2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
449 Views
Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
259 Views
Weekly Oil Views: Crude Breaks Out of Its Summer Lull but Storm Clouds on the Horizon
Crude surged by up to 5.5% in the week ended August 24, its first weekly gain in nearly a month. The bullish pieces of news and data behind the...
321 Views
Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
288 Views