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...
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Global E&Ps: Energy Weekly Vol. 10
Oil PriceWTI and Brent oil price rose further last week to end at USD 66.2/bbl and USD 70.4/bbl, respectively. Continued price strength was driven...
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Global E&Ps: Energy Weekly Vol. 7
Oil PriceCrude oil prices started 2018 on an extremely bullish note, quickly hitting the highest prices seen over the last 3 years last week. This...
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SNE larger but phased
Cairn Energy’s interim report revealed higher contingent resources at SNE of 563mmbbl, but a phased development plan targeting the lower reservoirs...
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Exploration setbacks, but shares backed by core
We update our valuation to reflect the Druid and SNE North well results and lower long-term oil price assumption. We look forward to the half-year...
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