Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

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Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020 by

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would ...

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The Top 5 pandemic paradigm shifts
28th June 2020 by

The Covid-19 pandemic has accelerated the fundamental changes which were already underway in global ...

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Oil prices start to reconnect with coal and gas
21st June 2020 by

Oil prices are finally starting to reconnect with other fossil fuel prices, as the chart shows.  It...

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China’s lockdown makes global debt crisis now almost certain
23rd February 2020 by

Beijing has a population of 21.5 million, but you wouldn’t know it from this BBC video from la...

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Polyethylene’s crisis will create Winners and Losers
8th December 2019 by

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I h...

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Oil markets hold their ‘flag shape’ for the moment, as recession risks mount
17th November 2019 by

Oil markets can’t quite make up their mind as to what they want to do, as the chart confirms. ...

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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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