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...
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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...
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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...
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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...
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Idemitsu - Push Is Coming to Shove
A veritable flurry of articles came out in the last few days. Starting perhaps with the Mainichi on Friday morning, and continuing through the...
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