Oil & Gas: time for reform?

Oil & Gas: time for reform?

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How Texas will keep its heart of energy

How Texas will keep its heart of energy

If fracking does not recover from the oil price war and the slump in demand caused by Covid-19, renewable energy, wind and solar energy are potential investment beneficiaries. The renewables sector is attractive due to high and growing global demand...

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Has OPEC responded quickly enough to sinking oil demand?

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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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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