Our second May newsletter Global Energy Briefing (No.176, 38pp) covers the latest trends in international fossil and renewable markets. From the sell-off in oil and gas markets to the latest EV sales numbers and investment strategies.
Our May newsletter Global Energy Briefing (No.175) covers up-to-date trends in international fossil and renewable markets as well as the latest industry trends.
We announced it in our 10-Year-Anniversary newsletter post: Strategies of big energy companies will be our second focus, complementing our analysis of international energy markets.
This happens against the background of two mega-trends in the energy sector:
(1) the global energy transition towards low-carbon solutions and renewable energy
(2) the melting-away of traditional industry boundaries: new and established players cross industry borders and develop new business models.
In our database we will try to cover the rapid changes across the sectors: from the leading manufacturers of solar modules to Big Oil, from global wind project developers to shale oil companies and battery makers. Our sample comprises about 100 companies (see attachment below). We will report important news, and we will rank, benchmark and compare companies and strategies: looking for leaders and laggards.
On this website and on our twitter account (@energycomment) we will publish some of our findings, starting in May 2019. If you prefer more systematic and regular information, please have a look at our bi-weekly newsletter GLOBAL ENERGY BRIEFING.
Companies […]
Zehn Jahre Global Energy Briefing. Der Newsletter ist jetzt im 11. Jahrgang und gehört damit schon zu den “dienstältesten” deutschsprachigen Newsletter im Bereich Energiemärkte.
Seine Alleinstellungsmerkmale sind der explizit internationale Fokus von China über Europa bis zu den USA, sowie die breite Abdeckung der Energiewelt vom Öl bis zur Photovoltaik.
Ab diesem Jahrgang gibt es zwei Veränderungen:
(1) Neben die Marktanalysen treten jetzt Strategieanalysen der führenden Energiekonzerne der Welt, insbesondere unter dem Blickwinkel der globalen Energy Transition.
(2) Schon seit Jahresbeginn erscheint der Newsletter nicht nur in deutscher, sondern auch in englischer Sprache.
Unser Dank gilt allen Abonnentinnen und Abonnenten in Deutschland, der Schweiz, Österreich und Benelux!
German + English Edition Available!
Our April newsletter Global Energy Briefing (No.174, 53pp) covers two topics:
A. Prices and market balance in the oil, gas and hard coal markets worldwide.
B. Company strategies and market trends in fossil and renewable energy markets (including EV and batteries).
Some focus topics of this issue are:
(a) Price divergence between fuels has further deepened: Oil, carbon up, gas, coal down; price outlook Brent
(b) the changing character of the US gas market; gas flaring in the Permian
c) Global oil companies: Three strategic groups emerging – features and outlook; China´s oil giants under pressure;
d) LNG and commodity traders;
e) PV giants: strategies and financial balances
f) Global wind turbine makers: rankings and financial stability; market access to China remains difficult
g) Shell´s utility strategy; global overview: NextEra, Xcel, Eskom
h) Electric vehicles: New EV policy in China; update global statistics
Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.
The new edition of our newsletter Global Energy Briefing (No.173, 53pp) covers two topics:
A. Prices and market balance in the oil, gas and hard coal markets worldwide.
B. Company strategies and market trends in fossil and renewable energy markets (including EV and batteries).
Some focus themes of this issue are:
(a) oil price outlook and 2019/2020 shale oil volumes; the slump in global gas prices; update EV sales statistics;
(b) preliminary model of “strategies in transition”; the future of the Permian Basin; strategic moves by Shell, Saudi Aramco, Tongwei, LONGi, SPIC, Senvion, Iberdrola, EDP, RWE, VW; trends in the global FTM and BTM battery markets.
(c) vademecum: global energy data.
Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.
The new edition of our newsletter Global Energy Briefing (No.172) covers prices and trends of major energy markets worldwide. Main topics are: Oil market & oil price outlook, gas markets (EU, US, LNG/Asia), hard coal prices, EV sales statistics; global energy data.
Please find more on our newsletter subscription here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.
The new edition of our newsletter Global Energy Briefing (No.171) covers prices, trends and strategies on major energy markets worldwide. Topics are among others: Oil markets, gas markets (EU, US, LNG, Asia), hard coal prices, PV module price trends, EV sales statistics
Russian gas players are expanding their LNG infrastructure. Latest addition: Third train at Novatek´s Yamal LNG. Great map by S&P Global Platts.
With the notable exception of ExxonMobil, oil majors are leaving the Canadian oil sands sector. They are replaced by Canadian oil companies.
Imperial Oil, majority owned by ExxonMobil, recently declared it would continue its US$2 billion Aspen project in Alberta. In contrast, Shell and ConocoPhillips are selling their oil-sands assets. Other majors may follow. The reasons are manifold:
When transport bottlenecks pressed most Canadian crude prices to just 13 $/b politics stepped in. Large Producers such as […]