Adani Gas - Don't Bet on a Total Bump
Yesterday, Total Sa (FP FP) agreed to buy a 37.4% stake in Adani Gas Ltd (ADGAS IN) at INR 149.63 per share. Total Sa (FP FP) will make an open...
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Chiyoda: Russian LNG Plans Increasingly Aggressive With Transshipment Terminal Next
As investors start eyeing the 2H of FY19, the key project on Chiyoda Corp (6366 JP)'s radar is the expansion of Qatar's LNG complex from 77mtpa to...
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New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
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M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
647 Views
More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
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