Chemicals and the Economy

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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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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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...

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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...

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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 $...

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Auto sales and the oil price: the Great Unwinding continues
20th July 2016 by

Serious questions need to be asked about the likely level of future demand growth for oil and auto s...

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Oil prices remain at pre-2005 levels as inventories rise
22nd February 2016 by

Its mid-winter in Russia, and the snow is deep in some parts of Moscow.  Meanwhile in Venezuela the...

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Auto sales slump in Japan, Brazil and Russia as China slows
17th February 2016 by

China’s slowdown is continuing to reverberate around the world.  One way of measuring this is...

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H1 auto sales fall 2% in Top 7 markets, as BRIJ sales drop 15%
22nd July 2015 by

Hi data for auto sales in world’s top 7 markets is confirming my suggestion last October that ...

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Brazilian, Russian, Japanese auto markets continue to struggle
27th May 2015 by

Bill White’s important critique of the policies being followed by his former central bank coll...

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