The blog in 2015
30th December 2015 by

2015 was the year when companies and markets began to feel the impact of the Great Unwinding of stim...

Chart of the Year – Oil prices return to natural gas linkage
28th December 2015 by

Last year’s ‘Chart of the Year’ was headlined “China’s auto sales bubb...

US, Iran to sell oil in January as Libya ramps up volumes
24th December 2015 by

Both the US and Iran are likely to be moving oil into world markets early in the New Year. The lifti...

$25/bbl oil – probably now only a question of “when”, not “if”
21st December 2015 by

Oil prices are just $1 or so away from falling back into the $10 – $35/bbl range that has domi...

Brazil – still ‘The country of tomorrow?’
18th December 2015 by

I am just back from Sao Paulo, Brazil, where I was giving a keynote presentation alongside Brazil...

The unseen costs of a Dow-DuPont merger
16th December 2015 by

The unseen costs of the proposed Dow-DuPont merger are certain to be much larger than those we can c...

5 questions for the Dow-DuPont merger
14th December 2015 by

All the evidence suggests that most mergers fail to deliver the promised value.  So those who propo...

Plastics lose market share to lightweight steel in US sutos
11th December 2015 by

Plastics consumption in US autos is going down, not up.  Steelmakers and glass manufacturers have r...

Xi in Paris: all part of China’s New Normal
9th December 2015 by

President Xi’s presence at the Climate Change conference highlights the far-reaching changes s...

ECB President has New York temper tantrum as Board blocks major new stimulus
7th December 2015 by

“There is no doubt that if we had to intensify the use of our instruments to ensure we achieve our...

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