LNG Producers Outperform as More LNG from the US Is Coming into the Market
On the back of a growing LNG global trade volume, LNG producers have outperformed the US market and their E&P peers including the oil majors...
805 Views
China Oil & Gas Demand
Above-Consensus Forecasts for Medium-Term Growth, but Electric Vehicles Loom Large for OilConsensus is missing the boat on China’s medium- and...
326 Views
LNG Industry Insight: New Entrants Gaining Market Share Amid a Tightening LNG Market (Part 1)
After a period of low investments and declining LNG prices, the LNG industry is enjoying a new phase of growth characterized by radical changes, as...
514 Views
Weekly Oil Views: Rising Supply and Trade Wars Weigh on Crude but Lull May Not Last
Two big bearish influences have yanked Brent and WTI down by $5-6/barrel from their 42-month peaks, but they may be overturned by a supply shock as...
320 Views
TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
129 Views