Chemicals and the Economy

Plastics recycling paradigm shift will create Winners and Losers
17th June 2018 by

My new analysis for iCIS Chemical Business highlights the paradigm shift now underway in the plasti...

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Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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Chemicals flag rising risk of synchronised global slowdown
29th April 2018 by

Chemicals are easily the best leading indicator for the global economy.  And if the global economy ...

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Economy faces slowdown as oil/commodity prices slide
12th February 2018 by

Oil and commodity markets long ago lost contact with the real world of supply and demand. Instead, t...

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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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Oil market supply/demand finally begins to matter again as commodity funds withdraw
11th September 2017 by

Its been a long time since oil market supply/demand was based on physical barrels rather than financ...

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Plastics demand is peaking as circular economy arrives
24th July 2017 by

The Stone Age didn’t end because we ran out of stones.  Similarly, coal is being left in the ...

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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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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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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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