BP in 3Q19: The American Heritage & Beyond

Von |Dienstag, 29. Oktober 2019|

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)

Von |Dienstag, 15. Oktober 2019|

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 […]

Italian oil&gas major ENI in turbulent times (#BigEnergy100)

Von |Montag, 30. September 2019|

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.

1.
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 […]

#BigEnergy100: Our regular reporting on 100 big energy companies across industries

Von |Montag, 30. September 2019|

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)
Read short news for free on our twitter account (@energycomment) or here on our website. Or read systematic news and background analysis, embedded into market and industry developments, in our very affordable, bi-weekly newsletter Global Energy Briefing (English and German version available - subscription details here: newsletter).

Global Energy Briefing No 180: International Energy Markets in August/September (Deutsch/English)

Von |Montag, 16. September 2019|

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 […]

Global Energy Briefing No 179: International Energy Markets in July (Deutsch/English)

Von |Freitag, 19. Juli 2019|

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

Von |Donnerstag, 11. Juli 2019|

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)

Von |Dienstag, 25. Juni 2019|

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: Net profits of $111 billion

Von |Donnerstag, 13. Juni 2019|

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)...

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Wer ist EnergyComment?

  • Forschungs- und Beratungsbüro in Hamburg; gegründet im Jahr 2008; geleitet von Dr. Steffen Bukold
  • Sprachen: Deutsch, Englisch, Niederländisch, Chinesisch (Mandarin)
  • Methodische Besonderheiten: interdisziplinäre und internationale Herangehensweise; rasche und unkomplizierte Projektentwicklung und Projektabwicklung

Aktuelle  Themenschwerpunkte: 

  • Öl (seit 2008): Ölpreise, internationale Ölmärkte, Strategien von Ölkonzernen, Heizöl
  • Wasserstoff (seit 2018): Projektübersicht weltweit, Kostentrends, Technologietrends, Akteure und Unternehmensstrategien, Wasserstoff- und Energiepolitik
  • Unternehmensstrategien (seit 2016): Wir verfolgen überblicksartig in unserer Datenbank die Strategien von ca. 100 großen Energiekonzernen, quer durch alle relevanten Branchen weltweit, vom Ölkonzern bis zum großen Windturbinenhersteller
  • Internationale Energiepreise & Energiemärkte (seit 2009): In unserem Newsletter Global Energy Briefing untersuchen wir seit 2009 die relevanten Markt- und Preistrends auf den internationalen Energiemärkten.

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