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
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.
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
Saudi Aramco published its financial numbers for 2018. They dwarf even the largest Western and Chinese oil majors in some respects: Net income 2018: $111.1bn (+46% year on year) Revenues 2018: $355.9bn (+35% year on year)...
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...
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!