Tag Archives | oil prices

Why US Natural Gas Will Stay Very Cheap

By John Richardson

CONVENTIONAL thinking about US natural gas prices is that they will start to edge up over the next few years.

Reasons include major shale gas investment cutbacks resulting from the recent collapse in US natural gas pricing.…

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US Shale Oil Was Never Going To Stand Still

By John Richardson

TECHNOLOGY doesn’t stand still. That’s the whole point about technology as any oil, gas or chemicals engineer will tell you.

The above chart is a fantastic example of this. It shows how the efficiency of US oil …

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Oil Price Recovery: Please Remember 2015

By John Richardson

EVEN if oil prices should go down right now, based on supply and demand fundamentals, the financial players will not let that happen.

This is the view of several analysts who point to the closure of numerous …

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Demand: The New Direction for Profit

By John Richardson

WE were right about China’s change of economic direction, which we identified in November 2013. We were then right about the collapse in oil prices from August 2014 onwards. And we also made the right call when …

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Oil Prices: The Denial Persists

 

By John Richardson

THERE is a tentative and rather fragile belief out there that oil prices have on this occasion finally bottomed in the mid-$35/bbl range.

This is partly based on the production freeze announced by Saudi Arabia and …

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Manage Demand And Keep Control Of Your Business

By John Richardson

CHEMICALS companies don’t always disappear when things turn bad. Ownership can instead just change hands.

Reasons for this include the fact that private investors are of course always seeking to make money from any crisis. Why not …

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Investors Mislead US On Oil Versus Natural Gas

By John Richardson

DID you raise the right concerns during board meetings before the end of great oil-price bull run? If you didn’t, this is not intended as a criticism because it would quite likely have been career suicide to …

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Demographics And Economics: We Haven’t Even Had The Debate

By John Richardson

JAPAN has seen two decades of deflation and rising debts. Everyone should now recognise that Abenomics have failed to resolve this crisis. Abenomics were always going to fail because you cannot print babies.

What a pity that …

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The Risks Ahead For Polyethylene

By John Richardson

TOO many people will look at the chart on the left and think, “Crisis? What crisis?” But glance to the right for what it is like in another petrochemicals value chain. What is happening on the right …

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Anchors Aweigh: $26 Oil As Your New Starting Point

By John Richardson

IF not these six months then it will be the second half of this year and if not H2 then definitely, without a doubt, sometime in 2017.

So goes the constantly shifting thinking of some oil, gas …

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