How to Fix Oil Prices
This piece highlights my recent proposal for a mechanism to solve the enforceability and adaptability issues faced by OPEC in their proposed...
317 Views
Idemitsu/ShowaShell Merger Delayed?
The merger between Idemitsu Kosan Co Ltd (5019 JP) and Showa Shell Sekiyu KK (5002 JP) has been on the rocks for many months as the Idemitsu...
283 Views
OPEC Cuts, U.S. E&Ps Drill: Our Oil Price Outlook Remains Unchanged
In a somewhat surprising development, OPEC members have tentatively agreed to a production target of between 32.5 million and 33.3 million barrels...
261 Views
Can OPEC Cut Production
In May we noted that Saudi was likely to pursue a production maximisation policy for 6 months, with a freeze or cuts likely as we head into...
308 Views
Smartkarma - Special Situations Weekly Update (12 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
354 Views