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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Oil markets hold their ‘flag shape’ for the moment, as recession risks mount
17th November 2019 by

Oil markets can’t quite make up their mind as to what they want to do, as the chart confirms. ...

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The End of “Business as Usual”
21st April 2019 by

In my interview for Real Vision earlier this month, (where the world’s most successful invest...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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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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