Weekly Oil Views: Crude Rallies on US-China Deal Optimism, Tightening Supply
There was no deal out of Beijing on Friday, but the markets appeared overjoyed at the news that the US and China had decided to continue their...
521 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
836 Views
New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
591 Views
Two Major Refinery Deals Announced in UAE and South Korea: Positive for Refining Stocks
There have been a few major deals announced in the last few days involving the sell down of stakes in large refining companies, which is positive...
589 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...
817 Views