Chemicals and the Economy

Oil market weakness suggests recession now more likely than Middle East war
11th August 2019 by

Oil markets remain poised between fear of recession and fear of a US attack on Iran. But gradually i...

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Recession risk rises as Iran tensions and US-China trade war build
26th May 2019 by

Oil markets are once again uneasily balanced between two completely different outcomes – and o...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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Saudi oil policy risks creating perfect storm for Aramco flotation
15th April 2018 by

Good business strategies generally create good investments over the longer term. And so Aramco need...

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Economy faces slowdown as oil/commodity prices slide
12th February 2018 by

Oil and commodity markets long ago lost contact with the real world of supply and demand. Instead, t...

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Saudi Arabia’s ‘Vision 2030’ is looking a lot less clear
30th October 2017 by

Saudi Arabia’s U-turn to revive oil output quotas is not working and fails to address the chan...

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Oil market supply/demand finally begins to matter again as commodity funds withdraw
11th September 2017 by

Its been a long time since oil market supply/demand was based on physical barrels rather than financ...

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Oil heads back below $30/bbl as hedge funds give up on OPEC
10th July 2017 by

“Those who cannot remember the past are condemned to repeat it“. George Santayana 9 mont...

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Oil price weakness will unmask reflation and recovery myth
15th June 2017 by

Oil markets have been at the centre of the recent myth that economic recovery was finally underway. ...

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