
Why it’s time to start worrying about petchems
A spotlight on strange petchem effects That Russian sanctions on the back of the Ukraine war are disrupting commodity markets is old news. We all
Where finance and media intersect with reality.

A spotlight on strange petchem effects That Russian sanctions on the back of the Ukraine war are disrupting commodity markets is old news. We all

The cat’s out of the bag. I’ve been working on a new podcast format, and the FT’s Dan McCrum and Paul Murphy were kind enough

Economics, finance, markets etc… Palantir eyes the NHS. The new energy order. Hungary is applying fuel price controls to foreign registered vehicles. Electricty cuts hit

Thanks to all my subscribers for putting up with sporadic content the past week and a half. Having recently argued that Substack’s model is incredibly

The Stuart Kirk affair Available on Spotify. It’s now the world’s most watched PowerPoint presentation: the pitch by HSBC’s head of responsible investing to a conference

The second of our deep-dives into the noble gas market, this time focusing on market structure issues and the potential for the emergence of a viable spot market.
Snippets of everything that’s happened in the past week on The Blind Spot emailed to your inbox every day.
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