9 articles
Paul Hodges warns in a blog post that chemical and diesel markets face rising prices and potential shortages due to inflationary impacts from the Iran and Ukraine conflicts.
Paul Hodges' analysis highlights that 25% of global oil supplies are disrupted by the Gulf and Ukraine wars, driving Brent crude back to $100 per barrel.
Paul Hodges' ICIS blog warns that Hormuz conflicts and Russia's fuel crisis are tightening global energy supplies, posing significant risks to fuel and gas markets.
Paul Hodges of New Normal Consulting warns of major upside risks for oil and product pricing in H2 due to declining inventories, though the analysis is presented as an opinion piece.
Paul Hodges analyzes how the Ras Laffan explosion and Iranian attacks signal rising restart risks for Hormuz plants and potential energy crises impacting the chemicals sector.
Paul Hodges' blog post warns that US oil reserves have fallen to a 4-week supply level, highlighting the urgent need for major shipments to restart before storage facilities reach capacity.
Consultant Paul Hodges warns that potential Strait of Hormuz closure leaves oil inventories at critical lows requiring years to rebuild, posing risks to global oil reserves and food supplies.
Paul Hodges warns in an ICIS blog post that the ongoing closure of the Strait of Hormuz threatens to disrupt major global chemical supply chains.
In a blog post for Chemicals & The Economy, Paul Hodges notes that hopes for an early reopening of the Strait of Hormuz are fading amid ongoing talks.
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