AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
200 Views
Oil and Gas Price Outlook: Updating Our Near-Term Methodology for Forecasting Prices
Given the large discrepancy that has emerged between 2017-18 Brent futures prices (currently $40-$47 per barrel) and the Morningstar energy team's...
235 Views
Gas Production No Longer a Core Business for AGL
AGL Energy will no longer try to partly self-supply gas and will write off the value of its oil and gas exploration and production...
201 Views
AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
4k Views