U. S. Equity Strategy: Upgrading Utilities; Downgrading Communications
We are upgrading Utilities and downgrading Communications. We recap important technical levels across major indexes and share actionable ideas...
206 Views
Exxon's Mozambique LNG Project Awards Service Contracts but FID Slips into 2020
Exxon Mobil (XOM US) and partners awarded the key contracts for the Rovuma LNG project in Mozambique, which makes the project's sanction almost...
486 Views
Chiyoda: McDermott Troubles Hurt Sentiment but May Have Limited Direct Impact
Mcdermott Intl (MDR US) is down 73% over the course of two days following news that it had hired Alix Partners who are renowned as a turnaround...
476 Views
More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
552 Views
A Huge Wave of New LNG Projects Coming in the Next 18 Months: Positive for The E&C Companies
Our analysis shows that there are an unbelievable 25+ LNG developers that have stated (within the last year) they will take a final investment...
709 Views