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...
558 Views
Energy Companies Preparing for Brexit
In a March 2017 paper published by Oxford Institute for Energy Studies onIrish energy options post-Brexit, I wrote "Another solution would be to...
398 Views
Sustainable Investing Surveyor Focus on NextDecade (NEXT) - August 4, 2025
Last week, the WTR Sustainable Index was down 5.7% W/W versus the S&P 500 Index (down 2.4%), the Russell 2000 Index (down 4.2%), and the Nasdaq...
271 Views
Goodman Group Placement - Large Deal, Doesn’t Seem Well Flagged, Not Particularly Exciting
Goodman Group (GMG AU) is looking to raise around US$2.5bn to partly fund its data centre expansion plans. In this note, we talk about the deal...
959 Views
Sustainable Investing Surveyor - Focus on NextDecade Corporation (NEXT)
The WTR Sustainable Index was down 1.3% W/W versus the S&P 500 Index (down 0.6%), the Russell 2000 Index (down 2.6%), and the Nasdaq Index (up 0.7%).
322 Views