The Oil Price – Some (Mar-16) Observations and Thoughts

In this post I present some selected parameters I monitor which may help understand near term (2-3 years) oil price movements and levels. It has been my understanding for some time that the formulations of fiscal and monetary policies also affects the commodities markets. Changes to total global debt has and will continue to affectContinue reading “The Oil Price – Some (Mar-16) Observations and Thoughts”

The Oil Price and EMEs growth in Credit and Petroleum Consumption since 2000

In this post I present a closer look at the credit growth for 6 Emerging Market Economies (EME) together with the developments in their and the net oil exporters petroleum consumption for the period 2000 to 2014. The 6 EMEs are; Brazil, China, India, Indonesia, Malaysia and Thailand. Where did the lion’s share of growth inContinue reading “The Oil Price and EMEs growth in Credit and Petroleum Consumption since 2000”