Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
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LNG Producers Outperform as More LNG from the US Is Coming into the Market
On the back of a growing LNG global trade volume, LNG producers have outperformed the US market and their E&P peers including the oil majors...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Global E&Ps: Energy Weekly Vol. 27
Crude Oil (CRUDE OIL COMDTY)Crude prices continued to decline for the third straight week, ending Friday c.2% lower w/w. Price weakness was largely...
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Norwegian Energy Co (NOR NO): Shell Divests Danish Assets to Noreco for $9/Boe 2P Reserves
Royal Dutch Shell (RDSA LN) has agreed to divest its non-core Danish portfolio to Norwegian Energy Co (NOR NO) for USD 1.9Bn cash consideration....
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