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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Reversing Our Enthusiasm for Oxy After Decline Rate Deep Dive
Occidental delivers stellar initial production rates in the Permian, but much of the benefit is offset by above-average declines.Occidental...
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Chiyoda: Mozambique Order Win Follows First LNG Shipment at Cameron
On 3 Jun Chiyoda Corp (6366 JP)announced that Cameron LNG had completed its first LNG shipment from train 1 (on 31 May). That news and a strong...
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(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
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M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
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