Weekly Stock Bullfinder- Week of 3/28
On Friday, the EU and US announced a major liquefied natural gas deal that will likely have a transformational impact on energy security.
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LNG Companies Q2'19 Results Takeaways: Tough Market but Optimism for Winter & FIDs Progressing
Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely...
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New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
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M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
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More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
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