BPCL - Thoughts on the Potential Government Stake Sale
Bharat Petroleum Corp (BPCL IN) is engaged in the business of refining crude oil and marketing of petroleum products. It is India's second largest...
413 Views
Saudi Aramco - Prospectus Review - Low Beta Yield Play
658 pages of fun lead us to the same conclusion from our previous note. This will be a low beta asset and the yield is key. Our assumption...
371 Views
Weekly Oil Views: Market Sticks with Bleak Outlook, the Only Certainty for Now
The oil market is indeed surrounded by “black swans”, as the Russian energy minister put it last week. Just count the variables – an economic...
389 Views
Russia: US Sanctions Are Not The Main Reason for Rouble Rout
An unexpected “hawkish” comment by Fed Chair Powell following the July Fed policy meeting jolted global markets out of complacency. President...
442 Views
Weekly Oil Views: Osaka Unlikely to Spur a Bull Run, OPEC+ Decision Already Baked In
The Trump-Xi ceasefire and resumption of trade talks agreed in Osaka on Saturday has a long road ahead to reach a trade agreement. The US and...
453 Views