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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Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

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

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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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“Exponentially rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways”
3rd July 2017 by

Companies and investors have some big decisions ahead of them as we start the second half of the yea...

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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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Metastable markets at risk from impact of US, UK political stalemate
12th June 2017 by

We are living in very uncertain times, where the only certainty is that there is no “business ...

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Sinopec’s results confirm China’s focus on employment and self-sufficiency, not profit
1st June 2017 by

China’s strategies for oil, refining and petrochemical production are very different from thos...

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Oil prices under pressure as US oil/product exports ramp up
18th May 2017 by

On Monday, I discussed how OPEC abandoned Saudi Oil Minister Naimi’s market share strategy dur...

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US Permian’s shale oil surge highlights OPEC’s failed strategy
15th May 2017 by

OPEC and Russia made a massive mistake last November when when they decided to try and establish a $...

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Oil market rebalancing myth looks close to its sell-by date
24th April 2017 by

The myth of oil market rebalancing has been a great money-maker for financial markets.  Hedge funds...

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