Flash Update: US Shale M&A Frenzy Drives Further Consolidation in Upstream Oil & Gas
A new wave of consolidation is unfolding in the upstream oil and gas industry. Three company takeovers involving US shale E&Ps were announced...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
346 Views
Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
430 Views
Time for Corporate America to Stand up for the Environment
The environmental agenda of President-elect Trump and his transition team is deeply troubling. Plans include dismantling or defunding the...
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Battle of the Second Fiddles: Pence 1, Kane 0
The Dudes Who Don't Matter. When I was studying MBA in New York, I met a senior at Lehman Brothers, and I must have said something like "Wow!...
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