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Asian Chemical Connections

“Steal a little and they throw you in jail…..

Source of picture: rateyourmusic.com …steal a lot and they make you a King,” wrote the great Bob Dylan in A Sweetheart Like You on his great 1980s album, Infidels. This seems appropriatea as we commemorate exactly 12 months to the day since the West’s financial system imploded. Obama is talking tough on new regulations – […]

Be very careful what you wish for…

Source of picture: The Nymex To continue the same theme of earlier this week, I agree with my fellow blogger Paul Hodges when he warns that OPEC’s price target for $75-80/bbl could nip the nascent economic recovery in the bud. As he quite rightly argues, inventory building ahead of further crude rises in 2007-08 occurred […]

The next oil shock and petrochemicals

Apologies for letting this blog slip again, but have been busy trying to make a crust presenting ICIS training courses. And so as a bonus for our army of avid readers, here are my extended thoughts on the above: In the midst of the economic crisis it would be so easy to bury your head […]

Maybe it’s not as bleak as I’ve made out…

Consensus opinion tends to swing firmly in one direction and then the other. For example, in the good old days of 2007 you would have been pretty hard-pressed to find many in the chemicals industry who saw anything but a mildly cyclical downturn. But the widely-held view now – that we are facing five years […]

How long can bear-market rallies last?

The current run-up in equities might go on and on – perhaps even for several years, according to economist Russell Napier. But he warns, in this excellent video interview with FT journalist John Authers, that an extended boom in equities doesn’t necessarily mean the economic fundamentals are sound. For example,the stock market rally after the […]

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