2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
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Global E&Ps: Energy Weekly Vol. 27
Crude Oil (CRUDE OIL COMDTY)Crude prices continued to decline for the third straight week, ending Friday c.2% lower w/w. Price weakness was largely...
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Global E&Ps: Energy Weekly Vol. 18
Oil PriceCrude oil's relentless rally YTD has been largely driven by concerted and coordinated OPEC + Russia supply cuts, and a perfect storm of...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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