Oil & gas M&A deals 2Q21A ramp up

Oil & gas M&A deals 2Q21A ramp up

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Oil & Gas: time for reform?

Oil & Gas: time for reform?

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Saying goodbye to coal – not quite?

Saying goodbye to coal – not quite?

Coal usage, as a source of energy, could become a thing of the past (almost) thanks to China's goal to cut net carbon emissions by 2026 by cutting coal consumption. Key points: Internationally, there is a strong desire and a...

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Oil price breakout winners

Oil price breakout winners

The trading range for oil (WTI - West Texas Intermediate) since 6th May 2020 is US$ 38 to 42 bbl. On Monday 23rd November 2020 the oil price broke through its recent resistance line to reach $43 bbl, this...

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

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...

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

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?

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

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

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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