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...
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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...
890 Views
Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations  (IMO 2020 Regulations) as well as on the...
606 Views
Weekly Oil Views: Crude Breaks Out of Its Summer Lull but Storm Clouds on the Horizon
Crude surged by up to 5.5% in the week ended August 24, its first weekly gain in nearly a month. The bullish pieces of news and data behind the...
482 Views
Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
435 Views