Oil Majors Results: The Main Take-Aways. We Are Positive on Hess, Valero and Chevron
A number of the largest oil companies in the U.S. and Europe reported results last week including Exxon Mobil (XOM US) , Chevron Corp (CVX US) and...
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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...
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Venezuelan Sanctions: What Is the Crude Market Impact and Which Stocks Are Affected
Now that the U.S. has imposed tougher sanctions on Venezuela, we examine the potential impact on the oil market and the companies that will...
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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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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...
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