Saudi Aramco - Prospectus Review - Low Beta Yield Play
658 pages of fun lead us to the same conclusion from our previous note. This will be a low beta asset and the yield is key. Our assumption...
362 Views
Exxon's Mozambique LNG Project Awards Service Contracts but FID Slips into 2020
Exxon Mobil (XOM US) and partners awarded the key contracts for the Rovuma LNG project in Mozambique, which makes the project's sanction almost...
452 Views
LNG Projects Update: >60mtpa Sanctioned and Likely to Far Exceed 100mtpa of FIDs in 2019
The volume of projects that have taken final investment decision this year has already exceeded most consultants forecasts from the beginning of...
474 Views
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...
465 Views
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...
449 Views