Global E&Ps: Energy Weekly Vol. 24
Oil PriceThe API reported a lower than expected build of 907 Kbbls of crude oil inventories for the week ending September 28, versus street...
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Gloves Come Off in Fight for Global Energy Markets. It Is a Dangerous Game
Following the recent appointments to Trump's Administration, it seems prepared to take a wrecking ball to the existing trade framework and...
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Russia: The Valuation/Governance Trade-Off Has Become Even More Binary
As early as January of last year, I suggested that notwithstanding his stated admiration for Russia’s leadership, President Trump would eventually...
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Bye-Bye Saudi Aramco IPO!
In a recent Financial Times article "Saudi Aramco considers shelving international IPO", the paper mentions that Saudi Aramco could turn to private...
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India (Overweight): Are Equites Losing Touch with Reality? (Part 4 of 6)
Market Commentary We remain overweight in India, but are increasingly concerned about the apparent euphoria among domestic investors, who have...
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