Javier Blas
The Hormuz blockade is as much about China as Iran
Washington hopes that Beijing will convince Iran to soften its demands, but the latter may choose to wait and see
White House is using the wrong oil price for Iran war
What matters for the US economy is not the price of WTI, but the cost of refined petrol products
My Christmas Iberico ham scare is an omen
We fear something like another Covid-19 outbreak, but probably the next disease to hit the global economy will not infect humans
Big Oil will miss the financial discipline imposed by ESG
After a long silence, big asset managers are again talking about their fossil-fuel funds
Rice can feed the world – even with fewer farmers
The world’s most important crop for food security is reaching its lowest price in 18 years
Winter is coming for oil – and not in a positive way
Shifting seasonality means global demand will be lower in the fourth quarter than the third
What sanctions? Iranian oil industry is booming
Historically, Washington often shows that keeping prices of the commodity low is the priority
The oil market has a bigger problem than a slowing China – India
Demand in the world’s most populous country isn’t growing fast enough
The black market for oil will continue to thrive
The business is so lucrative that everyone involved is motivated to find alternative routes, tricks and ploys to keep the wheels turning
Don’t fall for the hype about China’s critical-minerals controls
READING some of the commentary about looming shortages, one would think America is doomed after China imposed export controls on five so-called critical minerals this month. Ignore the hype – the US w...
