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, ...

Read
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...

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
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
Chart of the Year: US$, 10-year US interest rates begin to rise
21st December 2016 by

Last year it was the oil price fall.  This year, there is no doubt that the US dollar has taken cen...

Read
Futures markets, US shale, the big winners from OPEC meeting
7th December 2016 by

There were only two winners from the past 3 months of OPEC’s “Will they?, Won’t th...

Read
ExxonMobil, Saudi Arabia, differ on oil outlook – or do they?
26th October 2016 by

If asked about the outlook for prices, oil company CEOs normally duck the question.  And they certa...

Read
Oil heads back to $30/bbl and probably lower
25th July 2016 by

There was never any fundamental reason why oil prices should have doubled between January and June t...

Read
Jump to page: