All you need to know about global energy markets, strategies and the global energy transition: Our new Global Energy Briefing No 183 (53 pages) covers the latest trends, prices and news in all important energy-related sectors: international oil markets and oil prices international gas markets: EU, US, Asia, LNG international coal markets, EU carbon and EU power prices global electric car markets:……
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…
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……
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).
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
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.
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……
Oil and gas account for more than half of global energy-related greenhouse gas emissions. International oil companies are now under pressure to demonstrate the sustainability of their portfolio and adapt their business models to the global transformation of energy systems. Investors, NGOs and the media are questioning them critically. In this issue of our newsletter you will find 37 pages……