4.5 million tonnes of new US polyethylene exports on front-line as War of Words hits US-China trade
30th March 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months. We’ve neve...

Trump’s $1tn infrastructure plan likely dead as focus moves to tax
27th March 2017 by

President Trump’s defeat on healthcare makes it very unlikely that he will be able to push thr...

Oil prices could halve as the speculative bubble starts to burst
23rd March 2017 by

The past few weeks have been a nightmare for the many hedge funds who gambled on higher oil prices. ...

Trump’s healthcare focus risks postponement of tax reform and the infrastructure boost
20th March 2017 by

President Trump ran for office on the basis that he would “drain the swamp” in Washingto...

London housing market hit by Brexit, China’s capital controls
6th March 2017 by

London’s housing market was always going to have a difficult 2017. As I noted 2 years ago, dev...

America hits “peak gasoline” moment as demand patterns change
2nd March 2017 by

OPEC has a long wait ahead, if it hopes that US drivers will ever go back to SuperCycle levels of dr...