Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
515 Views
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...
811 Views
LNG Producers Outperform as More LNG from the US Is Coming into the Market
On the back of a growing LNG global trade volume, LNG producers have outperformed the US market and their E&P peers including the oil majors...
905 Views
China Oil & Gas Demand
Above-Consensus Forecasts for Medium-Term Growth, but Electric Vehicles Loom Large for OilConsensus is missing the boat on China’s medium- and...
510 Views
LNG Industry Insight: New Entrants Gaining Market Share Amid a Tightening LNG Market (Part 1)
After a period of low investments and declining LNG prices, the LNG industry is enjoying a new phase of growth characterized by radical changes, as...
617 Views