Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
411 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....
428 Views
Inpex Already Double the Budget for the Ichthys Project - Can It Be Higher?
Complexity of the Ichthys Project Justifies Project DelayInpex Corp (1605 JP)’s Ichthys LNG project in Western Australia is Japan’s largest...
144 Views
Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
539 Views
The 'Volatility Volcano' Erupts, as Oil Outlook Remains Inflation Key…
On Dec 18th I wrote that: ‘That issue of deteriorating market depth and the proliferation of highly correlated factor based strategies which are...
142 Views