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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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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