11 November 2019

Global Energy Briefing No 182: International Energy Markets & Big Oil´s Low Carbon Strategies

By |2019-11-11T08:19:51+01:00Monday, 11 November 2019|Categories: #BigEnergy100, coal markets, coal price, electric vehicle sales, international coal markets, international gas markets, international oil markets, oil price|Tags: , , , , , , , , |0 Comments

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)

Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN. Email to staff@energycomment.de to receive a free test copy in English or German (content is identical).

29 October 2019

BP in 3Q19: The American Heritage & Beyond

By |2019-10-30T14:45:16+01:00Tuesday, 29 October 2019|Categories: #BigEnergy100, company strategies|Tags: |0 Comments

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...

15 October 2019

Global Energy Briefing No.181: International Energy Markets and Company Strategies (English/Deutsch)

By |2019-10-15T14:34:04+01:00Tuesday, 15 October 2019|Categories: #BigEnergy100, company strategies, electric vehicle sales, international coal markets, international gas markets, international oil markets|Tags: , , , , , , , , , , |0 Comments

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 identify leaders and laggards.

(3) ENI and Equinor: Major strategic steps and missteps

(4) North Sea: Trends in oil/gas ownership

(5) Wind turbine industry: Further steps towards a global oligopoly

(6) Season 4, Episode 11: EDF and Hinkley Point C – The race is on – who can build the most expensive nuclear plant in the world ?

(7) Global oil markets: The latest data, price and market trends. Shale oil trends, OPEC strategy and price outlook.

(8) Global natural gas markets: The latest price and market trends for the European, US gas markets and global LNG.

(9) Global coal markets: Latest trends in […]

30 September 2019

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

By |2019-10-30T10:20:26+01:00Monday, 30 September 2019|Categories: #BigEnergy100|Tags: , , , |0 Comments

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 now the second-largest oil and gas producer in Norway after state-owned Equinor (Statoil).

ExxonMobil, like other supermajors such as Chevron and ConocoPhillips, is disposing of non-core assets to raise cash and reduce risk. US supermajors are moving capital closer to home to invest in US shale basins, or in global LNG assets.

2.
Eni has entered a far-reaching agreement with global renewables developer MainstreamRP to develop large-scale RE projects in the UK (offshore wind), Asia and Africa. The move mimics similar investments by oil majors.

Eni targets a 1.6GW renewable generation capacity by 2022 and 5 GW by 2025. In the […]

30 September 2019

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

By |2019-10-30T10:19:28+01:00Monday, 30 September 2019|Categories: #BigEnergy100, company strategies, Global Energy Briefing|0 Comments

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).