US LNG: Lessons from Europe
Following Mio Kato, CFA's "Will Toshiba Take On Its LNG Commitment, or Simply Pay Up?" insight, let's look at what happened since the opening of...
384 Views
Saudi Aramco Value: $tn? Maybe Not!
In Saudi Arabia, the Saud family wants to launch an Initial Public Offering (IPO) for 5% of Saudi Aramco, the biggest worldwide oil company...
635 Views
How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
491 Views
Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
354 Views
Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
211 Views