Chemicals and the Economy

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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Half of India’s youth prioritise religion over science, and believe women should always listen to their husbands
20th April 2017 by

Mention India to many CEOs and investors, and they will smile broadly at the thought of its “d...

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Recession the base case scenario for 2017
9th January 2017 by

It is hard to be optimistic about the outlook for 2017. The good news is that policymakers are fina...

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The blog in 2016
30th December 2016 by

2016 saw the Great Reckoning for the failure of stimulus policies begin to impact companies and mark...

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Chart of the Year: US$, 10-year US interest rates begin to rise
21st December 2016 by

Last year it was the oil price fall.  This year, there is no doubt that the US dollar has taken cen...

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India’s currency reforms hitting ordinary people, the economy and auto/oil demand
16th December 2016 by

It is now just over a month since India introduced the biggest currency reform the world has ever se...

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India’s car market plateaus as motorbike sales dominate
25th May 2016 by

Motorbikes continue to dominate India’s motor vehicle market, as the chart above shows based ...

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Auto sales slump in Japan, Brazil and Russia as China slows
17th February 2016 by

China’s slowdown is continuing to reverberate around the world.  One way of measuring this is...

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H1 auto sales fall 2% in Top 7 markets, as BRIJ sales drop 15%
22nd July 2015 by

Hi data for auto sales in world’s top 7 markets is confirming my suggestion last October that ...

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