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...

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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...

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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...

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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...

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Coronavirus oil price impact will be short-lived

The rapidly spreading coronavirus outbreak has hit oil prices in the last week as concerns have risen over a global economic slowdown and a reduction in demand, but our mid-run forecast of US $55-65 bbl for Brent Crude remains intact. Here’s why:...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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