Thematics

Connect the dots as we explore the trends which impact businesses, investors and global capital markets. The aim? To leave no sector or investor without actionable insight.

thematic

Energy & Resources

Saudi-led market share war with US producers continues

thematic

Energy & Resources

Oil & gas macro outlook – The market is returning to equilibrium

insight

Energy & Resources

Shell posts a blowout quarter in downstream

insight

Energy & Resources

BP’s 1Q results show refining strength + tax one-offs

insight

Energy & Resources

A look at sentiment

thematic

Energy & Resources

First Falklands well in two years looks positive

thematic

Energy & Resources

Nigerian elections 28th March

insight

Energy & Resources

Hit guidance and stocks fly – the crazy world of junior E&Ps

thematic

TMT

NZ – Edison talks tech

thematic

TMT

AUS – Edison talks tech

thematic

Energy & Resources

Ophir results – Acting counter-cyclically… or not?

insight

Energy & Resources

UK Election Budget: Impact on the UK oil & gas industry

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Reserves – better not blink or they could be gone

Latest

Financials | insight

Q325 reflections: Europe’s moment

Industrials | insight

Inside the mind of the investor: Mutares

TMT | insight

IP Group – capital markets day

Industrials | insight

Metlen Energy & Metals: London calling, right now