Energy Expert

Thierry Bros, PhD

Thierrybros.com

Thematic (Sector/Industry)

As mentioned on 31 January 2017 in <a href="https://www.smartkarma.com/insights/energy-who-could-benefit-from-brexit" target="_blank" data-smartkarma-citation="insights:8488">Energy: Who Could Benefit from Brexit?</a>, "Independent trading houses operating in Europe (like <a href="https://www.smartkarma.com/entities/764" target="_blank" data-smartkarma-citation="entities:764:1">Glencore Plc (GLEN LN)</a>, Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. Enjoy a short updated <a href="https://www.dukascopy.com/tv/en#206316" target="_blank">webcast</a>, where I reiterate the 3…

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN LN), Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. Enjoy a short updated webcast, where I reiterate the 3…

Independent Trading Houses to 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 benefit from decorrelation of energy prices between the UK and the EU?Following the policy paper " <a href="https://www.oxfordenergy.org/publications/brexits-impact-gas-markets-brext-security-supply-uk-ireland/" target="_blank">Brexit's impact on gas markets: Brexit and security of supply for the UK and Ireland</a>" just published by Oxford Institute for Energy Studies, this insight looks at the Brexit's impact on energy stocks.As the outcome of Brexit is still unknown, we can only draft…

Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could benefit from decorrelation of energy prices between the UK and the EU?Following the policy paper " Brexit's impact on gas markets: Brexit and security of supply for the UK and Ireland" just published by Oxford Institute for Energy Studies, this insight looks at the Brexit's impact on energy stocks.As the outcome of Brexit is still unknown, we can only draft…

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

<header class="entry-header"><h2>Commodity fundamentals – actionable insight from CRB’s Fundamental Database</h2></header>ClearMacro is delighted to announce a collaboration with Barcharts/CRB to derive signals from fundamental commodity supply, production and consumption data.We care about generating actionable market insight from information categories that a sophisticated investor cares about.  Commodity markets require tailored information to help investors generate outlook views across energy, metals, and agricultural markets.We focus…

Commodity fundamentals – actionable insight from CRB’s Fundamental DatabaseClearMacro is delighted to announce a collaboration with Barcharts/CRB to derive signals from fundamental commodity supply, production and consumption data.We care about generating actionable market insight from information categories that a sophisticated investor cares about.  Commodity markets require tailored information to help investors generate outlook views across energy, metals, and agricultural markets.We focus…

Commodities - Is There Any Value Within the Complex?

United Kingdom

IGas Energy PLC is an oil and gas exploration and production company. The Company is an upstream oil and gas company operating onshore fields in Britain.

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IGas Energy Plc (IGAS LN)

Independent Trading Houses to Benefit from Brexit

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN...

Thierry Bros, PhD

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...

Thierry Bros, PhD

Commodities - Is There Any Value Within the Complex?

Commodity fundamentals – actionable insight from CRB’s Fundamental DatabaseClearMacro is delighted to announce a collaboration with Barcharts/CRB...

ClearMacro

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