Could the oil price triangle be close to cracking?
17th July 2014 by

As discussed yesterday, energy markets are now going through major change.  Many of the investment ...

Oil consumption growth has slowed as prices have stayed high
16th July 2014 by

As promised yesterday, the blog looks today at the impact of today’s high prices on oil consu...

Oil price costs remain close to 5% of global GDP
15th July 2014 by

Oil markets have been driven by speculative excess since 2009.  None of the factors that were suppo...

ExxonMobil Antwerp to spend $1bn boosting diesel capacity
14th July 2014 by

When the world changes, companies either change with it or go out of business.  The market for stag...

55 plus – a new market
11th July 2014 by

The blog’s analysis about the inevitability of slowing demand and deflation was warmly receiv...

The €2bn WiFi company that wasn’t
10th July 2014 by

Blog readers often travel a lot.  And they certainly use WiFi.  So here’s a question: Q.  D...

America’s New Old 55 plus are now 38% of consumer spending
9th July 2014 by

Maybe the concept that spending is related to age and income is just too simple for policy makers to...

Do you know where your polyethylene is in China?
8th July 2014 by

In the late 1970s and early 1980s, New York Mayor Ed Koch fronted a series of public service TV comm...

Will 2014 be a repeat of 2008, but worse?
7th July 2014 by

Will 2014 turn out to be a repeat of 2008 for the US economy? 6 years ago, after all, not a single ...

EU cracker operating rates remain near record lows
4th July 2014 by

An ageing population and record annual levels of oil prices create massive headwinds for Europe̵...

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