Chemicals and the Economy

Paul Hodges

US oil inventories hit record high as supply increases
30th April 2014 by

Imagine that 5 years ago, you had been asked by your Board to forecast future oil prices.  And supp...

Read
Ethylene prices have 96% correlation to oil prices
20th March 2014 by

Companies are about to review their Q1 performance, and re-forecast profit and revenue for the rest ...

Read
Aluminium shortage “temporary and artificial” says world’s largest buyer
30th January 2014 by

When was the last time you told your customers that they would have to wait 570 days for delivery of...

Read
“The policy Kings/Queens have no clothes”
7th January 2014 by

There seems almost no need to publish a forecast for 2014.  Policymakers have toured the TV studios...

Read
Demand now the key driver for future US petchem profitability
19th December 2013 by

Will the US be able to sell all its planned new petchem volumes?  That is the 3rd topic in the blo...

Read
US shale revolution puts squeeze on European chemicals groups
12th December 2013 by

The Financial Times has carried an excellent analysis this week of the key shale gas issues facing ...

Read
US polyethylene and PVC exporters focus on margin, not volume
2nd December 2013 by

2013 has seen 3 types of markets develop for the blog’s IeC Downturn Monitor portfolio as the...

Read
Iran talks offer hope on oil prices
26th November 2013 by

Iran has been at the centre of all the major oil market price spikes in the past few decades: Toda...

Read
Benzene markets suggest BabyBoomer growth will not reappear
20th November 2013 by

Benzene has always been one of the blog’s favourite leading indicators for the global economy....

Read
High-frequency trading continues to take markets higher
16th October 2013 by

The blog was very pleased to see the Nobel Prize awarded jointly to Robert Shiller, whose words of w...

Read
Jump to page: