Production Cuts Are a Lousy Panacea for Broken Oil Markets
As many expected, OPEC announced on Nov. 30 that it will extend its Crude Oil (CRUDE OIL COMDTY) production cuts through the end of 2018. But the...
275 Views
CK Hutch (1 HK): The Optics Are Looking Favourable
Two media articles have now appeared this week, concerning CKH. The first concerns China Merchants reportedly joining a consortium (including...
322 Views
Last Week In Event SPACE: Sun Corp/Cellebrite, Kioxia, CK Hutchison, Toshiba/ROHM
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
322 Views
Peyto Exploration & Dev Corp - Energy Transition: Canada - Petro-provinces at Risk
Petro‑Provinces at Risk delivers a stark message investors: Canada’s oil‑ and gas‑dependent provinces are heading toward a structural fiscal...
183 Views
Energy Transition: Asset Retirement Obligations: What Lies Beneath?
What Lies Beneath delivers a clear warning investors cannot afford to overlook: asset retirement obligations (AROs) represent a financially...
170 Views