Businesses set for transformation as supply chain chaos combines with Net Zero targets
15th August 2021 by

‘Business as usual’ seems a most unlikely outcome as we look forward over the next 6 months....

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Auto industry provides a model for the transition to Net Zero
25th July 2021 by

Flooding in China and Europe, record temperatures in the USA, wild fires – all these are signs...

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Oil markets enter the endgame as car companies rush to electrify
11th July 2021 by

Almost every day now sees a car company rushing to announce its plans to boost Electric Vehicle (EV)...

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“When all the experts and forecasts agree — something else is going to happen”, Bob Farrell
20th June 2021 by

In January, “everyone knew” that inflation was about to take off, and that the US$ was g...

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Oil markets, OPEC, enter the endgame for the Age of Oil
23rd May 2021 by

2 major events shocked oil markets last week. They marked the start of (a) the endgame for the Age o...

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Biden’s Earth Day Summit puts plastics recycling on the fast track
25th April 2021 by

Plastics has long been the ‘odd one out’ in terms of recycling. Steel, aluminium, glass,...

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Rising US interest rates, US$ and oil prices set to pressure financial markets
7th March 2021 by

Everyone who has ever played the Beer Distribution Game on a training course knows what is happening...

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Weak demand – and the illusion of a return to “normal”
28th February 2021 by

My new interview with Real Vision focuses on the major changes underway in the economy. Our analysis...

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Iran highlights OPEC’s dilemma on output cuts
14th February 2021 by

Saying you “won’t do something” may stop you digging a bigger hole for yourself. B...

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Look for Winners and Losers in 2021
10th January 2021 by

“There are decades where nothing happens; and there are weeks where decades happen”. Lenin’s f...

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