All you need to know about global energy: Global Energy Briefing No 182 (45pp) covers:
- the latest trends in international oil, gas and coal markets
- the latest international numbers of electric car markets
- a feature on the low-carbon activities of big oil companies and how stock markets can value them
- plus an in-depth look at BP ´s latest numbers (3Q19)
The British-American supermajor delivered as expected, after a string of advance warnings one month ago. Most attention was directed at the profit numbers. Can Big Oil maintain its reputation as ultra-solid cash machine? What about the shift to low-carbon? Our short analysis and outlook shows strong and weak points in BP´s performance...
Global Energy Briefing No.181: International Energy Markets and Company Strategies (English/Deutsch)
All you need to know: Global Energy Briefing No 181 (46pp) covers the latest trends in international oil, gas and coal markets, and highlights major energy company news and strategy updates.
Major topics of this edition:
(1) A new CEO for BP (Bernard Looney): Which strategic changes can be expected? We look back at the Dudley era and the challenges ahead for the most “American” supermajor in Europe.
(2) Big Oil or Big Energy? We compare the latest low-carbon investments of oil companies and […]
Busy days for Italian oil and gas giant Eni ranging from good to not so good news.
Eni is a second-tier supermajor with 1.9 boe/d oil and gas production and assets worldwide. Three parallel developments have characterized the last few days: new fossil investment, renewable plans and fossil heritage.
Billions for Norway and the Barent Sea: Vår Energi (68.6% ENI-owned) acquires ExxonMobil´s upstream assets in Norway for $4.5 billion. The deal comprises 150.000 boe/d production effectively doubling Eni´s equity production. Eni is […]
Starting today we will regularly report on 100 big energy companies across industries, from oil to gas, wind, solar and batteries: #BigE100 . We will focus on four aspects:
- Company strategies
- Energy transition towards low-carbon solutions
- Shifting value chains across energy industries and beyond
- Capital market indicators (stock performance, investors, benchmarking)
All you need to know: Our first newsletter after the summer break, Global Energy Briefing No 180 (32pp) covers the latest trends in international oil, gas and coal markets, including the attack on the oil infrastructure in Saudi Arabia.
We provide a first assessment of the Abqaiq assault and look at the overall oil supply and demand picture. Our second focus is the stubborn weakness of European gas markets and the (related) trends in global LNG markets. Finally, we examine the events in global […]
All you need to know: Our second July newsletter Global Energy Briefing No 179 (32pp) covers the latest trends in international oil, gas and coal markets. We focus on recent oil price movements, OPEC and US shale oil outlook; the second focus is on European gas and global LNG markets as well as the recent coal revival in Asia. We conclude
Global Energy Briefing No 178: World Energy Statistics – The Race between Renewable and Fossil Energy
Our early July newsletter Global Energy Briefing (No.178, 14pp) is based on the results of BP´s recent "Statistical Review of World Energy 2019". The short newsletter presents the most interesting numbers and findings in a limited number of easily comprehensible charts - ideal for presentation or illustration.
Global Energy Briefing No 177: Big Energy Companies – Strategies, Benchmarks, News (deutsch/english)
Our June newsletter Global Energy Briefing (No.177, 32pp) focuses on our sample of 100 global big energy companies.
Topics are among others: Downstream strategies of Western oil majors and NOCs....the consolidation of the global wind industry...re-positioning strategies of leading PV cell/module...transition steps of European utilities...
Companies featured in this newsletter:
- Saudi Aramco, OMV, Adnoc, Chevron, Phillips 66, Petrobras, Devon, CNRL, Wintershall DEA, Anadarko, Adani,
- Gazprom, Novatek,
- Xinjiang Goldwind, Siemens Gamesa, Vestas, Suzlon, Ming Yang, SEwind (Shanghai Electric), Brookfield,
- LONGi Solar, URE, GCL Poly,
- Enel, Engie, EDF, Statkraft, Eletrobras, EDP, Iberdrola,
- CATL, SK Innovation, Northvolt
Suzlon rejected the $1.1bn offer even after defaulting on debt payments. But Suzlon has a lot to offer and Vestas definitely wants to enter the promising Indian wind turbine market... (more)
Italian power giant Enel has announced the sale of Russia´s largest coal plant Reftinskaya (3.8 GW) to leading Siberian power and heat utility Kuzbassenergo, owned by SGC (SUEK), for "at least" RUB21bn (approx. $320m). Enel is the 2nd largest global utility. The company recently...