2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
721 Views
Santos Brasil (STBP3): Will Santos Turnaround and Deliver?
Maersk renewed its contract with Santos Brasil expiring in March 2021. We anticipate additional demand created by Maersk’s contract could...
776 Views
TRACKING TRAFFIC/Containers & Air Cargo: Box Volume, Rates Both Move Up | Fuel Prices Retreat
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
388 Views
Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
462 Views
Norwegian Energy Co (NOR NO): Shell Divests Danish Assets to Noreco for $9/Boe 2P Reserves
Royal Dutch Shell (RDSA LN) has agreed to divest its non-core Danish portfolio to Norwegian Energy Co (NOR NO) for USD 1.9Bn cash consideration....
434 Views