DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
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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...
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Saudi Aramco Value: $tn? Maybe Not!
In Saudi Arabia, the Saud family wants to launch an Initial Public Offering (IPO) for 5% of Saudi Aramco, the biggest worldwide oil company...
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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:...
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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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