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 ...

Read
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...

Read
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. ...

Read
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...

Read
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 $...

Read
Oil market rebalancing myth looks close to its sell-by date
24th April 2017 by

The myth of oil market rebalancing has been a great money-maker for financial markets.  Hedge funds...

Read
Oil prices could halve as the speculative bubble starts to burst
23rd March 2017 by

The past few weeks have been a nightmare for the many hedge funds who gambled on higher oil prices. ...

Read
America hits “peak gasoline” moment as demand patterns change
2nd March 2017 by

OPEC has a long wait ahead, if it hopes that US drivers will ever go back to SuperCycle levels of dr...

Read
Speculators’ tail wags oil market dog as paper trading dominates
2nd February 2017 by

Trading oil markets used to be hard work. You had to talk to all the major players all the time (not...

Read
Trump and dollar strength will accelerate the Great Reckoning
12th January 2017 by

Corporate debt in the Emerging Markets highlights the impact of the Great Reckoning, with the US dol...

Read
Jump to page: