Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
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Santos – Harbour Energy Back to the Well?
The Australian Financial Review reported (pay-walled) on Wednesday night that Harbour Energy was tabling an A$5.30/share offer for Santos Ltd (STO...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Global E&Ps: Energy Weekly Vol. 1
Oil PriceWe saw another strong week for WTI and Brent Crude prices, with both up c.2% to USD 56.74/bbl and USD 63.52/bbl, respectively. This is the...
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Total Acquires Engie's LNG to Become #2 Player in a Growing LNG Business Where Optionality Is Key
Total Sa (FP FP) signed an agreement with Engie SA (ENGI FP) to acquire its liquefied natural gas (LNG) assets for an overall enterprise value of...
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