Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
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DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts Likely
DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts LikelyDeclining vessel earnings, diminishing dividends and...
223 Views
DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
254 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...
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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...
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