LNG Companies Q2'19 Results Takeaways: Tough Market but Optimism for Winter & FIDs Progressing
Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely...
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New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
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Weekly Oil Views: Prices Rise on Mideast Fear Premium but Bears May Still Hit the Bullseye
Two pivotal developments dramatically swung investor sentiment and re-ordered the flow of funds in the global financial markets last week. The US...
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More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
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Economic Analysis of Mozambique’s LNG Projects: Huge Potential but Financing Risks Remain
Around 10 years after the first major gas discoveries, Mozambique should see two mega LNG projects sanctioned this year, with an investment of...
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