Chemicals and the Economy

Paul Hodges

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...

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. ...

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...

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 $...

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...

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. ...

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...

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...

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...

India’s currency reforms hitting ordinary people, the economy and auto/oil demand
16th December 2016 by

It is now just over a month since India introduced the biggest currency reform the world has ever se...

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