Energy Expert

Thierry Bros, PhD

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Thematic (Sector/Industry)

<p>As mentioned on 31 January 2017 in <a href="https://www.smartkarma.com/insights/energy-who-could-benefit-from-brexit" target="_blank" data-smartkarma-citation="insights:8488">Energy: Who Could Benefit from Brexit?</a>, "Independent trading houses operating in Europe (like <a href="https://www.smartkarma.com/entities/764" target="_blank" data-smartkarma-citation="entities:764:1">Glencore Plc (GLEN LN)</a>, Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. </p><p>Enjoy a short updated <a href="https://www.dukascopy.com/tv/en#206316" target="_blank">webcast</a>, where I reiterate the 3…</p>

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN LN), Trafigura or Vitol) would be able to take advantage of the increased volatility and spread" and "some LNG producers close to Europe and LNG portfolio players would be able to arbitrage the EU vs the UK". Since this publication, Trafigura is seeking to reopen an LNG import terminal in the UK. Enjoy a short updated webcast, where I reiterate the 3…

Independent Trading Houses to Benefit from Brexit

United Kingdom

Bowleven plc engages in the exploration, appraisal, and development of oil and gas properties in Africa. The company has equity interests in two permits in Cameroon, including the offshore shallow water Etinde permit that covers an area of approximately 461 square kilometers; and the onshore Bomono permit covering an area of 2,328 square kilometers. It also holds equity interests in the Block 11B, which covers an area of 14,287 square kilometers located in Kenya; and the Blocks 25, 28, and 29 that covers an area of 16,251 square kilometers located in Zambia. Bowleven plc was incorporated in 2001 and is headquartered in Edinburgh, the United Kingdom.

Empyrean Energy Plc is involved in energy resource exploration and project development in geopolitically stable environments. The Company's activities are carried out principally in North America it has projects in Texas and California .

Sequa Petroleum N.V. operates as an oil and gas company that focuses on taking discovered oil and gas reserves and resources from appraisal through production.

The Parkmead Group plc, an independent oil and gas company, engages in the exploration and production of oil and gas properties. It holds interests in 48 exploration and production blocks; and produces approximately 5,000 barrels of oil equivalent per day. The company also provides energy sector economics, valuation, and benchmarking services, as well as advises on energy policies and fiscal matters, and undertakes economic evaluations; and benchmarking and training services. It has operations in Europe, North America, and internationally. The Parkmead Group plc was incorporated in 2000 and is headquartered in Aberdeen, the United Kingdom.

Sound Energy plc, together its subsidiaries, operates as an oil and gas exploration, development, and production company. It operates a portfolio of 22 onshore gas licenses and permits in Italy and Morocco. The company was formerly known as Sound Oil Plc and changed its name to Sound Energy plc in September 2015. Sound Energy plc was founded in 2005 and is based in Sevenoaks, the United Kingdom.

Egdon Resources PLC is an oil and gas exploration and production company.  The Group owns acreage in the United Kingdom and France.

Borders & Southern Petroleum PLC explores for oil and natural gas. The Company explores an area southeast of the Falkland Islands.

Stobart Group Ltd. offers freight transportation and logistics services.  The Company transports cargo by truck, operates a rail freight terminal and port facilities, and offers warehouse storage services.

Quadrise Fuels International plc and its subsidiaries principally engage in the manufacture and marketing of emulsion fuel for use in power generation, industrial and marine diesel engines, and steam generation applications in the United Kingdom. It produces oil-in-water emulsion-based asphalts and fuels, through its MSAR technology as a substitute for conventional heavy fuel oil. Quadrise Fuels International plc was incorporated in 2004 and is based in London, the United Kingdom.

Petro Matad Limited is a holding company. The Company, through its subsidiaries is focused on oil exploration, as well as future development and production in Mongolia.

Rey Resources Ltd. explores for and mines coal and minerals.  The Company mines coal in Australia, copper in Chile, and gold in Peru.

Eden Energy Ltd. produces energy.  The Company produces, uses and stores hythane, which is a mixture of hydrogen and natural gas, owns interests in coal bed methane projects and geothermal projects, and holds petroleum exploration licenses.

Fitzroy River Corp Ltd is an oil and gas exploration and development company.

New Age Exploration Limited is an Australian-based exploration company. The Company's flagship project is the Lochinvar Coking Coal Project in the UK. Lochinvar is well-located to supply European mills with access to rail and ports. New Age Exploration also owns the Redmoor Tin-Tungsten project in the UK.

Perpetual Resources Limited is a mineral exploration and development company. The Company is focused on exploring and developing the Atoz Coal Project located south of Padang in the central west of West Sumatra.

SI RESOURCES Co., Ltd. designs and manufactures various types of jacquard textile products. The Company's main products are spandex jacquard and nylon jacquard. The company also distributes bituminous coal.

White Energy Company Ltd. develops and commercializes coal technologies used for processing poor quality coal into a higher quality and environmentally friendly coal.

Galilee Energy Limited is a coal exploration and development company. The Company has operations in Australia and New Zealand along with coal seam methane activities in the Galilee Basin in Queensland.

Silk Road Energy Services Group Ltd is a mining company. The Company engages in flouroite mining, trading of commodities, mine constructions, and other related services.

Lion Energy Ltd is an ASX listed oil and gas exploration and production company focused on Indonesia, where it has been operating for over twenty years. The Company has two existing conventional Production Sharing Contracts (PSC's) Seram and South Block A - and an early mover position in the fledgling Indonesian shale and unconventional industry via four Joint Study Applications.

SDX Energy PLC operates as an oil and gas company. The Company engages in exploration, development, and operation of oil and gas properties. SDX Energy serves customers in Egypt.

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SDX Energy (SDX LN)

Independent Trading Houses to Benefit from Brexit

As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN...

Thierry Bros, PhD

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