The end of China’s real estate bubble will impact global supply chains, exports and growth
26th September 2021 by

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly....

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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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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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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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Supply chains set to transform as companies start to reshore
9th May 2021 by

Major new opportunities are starting to appear in today’s New Normal world, as I describe in a...

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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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Oil markets hit perfect storm as coronavirus cuts demand
1st March 2020 by

Former Saudi Oil Minister Sheikh Yamani’s warning in 2000 looks increasingly prophetic today: ...

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