is it that the spreads between high-density polyethylene (HDPE) injection grade and naphtha have been so good so far this year?”

The same has …

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