We recently visited the key US oil regions to speak with domestic and international oil producers, and oil field service providers. The aim being to gauge the growth potential of crude production, particularly from the major US shale plays, where supply growth has been a key contributor to investor concerns... Show More
After years of incredibly easy monetary policy globally we are finally amid a synchronised global economic recovery the likes of which we have not seen in over a decade. Show More
Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two... Show More
The falling oil price has been a hot topic through the course of 2015. Most recently the sector has been thrust into the spotlight as corporate activity in Australia heats up. A bid from Woodside for Oil Search has highlighted the value some industry players are seeing at current levels,... Show More
We believe that a merger of BPT and DLS is more likely following the departure of DLS MD Brad Lingo last week. Seven Group (SVW) has bought 19.9% in both BPT and DLS over the last six months, at a cost close to $400m. Seven is keen to see consolidation... Show More
Why oil prices will stay low, and what that means for markets (VIDEO) Saxo Bank Head of Commodity Strategy Ole Hansen believes we will see production slow in the second half of the year, but questions whether this will see prices rise at all. Even though the number of oil... Show More
My 14 February 2014 wire began by warning Steer clear of Red Fork Energy. Its financial model seemed doomed to failure. Now, the company has flagged its assets are for sale for the very reasons referred to in the earlier wire. The same risk (and warning) applies to any of... Show More
The European Shale Gas Revolution: Why Ukraine is important to both the West and Russia (Cielo Capital) While the shale gas revolution has taken off in countries such as the United States, Australia and even China; Europe has been a lot slower to move, largely due to environmental and political... Show More