“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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US chemical companies face ‘wake-up call’ as Biden focuses on the Climate Change agenda
13th December 2020 by

I worked for many years at a world-leading chemical company, ICI. But sadly, it lost its way as seni...

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OPEC set to lose out as Biden, EU and China focus on Climate Change opportunities
6th December 2020 by

OPEC used to dominate global oil markets. In the early 1980s, there was even talk of another OPEC ca...

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Welcome to the New Normal – a look ahead to 2030
1st November 2020 by

10 years ago, I took a look ahead at what we could expect in the next decade, as discussed last week...

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