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Insights in the Energy Space

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bearishNatural Gas
23 Dec 2024 21:31Syndicated

Investors Are Max Long Stocks & Bearish Commodities

While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...

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bullishPTT E&P
23 Dec 2024 21:23Broker

Ptt Exploration and Production -5-Year Expenditures Plan and Petroleum Sales Target

PTTEP has announced a 3% increase in its expenditures plan (Capex and Opex) for 2025-29E compared to the previous plan, along with a lower...

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bullishThai Oil Pcl
23 Dec 2024 21:20Broker

Thai Oil - The CFP Entails Higher than Previously Expected Risks

The risks associated with the CFP are higher than previously expected (e.g., significant cost overruns, COD delayed by three years, risks regarding...

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bullishCrude Oil
23 Dec 2024 19:34

U.S. Rig Count Remains Unchanged for the Second Consecutive Week

​US oil and gas rig count steady at 589 for the week ending 20/Dec, as US oil drillers added one rig while US gas producers cut one rig. They added...

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bearishCrude Oil
23 Dec 2024 14:23Podcast

Global Commodities: The biggest pushback

Wall Street analysts discuss feedback and question policy on oil prices, with a consensus view for 2025 ranging from $60 to $95 amidst bearish...

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