Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

Continue reading →

Part I – Global Energy spending to fall $400bn due to coronavirus crisis

According to a recent report published by the IEA (international Energy Agency), global energy investment is set to fall 20% to USD 400bn in 2020, which represents the biggest annual decrease ever to be reported in the industry. Global...

Continue reading →

Consolidating the Gold Market

A new theme has emerged in the gold (Au) market: an increase in mergers and acquisitions (M&A) business activities. The hope is that this may derail growing structural issues inherent to the sector which include the following: The industry is...

Continue reading →

Three Key Trends in Renewables that Make Fossil Fuel Investing Trickier – A Global Outlook

Climate change has long superseded nuclear pollution as the key driver keeping renewable energy on the global agenda. Solar renewable energy has arguably been the greatest beneficiary of the climate change driver and remains the fastest growing source of...

Continue reading →

Has OPEC responded quickly enough to sinking oil demand?

The Organisation of the Petroleum Exporting Countries (OPEC) announced a historic deal to cut production as The International Energy Agency expects oil demand to sink to the equivalent of at least a third of global supply (by 29m barrels...

Continue reading →

How and why the Oil and Gas sector should improve energy efficiency

The Oil and Gas (O&G) industry continues to face scrutiny over the consequences its operations and business activities have on the environment. These companies are being asked to prove how they are helping to reduce carbon emissions. O&G companies...

Continue reading →

Competition for investment in energy stocks is strong. What should be considered?

Being a successful long-term investor in energy stocks has become exceedingly difficult the past several years and increasingly there is competition in the form of renewable energy investment. Below I give an account of the development of the oil industry...

Continue reading →

The rising demand for gold outstrips supply

The panic around the coronavirus has ignited the demand for gold and the disruption in the global supply chains is making gold harder to get to. Refineries and mines are being shut down, commercial flights are few and far...

Continue reading →

How will Covid-19 travel curfews affect the mining industry?

Covid-19 pandemic travel curfews are impacting mining team’s ability to reach their mines and while this is setting off alarm bells for some economists, there are several outcomes for mining companies and they are not all bad. The shortage of...

Continue reading →

Is renewable energy the real victim of the oil price war?

When Saudi Arabia tried but failed to push the US shale producers out of business in 2015/16, it only served to prove what many had suspected, that both Russia and Saudi were no longer the only kingmakers in the...

Continue reading →