Paul Horsnell
Paul Horsnell
believe currently external iran key matters relations remain
We believe that Iran matters more than is currently priced in, and that Iran's external relations remain the key wildcard.
abandon area continues france issue later likely major market potential relations rise seems talks week
The issue of Iran's international relations continues to rise to the fore as a major potential area of market concern. It now seems likely that the EU3 of Germany, UK, and France will later this week abandon the mothballed talks with Iran.
barrels initial million question
The initial question is where is the 2 million barrels going to come from.
area bear chemical concentration consequences extremely intensity plants potential relatively small thinking
The potential consequences don't even bear thinking about. There's such a concentration of refineries and chemical plants in a relatively small area that anything of that kind of intensity would be extremely nasty.