Category: Price, Inflation, Shortages.& Tariffs
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The Strait of Hormuz Blockade and American Strategic Interests
The recurring instability in the Strait of Hormuz often appears to harm global markets, but it can also create strategic advantages for the United States. As one of the world’s most important oil chokepoints, any tension in the region immediately raises energy prices, increases uncertainty, and reminds allies of the importance of maritime security. In…
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BASF to increase prices for additives in plastic applications
Source BASF to further increase prices for additives in plastic applications
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Biden’s stake in the Russian Ukraine conflict (Video Doc)
Watch View this post on Instagram A post shared by Kapitol.ai (@kapitolai) Personal Remarks Some politicians from the old guard, such as Joe Biden, seemed comfortable returning to a Cold War–style geopolitical framework. For them, it was familiar territory — almost a kind of comfort zone. It also shifted attention away from difficult domestic issues,…
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European Commission Releases Videos to Prepare for Energy Crisis
The European Commission has released several videos to help EU citizens prepare for the upcoming energy crisis.
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EU politicians have no brains according to Putin (Video)
Putin is right on this one. Europe has no shortage of politicians, yet we still seem to take every possible wrong turn. From a geopolitical and geostrategic perspective, the consequences have been disastrous for Europe.
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Greta Thunberg asks to stop oil embargo on Cuba
In March 2026, Greta Thunberg publicly demanded that the United States end its oil blockade and economic embargo on Cuba. She characterized the U.S. policy as a “brutal act of collective punishment” and “sanctions on steroids” that is depriving the Cuban people of basic survival needs. Source Google AI mode Watch Personal Remarks The world of…
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TotalEnergies CEO causes oil market crash
Watch the clip Satirical Note Relax, it’s a joke. In the middle of the ongoing energy crisis — fueled by geopolitical tensions, wars, sanctions, and the general sense that the global oil market runs on caffeine and panic — the financial world briefly believed it had just received the mother of all insider signals. The…
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BlackRock CEO warns of global recession if oil price hits $150
Personal Remarks A spike to $300 per barrel would trigger an immediate and total collapse of the EU. Europe is in a downward spiral, and Germany bears a fair share of the blame. Ursula von der Leyen’s aggressive push for the Green Deal, her crusade to cut off Russian gas, and her inability to connect…
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Shell CEO: Energy shortage to hit EU in April
Personal Remarks EU citizens are about to foot the bill for the bloc’s ‘masterclass’ in geopolitics. Source Energy shortages in Europe could hit by next month, warns Shell CEO
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Has the largest US oil refinery been sabotaged?
Personal Remarks What a bloody coincidence? Meanwhile, EU “care bear” politicians are busy meeting, consulting, drafting regulations, raising taxes, and giving interviews… Wait—hold on. Ursula is on TV making another speech… who cares? Honestly, nobody’s watching. I’ve often wondered how the Roman Empire actually collapsed. Maybe the answer is simple: the politicians were looking somewhere…
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Ukraine bombs oil and gas infrastructure supplying Europe
The port of Primorsk is Russia’s largest oil export terminal on the Baltic Sea, acting as the endpoint for the Baltic Pipeline System (BPS), which transports oil from West Siberia and northern Russia, as of March 2026. Due to recent drone attacks, export operations were suspended in March 2026, creating significant shipping bottlenecks for crude…
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Von der Leyen unveils ultimate solution to energy crisis
The Commission president floated a €30 billion “ETS investment booster” to help industry decarbonize. Personal remarks If you still haven’t realized Ursula is pulling a fast one on us… you must be the brightest bulb in a blackout. Source Von der Leyen promises ETS tweaks in ‘days’
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Energy Countdown has started for Belgium
Damage to a major gas production facility could take five years to repair, QatarEnergy’s CEO told Reuters. Europe’s insistence that it doesn’t face an energy supply crisis took a blow Thursday when Qatar warned it would have to scrap contracts with Italy and Belgium following a massive Iranian attack. Personal Remarks Satirical Game Scenario: “Poker…
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Greenland given to Trump if oil prices rises
Let’s play a completely hypothetical (and definitely not alarming) game: what would it take for Europe to hand over Greenland to Donald Trump—for free? Simple. All we need is oil to hit $350 per barrel and stay there for six straight months. At that point, European leaders might not just reconsider energy policy—they might start…
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Oil may reach 200$ /Barrel
Source Could oil hit $200 a barrel? Analysts no longer think it is far-fetched
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Japan selects US as primary oil and energy supplier
Japan recently solidified its energy security by signing $56 billion in deals with the U.S. for oil, gas, and LNG. Finalized at the Asia-Pacific Energy Security Forum on March 14, 2026, the agreement marks a strategic shift under Prime Minister Sanae Takaichi to reduce import risks and strengthen the U.S.-Japan economic alliance amidst global instability. Japan took a strategic decision: I have…
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Day One as Energy Advisor to the US Government
This is satire. Relax. It’s the sequel to this article: Day One as Energy Advisor to the European Commission Imagine that the US Government, hires me as their special advisor on energy policy because … they hire the best 😉 Day 1 — Hour 1 — Minute 1 Mr. Trump, The Europeans have shown you very…
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Oman Oil storage destroyed by drones (Videos)
A wave of drone strikes struck oil storage tanks at the Port of Salalah in southern Oman on Wednesday, setting several fuel tanks on fire and forcing a suspension of port activities.
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Energy Secretary Addresses US–Venezuelan Oil Relationship
I appreciate the transparency of U.S. policy. They don’t wrap it in moralistic rhetoric or claims of superiority like we often hear from the EU. With the current US policies, what you see is what you get. Watch View this post on Instagram A post shared by VICE News (@vicenews)
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Day One as Energy Advisor to the European Commission
This is satire. Relax. Imagine that the European Commission, in a moment of pure desperation during the current geopolitical energy fiasco, decides to hire me as their special advisor on energy policy. No committees.No task forces.No 600-page impact assessments. Just me. Naturally, I take my responsibilities very seriously. Day 1 — Hour 1 — Minute…
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Russia – EU Gas supply becomes a game of poker
I monitor all news related to the war in Iran that could affect oil prices.
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Terrorist attack targeting US Embassy in Oslo
I monitor all news related to the war in Iran that could affect oil prices.
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Qatar warns that oil prices could double to over $150 a barrel
Qatar’s energy minister, Saad al-Kaabi, warned that oil prices could double to over $150 a barrel, threatening global economies. He said the Middle East conflict could trigger a new energy crisis.
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Iraq (Basra) oil infrastructure destroyed (Video)
Watch View this post on Instagram A post shared by Danyal Alam (@global_military_forum)
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Goldman Sachs Analysis of Oil Market Impact from Iran Conflict
Oil jumped following US and Israeli strikes in Iran. Brent oil, the international benchmark, rose to $88 on Thursday, up from $61 at the end of last year. The impact of rising oil prices on the US economy will depend on the extent of transportation disruptions through the Strait of Hormuz, according to Goldman Sachs…
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France is first EU country to be hit by fuel shortage
Watch View this post on Instagram A post shared by @_fthis_jobmarket
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WTO ruling on EU tariffs shows pattern of discrimination against Indonesian palm
https://www.indonesiapalmoilfacts.com/gapki-wto-ruling-on-eu-tariffs-shows-pattern-of-discrimination-against-indonesian-palm
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Tariffs deal leads to Anti-Americanism, but where does it come from?
Europeans believe that they’re the butt of the joke regarding the latest EU-US tariff deal. Ursula von der Leyen betrayed the Europeans. She accepted a 15% tariff on EU goods with no countermeasure on US goods. She promised to invest € 600 billions in the US …. however, she doesn’t have the mandate to do…
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BASF cuts annual targets after earnings decline
Read https://www.handelsblatt.com/unternehmen/industrie/chemieindustrie-basf-kappt-nach-ergebnisrueckgang-jahresziele/100141093.html
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Soaring oil prices may accelerate global green energy transition
Read https://www.eco-business.com/news/soaring-oil-prices-may-accelerate-global-green-energy-transition
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Tariffs delay AgroRenew production plant project (FREE)
Read Tariffs delay AgroRenew production plant project, says CEO
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Crude oil prices analysis 1960-2024 (FREE)
A few reflections on the impact of crude role prices on society. This is a FREE article.
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Asian recycling market is turning sour
Recycled plastic at virgin prices? Asian recyclers say market volatility making it hard to meet brands’ demands
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Pakistan’s Corn Exports at Record Level
Corn exports in 2023/24 are forecast to reach 1.5 million tons. The good harvest and decrease in poultry feed demand resulted in a large exportable surplus at competitive prices. Vietnam, Malaysia, and Sri Lanka are the top destinations. Feed consumption in 2023/24 is reduced from 7.7 to 6.6 million tons.
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Palm Oil prices to increase due to biodiesel
Palm oil sees global recovery in 2024 on biodiesel demand, stagnant supplies
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Petrochemical overproduction makes new plastic cheaper than recycled
Surge in manufacturing in China and US leads to oversupply of products such as polyethylene
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EU Consumers Save on Food and Buy Less Organic in 2022
The COVID-19 pandemic boosted organic food sales in the EU, enabling it to overtake the U.S. market in 2021 — Inflation has probably a similar impact on “sustainability” than it has on so-called healthier organic food.
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Cut Plastic Production to Reduce Dependency on Russia
New report reveals the urgency to cut plastic production to reduce the European Union’s dependence on fossil fuels and Russian oil and gas
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High Energy Costs Affect EU Plastics Converters
Several European Plastics Converters are at risk due to the high Energy prices.
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Goldman Sachs on Food, Fuel and the Cost of Living Crisis
An in-depth podcast focusing on the global food and energy crises, analysis on why it might be time for investment playbooks to change — When there’s a quick buck to be made on a crisis or on the misfortune of people or countries … Goldman Sachs will be glad to help you.
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How the Plastic Industry Turned the Pandemic to its Advantage
With its products proving indispensable to combatting Covid-19, the plastics business is reinvigorated. What will it take to bring this major polluter to heel?
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Global Fertilizers Inflation Report
Impacts and Repercussions of Price Increases on the Global Fertilizer Market
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Eastman Increases Prices of Plasticizers
Eastman Chemical Company is increasing prices on the following products July 01, 2022, or as contracts allow.
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India to Reduce Supply of Packaging Raw Materials
Govt announces measures to reduce supply of raw material to enforce ban on single-use plastic
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Highest Inflation Rate in 30 years
Inflation rose 8.6% in May, highest since 1981 — What if the current inflation was not the consequence of market mechanisms (demand & supply), but purely the consequence of major corporations surfing on the wave of “greed” ?
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Sun Chemical Increases Price on Inks, Coatings, and Adhesives
Sun Chemical to Increase Prices on Inks, Coatings, Consumables and Adhesives in North America
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rPET Shortage in EU
Soft drinks industry faces a recycled plastic shortage, says Ribena maker
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Mexico Policy to Combat Food Price Inflation
Some measures relate to corn, one of the most important feedstock for biobased plastics.
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White House May Stop Biofuel Support due to Rising Food Prices
White House may revisit biofuel mandates to stop rising food prices
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Brazil Lowers Agricultural Tariffs to Fight Inflation
On Thursday May 12, the Government of Brazil (GOB) cut import tariffs for several categories of goods, focusing on food staples in an attempt to reduce consumer inflation.
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Germany May Limit Biofuel Production
Germany may halt biofuel production to protect food security.
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Nippon Paper Industries Statement on Price Lignin Products
Notice Regarding Revisions to Prices of Lignin Products
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UPM Ends Finnish Paper Strike Fiasco
UPM and Paperworkers’ Union agree on first-ever business-specific collective labour agreements – strike ends at UPM mills in Finland
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High Commodity Prices and Food Insecurity
The Ukraine Conflict and Other Factors Contributing to High Commodity Prices and Food Insecurity
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Brazil Seeks Remedies for Fertilisers Disruptions
Brazil Agriculture Seeks Remedies for Potential Fertilizer Disruptions
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Rebuilding Polymers for Europe
Avoiding an on-going decline in the relative standing of the European plastics industry would require a new chapter in the industry to open with more transparency, clear collaboration and mutual respect for the differing requirements of suppliers and converters
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Heavy Strikes at UPM (FREE)
The strike in the Finnish paper mills aggravates the current lack of paper on the European market and will have severe repercussions in the supply of print products in the coming weeks. This is a FREE article
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Flexible Packaging Inflation
Soaring energy costs add more pressure on flexible material prices
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French Plastic Packaging Industry in Crisis
Rising production costs & skyrocketing energy prices: the plastic packaging sector is out of breath
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Magnesium Shortage to Impact EU Packaging Industry
Cross-industry group of European metals-producing and -using industries and their workers warn against catastrophic impact of Chinese magnesium supply shortage
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Sun Chemical to Increase Prices
Sun Chemical to Increase Prices on Inks, Coatings, and Adhesives
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EU Flexible Packaging Shortages are Great Concern
Continuous raw material supply difficulties of great concern to European Flexible Packaging manufacturers
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Most EU Plastic Converters Hit by Shortage
Polymer Raw Material Shortage for 90% of Converters
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French Plastic Packaging Industry Statement on Rising Prices
Commodities crisis: 96% of plastic packaging companies hit by price and supply tensions
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Plastic Inflation: Shipping, China and Cartels
What is causing the inflation of plastics and polymers?
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Will China Impact Corn Prices?
Corn is currently the most important feedstock for PLA (Natureworks)
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Impact of Corona on Corn Prices
Analysis released by the National Corn Growers Association today showed cash corn prices have declined by 16 percent on average, with several regions experiencing declines of more than 20 percent, since March 1 as a result of the COVID-19 pandemic.
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