Can El Niño rescue Europe's gas winter?
El Niño mainly eases early winter, while the cold risk shifts to February and March, when storage, currently at a record low, will be emptiest.
44 Views
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
1.1k Views
Natural Gas: The Bridge Fuel, The Breakout Trade - A Basket of Asian Gas Companies
A basket of Asian oil and gas plays poised to benefit as US Natural Gas prices rise and impact global pricing. Basket offers a mix of income and...
366 Views
Something Is Brewing…
These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical...
477 Views
Global O&G Firms' Credit Quality Improves on Tighter Oil Markets
Oil spot prices have gained at a relatively stable pace since the start of 2024, with crude prices rising close to 19% year to date. Robust demand...
492 Views